Tel Aviv - Delayed Quote ILA

Phoenix Financial Ltd (PHOE.TA)

7,652.00
+128.00
+(1.70%)
At close: May 22 at 5:24:23 PM GMT+3
Loading Chart for PHOE.TA
  • Previous Close 7,524.00
  • Open 7,535.00
  • Bid 7,635.00 x 114300
  • Ask 7,652.00 x 57900
  • Day's Range 7,522.00 - 7,700.00
  • 52 Week Range 3,332.00 - 8,066.00
  • Volume 534,105
  • Avg. Volume 597,065
  • Market Cap (intraday) 19.241B
  • Beta (5Y Monthly) 0.49
  • PE Ratio (TTM) 10.70
  • EPS (TTM) 7.15
  • Earnings Date May 29, 2025
  • Forward Dividend & Yield 3.33 (4.35%)
  • Ex-Dividend Date Mar 20, 2025
  • 1y Target Est 7,600.00

Phoenix Financial Ltd provides multi-line insurance products in Israel. It operates through Life and Savings; Health Insurance; Property and Casualty Insurance; Retirement (Pension and Provident); Investment House and Wealth; Distribution (Agencies); and Credit segments. The company offers life and disability insurance; and property and casualty insurance products under the Phoenix Smart brand, which include motor vehicle and property; third-party liability, employers' liability, directors' and officers' liability, professional liability, product liability, personal accidents, engineering, contract works, and marine insurance products; and health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance. It also provides mechanical-engineering equipment, mechanical breakdown, refrigerated inventory, cargo in transit and shippers' liability, fidelity, agricultural, and electronic equipment insurance; investment insurance for home buyers; electronic equipment insurance; insurance covering production and cancellation of events; and clinical trials, flight cancellation, money, goods in transit, works of art, aviation, terrorism acts, and cyber insurance. In addition, the company offers financial asset management services comprising marketing and management of investments, underwriting and investment banking, mutual funds management, and stock exchange and trading services; and pension, education, and provident funds, as well as savings products. Further, it provides insurance brokerage; payment cards' vouchers factoring; financing against post-dated checks and real estate properties; business loans, credits, and guarantees; and construction and equipment financing services, as well as operates as an acquiring aggregator. The company was formerly known as The Phoenix Holdings Ltd. and changed its name to Phoenix Financial Ltd in August 2024. Phoenix Financial Ltd was incorporated in 1949 and is based in Givatayim, Israel.

www.fnx.co.il

5,204

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: PHOE.TA

Trailing total returns as of 5/22/2025, which may include dividends or other distributions. Benchmark is TA-125 (^TA125.TA) .

YTD Return

PHOE.TA
43.93%
TA-125 (^TA125.TA)
8.19%

1-Year Return

PHOE.TA
115.49%
TA-125 (^TA125.TA)
33.45%

3-Year Return

PHOE.TA
110.91%
TA-125 (^TA125.TA)
34.14%

5-Year Return

PHOE.TA
376.43%
TA-125 (^TA125.TA)
86.68%

Compare To: PHOE.TA

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Statistics: PHOE.TA

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Valuation Measures

Annual
As of 5/22/2025
  • Market Cap

    19.24B

  • Enterprise Value

    9.23B

  • Trailing P/E

    10.70

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    0.64

  • Price/Book (mrq)

    1.62

  • Enterprise Value/Revenue

    0.31

  • Enterprise Value/EBITDA

    --

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    7.31%

  • Return on Assets (ttm)

    -0.53%

  • Return on Equity (ttm)

    16.68%

  • Revenue (ttm)

    24.87B

  • Net Income Avi to Common (ttm)

    1.82B

  • Diluted EPS (ttm)

    7.15

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    54.91B

  • Total Debt/Equity (mrq)

    98.02%

  • Levered Free Cash Flow (ttm)

    -5.39B

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