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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-13), PensionBee Group's 1-Year Sharpe Ratio is -2.18.
PensionBee Group (LSE:PBEE) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
PensionBee Group 1-Year Sharpe Ratio Related Terms
LSE:PBEE vs MS, GS, SCHW: 1-Year Sharpe Ratio Comparison
For the Capital Markets subindustry, PensionBee Group's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe 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.
PensionBee Group 1-Year Sharpe Ratio vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, PensionBee Group's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where PensionBee Group's 1-Year Sharpe Ratio falls into.
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
PensionBee Group (LSE:PBEE) has a 1-Year Sharpe Ratio of -2.18 as of Aug. 13, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PensionBee Group and its competitors.
Is PensionBee Group's 1-Year Sharpe Ratio too high?
PensionBee Group's current 1-Year Sharpe Ratio is -2.18. Overall, PensionBee Group has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PensionBee Group's 1-Year Sharpe Ratio compare to MS and GS?
PensionBee Group's 1-Year Sharpe Ratio of -2.18 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PensionBee Group and its competitors. PensionBee Group's current 1-Year Sharpe Ratio is -2.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PensionBee Group stock overvalued right now?
Based on GuruFocus' analysis, PensionBee Group (LSE:PBEE) is currently considered Significantly Undervalued. The stock's GF Value™ is £2.20, compared to a current price of £1.45 — trading 34.1% below its estimated fair value. The current 1-Year Sharpe Ratio is -2.18. PensionBee Group's overall GF Score™ is 77/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For PensionBee Group (LSE:PBEE), the current 1-Year Sharpe Ratio is -2.18 as of Aug. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is PensionBee Group (LSE:PBEE) Overvalued in 2026?
Based on GuruFocus' analysis, PensionBee Group stock appears to be undervalued.
The current stock price of £1.45 is trading 34.1% below its estimated GF Value™ of £2.20.
GuruFocus considers PensionBee Group to be Significantly Undervalued.
Key valuation signals for LSE:PBEE:
1-Year Sharpe Ratio: -2.18
GF Value™: £2.20 vs. price of £1.45 (34.1% below fair value)
No single metric tells the full story. See the LSE:PBEE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer's assets held by the pension scheme. Geographically, it generates the majority of its revenue from the United Kingdom.
77GF Score
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