Business Description
Phoenix Financial Ltd
SIC : 6399
ISIN : IL0007670123
Share Class Description:
IPHXF: Ordinary SharesTotal Employee Number:
5,172Description
Phoenix Financial Ltd is an Israel-based investment and financial services company with billions in assets under management. The company operates across multi-line insurance and asset management activities, including fund management, wealth solutions, retirement, advisory, brokerage, employee stock option administration, and credit origination. Phoenix Financial is listed on the Tel Aviv Stock Exchange and is a constituent of the TA-35, MSCI World, MSCI Israel, FTSE Developed, and Bloomberg Developed Markets indices. The operating segments of the company are Life and Savings Segment; Health Insurance Segment; Property and Casualty Segment; Retirement Segment; Wealth & Investments Segment; Brokers & Advisors Segment; Payments & Financing Segment; and Non-segmented operation.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.38 | |||||
Equity-to-Asset | 0.06 | |||||
Debt-to-Equity | 1.55 | |||||
Debt-to-EBITDA | 3.23 | |||||
Interest Coverage | 9.55 | |||||
Piotroski F-Score | 3/9 | |||||
Beneish M-Score | -2.35 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 53.2 | |||||
3-Year EBITDA Growth Rate | 34.5 | |||||
3-Year EPS without NRI Growth Rate | 37.8 | |||||
3-Year FCF Growth Rate | 16.3 | |||||
3-Year Book Growth Rate | 7.1 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 7.18 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | -11.01 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Dividend Growth Rate | 37.4 | |||||
3-Year Average Share Buyback Ratio | -0.1 | |||||
Shareholder Yield % | -2.89 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 10.58 | |||||
EBITDA Margin % | 20.04 | |||||
FCF Margin % | 13.74 | |||||
OCF Margin % | 14.41 | |||||
ROE % | 26.52 | |||||
ROA % | 1.69 | |||||
ROIC % | 2.27 | |||||
3-Year ROIIC % | 4.71 | |||||
Years of Profitability over Past 10-Year | 10 |
GF Value Rank
1/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 14.17 | |||||
Forward PE Ratio | 10.08 | |||||
PE Ratio without NRI | 14.17 | |||||
Shiller PE Ratio | 28.12 | |||||
Price-to-Owner-Earnings | 2.14 | |||||
PEG Ratio | 0.75 | |||||
PS Ratio | 1.5 | |||||
PB Ratio | 3.55 | |||||
Price-to-Tangible-Book | 5.75 | |||||
Price-to-Free-Cash-Flow | 11.74 | |||||
Price-to-Operating-Cash-Flow | 10.14 | |||||
EV-to-EBIT | 6.97 | |||||
EV-to-EBITDA | 6.24 | |||||
EV-to-Revenue | 1.25 | |||||
EV-to-FCF | 9.79 | |||||
Price-to-GF-Value | 2.38 | |||||
Price-to-Projected-FCF | 1.26 | |||||
Price-to-DCF (Earnings Based) | 0.3 | |||||
Price-to-DCF (FCF Based) | 0.32 | |||||
Price-to-Median-PS-Value | 4.07 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.69 | |||||
Price-to-Graham-Number | 1.9 | |||||
Earnings Yield (Greenblatt) % | 14.35 | |||||
FCF Yield % | 8.62 | |||||
Forward Rate of Return (Yacktman) % | 24.44 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Phoenix Financial Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 10,520.357 | ||
| EPS (TTM) ($) | 4.174 | ||
| Beta | - | ||
| 3-Year Sharpe Ratio | - | ||
| 3-Year Sortino Ratio | - | ||
| Volatility % | - | ||
| 14-Day RSI | 100 | ||
| 14-Day ATR ($) | 0.000007 | ||
| 20-Day SMA ($) | 44 | ||
| 12-1 Month Momentum % | - | ||
| 52-Week Range ($) | 41.147 - 44 | ||
| Shares Outstanding (Mil) | 252.13 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 3 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Phoenix Financial Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Phoenix Financial Ltd Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| ILS 1.586509 Cash Dividend | 2026-09-04 | 44.00 (+0.00%) | ||
| ILS 1.265532 Cash Dividend | 2026-06-09 | 44.00 (+0.00%) | ||
| ILS 1.420801 Cash Dividend | 2026-04-13 | 44.00 (+0.00%) | ||
| ILS 1.258942 Cash Dividend | 2025-12-03 | -- | ||
| ILS 1.567432 Cash Dividend | 2025-09-02 | -- | ||
| ILS 0.915141 Cash Dividend | 2025-06-12 | -- | ||
| ILS 2.252930 Cash Dividend | 2025-03-20 | -- |
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Phoenix Financial Ltd Frequently Asked Questions
What is Phoenix Financial Ltd(IPHXF)'s stock price today?
The current price of IPHXF is $44.00. The 52 week high of IPHXF is $44.00 and 52 week low is $41.15.
When is next earnings date of Phoenix Financial Ltd(IPHXF)?
The next earnings date of Phoenix Financial Ltd(IPHXF) is .
Does Phoenix Financial Ltd(IPHXF) pay dividends? If so, how much?
Phoenix Financial Ltd(IPHXF) does not pay dividend.
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