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Phoenix Group Holdings (FRA:1BF) 10-Year ROIIC % : -0.18% (As of Dec. 2023)


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What is Phoenix Group Holdings 10-Year ROIIC %?

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. Phoenix Group Holdings's 10-Year ROIIC % for the quarter that ended in Dec. 2023 was -0.18%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Phoenix Group Holdings's 10-Year ROIIC % or its related term are showing as below:

FRA:1BF's 10-Year ROIIC % is ranked worse than
68.46% of 279 companies
in the Insurance industry
Industry Median: 1.76 vs FRA:1BF: -0.18

Phoenix Group Holdings 10-Year ROIIC % Historical Data

The historical data trend for Phoenix Group Holdings's 10-Year ROIIC % 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.

* Premium members only.

Phoenix Group Holdings 10-Year ROIIC % Chart

Phoenix Group Holdings Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -0.86 -1.06 -0.21 -1.66 -0.18

Phoenix Group Holdings Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
10-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -0.21 - -1.66 - -0.18

Competitive Comparison of Phoenix Group Holdings's 10-Year ROIIC %

For the Insurance - Life subindustry, Phoenix Group Holdings's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % 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 Group Holdings's 10-Year ROIIC % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Phoenix Group Holdings's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Phoenix Group Holdings's 10-Year ROIIC % falls into.



Phoenix Group Holdings 10-Year ROIIC % Calculation

Phoenix Group Holdings's 10-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 58.5489626 (Dec. 2023) - 538.158201 (Dec. 2013) )/( 337388.96635 (Dec. 2023) - 77257.8142 (Dec. 2013) )
=-479.6092384/260131.15215
=-0.18%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Phoenix Group Holdings  (FRA:1BF) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Phoenix Group Holdings 10-Year ROIIC % Related Terms

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Phoenix Group Holdings (FRA:1BF) Business Description

Traded in Other Exchanges
Address
20 Old Bailey, London, GBR, EC4M 7AN
Phoenix Group Holdings PLC is a British closed life assurance fund consolidator. Its main specialisation is the management and acquisition of closed life and pension funds. It operates mainly in the United Kingdom. The Group's main business segment is its life assurance operations, Phoenix Life. Phoenix Life is responsible for the management of the group's life funds. The company's management services companies provide services to the life business segment, including financial and risk management services, sourcing strategies, and administrative services.

Phoenix Group Holdings (FRA:1BF) Headlines

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