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← CockpitCompetitor Analysis › PBEE.L PensionBee Group PLCOpen in the cockpit ↗

PensionBee Group PLCPBEE.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Financials›Investment Managers
Momentum laggard 16
Mkt cap
$405M
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$113,229
20-day average traded
Fwd P/E
182.5×
forward earnings
ROIC−WACC
n/a
WACC 10.7%
Hurdle
n/a
no reverse DCF
Next earnings
125 days
11 Mar 2027
Close · GBP£126.00
1D+2.4%
1W+2.4%
1M-1.6%
3M-10.6%
6M-12.5%
YTD-22.2%
1Y-21.0%
ATR %5.3%
52w lowhigh26.1% off high

What PensionBee does

Employees: 195

PensionBee at a glance

Size PensionBee (PBEE.L) is a United Kingdom Financials company (Investment Managers) with a market value of $405M, the 324th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £126.00 on 6 Nov 2026.

Performance Over six months the shares fell 12.5%, against -13.1% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 36.8% over the last twelve months (peer median +15.5%); the operating margin is -13.0% (peer median 30.2%).

Valuation It trades at 182.5× forward earnings against a peer median of 9.9× (most expensive of 13).

Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026Peer median 88PBEE.L 86
Six months, rebased to 100: PensionBee against the median of its 20 peers (local-currency closes).

PensionBee financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£50.2M£42.6M£33.2M£23.8M£17.7M
Revenue growth—+28%+39%+35%—
Gross profit£49.8M£42.3M£32.9Mn/an/a
EBITDA-£6.12M-£7.47M-£3.48M-£10.4M-£21.4M
Net income£10.4M-£2.85M-£3.14M-£10.6M-£22.1M
Free cash flow-£2.74M-£1.76M£3.90M-£8.92M-£22.0M
Capital expenditure£163,000£543,000£384,000£96,000£367,000
Total debtn/a£125,000£292,000£398,000£551,000

Quarterly statements and history in the cockpit →

PensionBee competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%FLAT-B600053DBANEQT0133ABCA100790EQV1V69010806CMSINFOALTIAEF8739CRAMCBPM955266865842BRKPBEE.L6-month return →1-month return →
Up and to the right = strong over both horizons. PensionBee is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×100×EQTABCA0806CMSINFOALTICRAMC9552PBEE.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. PensionBee is the large dot.

PensionBee competitors and peer comparison

How PensionBee compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

PensionBee against its 20 peers (data as of 6 Nov 2026)
MeasurePBEE.LPeer medianRank in peer set
1-month return-1.6%-5.3%9th highest of 21
6-month return-12.5%-13.1%11th highest of 21
Distance from 52-week high-26.1%-32.2%8th highest of 21
Revenue growth (TTM)+36.8%+15.5%6th highest of 21
Operating margin-13.0%30.2%6th lowest of 20
Forward P/E182.5×9.9×most expensive of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
PensionBee PBEE.LUnited Kingdom$405M-12%+37%-13%182.5×n/an/a
Flat Capital FLAT-B.STSweden$413M-10%+2,082%-707%n/an/an/a
Kunwu Jiuding Investment 600053.SSChina$414M-41%-1%-133%n/an/an/a
Deutsche Beteiligungs DBAN.DEGermany$414M-23%+5%-29%n/an/an/a
EQT EQT.AXAustralia$395M+16%-7%30%18.0×n/an/a
China Merchants China Direct Investments 0133.HKHong Kong$416M-15%+81%-99%n/an/an/a
ABC arbitrage ABCA.PAFrance$389M+14%+14%44%7.8×n/an/a
Mirae Asset Venture Investment 100790.KSSouth Korea$433M-79%+166%58%n/an/an/a
eQ Oyj EQV1V.HEFinland$372M-15%0%45%15.7×n/an/a
Diamond BioFund 6901.TWTaiwan$371M+6%+100%n/an/an/an/a
Value Partners 0806.HKHong Kong$367M-26%+164%39%5.1×n/an/a
CMS Info Systems CMSINFO.NSIndia$366M-25%+2%15%9.7×n/an/a
AlTi Global ALTIUnited States$365M-40%+26%-27%9.8×n/an/a
Australian Ethical Investment AEF.AXAustralia$360M+13%+9%30%19.1×n/an/a
Sparx 8739.TJapan$470M+22%+30%52%n/an/an/a
Canara Robeco Asset Management CRAMC.NSIndia$473M-11%+17%62%19.2×n/an/a
B.P. Marsh & Partners BPM.LUnited Kingdom$335M+6%+31%121%4.0×n/an/a
Quants Research Institute 9552.TJapan$325M+59%+36%29%15.6×n/an/a
Noah 6686.HKHong Kong$515M-43%+5%32%5.0×n/an/a
Integral 5842.TJapan$530M-31%-18%100%n/an/an/a
Brooks Macdonald BRK.LUnited Kingdom$307M+5%+6%-2%10.0×n/an/a

Questions

Which companies are PensionBee's closest peers?
The cockpit's peer set: Flat Capital (FLAT-B.ST), Kunwu Jiuding Investment (600053.SS), Deutsche Beteiligungs (DBAN.DE), EQT (EQT.AX), China Merchants China Direct Investments (0133.HK), ABC arbitrage (ABCA.PA), Mirae Asset Venture Investment (100790.KS), eQ Oyj (EQV1V.HE).
Is PensionBee expensive compared with its peers?
On forward p/e it trades at 182.5× against a peer median of 9.9×, most expensive of 13 in its peer set.
How has PensionBee stock performed?
Over six months to 6 Nov 2026 the shares returned -12.5% against -13.1% for the median peer; over one year -21.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.