Phoenix Financial (XTAE:PHOE) Notes Receivable: ₪ Mil (As of Jun. 2026)

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XTAE:PHOE Phoenix Financial Ltd XTAE:PHOE
77 GF Score
Price ₪186.40
GF Value ₪78.01
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Phoenix Financial Notes Receivable?

Phoenix Financial XTAE:PHOE 77 Notes Receivable is ₪ Mil as of Jun. 2026. GuruFocus rates XTAE:PHOE with a GF Score™ of 77/100 and a GF Value™ of ₪78.01 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Phoenix Financial's Notes Receivable for the quarter that ended in Jun. 2026 was ₪ Mil.

Phoenix Financial Notes Receivable Related Terms

Phoenix Financial Notes Receivable Historical Data

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The historical data trend for Phoenix Financial's Notes Receivable 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 Notes Receivable Chart

Phoenix Financial Annual Data
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Phoenix Financial Quarterly Data
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XTAE:PHOE
77GF Score
Phoenix Financial Ltd XTAE:PHOE
Notes Receivable is just one metric. See GF Score™, valuation, warning signs, and more.
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Phoenix Financial Notes Receivable Calculation

Notes Receivable is an unconditional promise to receive a definite sum of money at a future date(s) within one year of the balance sheet date or the normal operating cycle, whichever is longer.

Frequently Asked Questions Learn more about Notes Receivable →
What does a Notes Receivable of ₪ Mil mean?
Phoenix Financial (XTAE:PHOE) has a Notes Receivable of ₪ Mil as of Jun. 2026. Notes Receivable is an unconditional promise to receive a definite sum of money within one year. View historical data on Phoenix Financial and its competitors.
Is Phoenix Financial's Notes Receivable too high?
Phoenix Financial's current Notes Receivable is ₪ Mil. Overall, Phoenix Financial has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Phoenix Financial's Notes Receivable compare to BRK.A and AIG?
Phoenix Financial's Notes Receivable of ₪ Mil can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Notes Receivable for an Insurance company?
A good Notes Receivable depends on the Insurance industry context. However, Notes Receivable should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Notes Receivable mean?
A high Notes Receivable can signal that a stock is expensive relative to its fundamentals. Notes Receivable is an unconditional promise to receive a definite sum of money within one year. View historical data on Phoenix Financial and its competitors. Phoenix Financial's current Notes Receivable is ₪ Mil. 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?
Based on GuruFocus' analysis, Phoenix Financial (XTAE:PHOE) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪78.01, compared to a current price of ₪186.40 — trading 138.9% above its estimated fair value. The current Notes Receivable is ₪ Mil. 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 Notes Receivable calculated?
Notes Receivable is calculated from a company's financial statements. For Phoenix Financial (XTAE:PHOE), the current Notes Receivable is ₪ Mil as of Jun. 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 (XTAE:PHOE) Overvalued in 2026?

Based on GuruFocus' analysis, Phoenix Financial stock appears to be overvalued. The current stock price of ₪186.40 is trading 138.9% above its estimated GF Value™ of ₪78.01. GuruFocus considers Phoenix Financial to be Significantly Overvalued.

Key valuation signals for XTAE:PHOE:

  • Notes Receivable: ₪ Mil
  • GF Value™: ₪78.01 vs. price of ₪186.40 (138.9% above fair value)
  • GF Score™: 77/100 with 7 warning signs

No single metric tells the full story. See the XTAE:PHOE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Phoenix Financial Business Description

Address 2 Phoenix Drive, P.O BoX 18, Rishon Lezion, ISR, 7510001
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 XTAE:PHOE

Notes Receivable is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₪186.40
Price
₪78.01
GF Value