The Phoenix Companies, Inc. (PNX) - Financial and Strategic SWOT
Analysis Review
Reference Code: GDFS32205FSA Publication Date: JUL 2012
One American Row Phone +1 860 4035000 Revenue 1,849.7 (million USD)
Hartford, CT Fax +1 860 4037880 Net Profit 47.70 (million USD)
6102-5056 Website www.phoenixwm.phl.com Employees 600
PNX [New York Stock
United States Exchange Industry Financial Services
Exchange]
Company Overview
The Phoenix Companies, Inc. (Phoenix) is a boutique life insurance and annuity company. It offers life insurance and annuity
products that assist customers in personal financial and business planning needs. The company also offers professional advisors
and their clients a comprehensive selection of life insurance products such as single life insurance, indexed universal life
insurance, universal life insurance and variable universal life insurance. It distributes its products through independent agents and
financial advisors. Phoenix primarily offers its financial services to the middle market consumers.
Key Executives SWOT Analysis
Name Title The Phoenix Companies, Inc., SWOT Analysis
Martin N. Baily Director Strengths Weaknesses
John H. Forsgren, Jr. Director
Niche Market Offerings Business Growth
Thomas S. Johnson Director
Operational Efficiency
Arthur P. Byrne Director
Ann Maynard Gray Director
Source: Annual Report, Company Website, Primary and Secondary
Opportunities Threats
Research, GlobalData
Business Alliances Fee Disclosure Regulations
Share Data
New Product Launches Low Interest Rate Environment
The Phoenix Companies, Inc.
Share Price (USD) as on 17-Jul- 1.70
2012 Source: Annual Report, Company Website, Primary and Secondary Research,
GlobalData
EPS (USD) 0.59
Market Cap (million USD) 206
Enterprise Value (million USD) 423
Shares Outstanding (million) 116
Source: Annual Report, Company Website, Primary and Secondary
Research, GlobalData
Financial Performance
Source: Annual Report, Company Website, Primary and Secondary
Research, GlobalData
The Phoenix Companies, Inc. (PNX) - Financial and Strategic Reference Code: GDFS32205FSA
SWOT Analysis Review
Source : www.globalcompanyintelligence.com Page 1
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Table of Contents
Table of Contents ............................................................................................................................................................................... 2
List of Tables .................................................................................................................................................................................. 3
List of Figures ................................................................................................................................................................................. 3
Section 1 - About the Company.......................................................................................................................................................... 4
The Phoenix Companies, Inc. - Key Facts ......................................................................................................................................... 4
The Phoenix Companies, Inc. - Key Employees ................................................................................................................................ 5
The Phoenix Companies, Inc. - Key Employee Biographies .............................................................................................................. 6
The Phoenix Companies, Inc. - Major Products and Services............................................................................................................ 7
The Phoenix Companies, Inc. - History .............................................................................................................................................. 8
The Phoenix Companies, Inc. - Company Statement....................................................................................................................... 11
The Phoenix Companies, Inc. - Locations And Subsidiaries ............................................................................................................ 13
Head Office ................................................................................................................................................................................... 13
Other Locations & Subsidiaries ..................................................................................................................................................... 13
Section 2 – Company Analysis ......................................................................................................................................................... 14
The Phoenix Companies, Inc. - Business Description ...................................................................................................................... 14
The Phoenix Companies, Inc. - Corporate Strategy ......................................................................................................................... 15
The Phoenix Companies, Inc. - SWOT Analysis .............................................................................................................................. 16
SWOT Analysis - Overview........................................................................................................................................................... 16
The Phoenix Companies, Inc. - Strengths .................................................................................................................................... 16
Strength - Niche Market Offerings ............................................................................................................................................. 16
Strength - Operational Efficiency ............................................................................................................................................... 16
Strength - Strong Balance Sheet ............................................................................................................................................... 16
The Phoenix Companies, Inc. - Weaknesses ............................................................................................................................... 16
Weakness - Business Growth ................................................................................................................................................... 16
The Phoenix Companies, Inc. - Opportunities .............................................................................................................................. 16
Opportunity - Business Alliances ............................................................................................................................................... 16
Opportunity - New Product Launches........................................................................................................................................ 17
Opportunity - Demand for Retirement Products in the US......................................................................................................... 17
The Phoenix Companies, Inc. - Threats........................................................................................................................................ 17
Threat - Fee Disclosure Regulations ......................................................................................................................................... 17
Threat - Low Interest Rate Environment.................................................................................................................................... 17
Threat - Competition.................................................................................................................................................................. 17
The Phoenix Companies, Inc. - Key Competitors ............................................................................................................................. 19
Section 3 – Company Financial Ratios ............................................................................................................................................. 20
Financial Ratios - Capital Market Ratios........................................................................................................................................... 20
Financial Ratios - Annual Ratios ...................................................................................................................................................... 20
Performance Chart ........................................................................................................................................................................... 21
Financial Performance............................................................................