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Phoenix Financial's yield on cost for the quarter that ended in Jun. 2026 was 0.00.
The historical rank and industry rank for Phoenix Financial's 5-Year Yield-on-Cost % or its related term are showing as below:
During the past 13 years, Phoenix Financial's highest Yield on Cost was 8.95. The lowest was 0.00. And the median was 3.98.
IPHXF's 5-Year Yield-on-Cost % is not ranked *
in the Insurance industry.
Industry Median: 3.87 * Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Phoenix Financial 5-Year Yield-on-Cost % Related Terms
IPHXF vs BRK.A, AIG, HIG: 5-Year Yield-on-Cost % Comparison
For the Insurance - Diversified subindustry, Phoenix Financial's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Insurance Industry
For the Insurance industry and Financial Services sector, Phoenix Financial's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Phoenix Financial's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Phoenix Financial (IPHXF) has a 5-Year Yield-on-Cost % of 0.00 as of Sep. 21, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Phoenix Financial and its competitors. According to the industry distribution chart, Phoenix Financial ranks #271 out of 421 companies in the Insurance industry, placing it in the top 64.4%.
Is Phoenix Financial's 5-Year Yield-on-Cost % too high?
Phoenix Financial's current 5-Year Yield-on-Cost % is 0.00. Based on the distribution chart, Phoenix Financial ranks #271 out of 421 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 5-Year Yield-on-Cost % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Phoenix Financial ranks #271 out of 421 companies for 5-Year Yield-on-Cost %. This places Phoenix Financial in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.87. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Insurance company?
The median 5-Year Yield-on-Cost % among Insurance companies is 3.87, based on 421 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Phoenix Financial and its competitors. For the Insurance industry, the median 5-Year Yield-on-Cost % is 3.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Financial's current 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % of 0.00. 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 5-Year Yield-on-Cost % is 0.00. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Phoenix Financial (IPHXF), the current 5-Year Yield-on-Cost % is 0.00 as of Sep. 21, 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:
5-Year Yield-on-Cost %: 0.00
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
Get the complete analysis for IPHXF
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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