PensionBee Valuation Multiples

PensionBee Overview

About PensionBee

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom.

Founded

2021

HQ

Employees

204

Website

pensionbee.com

Sectors

Embedded FinanceWealth ManagementWealth TechnologyFinTechWealthTech

Financials (LTM)

Revenue: $62M

EBITDA: $2M

EV

$434M

Valuation Multiples

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PensionBee Financials

PensionBee reported last 12-month revenue of $62M and EBITDA of $2M.

In the same LTM period, PensionBee generated ($2M) in gross profit, $2M in EBITDA, and had net loss of ($3M).

PensionBee P&L

In the most recent fiscal year, PensionBee reported revenue of $58M and EBITDA of $1M.

PensionBee expects next 12-month revenue of XXX and NTM EBITDA of XXX

PensionBee Stock Performance

PensionBee has current market cap of $478M, and enterprise value of $434M.

PensionBee's stock price is $2.01.

PensionBee Valuation Multiples

PensionBee trades at 7.1x EV/Revenue multiple, and 194.3x EV/EBITDA.

PensionBee Financial Valuation Multiples

As of April 17, 2026, PensionBee has market cap of $478M and EV of $434M.

Equity research analysts estimate PensionBee's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX

PensionBee has a P/E ratio of (176.1x).

PensionBee Margins & Growth Rates

PensionBee's revenue in the last 12 month grew by 26%.

PensionBee's revenue per employee in the last FY averaged $0.3M, while opex per employee averaged $0.2M for the same period.

PensionBee's rule of 40 is 33% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

PensionBee's rule of X is 72% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).

PensionBee Public Comps

See public comps and valuation multiples for other Embedded Finance and Wealth Management comps.

PensionBee M&A Activity

PensionBee acquired XXX companies to date.

Last acquisition by PensionBee was on XXXXXXXX, XXXXX. PensionBee acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).

PensionBee Investment Activity

PensionBee invested in XXX companies to date.

PensionBee made its latest investment on XXXXXXXX, XXXXX. PensionBee invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).