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Phoenix (Phoenix) Shiller PE Ratio : (As of Apr. 25, 2024)


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What is Phoenix Shiller PE Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


Phoenix Shiller PE Ratio Historical Data

The historical data trend for Phoenix's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Phoenix Shiller PE Ratio Chart

Phoenix Annual Data
Trend Dec06 Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15
Shiller PE Ratio
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Phoenix Quarterly Data
Jun11 Sep11 Dec11 Mar12 Jun12 Sep12 Dec12 Mar13 Jun13 Sep13 Dec13 Mar14 Jun14 Sep14 Dec14 Mar15 Jun15 Sep15 Dec15 Mar16
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Competitive Comparison of Phoenix's Shiller PE Ratio

For the Insurance - Life subindustry, Phoenix's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Phoenix's Shiller PE Ratio Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Phoenix's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Phoenix's Shiller PE Ratio falls into.



Phoenix Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Phoenix's E10 for the quarter that ended in Mar. 2016 is calculated as:

For example, Phoenix's adjusted earnings per share data for the three months ended in Mar. 2016 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2016 (Change)*Current CPI (Mar. 2016)
=-7.44/100.4704*100.4704
=-7.440

Current CPI (Mar. 2016) = 100.4704.

Phoenix Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
200606 3.400 85.606 3.990
200609 6.000 85.606 7.042
200612 7.781 85.142 9.182
200703 8.800 86.640 10.205
200706 5.400 87.906 6.172
200709 6.000 87.964 6.853
200712 0.547 88.616 0.620
200803 -2.600 90.090 -2.900
200806 1.000 92.320 1.088
200809 -59.400 92.307 -64.653
200812 -66.133 88.697 -74.911
200903 -13.000 89.744 -14.554
200906 -19.200 91.003 -21.197
200909 -4.600 91.120 -5.072
200912 -17.955 91.111 -19.799
201003 2.400 91.821 2.626
201006 1.800 91.962 1.967
201009 -4.400 92.162 -4.797
201012 -5.786 92.474 -6.286
201103 0.600 94.283 0.639
201106 2.600 95.235 2.743
201109 1.360 95.727 1.427
201112 -3.369 95.213 -3.555
201203 -2.320 96.783 -2.408
201206 -6.090 96.819 -6.320
201209 -17.190 97.633 -17.690
201212 -3.033 96.871 -3.146
201303 -12.020 98.209 -12.297
201306 -5.710 98.518 -5.823
201309 -3.800 98.790 -3.865
201312 25.609 98.326 26.168
201403 -4.890 99.695 -4.928
201406 -3.900 100.560 -3.897
201409 -3.900 100.428 -3.902
201412 -24.396 99.070 -24.741
201503 -12.870 99.621 -12.980
201506 -3.930 100.684 -3.922
201509 -2.730 100.392 -2.732
201512 -3.721 99.792 -3.746
201603 -7.440 100.470 -7.440

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Phoenix  (NYSE:PNX) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Phoenix Shiller PE Ratio Related Terms

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Phoenix (Phoenix) Business Description

Traded in Other Exchanges
N/A
Address
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.
Executives
Arthur F Weinbach director 1981 MARCUS AVENUE, LAKE SUCCESS NY 11042
John H Forsgren director DUKE ENERGY CORPORATION, 550 SOUTH TRYON STREET - DEC45A, CHARLOTTE NC 28202
Ann Maynard Gray director
Westley V Thompson director THE PHOENIX COMPANIES, INC., ONE AMERICAN ROW, HARTFORD CT 06102
Sanford Jr Cloud director 3820 STATE STREET, SANTA BARBARA CA 93105
James D Wehr director, officer: President & CEO 3 BALA PLAZA EAST, SUITE 300, BALA CYNWYD PA 19004
Andrew J Mcmahon director C/O ALLIANCEBERNSTEIN L.P., 1345 AVENUE OF THE AMERICAS, NEW YORK NY 10105
Augustus K Oliver director C/O CORPORATE SECRETARY SCHOLASTIC CORP, 557 BROADWAY, NEW YORK NY 10012
Gordon J Davis director THE PHOENIX COMPANIES, INC., ONE AMERICAN ROW, HARTFORD CT 06102-5056
Thomas S Johnson director ALLEGHANY CORPORATION, 375 PARK AVENUE, SUITE 3201, NEW YORK NY 10152
Douglas C Miller officer: Senior Vice President and Chie ONE AMERICAN ROW, P.O. BOX 5056, HARTFORD CT 06052
Jean S Blackwell director
Peter C Browning director GMS INC., 100 CRESCENT CENTRE PARKWAY, SUITE 800, TUCKER GA 30084
Jerry J Jasinowski director C/O HARSCO CORP, P O BOX 8888, CAMP HILL PA 17001-8888
Dona D Young director, officer: Chairman, President & CEO C/O FOOT LOCKER, INC., 112 WEST 34TH STREET, NEW YORK NY 10120