Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry
vs
history
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry
vs
history
» PNX's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2013

PNX Guru Trades in Q1 2013

Jim Simons 7,929 sh (-68.38%)
» More
Q2 2013

PNX Guru Trades in Q2 2013

Jim Simons Sold Out
» More
Q4 2013

PNX Guru Trades in Q4 2013

Jim Simons 20,429 sh (New)
» More
Q1 2014

PNX Guru Trades in Q1 2014

Jim Simons Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with PNX

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2011-09-30 Sold Out 0.0026%$23.8 - $50.6 $ 48.3422%0
George Soros 2011-06-30 Add 155.89%$42 - $54.4 $ 48.34-1%76000
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/S 0.20
PNX's P/S is ranked lower than
53% of the 200 Companies
in the Global Insurance - Property & Casualty industry.

( Industry Median: 1.28 vs. PNX: 0.20 )
PNX' s 10-Year P/S Range
Min: 0   Max: 0.2
Current: 0.2

0
0.2

Valuation & Return

vs
industry
vs
history

Business Description

Industry: Insurance - Property & Casualty » Insurance - Property & Casualty
Compare:RLI, TRV, MBI, QBIEY, TKOMY » details
Phoenix Companies, Inc., is a Delaware corporation incorporated in 2000. It's a holding company, Its operating subsidiaries provide life insurance and annuity products through independent agents and financial advisors. Its main insurance company subsidiaries are Phoenix Life Insurance Company, domiciled in New York, and PHL Variable Insurance Company, domiciled in Connecticut. Most of its life insurance in force is permanent life insurance insuring one or more lives. Its annuity products include fixed and variable annuities with a variety of death benefit and guaranteed living benefit options. It operates two businesses segments: Life and Annuity and Saybrus. The Life and Annuity segment includes individual life insurance and annuity products, including its closed block. Saybrus provides dedicated life insurance and other consulting services to financial advisors in partner companies, as well as support for sales of Phoenix's product line through independent distribution organizations. Its products compete with similar products sold by other insurance companies and also with savings and investment products offered by banks, asset managers, and broker-dealers. Phoenix Life and PHLVIC are subject to regulation and supervision in each jurisdiction where they conduct business.
» More Articles for PNX

Headlines

Articles On GuruFocus.com
comment on PNX May 16 2013 
The Phoenix Companies Inc. Reports Operating Results (10-K) Mar 08 2011 
The Phoenix Companies Inc. Reports Operating Results (10-Q) Nov 06 2009 
The Phoenix Companies Inc. Reports Operating Results (10-Q) Aug 07 2009 
The Phoenix Companies, Inc. Reports Second Quarter 2009 Results: Aug 04 2009 
Weekly CEO Buy Highlights: Discover Financial Services, The Phoenix Companies Inc., Winmark Corp., T Jul 11 2009 
The Phoenix Companies Inc. (PNX) CEO James D Wehr buys 22,400 Shares Jul 09 2009 
The Phoenix Companies Inc. (PNX) CEO James D Wehr buys 32,900 Shares Jul 08 2009 
Weekly CEO Buys Highlight: United Therapeutics Corp, UDR Inc, ValueVision Media Inc, SourceForge Inc Jun 20 2009 
The Phoenix Companies Inc. (PNX) CEO James D Wehr buys 28,600 Shares Jun 15 2009 

More From Other Websites
Fortress Death-Bet Clash With Insurers Spills Into Statehouses Jul 23 2014
Nearly Three-Quarters of Americans Are Interested in Diverse Benefits Available With Annuities,... Jul 22 2014
Nearly Three-Quarters of Americans Are Interested in Diverse Benefits Available With Annuities,... Jul 22 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Jul 18 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Other Events Jul 03 2014
Wall Street Transcript Interview with John M. Matovina, the CEO and President of American Equity... Jun 24 2014
Phoenix Companies Inc Stock Upgraded (PNX) Jun 12 2014
David Shepherd Joins The Phoenix Companies, Inc. as Vice President and Corporate Auditor Jun 09 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and... Jun 03 2014
The Phoenix Companies, Inc. (NYSE:PNX) Revises Timetable for Delayed SEC Filings Jun 03 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Change in Directors or Principal Officers, Regulation... May 28 2014
Westley V. Thompson Appointed to The Phoenix Companies, Inc. Board of Directors May 28 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Results of Operations and Financial Condition,... May 15 2014
The Phoenix Companies, Inc. (NYSE:PNX) Provides First Quarter 2014 Unaudited Statutory Results for... May 15 2014
PHOENIX COMPANIES INC/DE Financials May 07 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Other Events May 06 2014
Phoenix appoints Secor as Chief Underwriter May 05 2014
Gregg Secor Joins The Phoenix Companies, Inc. as Chief Underwriter May 05 2014
Diana Piquette Joins The Phoenix Companies, Inc. as Second Vice President, GAAP Accounting &... Apr 29 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Change in Directors or Principal Officers Apr 23 2014
PHOENIX COMPANIES INC/DE Files SEC form 10-Q, Quarterly Report Apr 23 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Other Events Apr 15 2014
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Change in Directors or Principal Officers, Financial... Apr 04 2014
Naomi Baline Kleinman Named Vice President, Investor Relations, and Treasurer of The Phoenix... Mar 24 2014
The Phoenix Companies, Inc. (NYSE:PNX) Announces Settlement with SEC on Delayed Filings Mar 21 2014
Robert E. Schneider Joins The Phoenix Companies, Inc. as Second Vice President, Compensation Mar 17 2014
Allison Gomes Joins The Phoenix Companies, Inc. as Vice President, Corporate Finance Mar 05 2014
The Phoenix Companies, Inc. (NYSE:PNX) Provides Full Year 2013 Unaudited Statutory Results, Fourth... Feb 28 2014
Mark Griffin Joins The Phoenix Companies, Inc. as Executive Vice President and Chief Risk Officer Feb 24 2014
The Phoenix Companies, Inc. (NYSE:PNX) Announces Success of Consent Solicitation Relating to 7.45%... Feb 20 2014
The Phoenix Companies Launches Phoenix Personal Retirement Choice? Annuity Feb 19 2014
The Phoenix Companies, Inc. (NYSE:PNX) Obtains New York Stock Exchange Listing Extension Jan 28 2014
The Phoenix Companies, Inc. (NYSE:PNX) Commences Consent Solicitation to Amend Indenture for 7.45%... Jan 23 2014
The Phoenix Companies, Inc. (NYSE:PNX) Provides Third Quarter 2013 Highlights of Unaudited Statutory... Nov 15 2013
70% of Annuity Professionals Said Guaranteed Lifetime Withdrawal Benefits Were a "Must Have" Feature... Oct 29 2013

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide