Phoenix Group Holdings plc (LON:PHNX)

Phoenix Group Holdings Ratios and Metrics

Market cap in millions GBP. Fiscal year is January - December.

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Feb 21, 2025	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	5,063	5,349	6,077	6,523	6,993	5,397
Market Cap Growth	-1.89%	-11.97%	-6.84%	-6.72%	29.58%	32.88%
Enterprise Value	-301	1,837	310	2,214	4,503	2,714
PE Ratio	-	-	-	-	9.02	87.04
PS Ratio	0.20	0.26	-0.69	0.28	0.32	0.19
PB Ratio	2.20	1.51	1.43	0.96	0.89	0.96
P/FCF Ratio	2.05	-	7.02	-	1.04	79.36
P/OCF Ratio	2.05	-	7.02	-	1.04	79.36
EV/Sales Ratio	0.47	0.09	-	0.10	0.21	0.09
EV/EBITDA Ratio	29.09	2.94	-	-	3.79	3.60
EV/EBIT Ratio	30.51	3.03	-	-	3.91	3.73
EV/FCF Ratio	4.66	-	0.36	-	0.67	39.91
Debt / Equity Ratio	1.32	1.77	1.98	0.71	0.60	0.42
Debt / EBITDA Ratio	9.00	9.85	-	-	3.96	3.07
Debt / FCF Ratio	1.48	-	9.68	-	0.70	34.50
Quick Ratio	0.08	0.03	0.04	0.03	0.04	0.04
Current Ratio	0.19	0.19	0.25	0.24	0.20	0.18
Asset Turnover	0.08	0.07	-	0.07	0.08	0.12
Return on Equity (ROE)	-14.74%	-2.26%	-48.28%	-9.69%	12.39%	2.01%
Return on Assets (ROA)	0.08%	0.13%	-0.50%	-0.27%	0.25%	0.19%
Return on Capital (ROIC)	3.37%	3.38%	-12.80%	-7.35%	7.01%	5.42%
Return on Capital Employed (ROCE)	0.13%	0.20%	-	-	0.34%	0.30%
Earnings Yield	-10.53%	-2.17%	-44.83%	-12.83%	11.41%	1.58%
Earnings Yield	-10.53%	-2.17%	-44.83%	-12.83%	11.41%	1.58%
FCF Yield	48.76%	-16.13%	14.25%	-15.64%	96.58%	1.26%
Dividend Yield	10.63%	10.87%	10.19%	9.90%	9.61%	9.53%
Payout Ratio	0.00%	-	-	-	54.14%	431.76%
Buyback Yield / Dilution	-0.25%	-0.40%	-0.10%	-17.97%	-17.17%	-31.03%
Total Shareholder Return	10.38%	10.47%	10.09%	-8.07%	-7.56%	-21.50%

Source: S&P Capital IQ. Insurance template. Financial Sources.