Phoenix Competitors

Stocks . Germany . 
Stock . Phoenix Group Holdings
1BF Stock  EUR 7.43  0.03  0.40%   
Phoenix Group Holdings competes with SWISS WATER, TEXAS ROADHOUSE, BJs Restaurants, Broadcom, and China Yongda; as well as few others. The company classifies itself under Financial Services sector and is part of Insurance—Life industry. Analyzing Phoenix Group competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Phoenix Group to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Phoenix Group Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Phoenix Group competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
5.867.439.00
Details
Intrinsic
Valuation
LowRealHigh
6.407.979.54
Details
Naive
Forecast
LowNextHigh
5.917.489.05
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.387.647.89
Details

Phoenix Group Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Phoenix Group and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Phoenix and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Phoenix Group Holdings does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ROW
+ 0.95
ROW
ROW
+ 0.91
ZCG
ZCG
+ 0.9
ROW
1YD
+ 0.75
ZCG
GRU
+ 0.75
1YD
ROW
+ 0.66
1YD
  
High negative correlations   
7RD
- 0.78
OD7B
1YD
- 0.77
OD7B
1CY
- 0.47
7RD
GRU
- 0.45
OD7B
ZCG
- 0.42
OD7B
1CY
- 0.37
1YD

Risk-Adjusted Indicators

There is a big difference between Phoenix Stock performing well and Phoenix Group Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Phoenix Group's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Phoenix Group Competitive Analysis

