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Phoenix Financial

TLV:PHOE · IL0007670123
InsuranceLarge

360

34
Profit price57
Owner Earnings Yield98
Dividend Yield31
Price/Sales9
EV / Gross Profit80
Price/Book16
Returns on capital95
Profit margins97
Cash Conversion27
Accruals58
Owner Earnings Margin84
Sales growth—
Profit Growth61
Owner Earnings Growth84
Reinvestment95
Price momentum96
Debt load28
Debt serviceability74
Liquidity45
Analyst ratings100
Opinion Changes50
Price Target Upside31
Market mood100
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Phoenix Financial generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryIsrael
IndustryInsurance
SizeLarge
TypePublic Company
ExchangeTASE
Founded1949
Employees730
Websitefnx.co.il
ISINIL0007670123
Last UpdateApr 2, 2026

Description

Phoenix Financial Ltd. operates in financial services sector, primarily engages in the insurance and investment industries. The company offers a comprehensive range of products, including life and health insurance, pensions, and various investment ma…

Analysis

Quality compounder

Phoenix Financial Ltd. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is attractive. You pay 14.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is fragile. The company scores 16/20 on our value-creation score: strong value creator. Analysts lean positive.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
62
2023202420252026

All-time high

89

Jan 2023

All-time low

62

Jun 2026

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
9
22
57
48
Price/Earnings
34
27
54
41
Price/Book
16
41
65
37
Dividend Yield
31
25
28
35
Value (overall)
6
23
49
35

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →