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Also traded in: Germany

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 : 5/10

vs
industry
vs
history
Cash to Debt 1.38
PNX's Cash to Debt is ranked lower than
67% of the 90 Companies
in the Global Insurance - Life industry.

( Industry Median: 8.23 vs. PNX: 1.38 )
Ranked among companies with meaningful Cash to Debt only.
PNX' s Cash to Debt Range Over the Past 10 Years
Min: 0.06  Med: 0.67 Max: N/A
Current: 1.38
Equity to Asset 0.01
PNX's Equity to Asset is ranked lower than
99% of the 86 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.08 vs. PNX: 0.01 )
Ranked among companies with meaningful Equity to Asset only.
PNX' s Equity to Asset Range Over the Past 10 Years
Min: 0.01  Med: 0.06 Max: 0.11
Current: 0.01
0.01
0.11
F-Score: 4
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 : 3/10

vs
industry
vs
history
Operating margin (%) -8.64
PNX's Operating margin (%) is ranked lower than
97% of the 89 Companies
in the Global Insurance - Life industry.

( Industry Median: 7.58 vs. PNX: -8.64 )
Ranked among companies with meaningful Operating margin (%) only.
PNX' s Operating margin (%) Range Over the Past 10 Years
Min: -14.5  Med: -4.29 Max: 5.38
Current: -8.64
-14.5
5.38
Net-margin (%) -6.03
PNX's Net-margin (%) is ranked lower than
96% of the 90 Companies
in the Global Insurance - Life industry.

( Industry Median: 5.35 vs. PNX: -6.03 )
Ranked among companies with meaningful Net-margin (%) only.
PNX' s Net-margin (%) Range Over the Past 10 Years
Min: -36.15  Med: -4.25 Max: 4.82
Current: -6.03
-36.15
4.82
ROE (%) -54.08
PNX's ROE (%) is ranked lower than
100% of the 90 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.16 vs. PNX: -54.08 )
Ranked among companies with meaningful ROE (%) only.
PNX' s ROE (%) Range Over the Past 10 Years
Min: -54.82  Med: -14.63 Max: 5.49
Current: -54.08
-54.82
5.49
ROA (%) -0.48
PNX's ROA (%) is ranked lower than
97% of the 90 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.65 vs. PNX: -0.48 )
Ranked among companies with meaningful ROA (%) only.
PNX' s ROA (%) Range Over the Past 10 Years
Min: -2.58  Med: -0.34 Max: 0.42
Current: -0.48
-2.58
0.42
Revenue Growth (3Y)(%) -1.70
PNX's Revenue Growth (3Y)(%) is ranked lower than
61% of the 82 Companies
in the Global Insurance - Life industry.

( Industry Median: 3.30 vs. PNX: -1.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
PNX' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -11.7  Med: -6 Max: 5.5
Current: -1.7
-11.7
5.5
EBITDA Growth (3Y)(%) 3.60
PNX's EBITDA Growth (3Y)(%) is ranked lower than
53% of the 79 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.90 vs. PNX: 3.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
PNX' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 3.6 Max: 87.2
Current: 3.6
0
87.2
EPS Growth (3Y)(%) -4.60
PNX's EPS Growth (3Y)(%) is ranked lower than
74% of the 73 Companies
in the Global Insurance - Life industry.

( Industry Median: 5.30 vs. PNX: -4.60 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
PNX' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -7.7  Med: -4.6 Max: 8.6
Current: -4.6
-7.7
8.6
» PNX's 10-Y Financials

Financials (Next Earnings Date: 2017-03-15)


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

» Details

Guru Trades

Q3 2015

PNX Guru Trades in Q3 2015

Robert Bruce 254,352 sh (unchged)
Jim Simons Sold Out
» More
Q4 2015

PNX Guru Trades in Q4 2015

Jim Simons 15,929 sh (New)
Robert Bruce Sold Out
» More
Q1 2016

PNX Guru Trades in Q1 2016

Jim Simons 5,437 sh (-65.87%)
» More
Q2 2016

PNX Guru Trades in Q2 2016

Jim Simons Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with PNX

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Insurance - Life » Insurance - Life
Compare:NAS:TIPT, NYSE:IHC, NAS:AAME, OTCPK:UTGN, NAS:GWGH, OTCPK:IHRC, OTCPK:KCLI, NYSE:CIA, NAS:NWLI, NYSE:AEL, NYSE:FFG, OTCPK:MMHDF, OTCPK:DLLLF, NYSE:CNO, NYSE:PRI, OTCPK:STJPF, OTCPK:TDHOY, NYSE:TMK, OTCPK:SLFPF, OTCPK:SLLDY » details
Traded in other countries:PXCN.Germany,
Phoenix Companies Inc is a holding company, The Company through its subsidiaries provides life insurance and annuity products through independent agents and financial advisors.