The better you understand Phoenix Group competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Phoenix Group's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Phoenix Group's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
1BF OD7B 7RD ROW ZCG 1YD 1CY ROW GRU
 0.40 
 7.43 
Phoenix
 0.78 
 47.12 
ETFS
 0.78 
 2.58 
SWISS
 0.77 
 157.85 
TEXAS
 1.78 
 34.40 
BJs
 1.23 
 246.40 
Broadcom
 4.00 
 0.24 
China
 0.82 
 156.70 
Texas
 3.85 
 2.00 
GEELY
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very risky
Very steady
Very steady
Very steady
Out of control
Very steady
Very risky
Market Performance
(90 Days Performance)
OK
Very Weak
OK
OK
OK
Strong
Very Weak
OK
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Average
Unknown
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Over Valued
Over Valued
Over Valued
Under Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Sell
Strong Sell
Strong Sell
Strong Sell
Strong Buy
Strong Sell
Strong Hold
Cautious Hold
Current Ratio
0.2
1.23
N/A
N/A
N/A
0.92
0.61
N/A
Net Asset
333.8 B
N/A
2.53 B
1.05 B
73.25 B
31.57 B
2.53 B
134.34 B
Profit Margin
N/A
0.0172
N/A
N/A
N/A
0.0288
0.0672
N/A
EBITDA
(2.49 B)
16.09 M
458.67 M
64.97 M
19.16 B
3.88 B
458.67 M
N/A
Operating Margin
0.16
0.072
N/A
N/A
N/A
0.0454
0.0802
N/A
Current Valuation
(294.05 M)
N/A
6.54 B
1.15 B
234.65 B
1.79 B
6.53 B
11.59 B
Price To Book
1.07
N/A
6.34
1.99
9.73
0.72
6.34
1.53
Five Year Return
5.97
N/A
N/A
N/A
N/A
N/A
1.53
N/A
Beta
0.78
1.61
N/A
N/A
N/A
1.57
0.96
N/A
Number Of Employees
8.04 K
90
N/A
N/A
N/A
16.05 K
82 K
N/A
Shares Outstanding
1 B
9.17 M
N/A
N/A
N/A
1.95 B
66.91 M
N/A
Cash Flow From Operations
(1.02 B)
(6.55 M)
511.73 M
64.28 M
16.74 B
5.01 B
511.73 M
N/A
Annual Yield
0.0806
N/A
0.0266
0.009
0.036
0.0923
0.0209
0.26
Total Debt
4.22 B
99.36 M
50 M
50 M
39.05 B
1.28 B
50 M
1.9 B
Return On Equity
-0.14
0.0518
N/A
N/A
N/A
0.15
0.26
N/A
Z Score
0.6
N/A
65.8
8.4
3.0
2.6
77.2
8.4
Return On Asset
-0.005
0.0403
N/A
N/A
N/A
0.0616
0.0799
N/A
Book Value Per Share
5.63
6.11
N/A
N/A
N/A
6.83
15.12
N/A
Total Asset
333.8 B
N/A
2.53 B
1.05 B
73.25 B
31.57 B
2.53 B
134.34 B
Debt To Equity
0.6
1.71
N/A
N/A
N/A
141.6
57.6
N/A
Last Dividend Paid
0.5
N/A
0.3
N/A
N/A
0.48
1.84
0.29
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
105.25
N/A
Shares Owned By Institutions
55.71
6.63
N/A
N/A
N/A
30.83
99.37
N/A
Market Capitalization
7.15 B
19.51 M
5.41 B
731.08 M
230.23 B
1.48 B
6.4 B
26.99 B
Price To Earning
7.23
11.23
N/A
N/A
N/A
5.93
22.58
N/A
Price To Earnings To Growth
N/A
N/A
1.96
2.34
0.86
N/A
1.96
0.59
Price To Sales
0.34
N/A
1.64
0.55
6.97
0.0185
1.62
0.95
Net Income
(837 M)
3.22 M
269.82 M
4.08 M
11.49 B
2.48 B
269.82 M
N/A
Earnings Per Share
-1.24
0.2
N/A
N/A
N/A
0.13
3.74
N/A
Shares Owned By Insiders
14.69
3.57
N/A
N/A
N/A
33.56
0.6
N/A
Revenue
24.45 B
168.07 M
4.01 B
N/A
33.2 B
77.92 B
4.01 B
N/A
Cash And Equivalents
7.29 B
1.28 M
N/A
N/A
N/A
329.82 M
144.84 M
N/A
Cash Per Share
7.31
0.14
N/A
N/A
N/A
0.18
2.03
N/A
Gross Profit
777 M
17.61 M
N/A
N/A
N/A
7.75 B
678.63 M
N/A
Day Typical Price
7.43
47.12
2.58
157.85
34.07
245.75
0.24
156.7
2.01
Accumulation Distribution
N/A
N/A
N/A
N/A
0.0291
0.16
N/A
N/A
49.5
Market Facilitation Index
N/A
N/A
N/A
N/A
1.0
0.4
N/A
N/A
0.0
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
0.6
0.7407
(9,223,372,036,855)
(9,223,372,036,855)
(4.00)
Period Momentum Indicator
(0.03)
(0.37)
0.02
1.2
0.6
3.0
(0.01)
(1.30)
(0.08)
Rate Of Daily Change
1.0
0.99
1.01
1.01
1.02
1.01
0.96
0.99
0.96
Day Median Price
7.43
47.12
2.58
157.85
33.9
245.43
0.24
156.7
2.01
Price Action Indicator
(0.01)
(0.19)
0.01
0.6
0.8
2.48
(0.01)
(0.65)
(0.05)
Coefficient Of Variation
865.61
(1,049)
907.48
920.23
757.53
325.83
(30,881)
1121.51
668.45
Mean Deviation
1.29
1.88
2.38
1.49
1.79
1.89
3.11
1.4
2.05
Jensen Alpha
0.1665
(0.26)
0.4226
0.2771
0.3843
0.7025
(0.04)
0.0735
0.4459
Total Risk Alpha
(0.06)
(0.55)
(0.15)
(0.08)
(0.05)
0.3953
(0.70)
(0.11)
0.0018
Sortino Ratio
0.0238
N/A
0.097
0.0381
0.0786
0.3624
N/A
0.0116
0.1059
Downside Variance
1.97
N/A
8.32
3.05
6.43
2.99
N/A
2.53
9.68
Standard Deviation
1.55
2.26
3.86
1.96
2.62
2.52
4.65
1.84
3.18
Kurtosis
(0.75)
(0.75)
12.63
0.3786
4.83
1.49
1.27
0.3254
8.39
Potential Upside
2.91
3.65
5.6
4.6
3.74
5.06
8.7
4.17
4.94
Treynor Ratio
8.26
(1.00)
(8.22)
(0.37)
(0.93)
1.73
(0.34)
0.2595
3.27
Maximum Drawdown
6.21
8.01
26.66
8.77
16.49
12.96
22.62
7.92
21.07
Variance
2.41
5.09
14.93
3.82
6.84
6.33
21.67
3.4
10.09
Market Risk Adjusted Performance
8.27
(0.99)
(8.21)
(0.36)
(0.92)
1.74
(0.33)
0.2695
3.28
Risk Adjusted Performance
0.1117
(0.08)
0.1103
0.1065
0.1295
0.2923
0.005
0.088
0.1465
Skewness
0.0684
0.2664
2.5
0.5696
1.3
0.9138
0.3073
0.6571
1.12
Semi Deviation
1.25
N/A
2.34
1.49
1.93
1.25
N/A
1.46
2.63
Information Ratio
0.0215
(0.16)
0.0724
0.034
0.0762
0.2489
(0.03)
0.01
0.1037
Value At Risk
(2.46)
(3.40)
(5.30)
(2.87)
(3.55)
(2.49)
(8.00)
(2.51)
(3.85)
Expected Short fall
(1.56)
N/A
(3.33)
(1.57)
(2.19)
(2.39)
N/A
(1.57)
(2.41)
Downside Deviation
1.4
N/A
2.88
1.75
2.54
1.73
N/A
1.59
3.11
Semi Variance
1.56
N/A
5.48
2.23
3.74
1.56
N/A
2.13
6.93

Phoenix Group Competition Performance Charts

Five steps to successful analysis of Phoenix Group Competition

Phoenix Group's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Phoenix Group Holdings in relation to its competition. Phoenix Group's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Phoenix Group in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Phoenix Group's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Phoenix Group Holdings, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Phoenix Group position

In addition to having Phoenix Group in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Pharmaceutical Products Thematic Idea Now

Pharmaceutical Products
Pharmaceutical Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Pharmaceutical Products theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Pharmaceutical Products Theme or any other thematic opportunities.
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Other Information on Investing in Phoenix Stock

Phoenix Group financial ratios help investors to determine whether Phoenix Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Phoenix with respect to the benefits of owning Phoenix Group security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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