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About the company
Phoenix Holdings Ltd, formerly known as Phoenix Holdings Co Ltd, is an Israel-based holding company. The Company provides a range of products and services through two segments: Insurance and Investments. The insurance segment offering includes car insurance, home insurance, mortgage insurance, travel insurance, life insurance and health insurance, among others. The Investment segment provides wide range of long-term savings solutions, investment products and platforms for independent trading in the capital market. The Company is active locally.
- Revenue in ILS (TTM)21.82bn
- Net income in ILS777.40m
- Incorporated1949
- Employees4.94k
- LocationPhoenix Holdings LtdDEREH HASHALOM 53GIVATAYIM 53454IsraelISR
- Phone+972 37332997
- Fax+972 37238855
- Websitehttp://www.fnx.co.il
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Mergers & acquisitions
| Acquired company | PHOE:TLV since announced | Transaction value |
|---|---|---|
| Psagot Mutual Funds Ltd-Mutual Fund | -5.95% | 47.26m |
Data delayed at least 20 minutes, as of Apr 18 2024 13:53 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sanlam Maroc SA | 2.47bn | 209.44m | 2.53bn | 688.00 | 12.07 | 1.24 | 9.46 | 1.02 | 135.89 | 135.89 | 1,603.64 | 1,323.61 | 0.2836 | -- | -- | -- | 2.40 | 1.55 | -- | -- | -- | -- | 8.47 | 5.91 | -- | -- | 0.0851 | 46.82 | 30.76 | 3.08 | 897.16 | 6.66 | -19.34 | 14.00 |
| Oman International Dvmnt & Invt Com SAOG | 130.57m | 323.11m | 2.69bn | 43.00 | 8.32 | 0.8878 | 5.62 | 0.6578 | 0.049 | 0.049 | 0.6202 | 0.4596 | -- | -- | -- | -- | 3.51 | 2.78 | -- | -- | -- | -- | 10.56 | 15.38 | -- | -- | -- | 56.87 | 73.72 | -33.55 | -21.94 | 4.26 | -0.5325 | 0.9781 |
| Migdal Insurance and Fincl Hldngs Ltd | 26.70bn | 587.18m | 4.80bn | 4.58k | 8.53 | 0.5586 | 6.16 | 0.1797 | 0.5338 | 0.5338 | 25.67 | 8.15 | 0.1329 | -- | -- | 5,826,795.00 | 0.2931 | 0.3212 | -- | -- | -- | -- | 2.20 | 2.65 | -- | 4.27 | 0.4612 | 15.19 | 492.68 | 13.29 | -21.81 | 1.35 | 13.55 | -17.65 |
| Wafa Assurance SA | 5.37bn | 251.02m | 5.46bn | 491.00 | 21.74 | 1.58 | 17.56 | 1.02 | 191.56 | 191.56 | 4,108.82 | 2,637.86 | 0.2312 | -- | -- | -- | 1.17 | 1.19 | -- | -- | -- | -- | 5.07 | 5.30 | -- | -- | 0.0004 | 73.00 | 8.33 | 8.70 | -13.60 | 1.98 | 100.55 | 3.13 |
| Menora Mivtachim Holdings Ltd | 11.48bn | 514.38m | 5.53bn | 3.61k | 11.00 | 0.8779 | 6.79 | 0.4816 | 8.12 | 8.12 | 182.46 | 101.64 | 0.1668 | -- | -- | 3,178,617.00 | 0.7825 | 0.8491 | -- | -- | -- | -- | 4.69 | 5.67 | -- | 5.02 | 0.3957 | 21.07 | 133.46 | 8.63 | -3.64 | 9.41 | -0.7259 | 38.57 |
| Momentum Metropolitan Holdings Ltd | 14.50bn | 624.92m | 5.83bn | 16.12k | 9.45 | 0.9757 | 6.77 | 0.4018 | 2.21 | 2.21 | 51.01 | 21.37 | 0.1156 | -- | -- | 4,545,870.00 | 0.5097 | 0.377 | -- | -- | -- | -- | 4.41 | 3.31 | -- | 13.46 | 0.2276 | 0.9628 | 27.56 | 6.25 | -19.11 | 17.00 | 3.23 | -- |
| Harel Insurance nvstmnts nd Fnncl Srvcs | 23.35bn | 485.00m | 6.76bn | 5.16k | 16.15 | 0.7708 | 7.32 | 0.2896 | 2.02 | 2.02 | 128.74 | 42.36 | 0.1667 | -- | -- | 4,525,979.00 | 0.3542 | 0.6038 | -- | -- | -- | -- | 2.12 | 3.81 | -- | 2.10 | 0.6556 | -- | 101.69 | 11.65 | -46.47 | -4.79 | 5.12 | -- |
| Phoenix Holdings Ltd (ISRAEL) | 21.82bn | 777.40m | 8.82bn | 4.94k | 11.66 | 0.8502 | 7.09 | 0.4042 | 2.97 | 2.97 | 85.51 | 40.77 | 0.142 | -- | -- | 4,418,353.00 | 0.5759 | 0.8944 | -- | -- | -- | -- | 4.06 | 6.47 | -- | 4.27 | 0.4628 | 26.75 | 250.88 | 15.36 | -38.16 | 2.74 | 37.81 | 0.9961 |
| Sanlam Ltd | 21.89bn | 2.31bn | 28.13bn | 113.75k | 11.55 | 1.49 | 9.48 | 1.28 | 5.54 | 6.69 | 52.54 | 42.96 | 0.1104 | -- | -- | 965,010.40 | 1.37 | 0.9532 | -- | -- | -- | -- | 12.39 | 6.85 | -- | -- | 0.1452 | 87.75 | 10.08 | 7.98 | 6.08 | -0.0551 | -- | 5.09 |
Data as of Apr 18 2024. Currency figures normalised to Phoenix Holdings Ltd's reporting currency: Israeli Shekel ILS
13.01%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 05 Apr 2024 | 5.59m | 2.21% |
| Excellence Nessuah Mutual Funds Management Ltd.as of 29 Jun 2023 | 5.52m | 2.18% |
| KSM Mutual Funds Ltd.as of 31 Jan 2024 | 5.30m | 2.10% |
| Meitav Mutual Funds Ltd.as of 31 Jan 2024 | 5.16m | 2.04% |
| Harel Mutual Funds Ltd.as of 29 Jun 2023 | 2.83m | 1.12% |
| BlackRock Fund Advisorsas of 04 Apr 2024 | 2.00m | 0.79% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 1.86m | 0.74% |
| Migdal Mutual Funds Ltd.as of 31 Jan 2024 | 1.68m | 0.67% |
| Psagot Mutual Funds Ltd.as of 31 Jan 2024 | 1.59m | 0.63% |
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 1.41m | 0.56% |
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Data from 31 Dec 2023 - 31 Jan 2024Source: FactSet Research Systems Inc.
