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Phoenix Financial (OTCPK:IPHXF) Forward PE Ratio Explanation
The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.
Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .
Phoenix Financial Forward PE Ratio Related Terms
Phoenix Financial Forward PE Ratio Historical Data
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The historical data trend for Phoenix Financial's Forward PE Ratio can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Phoenix Financial Forward PE Ratio Chart
Phoenix Financial Annual Data
Trend
Forward PE Ratio
Phoenix Financial Quarterly Data
2026-03
2026-06
Forward PE Ratio
11.37
9.92
IPHXF vs BRK.A, AIG, HIG: Forward PE Ratio Comparison
For the Insurance - Diversified subindustry, Phoenix Financial's Forward PE Ratio, along with its competitors' market caps and Forward PE Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Phoenix Financial Forward PE Ratio vs Insurance Industry
For the Insurance industry and Financial Services sector, Phoenix Financial's Forward PE Ratio distribution charts can be found below:
* The bar in red indicates where Phoenix Financial's Forward PE Ratio falls into.
It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.
Phoenix Financial (IPHXF) has a Forward PE Ratio of 10.08 as of Sep. 20, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Phoenix Financial and its competitors. According to the industry distribution chart, Phoenix Financial ranks #168 out of 275 companies in the Insurance industry, placing it in the top 61.1%.
Is Phoenix Financial's Forward PE Ratio too high?
Phoenix Financial's current Forward PE Ratio is 10.08. The Insurance industry median Forward PE Ratio is 10.96. Phoenix Financial's value of 10.08 is 8% below this industry median. Based on the distribution chart, Phoenix Financial ranks #168 out of 275 companies in the Insurance industry, which is below the industry midpoint. Overall, Phoenix Financial has a GF Score™ of 77/100, reflecting its overall financial health beyond just this single metric.
How does Phoenix Financial's Forward PE Ratio compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Phoenix Financial ranks #168 out of 275 companies for Forward PE Ratio. This places Phoenix Financial in the lower half of its industry. The industry median Forward PE Ratio is 10.96. Phoenix Financial's value of 10.08 is 8% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Insurance company?
The median Forward PE Ratio among Insurance companies is 10.96, based on 275 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Phoenix Financial's current Forward PE Ratio of 10.08 is 8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Phoenix Financial and its competitors. For the Insurance industry, the median Forward PE Ratio is 10.96 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Financial's current Forward PE Ratio is 10.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Financial stock overvalued right now?
Phoenix Financial (IPHXF) has a current Forward PE Ratio of 10.08. The stock's GF Value™ is $18.48, compared to a current price of $44.00 — trading 138.1% above its estimated fair value. The current Forward PE Ratio is 10.08 and 8% below the Insurance industry median of 10.96. Phoenix Financial's overall GF Score™ is 77/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Phoenix Financial (IPHXF), the current Forward PE Ratio is 10.08 as of Sep. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Phoenix Financial (IPHXF) Overvalued in 2026?
Based on GuruFocus' analysis, Phoenix Financial stock appears to be overvalued.
The current stock price of $44.00 is trading 138.1% above its estimated GF Value™ of $18.48.
Key valuation signals for IPHXF:
Forward PE Ratio: 10.08
GF Value™: $18.48 vs. price of $44.00 (138.1% above fair value)
Industry Position: 8% below the Insurance median (#168 of 275)
No single metric tells the full story. See the IPHXF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phoenix Financial Ltd is an Israel-based investment and financial services company with over $200 billion 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.
77GF Score
Get the complete analysis for IPHXF
Forward PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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