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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 : 6/10

vs
industry
vs
history
Cash to Debt 1.19
PNX's Cash to Debt is ranked higher than
75% of the 175 Companies
in the Global Insurance - Life industry.

( Industry Median: 2.75 vs. PNX: 1.19 )
PNX' s 10-Year Cash to Debt Range
Min: 0.08   Max: No Debt
Current: 1.19

Equity to Asset 0.02
PNX's Equity to Asset is ranked higher than
60% of the 182 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.06 vs. PNX: 0.02 )
PNX' s 10-Year Equity to Asset Range
Min: 0.02   Max: 0.1
Current: 0.02

0.02
0.1
F-Score: 2
Z-Score: -0.06
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 : 2/10

vs
industry
vs
history
Operating margin (%) -11.71
PNX's Operating margin (%) is ranked higher than
60% of the 182 Companies
in the Global Insurance - Life industry.

( Industry Median: 7.77 vs. PNX: -11.71 )
PNX' s 10-Year Operating margin (%) Range
Min: -14.85   Max: 5.85
Current: -11.71

-14.85
5.85
Net-margin (%) -12.79
PNX's Net-margin (%) is ranked higher than
59% of the 182 Companies
in the Global Insurance - Life industry.

( Industry Median: 4.28 vs. PNX: -12.79 )
PNX' s 10-Year Net-margin (%) Range
Min: -36.58   Max: 4.97
Current: -12.79

-36.58
4.97
ROE (%) -42.85
PNX's ROE (%) is ranked higher than
59% of the 182 Companies
in the Global Insurance - Life industry.

( Industry Median: 10.91 vs. PNX: -42.85 )
PNX' s 10-Year ROE (%) Range
Min: -46.55   Max: 5.38
Current: -42.85

-46.55
5.38
ROA (%) -0.98
PNX's ROA (%) is ranked higher than
59% of the 182 Companies
in the Global Insurance - Life industry.

( Industry Median: 0.64 vs. PNX: -0.98 )
PNX' s 10-Year ROA (%) Range
Min: -2.58   Max: 0.4
Current: -0.98

-2.58
0.4
Revenue Growth (3Y)(%) -2.80
PNX's Revenue Growth (3Y)(%) is ranked higher than
65% of the 167 Companies
in the Global Insurance - Life industry.

( Industry Median: 10.20 vs. PNX: -2.80 )
PNX' s 10-Year Revenue Growth (3Y)(%) Range
Min: -12   Max: 19.2
Current: -2.8

-12
19.2
EPS Growth (3Y)(%) 180.70
PNX's EPS Growth (3Y)(%) is ranked higher than
99% of the 159 Companies
in the Global Insurance - Life industry.

( Industry Median: 13.00 vs. PNX: 180.70 )
PNX' s 10-Year EPS Growth (3Y)(%) Range
Min: -62.3   Max: 180.7
Current: 180.7

-62.3
180.7
» PNX's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2014

PNX Guru Trades in Q1 2014

Jim Simons Sold Out
» More
Q2 2014

PNX Guru Trades in Q2 2014

Robert Bruce 157,252 sh (New)
» More
Q3 2014

PNX Guru Trades in Q3 2014

Robert Bruce 235,352 sh (+49.67%)
» More
Q4 2014

PNX Guru Trades in Q4 2014

Robert Bruce 254,352 sh (+8.07%)
» 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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Ratios

vs
industry
vs
history
Forward P/E 8.12
PNX's Forward P/E is ranked higher than
92% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 18.38 vs. PNX: 8.12 )
N/A
P/B 0.70
PNX's P/B is ranked higher than
93% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.99 vs. PNX: 0.70 )
PNX' s 10-Year P/B Range
Min: 0.04   Max: 1.23
Current: 0.7

0.04
1.23
P/S 0.13
PNX's P/S is ranked higher than
99% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.08 vs. PNX: 0.13 )
PNX' s 10-Year P/S Range
Min: 0.02   Max: 0.79
Current: 0.13

0.02
0.79
EV-to-EBIT -0.12
PNX's EV-to-EBIT is ranked higher than
64% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 14.47 vs. PNX: -0.12 )
PNX' s 10-Year EV-to-EBIT Range
Min: -307.8   Max: 95.9
Current: -0.12

-307.8
95.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.70
PNX's Price/Tangible Book is ranked higher than
94% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 2.80 vs. PNX: 0.70 )
PNX' s 10-Year Price/Tangible Book Range
Min: 0.11   Max: 1.39
Current: 0.7

0.11
1.39
Price/Median PS Value 0.70
PNX's Price/Median PS Value is ranked higher than
97% of the 210 Companies
in the Global Insurance - Life industry.

( Industry Median: 1.20 vs. PNX: 0.70 )
PNX' s 10-Year Price/Median PS Value Range
Min: 0.42   Max: 3.7
Current: 0.7

0.42
3.7
Earnings Yield (Greenblatt) -818.20
PNX's Earnings Yield (Greenblatt) is ranked lower than
56% of the 181 Companies
in the Global Insurance - Life industry.

( Industry Median: 7.30 vs. PNX: -818.20 )
PNX' s 10-Year Earnings Yield (Greenblatt) Range
Min: -818.2   Max: 64.5
Current: -818.2

-818.2
64.5
Forward Rate of Return (Yacktman) 96.64
PNX's Forward Rate of Return (Yacktman) is ranked higher than
98% of the 150 Companies
in the Global Insurance - Life industry.

( Industry Median: 15.78 vs. PNX: 96.64 )
PNX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -162.4   Max: 531.2
Current: 96.64

-162.4
531.2

Business Description

Industry: Insurance - Life » Insurance - Life
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
Robert Bruce new Buys Feb 16 2015 
Third Quarter Was Robert Bruce's Busiest in 2014 Nov 21 2014 
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 


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