Phoenix Companies Inc is a Delaware corporation incorporated in 2000. It is 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. 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 Partners, Inc. The Life and Annuity segment includes individual life insurance and annuity products, including its closed block. Saybrus Partners, Inc 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 it conducts business.

Ratios

vs
industry
vs
history
P/B 1.76
PNX's P/B is ranked lower than
66% of the 106 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.25 vs. PNX: 1.76 )
Ranked among companies with meaningful P/B only.
PNX' s P/B Range Over the Past 10 Years
Min: 0.04  Med: 0.5 Max: 1.76
Current: 1.76
0.04
1.76
P/S 0.13
PNX's P/S is ranked higher than
98% of the 98 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.03 vs. PNX: 0.13 )
Ranked among companies with meaningful P/S only.
PNX' s P/S Range Over the Past 10 Years
Min: 0.02  Med: 0.15 Max: 0.79
Current: 0.13
0.02
0.79

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -0.60
PNX's 3-Year Average Share Buyback Ratio is ranked lower than
54% of the 67 Companies
in the Global Insurance - Life industry.

( Industry Median: -0.30 vs. PNX: -0.60 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
PNX' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -6.4  Med: -0.6 Max: 2.4
Current: -0.6
-6.4
2.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.76
PNX's Price/Tangible Book is ranked lower than
55% of the 106 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.58 vs. PNX: 1.76 )
Ranked among companies with meaningful Price/Tangible Book only.
PNX' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.11  Med: 0.66 Max: 1.76
Current: 1.76
0.11
1.76
Price/Median PS Value 0.85
PNX's Price/Median PS Value is ranked higher than
87% of the 87 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.06 vs. PNX: 0.85 )
Ranked among companies with meaningful Price/Median PS Value only.
PNX' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.42  Med: 1.48 Max: 6.74
Current: 0.85
0.42
6.74
Earnings Yield (Greenblatt) (%) -454.50
PNX's Earnings Yield (Greenblatt) (%) is ranked lower than
99% of the 108 Companies
in the Global Insurance - Life industry.

( Industry Median: 9.10 vs. PNX: -454.50 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
PNX' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -454.5  Med: 7.8 Max: 36540.2
Current: -454.5
-454.5
36540.2

More Statistics

Revenue (TTM) (Mil) $1,700
EPS (TTM) $ -17.82
Short Percentage of Float1.56%
52-Week Range $11.12 - 37.86
Shares Outstanding (Mil)5.80
» More Articles for PNX

Headlines

Articles On GuruFocus.com
Robert Bruce new Buys Feb 16 2015 
Third Quarter Was Robert Bruce's Busiest in 2014 Nov 21 2014 
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 
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 

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The Phoenix Companies, Inc. Announces Implementation Of Secure Financial Information Portal... Aug 19 2016
Phoenix Petroleum Philippines, Inc. : Undervalued relative to peers, but don’t ignore the other... Aug 09 2016
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Completion of Acquisition or Disposition of Assets,... Jun 20 2016
Nassau Reinsurance Group Holdings Completes Acquisition of The Phoenix Companies Jun 20 2016
Nassau Reinsurance Group Holdings Completes Acquisition of The Phoenix Companies Jun 20 2016
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Regulation FD Disclosure, Other Events, Financial... Jun 14 2016
Nassau Reinsurance Group Holdings, L.P. Receives Regulatory Approvals Required for the Acquisition... Jun 14 2016
Nassau Reinsurance Group Holdings, L.P. Receives Regulatory Approvals Required for the Acquisition... Jun 14 2016
Phoenix Cos., Inc. :PNX-US: Earnings Analysis: Q1, 2016 By the Numbers : May 23, 2016 May 23 2016
PHOENIX COMPANIES INC/DE Financials May 19 2016
Phoenix Cos. reports 1Q loss May 10 2016
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Results of Operations and Financial Condition,... May 10 2016
PHOENIX COMPANIES INC/DE Files SEC form 10-Q, Quarterly Report May 10 2016
The Phoenix Companies Reports First Quarter 2016 Results May 10 2016
The Phoenix Companies Reports First Quarter 2016 Results May 10 2016
PHOENIX COMPANIES INC/DE Files SEC form 8-K, Other Events, Financial Statements and Exhibits May 06 2016
Nassau Reinsurance Group Holdings, L.P. Receives Connecticut Insurance Department Approval for the... May 06 2016
Phoenix Petroleum Philippines, Inc. : Fairly valued, but don’t skip the other factors Apr 29 2016

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