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Phoenix Financial's Total Assets for the quarter that ended in Jun. 2026 was $70,516 Mil.
During the past 12 months, Phoenix Financial's average Total Assets Growth Rate was 13.00% per year.
During the past 3 years, the average Total Assets Growth Rate was 13.50% per year.
During the past 5 years, the average Total Assets Growth Rate was 11.60% per year.
During the past 10 years, the average Total Assets Growth Rate was 8.20% per year.
During the past 13 years, Phoenix Financial's highest 3-Year average Total Assets Growth Rate was 28.30%. The lowest was 1.30%. And the median was 7.50%.
Note:
The Net Income data used here is four times the quarterly (Jun. 2026) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
Phoenix Financial's Asset Turnover for the quarter that ended in Jun. 2026 is
* 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.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
Phoenix Financial Total Assets Related Terms
Phoenix Financial Total Assets Historical Data
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The historical data trend for Phoenix Financial's Total Assets 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.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
Phoenix Financial's Total Assets for the fiscal year that ended in Dec. 2025 is calculated as
* 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 (IPHXF) has a Total Assets of $70,516 Mil as of Jun. 2026. The total amount of assets as recorded on a company's balance sheet. View historical data on Phoenix Financial and its competitors.
Is Phoenix Financial's Total Assets too high?
Phoenix Financial's current Total Assets is $70,516 Mil. 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 Total Assets compare to BRK.A and AIG?
Phoenix Financial's Total Assets of $70,516 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 Total Assets for an Insurance company?
A good Total Assets depends on the Insurance industry context. However, Total Assets 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 Total Assets mean?
A high Total Assets can signal that a stock is expensive relative to its fundamentals. The total amount of assets as recorded on a company's balance sheet. View historical data on Phoenix Financial and its competitors. Phoenix Financial's current Total Assets is $70,516 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?
Phoenix Financial (IPHXF) has a current Total Assets of $70,516 Mil. 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 Total Assets is $70,516 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 Total Assets calculated?
Total Assets is calculated from a company's financial statements. For Phoenix Financial (IPHXF), the current Total Assets is $70,516 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 (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:
Total Assets: $70,516 Mil
GF Value™: $18.48 vs. price of $44.00 (138.1% above fair value)
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
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