PensionBee Group (LSE:PBEE) Tax Rate %: 2.47% (As of Dec. 2025)

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LSE:PBEE PensionBee Group PLC LSE:PBEE
77 GF Score
Price £1.25
GF Value £2.16
Valuation Significantly Undervalued
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What is PensionBee Group Tax Rate %?

PensionBee Group LSE:PBEE +4.60% 77 Tax Rate % is 2.47% as of Dec. 2025. GuruFocus rates LSE:PBEE with a GF Score™ of 77/100 and a GF Value™ of £2.16 (Significantly Undervalued).

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. PensionBee Group's Tax Expense for the six months ended in Dec. 2025 was £0.06 Mil. PensionBee Group's Pre-Tax Income for the six months ended in Dec. 2025 was £2.27 Mil. Therefore, PensionBee Group's Tax Rate % for the quarter that ended in Dec. 2025 was 2.47%.

PensionBee Group Tax Rate % Related Terms

PensionBee Group Tax Rate % Historical Data

* Premium members only.

The historical data trend for PensionBee Group's Tax Rate % 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.

PensionBee Group Tax Rate % Chart

PensionBee Group Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial 1.39 1.22 1.40 0.35 -2.19

PensionBee Group Semi-Annual Data
Dec18 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.86 2.05 10.91 -0.10 2.47
LSE:PBEE
77GF Score
PensionBee Group PLC LSE:PBEE
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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PensionBee Group Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

PensionBee Group's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=0.061/-2.789
=-2.19 %

PensionBee Group's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=0.056/2.269
=2.47 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 2.47% mean?
PensionBee Group (LSE:PBEE) has a Tax Rate % of 2.47% as of Dec. 2025.
Is PensionBee Group's Tax Rate % too high?
PensionBee Group's current Tax Rate % is 2.47%. 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 Tax Rate % compare to MS and GS?
PensionBee Group's Tax Rate % of 2.47% 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 Tax Rate % for a Capital Markets company?
A good Tax Rate % depends on the Capital Markets industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. PensionBee Group's current Tax Rate % is 2.47%. 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 £2.16, compared to a current price of £1.25 — trading 42.1% below its estimated fair value. The current Tax Rate % is 2.47%. 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 Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For PensionBee Group (LSE:PBEE), the current Tax Rate % is 2.47% as of Dec. 2025. 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 £1.25 is trading 42.1% below its estimated GF Value™ of £2.16. GuruFocus considers PensionBee Group to be Significantly Undervalued.

Key valuation signals for LSE:PBEE:

  • Tax Rate %: 2.47%
  • GF Value™: £2.16 vs. price of £1.25 (42.1% below fair value)
  • GF Score™: 77/100

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 Business Description

Other Exchanges PBEEl:UK
Address 209 Blackfriars Road, London, GBR, SE1 8NL
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

Get the complete analysis for LSE:PBEE

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£1.25
Price
£2.16
GF Value