Phoenix Financial Ltd PHOE
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
Trading Information
- Previous Close Price
- —
- Day Range
- —–—
- 52-Week Range
- —–—
- Bid/Ask
- — / —
- Shares Outstanding
- 252.55M
- Market Cap
- —
- Volume/Avg
- — / —
Key Statistics
- Price/Earnings (Normalized)
- 13.69
- Price/Sales
- 1.47
- Dividend Yield (Trailing)
- 3.05%
- Dividend Yield (Forward)
- 3.50%
- Dividend Payment Schedule
- Apr, Jun, Sep, Dec
- Total Yield
- 4.15%
Company Profile
Phoenix Financial Ltd is an Israel-based investment and financial services company with billions 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. The operating segments of the company are Life and Savings Segment; Health Insurance Segment; Property and Casualty Segment; Retirement Segment; Wealth & Investments Segment; Brokers & Advisors Segment; Payments & Financing Segment; and Non-segmented operation.
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- Stock Style Box
- Mid Growth
- Total Number of Employees
- 5,172
Valuation
|
Metric
|
PHOE
|
|---|---|
Price/Earnings (Normalized) | 13.69 |
Price/Book Value | 3.48 |
Price/Sales | 1.47 |
Price/Cash Flow | — |
Price/Earnings
PHOE
Financial Strength
|
Metric
|
PHOE
|
|---|---|
Quick Ratio | — |
Current Ratio | — |
Interest Coverage | 9.55 |
Quick Ratio
No chart available
Profitability
|
Metric
|
PHOE
|
|---|---|
Return on Assets (Normalized) | 1.80% |
Return on Equity (Normalized) | 28.32% |
Return on Invested Capital (Normalized) | 14.62% |
Return on Assets
PHOE
Insurance - Diversified Industry Comparables
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1-Day Chart
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United States