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Phoenix Holdings Ltd. (IL:PHOE)
TASE:PHOE
Israel Market
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Phoenix (PHOE) Stock Statistics & Valuation Metrics

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Total Valuation

Phoenix has a market cap or net worth of ₪47.08B. The enterprise value is 62.59K.
Market Cap₪47.08B
Enterprise Value62.59K

Share Statistics

Phoenix has 252,551,530 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding252,551,530
Owned by Insiders0.11%
Owned by Institutions

Financial Efficiency

Phoenix’s return on equity (ROE) is 0.26 and return on invested capital (ROIC) is 4.19%.
Return on Equity (ROE)0.26
Return on Assets (ROA)0.02
Return on Invested Capital (ROIC)4.19%
Return on Capital Employed (ROCE)0.06
Revenue Per Employee5.86M
Profits Per Employee623.11K
Employee Count5,172
Asset Turnover0.15
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Phoenix is 14.2. Phoenix’s PEG ratio is 0.13.
PE Ratio14.2
PS Ratio1.10
PB Ratio2.66
Price to Fair Value2.66
Price to FCF8.46
Price to Operating Cash Flow10.08
PEG Ratio0.13

Income Statement

In the last 12 months, Phoenix had revenue of 30.30B and earned 3.22B in profits. Earnings per share was 12.78.
Revenue30.30B
Gross Profit28.87B
Operating Income5.01B
Pretax Income5.01B
Net Income3.22B
EBITDA6.33B
Earnings Per Share (EPS)12.78

Cash Flow

In the last 12 months, operating cash flow was 4.67B and capital expenditures -403.83M, giving a free cash flow of 4.26B billion.
Operating Cash Flow4.67B
Free Cash Flow4.26B
Free Cash Flow per Share16.89

Dividends & Yields

Phoenix pays an annual dividend of 158.651, resulting in a dividend yield of 2.97%
Dividend Per Share158.651
Dividend Yield2.97%
Payout Ratio41.47%
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta1.51
52-Week Price Change87.60%
50-Day Moving Average17.63K
200-Day Moving Average16.41K
Relative Strength Index (RSI)57.81
Average Volume (3m)510.07K

Important Dates

Phoenix upcoming earnings date is Dec 2, 2026, TBA (Confirmed).
Last Earnings DateAug 25, 2026
Next Earnings DateDec 2, 2026
Ex-Dividend Date

Financial Position

Phoenix as a current ratio of 0.07, with Debt / Equity ratio of 153.73%
Current Ratio0.07
Quick Ratio0.07
Debt to Market Cap0.46
Net Debt to EBITDA2.12
Interest Coverage Ratio7.23

Taxes

In the past 12 months, Phoenix has paid 1.67B in taxes.
Income Tax1.67B
Effective Tax Rate0.33

Enterprise Valuation

Phoenix EV to EBITDA ratio is 7.37, with an EV/FCF ratio of 11.87.
EV to Sales1.54
EV to EBITDA7.37
EV to Free Cash Flow11.87
EV to Operating Cash Flow11.00

Balance Sheet

Phoenix has ₪3.29B in cash and marketable securities with ₪20.18B in debt, giving a net cash position of -₪16.89B billion.
Cash & Marketable Securities₪3.29B
Total Debt₪20.18B
Net Cash-₪16.89B
Net Cash Per Share-₪66.86
Tangible Book Value Per Share₪37.10

Margins

Gross margin is 97.93%, with operating margin of 16.53%, and net profit margin of 10.64%.
Gross Margin97.93%
Operating Margin16.53%
Pretax Margin16.53%
Net Profit Margin10.64%
EBITDA Margin20.90%
EBIT Margin18.82%

Analyst Forecast

The average price target for Phoenix is ―, which is 11.43% higher than the current price. The consensus rating is ―
Price Target
Price Target Upside
Analyst Consensus
Analyst Count0
Revenue Growth Forecast10.88%
EPS Growth Forecast24.40%

Scores

Smart ScoreN/A
AI Score