Phoenix Group (Germany) Performance
| 1BF Stock | EUR 5.92 0.20 3.27% |
The company holds a Beta of 0.62, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Phoenix Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding Phoenix Group is expected to be smaller as well. At this point, Phoenix Group Holdings has a negative expected return of -0.0474%. Please make sure to check Phoenix Group's standard deviation, total risk alpha, maximum drawdown, as well as the relationship between the jensen alpha and treynor ratio , to decide if Phoenix Group Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Phoenix Group Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Phoenix Group is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Begin Period Cash Flow | 11 B | |
| Total Cashflows From Investing Activities | 304 M |
Phoenix |
Phoenix Group Relative Risk vs. Return Landscape
If you would invest 614.00 in Phoenix Group Holdings on October 25, 2024 and sell it today you would lose (22.00) from holding Phoenix Group Holdings or give up 3.58% of portfolio value over 90 days. Phoenix Group Holdings is currently producing negative expected returns and takes up 1.6525% volatility of returns over 90 trading days. Put another way, 14% of traded stocks are less volatile than Phoenix, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Phoenix Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phoenix Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Phoenix Group Holdings, and traders can use it to determine the average amount a Phoenix Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0287
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| Negative Returns | 1BF |
Estimated Market Risk
| 1.65 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Phoenix Group is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phoenix Group by adding Phoenix Group to a well-diversified portfolio.
Phoenix Group Fundamentals Growth
Phoenix Stock prices reflect investors' perceptions of the future prospects and financial health of Phoenix Group, and Phoenix Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phoenix Stock performance.
| Return On Equity | -0.14 | |||
| Return On Asset | -0.005 | |||
| Operating Margin | 0.16 % | |||
| Current Valuation | (294.05 M) | |||
| Shares Outstanding | 1 B | |||
| Price To Earning | 7.23 X | |||
| Price To Book | 1.07 X | |||
| Price To Sales | 0.34 X | |||
| Revenue | 24.45 B | |||
| EBITDA | (2.49 B) | |||
| Cash And Equivalents | 7.29 B | |||
| Cash Per Share | 7.31 X | |||
| Total Debt | 4.22 B | |||
| Debt To Equity | 0.60 % | |||
| Book Value Per Share | 5.63 X | |||
| Cash Flow From Operations | (1.02 B) | |||
| Earnings Per Share | (1.24) X | |||
| Total Asset | 333.8 B | |||
About Phoenix Group Performance
By analyzing Phoenix Group's fundamental ratios, stakeholders can gain valuable insights into Phoenix Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Phoenix Group has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Phoenix Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Phoenix Group Holdings plc engages in the long-term savings and retirement busines in Europe. Phoenix Group Holdings plc was founded in 1782 and is based in London, the United Kingdom. PHOENIX GRP is traded on Frankfurt Stock Exchange in Germany.Things to note about Phoenix Group Holdings performance evaluation
Checking the ongoing alerts about Phoenix Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phoenix Group Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Phoenix Group generated a negative expected return over the last 90 days | |
| Phoenix Group has high likelihood to experience some financial distress in the next 2 years | |
| Phoenix Group Holdings has accumulated 4.22 B in total debt with debt to equity ratio (D/E) of 0.6, which is about average as compared to similar companies. Phoenix Group Holdings has a current ratio of 0.2, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Phoenix Group until it has trouble settling it off, either with new capital or with free cash flow. So, Phoenix Group's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Phoenix Group Holdings sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Phoenix to invest in growth at high rates of return. When we think about Phoenix Group's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 24.45 B. Net Loss for the year was (837 M) with profit before overhead, payroll, taxes, and interest of 777 M. | |
| Phoenix Group Holdings has accumulated about 7.29 B in cash with (1.02 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 7.31, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Roughly 56.0% of Phoenix Group shares are owned by institutions such as pension funds |
- Analyzing Phoenix Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phoenix Group's stock is overvalued or undervalued compared to its peers.
- Examining Phoenix Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phoenix Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phoenix Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phoenix Group's stock. These opinions can provide insight into Phoenix Group's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Phoenix Stock analysis
When running Phoenix Group's price analysis, check to measure Phoenix Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phoenix Group is operating at the current time. Most of Phoenix Group's value examination focuses on studying past and present price action to predict the probability of Phoenix Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phoenix Group's price. Additionally, you may evaluate how the addition of Phoenix Group to your portfolios can decrease your overall portfolio volatility.
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