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About the company
Pensionbee Group PLC is an online pension provider. The principal activity of the Company is that of direct-to-consumer online retirement savings consolidation and management. Its segments include the United Kingdom and the United States. The Company’s technology platform allows customers to combine their pensions and invest in a range of online plans, forecast how much they are expected to have saved by the time they retire, and withdraw their savings. Its Customer Proposition combines and transfers their existing pensions into the PensionBee Personal Pension. The Company's customers can make one-off or regular contributions to their PensionBee pension via easy bank transfer in under 60 seconds and also make use of its retirement calculator, which provides an estimate of retirement income based on a number of assumptions including the size of the pension plan, chosen retirement age and ongoing contributions, to plan ahead for their retirement.
- Revenue in GBP (TTM)36.69m
- Net income in GBP-4.52m
- Incorporated2021
- Employees193.00
- LocationPensionbee Group PLC209 Blackfriars RoadLONDON SE1 8NLUnited KingdomGBR
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Peer analysis
Key Information
- Key Information
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- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Henderson High Income Trust plc | 49.31m | 43.68m | 337.34m | 0.00 | 7.78 | 1.05 | -- | 6.84 | 0.2557 | 0.2557 | 0.2901 | 1.90 | 0.1279 | -- | 16.42 | -- | 11.33 | 3.27 | 13.01 | 3.73 | 89.99 | 74.21 | 88.58 | 69.49 | -- | -- | 0.0573 | 146.80 | 22.92 | -10.68 | 21.27 | -13.23 | -- | 1.58 |
| Intuitive Investments Group PLC | -3.35m | -4.28m | 338.48m | 0.00 | -- | 0.9379 | -- | -- | -0.0203 | -0.0203 | -0.016 | 1.50 | -0.0105 | -- | -- | -- | -1.34 | -- | -1.34 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -316.92 | -- | -87.42 | -- | -- | -- |
| Aberdeen New India Investment Trust PLC | -64.88m | -64.50m | 339.05m | 0.00 | -- | 0.8977 | -- | -- | -1.34 | -1.34 | -1.36 | 8.51 | -0.1337 | -- | -- | -- | -13.29 | 12.14 | -13.93 | 13.05 | -- | 94.65 | -- | 78.09 | -- | -42.69 | 0.0547 | 0.00 | -53.88 | -- | -65.42 | -- | -- | -- |
| Baillie Gifford Shin Nippon PLC | 12.70m | 7.44m | 341.49m | 0.00 | 50.29 | 0.9705 | -- | 26.88 | 0.0277 | 0.0277 | 0.0456 | 1.43 | 0.027 | -- | 3.30 | -- | 1.58 | -4.43 | 1.91 | -4.74 | 70.30 | -- | 58.60 | -- | -- | -- | 0.00 | -- | 67.02 | -- | 62.81 | -- | -- | -- |
| CT UK Capital and Income Invst Trust PLC | 22.27m | 18.87m | 341.52m | 0.00 | 18.51 | 1.03 | -- | 15.34 | 0.1945 | 0.1945 | 0.226 | 3.51 | 0.0615 | -- | 18.71 | -- | 5.21 | 9.64 | 5.55 | 10.40 | 88.88 | 93.31 | 84.75 | 91.53 | -- | -- | 0.0427 | 37.56 | -62.56 | -- | -66.03 | -- | -- | 2.48 |
| Foresight Solar Fund Ltd | 12.23m | 4.57m | 342.60m | 0.00 | 79.39 | 0.5749 | -- | 28.01 | 0.0079 | 0.0079 | 0.0215 | 1.09 | 0.0194 | -- | 5.96 | -- | 0.7242 | 7.74 | 0.7257 | 7.74 | 52.44 | 89.10 | 37.39 | 86.95 | -- | -- | 0.00 | 81.72 | 1,253.22 | -- | 132.38 | -- | -- | 3.43 |
| CQS New City High Yield Fund Ltd | 23.29m | 17.46m | 344.78m | 0.00 | 16.96 | 1.06 | -- | 14.80 | 0.0302 | 0.0302 | 0.0402 | 0.4837 | 0.0706 | -- | 4.89 | -- | 5.29 | 7.65 | 6.10 | 8.88 | 79.51 | 86.33 | 74.94 | 82.14 | -- | -- | 0.1181 | 107.14 | -52.67 | -- | -59.80 | -- | -- | 0.2232 |
