Phoenix Group Holdings Ratios and Metrics

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

Millions GBP. Fiscal year is Jan - Dec.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	2015 - 2019
Period Ending	Sep '25 Sep 29, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	2015 - 2019
Market Capitalization	6,338	5,095	5,349	6,077	6,523	6,993	Upgrade
Market Cap Growth	14.52%	-4.75%	-11.97%	-6.84%	-6.72%	29.58%	Upgrade
Enterprise Value	357	-269	1,837	310	2,214	4,503	Upgrade
PE Ratio	-	-	157.32	-	-	9.02	Upgrade
PS Ratio	0.36	0.24	0.26	-0.69	0.28	0.32	Upgrade
PB Ratio	3.54	2.27	1.41	1.43	0.96	0.89	Upgrade
P/OCF Ratio	4.74	1.51	-	7.02	-	1.03	Upgrade
EV/Sales Ratio	0.02	-	0.09	-	0.10	0.21	Upgrade
EV/EBITDA Ratio	-	-	2.13	-	-	3.79	Upgrade
EV/EBIT Ratio	-	-	2.18	-	-	3.91	Upgrade
Debt / Equity Ratio	1.93	2.80	1.65	1.98	0.71	0.60	Upgrade
Debt / EBITDA Ratio	-	-	7.16	-	-	3.96	Upgrade
Quick Ratio	0.08	0.02	0.03	0.04	0.03	0.04	Upgrade
Current Ratio	0.19	0.19	0.19	0.25	0.25	0.20	Upgrade
Asset Turnover	0.06	0.07	0.07	-	0.07	0.08	Upgrade
Return on Equity (ROE)	-25.37%	-35.75%	2.09%	-48.28%	-9.69%	12.39%	Upgrade
Return on Assets (ROA)	-0.01%	-0.15%	0.18%	-0.50%	-0.27%	0.25%	Upgrade
Return on Capital (ROIC)	-0.54%	-4.83%	4.66%	-12.80%	-7.34%	7.01%	Upgrade
Earnings Yield	-10.00%	-21.39%	1.05%	-44.83%	-12.83%	11.41%	Upgrade
Earnings Yield	-10.00%	-21.39%	1.05%	-44.83%	-12.83%	11.41%	Upgrade
Dividend Yield	8.62%	11.60%	11.91%	11.16%	10.84%	10.53%	Upgrade
Payout Ratio	-	-	980.36%	-	-	54.13%	Upgrade
Buyback Yield / Dilution	0.05%	0.20%	-0.40%	-0.10%	-17.97%	-17.18%	Upgrade
Total Shareholder Return	8.67%	11.80%	11.51%	11.06%	-7.12%	-6.64%	Upgrade

Updated Jun 30, 2025. Source: S&P Global Market Intelligence. Insurance template. Financial Sources.