PHOE

The Phoenix Holdings Ltd.

PHOE.TA phoenixfinancial.co.il
Financial Services · Insurance - Diversified
18,480.00
-200.00 (-1.07%)
ILA · TA
52-week range
9,940.87
19,823.19
Trading at 86% of the 52-week range
Market Cap
46.59B
P/E Ratio
14.16
Forward P/E
19.88
Book Value
51.97
Div. Yield
0.03%
% Institutions
35.46%
% Insiders
7.48%

1 Year

+66.9%

3 Year

+445.1%

10 Year

+2,558.1%
Description

Phoenix Financial Ltd. operates as a financial services company in Israel. Its Life and Savings segment provides life insurance policies, permanent health insurance policies, and savings policies for salaried employees planholders, individual and self-employed policyholders, and groups. The company's Property and Casualty segment offers compulsory motor insurance, motor property insurance, and other property and casualty insurance. Its Health Insurance segment offers health insurance policies that are designed to indemnify or compensate policyholders for medical expenses incurred as a result of decline in health, illness, or accident; and long-term care insurance, critical illness insurance, dental insurance, travel insurance, and personal accidents insurance. The company's Retirement segment manages various types of pension funds and provident funds; and the central provident fund for annuity for employees of the Israel Electric Corporation Ltd. Its Wealth & Investments segment is involved in the marketing and management of investments for customers; underwriting and investment banking activities; management of mutual funds; and provision of stock exchange and trading, investment policies, and wealth management services. The company's Payments & Financing segment engages in the credit cards - acquiring-aggregator activities; and provision of business credit, supplier financing, business guarantees, payment card vouchers factoring, financing against post-dated checks, financing against liens on real estate properties, construction financing, and consumer credit services. Its Brokers & Advisors segment offers brokerage and marketing services for pension, insurance, and financial products of various insurance companies, investment houses, and institutional entities. The company was formerly known as Phoenix Holdings Ltd. and changed its name to Phoenix Financial Ltd. in August 2024. Phoenix Financial Ltd. was incorporated in 1949 and is based in Rishon LeZion, Israel.

Company Information

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Company Name
The Phoenix Holdings Ltd.
Sector
Financial Services
Industry
Insurance - Diversified
Exchange
TA
ISIN: IL0007670123
Currency: ILA
Full Time Employees: 5,172
Phone: 972 3 7332997
Website: phoenixfinancial.co.il
Fiscal Year End: December
Description:

Phoenix Financial Ltd. operates as a financial services company in Israel. Its Life and Savings segment provides life insurance policies, permanent health insurance policies, and savings policies for salaried employees planholders, individual and self-employed policyholders, and groups. The company's Property and Casualty segment offers compulsory motor insurance, motor property insurance, and other property and casualty insurance. Its Health Insurance segment offers health insurance policies that are designed to indemnify or compensate policyholders for medical expenses incurred as a result of decline in health, illness, or accident; and long-term care insurance, critical illness insurance, dental insurance, travel insurance, and personal accidents insurance. The company's Retirement segment manages various types of pension funds and provident funds; and the central provident fund for annuity for employees of the Israel Electric Corporation Ltd. Its Wealth & Investments segment is involved in the marketing and management of investments for customers; underwriting and investment banking activities; management of mutual funds; and provision of stock exchange and trading, investment policies, and wealth management services. The company's Payments & Financing segment engages in the credit cards - acquiring-aggregator activities; and provision of business credit, supplier financing, business guarantees, payment card vouchers factoring, financing against post-dated checks, financing against liens on real estate properties, construction financing, and consumer credit services. Its Brokers & Advisors segment offers brokerage and marketing services for pension, insurance, and financial products of various insurance companies, investment houses, and institutional entities. The company was formerly known as Phoenix Holdings Ltd. and changed its name to Phoenix Financial Ltd. in August 2024. Phoenix Financial Ltd. was incorporated in 1949 and is based in Rishon LeZion, Israel.

Address:

2 Phoenix St., Rishon LeZion, Israel, 7510001

People

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Directors & Officers

Name Title Year Born
Mr. Eyal Ben Simon Chief Executive Officer 1973
Mr. Eli Schwartz Executive VP, Deputy CEO & CFO 1975
Mr. Haggai Schreiber Executive VP, Deputy CEO of Phoenix Capital Partners & Chief Investment Officer 1975
Mr. Yitzhak Oz Joint Chief Executive Officer of Agam Leaders (Israel) Insurance Agency (2003) Ltd 1965
Mr. Ran Givon Chief Executive Officer of Cohen Givon Insurance Agency (1994) Ltd. NA
Ariel Genut CEO, Director of Gama Management & Clearing Ltd. NA
Mr. Gil Duak Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd NA
Mr. Assaf Prinz Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd NA
Mr. Gil Tamir Deputy CEO, Chief Technology, Information Systems & Innovation Officer 1974
Yoni Eilat Investors - The Investor NA

Financial Highlights

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Market Cap: $46.59B
EBITDA: $11.62B
P/E Ratio: $14.16
Book Value: $51.97
Dividend/Share: $5.53
Dividend Yield: 0.03%
Earnings/Share: $13.05
Profit Margin: 16.05%
Operating Margin: 63.88%
ROA (TTM): 3.60%
ROE (TTM): 26.27%
Revenue (TTM): $20.71B
Revenue/Share (TTM): $81.85
Earnings Growth (YOY): -6.30%
Revenue Growth (YOY): 23.40%

Valuation Metrics

Enterprise Value: $38.83B
Trailing P/E: 14.16
Forward P/E: 19.88

Shares Statistics

Shares Outstanding: 252.13M
Shares Float: 196.72M
% Insiders: 7.48%
% Institutions: 35.46%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

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Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$30.30B
Cost of Goods Sold
adjust
$-1.43B
Gross Profit
subtotal
$28.87B
Other Operating Expense
adjust
$-23.86B
Operating Income
subtotal
$5.01B
Other / Non-Operating Items
adjust
$-1.79B
Net Income
subtotal
$3.22B

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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