PensionBee Group plc

PensionBee Group plc

PBEE.L
PensionBee Group plcGB flagLondon Stock Exchange
128.00
GBp
- -
- -
305.74MMarket Cap
PensionBee Group plc
PBEE.L
(London Stock Exchange)

Recent

price

128.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2018
2019
2020
2021
2022
2023
2024
2025
FRC
0.01
0.02
0.03
0.06
0.08
0.11
0.15
0.18
Revenue per Share
-0.01
-0.03
-0.06
-0.12
-0.1
-0.05
-0.01
-0.01
Basic EPS, GAAP
-0.02
-0.02
-0.05
-0.09
-0.1
-0.04
0.02
-0.01
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
-0.04
-0.07
-0.13
-0.09
-0.18
-0.23
-0.24
-0.24
Book Value per Share
0.05
0.05
0.03
0.21
0.11
0.07
0.15
0.15
Tangible Book Value per Share
221
221
221
208
222
224
227
237
Basic Weighted Avg Shares
1
4
6
13
18
24
33
43
Sales/Revenue/Turnover
-239.33
-198.11
-204.66
-161.34
-122.79
-44.88
-9.04
-8.89
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
-3
-7
-13
-25
-22
-11
-3
-3
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
Effective Tax Rate (%)
-219.1
-190.72
-211.6
-193.14
-125.39
-44.38
-9.44
-6.69
Profit Margin (%)
10
10
6
44
23
15
33
35
Working Capital
- -
- -
- -
1
- -
- -
- -
- -
LT Debt
10
10
6
44
24
15
34
36
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
125.62%
4.95%
Free Cash Flow
- -
-51.89%
-158.51%
Net Income, GAAP
- -
-11.22%
-9.12%
Sales/Revenue/Turnover
- -
48.91%
28.33%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
24
2024
- -
- -
- -
- -
33
2025
- -
- -
- -
- -
43

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
-0.05
2024
- -
- -
- -
- -
-0.01
2025
- -
- -
- -
- -
-0.01

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
- -
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
Business
PensionBee Group plc (PBEE.L) provides direct-to-consumer online pension consolidation and retirement savings services through its proprietary technology platform in the United Kingdom and the United States. The company enables customers to combine multiple old pension pots or 401(k) plans into a single PensionBee plan; make flexible single or regular contributions via bank transfer; invest in a range of customer-led plans including Tracker, Cautious, Balanced, Pension Protector, Preserve, 4Plus, Climate, Fossil Fuel Free, Impact Investing, and Shariah-compliant options managed by partners such as BlackRock and State Street Global Advisors; track real-time balances and projected retirement income via website or app; and withdraw funds or set up regular payments in retirement with streamlined drawdown services. PensionBee targets individual savers across demographics, including self-employed and those nearing retirement, with operations headquartered in London at 209 Blackfriars Road, SE1 8NL, United Kingdom; founded in 2014 by CEO Romi Savova and CTO Jonathan Lister Parsons, it went public on the London Stock Exchange in 2022 and employs a 200-strong team across the UK and US. Recent developments include the 2024 launch of US operations through wholly-owned subsidiary PensionBee Inc in Delaware with operational headquarters in New York, partnering with State Street Global Advisors as exclusive ETF model provider and SS&C Technologies for Safe Harbor IRA offerings via automated rollover programs; a £20 million capital raise in 2024 to accelerate US growth; introduction of Roth IRAs and a first US brand campaign in 2025; achievement of group Adjusted EBITDA breakeven in 2024 with UK profitability; and as of Q3 2025, over 275,000 invested customers and more than $8 billion in assets under administration alongside strong revenue growth and reiterated guidance for £100 million revenue by 2029 and £250 million by 2034.