| Octopus Titan VCT PLC | -44.71m | -68.30m | 354.26m | 0.00 | -- | 0.4504 | -- | -- | -0.041 | -0.041 | -0.0269 | 0.4773 | -0.0532 | -- | -- | -- | -8.13 | -5.92 | -8.14 | -6.09 | -- | -- | -- | -- | -- | -- | 0.00 | -- | -1.57 | -- | 1.24 | -- | -- | -- |
| Dunedin Income Growth Investmnt Trst PLC | 14.02m | 8.75m | 360.29m | 0.00 | 44.19 | 0.9409 | -- | 25.70 | 0.0679 | 0.0679 | 0.1041 | 3.19 | 0.029 | -- | 1.95 | -- | 1.81 | 3.72 | 1.89 | 3.83 | 73.93 | 85.43 | 62.44 | 79.90 | -- | -- | 0.1084 | 105.19 | 40.11 | -15.64 | 48.59 | -17.13 | -- | 2.26 |
| BlackRock Frontiers Investment Trust PLC | 53.07m | 43.00m | 360.31m | 0.00 | 8.38 | 1.10 | -- | 6.79 | 0.2272 | 0.2272 | 0.2804 | 1.72 | 0.1633 | -- | 15.61 | -- | 13.23 | 16.15 | 13.80 | 16.92 | 84.62 | 87.71 | 81.02 | 84.88 | -- | 980.06 | 0.00004 | 25.77 | 5.08 | -- | 0.5449 | -- | -- | 7.39 |
| Pensionbee Group PLC | 36.69m | -4.52m | 368.76m | 193.00 | -- | 11.45 | -- | 10.05 | -0.019 | -0.019 | 0.1576 | 0.1354 | 1.30 | -- | 13.61 | 190,114.00 | -15.98 | -58.69 | -19.94 | -65.37 | -- | -- | -12.33 | -78.70 | -- | -- | 0.0066 | -- | 39.41 | 56.43 | 70.33 | -- | 10.23 | -- |
| Polar Capital Global Fincls Trust PLC | 110.56m | 99.29m | 382.36m | 0.00 | 7.19 | 1.10 | -- | 3.46 | 0.3269 | 0.3269 | 0.3642 | 2.13 | 0.1621 | -- | 10.48 | -- | 14.56 | 6.84 | 15.53 | 7.24 | 96.20 | 92.47 | 89.80 | 80.02 | -- | 25.16 | 0.1077 | 35.87 | 2,871.31 | 39.67 | 1,160.06 | 41.60 | -- | 1.33 |
| CT Private Equity Trust PLC | 43.90m | 30.67m | 387.55m | 0.00 | 12.64 | 0.78 | -- | 8.83 | 0.4288 | 0.4288 | 0.614 | 6.95 | 0.0727 | -- | 18.61 | -- | 5.08 | 11.24 | 5.32 | 12.30 | 72.70 | 83.20 | 69.85 | 81.72 | -- | -- | 0.1962 | 28.48 | 16.79 | -1.37 | 42.69 | -7.83 | -- | 12.84 |
| Lowland Investment Company PLC | 63.26m | 58.56m | 391.55m | 0.00 | 6.69 | 1.07 | -- | 6.19 | 0.2661 | 0.2661 | 0.2592 | 1.66 | 0.1481 | -- | 28.28 | -- | 13.71 | 11.62 | 14.39 | 12.31 | 94.02 | 93.26 | 92.57 | 91.70 | -- | -- | 0.0756 | 34.58 | 1.42 | -- | 1.71 | -- | -- | 2.00 |
| AVI Japan Opportunity Trust PLC | 52.30m | 48.69m | 395.52m | 0.00 | 5.17 | 1.06 | -- | 7.56 | 0.3531 | 0.3531 | 0.3791 | 1.72 | 0.2179 | -- | 17.92 | -- | 20.29 | 8.14 | 21.93 | 8.74 | 96.15 | 90.68 | 93.11 | 87.15 | -- | -- | 0.1247 | 14.25 | 55.59 | 19.62 | 54.11 | 21.49 | -- | -- |
| Schroder Japan Trust PLC | 25.27m | 20.97m | 399.62m | 0.00 | 19.32 | 1.17 | -- | 15.81 | 0.1806 | 0.1806 | 0.2178 | 2.98 | 0.0707 | -- | 11.00 | -- | 5.86 | 10.56 | 6.03 | 10.97 | 89.39 | 93.79 | 82.96 | 89.96 | -- | -- | 0.00 | 24.41 | -61.29 | -- | -65.64 | -- | -- | 18.46 |
Data as of Feb 10 2026. Currency figures normalised to Pensionbee Group PLC's reporting currency: UK Pound GBX
12.09%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Norges Bank Investment Managementas of 01 Jan 2026 | 7.95m | 3.34% |
| Raymond James & Associates, Inc. (Invt Mgmt)as of 01 Jan 2026 | 5.96m | 2.51% |
| Deka Investment GmbHas of 30 Nov 2025 | 3.97m | 1.67% |
| JPMorgan Asset Management (UK) Ltd.as of 01 Jan 2026 | 3.00m | 1.26% |
| Canaccord Genuity Wealth Ltd.as of 01 Jan 2026 | 2.55m | 1.07% |
| Artisan Partners LPas of 01 Jan 2026 | 1.77m | 0.74% |
| Union Investment Privatfonds GmbHas of 31 Mar 2025 | 1.18m | 0.49% |
| TIAA-CREF Investment Management LLCas of 31 Dec 2025 | 966.75k | 0.41% |
| Vanguard Asset Management Ltd.as of 30 Nov 2025 | 831.39k | 0.35% |
| Legal & General Investment Management Ltd.as of 01 Jan 2026 | 593.00k | 0.25% |
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Data from 30 Jun 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
