` Comparison: PBEE vs NY1 - Alpha Spread

P
PBEE
vs
N
NY1

Over the past 12 months, PBEE has underperformed NY1, delivering a return of -4% compared to the NY1's +58% growth.

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PBEE
NY1
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Valuation Comparison

P
PBEE Intrinsic Value
25.98 GBX
Overvaluation 83%
Intrinsic Value
Price
N
NY1 Intrinsic Value
2 455.59 Zac
Overvaluation 54%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
P
Pensionbee Group PLC
LSE:PBEE
154.75 GBX
N
Ninety One Ltd
JSE:NY1
5 327 Zac
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Valuation Scenario:
Bear Case
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Growth Comparison

Growth Over Time
PBEE, NY1

PBEE
NY1
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
P
Pensionbee Group PLC
Revenue
N
Ninety One Ltd
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
PBEE, NY1

PBEE
NY1
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
P
Pensionbee Group PLC
LSE:PBEE
N
Ninety One Ltd
JSE:NY1
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What is Free Cash Flow?

Gross Margin

PBEE
0%
NY1
85.3%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

Operating Margin

PBEE
-13.7%
NY1
26.3%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

Net Margin

PBEE
-12.3%
NY1
22.1%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

FCF Margin

PBEE
11.2%
NY1
29.1%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

ROE

PBEE
-20.1%
NY1
45.4%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

ROA

PBEE
-16%
NY1
1.3%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

ROIC

PBEE
-99.5%
NY1
76.9%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

ROCE

PBEE
-22.2%
NY1
37.2%
LTM 3Y Avg 5Y Avg 10Y Avg
P
Pensionbee Group PLC
N
Ninety One Ltd

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
PBEE, NY1

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Performance Gap
PBEE, NY1

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PBEE
NY1
Difference
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Performance By Year
PBEE, NY1

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PBEE
NY1
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