IPHXF (Phoenix Financial) Shiller PE Ratio: (As of Sep. 21, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

IPHXF Phoenix Financial Ltd IPHXF
77 GF Score
Price $44.00
GF Value $18.48
! 7 Warning Signs
View Full Analysis

What is Phoenix Financial Shiller PE Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


Phoenix Financial  (OTCPK:IPHXF) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Phoenix Financial Shiller PE Ratio Related Terms


Phoenix Financial Shiller PE Ratio Historical Data

* Premium members only.

The historical data trend for Phoenix Financial's Shiller 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 Shiller PE Ratio Chart

Phoenix Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 25.06

Phoenix Financial Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - 24.82 24.68 23.07

IPHXF vs BRK.A, AIG, HIG: Shiller PE Ratio Comparison

For the Insurance - Diversified subindustry, Phoenix Financial's Shiller PE Ratio, along with its competitors' market caps and Shiller 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 Shiller PE Ratio vs Insurance Industry

For the Insurance industry and Financial Services sector, Phoenix Financial's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Phoenix Financial's Shiller PE Ratio falls into.


IPHXF
77GF Score
Phoenix Financial Ltd IPHXF
Shiller PE Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Phoenix Financial Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Phoenix Financial's E10 for the quarter that ended in Jun. 2026 is calculated as:

For example, Phoenix Financial's adjusted earnings per share data for the three months ended in Jun. 2026 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1.1995/333.9520*333.9520
=1.200

Current CPI (Jun. 2026) = 333.9520.

Phoenix Financial Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201609 0.237 241.428 0.327
201612 0.326 241.432 0.451
201703 0.279 243.801 0.382
201706 0.242 244.955 0.330
201709 0.132 246.819 0.179
201712 0.142 246.524 0.193
201803 0.149 249.554 0.199
201806 0.153 251.989 0.202
201809 0.278 252.439 0.367
201812 0.103 251.233 0.137
201903 0.230 254.202 0.302
201906 0.151 256.143 0.197
201909 -0.017 256.759 -0.023
201912 -0.078 256.974 -0.102
202003 -0.185 258.115 -0.240
202006 0.499 257.797 0.646
202009 0.272 260.280 0.349
202012 0.775 260.474 0.993
202103 0.376 264.877 0.474
202106 0.744 271.696 0.914
202109 0.495 274.310 0.602
202112 0.756 278.802 0.905
202203 0.822 287.504 0.955
202206 0.212 296.311 0.239
202209 0.185 296.808 0.208
202212 0.267 296.797 0.300
202303 -0.064 301.836 -0.071
202306 0.063 305.109 0.069
202309 0.118 307.789 0.128
202312 0.686 306.746 0.746
202403 0.550 312.332 0.588
202406 0.394 314.175 0.419
202409 0.804 315.301 0.851
202412 0.817 315.605 0.864
202503 0.610 319.799 0.637
202506 1.064 322.561 1.101
202509 0.952 324.800 0.979
202512 1.132 324.054 1.166
202603 0.891 330.213 0.901
202606 1.200 333.952 1.200

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

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:

  • Shiller PE Ratio:
  • GF Value™: $18.48 vs. price of $44.00 (138.1% above fair value)
  • GF Score™: 77/100 with 7 warning signs

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 Business Description

Other Exchanges PHOE:Israel
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 IPHXF

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

$44.00
Price
$18.48
GF Value