PensionBee Group (PBEE)

Sector:

Financials

Index:

FTSE Small Cap

164.50p
   
  • Change Today:
      7.50p
  • 52 Week High: 191.00p
  • 52 Week Low: 133.50p
  • Currency: UK Pounds
  • Shares Issued: 237.90m
  • Volume: 13,368
  • Market Cap: £391.35m

RBC Capital starts PensionBee at 'sector perform'

By Michele Maatouk

Date: Thursday 02 Oct 2025

LONDON (ShareCast) - (Sharecast News) - RBC Capital Markets initiated coverage of PensionBee on Thursday with a 'sector perform' rating and 170p price target.
"We believe PBEE's simple and differentiated proposition is an ideal solution to the proliferation of unconsolidated UK DC pension pots," it said.

RBC said it sees "a very compelling story" for those able to take a long-term view of PensionBee's structural growth runway.

"However, while a ramp-up in marketing expenses should bring long-term benefits, we expect a more muted near-term uplift, and expect it to mean minimal adjusted EBITDA improvement on a three-year view," it said. "Given we don't see this fully reflected within consensus, our excitement is for now constrained."

The bank said it sees the stock's valuation of 7x CY26E EV/sales as fair versus wealth management and investment platform peers, "balancing the group's high-growth trajectory and scalability with its current non-profitability".

The bank said it will continue to monitor for signs of improving operational momentum to help move the shares, which have been flat on a LTM view.

At 0950 BST, the shares were up 2.8% at 164.50p.

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Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

PBEE Market Data

Currency UK Pounds
Share Price 164.50p
Change Today 7.50p
% Change 4.78 %
52 Week High 191.00p
52 Week Low 133.50p
Volume 13,368
Shares Issued 237.90m
Market Cap £391.35m

PBEE Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
62.74% below the market average62.74% below the market average62.74% below the market average62.74% below the market average62.74% below the market average
42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% below the sector average
Price Trend
47.60% above the market average47.60% above the market average47.60% above the market average47.60% above the market average47.60% above the market average
22.77% above the sector average22.77% above the sector average22.77% above the sector average22.77% above the sector average22.77% above the sector average
Income Not Available
Growth
51.82% above the market average51.82% above the market average51.82% above the market average51.82% above the market average51.82% above the market average
54.84% above the sector average54.84% above the sector average54.84% above the sector average54.84% above the sector average54.84% above the sector average

PBEE Dividends

No dividends found

Trades for 13-Oct-2025

Time Volume / Share Price
16:38 1,200 @ 164.50p
16:35 478 @ 164.50p
16:35 2,339 @ 164.50p
16:35 66 @ 164.50p
16:35 40 @ 164.50p

PBEE Key Personnel

CEO Romi Savova
CFO Christoph Johannes Martin

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