Phoenix Financial Ltd

TASE:PHOE Stock Report

Market Cap: ₪12.9b

Phoenix Financial Future Growth

Future criteria checks 1/6

Phoenix Financial is forecast to grow earnings at 7% per annum. EPS is expected to grow by 1.3% per annum.

Key information

7.0%

Earnings growth rate

1.3%

EPS growth rate

Insurance earnings growth1.7%
Revenue growth raten/a
Future return on equity14.1%
Analyst coverage

Low

Last updated03 Jul 2024

Recent future growth updates

Recent updates

Phoenix Financial's (TLV:PHOE) Shareholders Will Receive A Bigger Dividend Than Last Year

Aug 27
Phoenix Financial's (TLV:PHOE) Shareholders Will Receive A Bigger Dividend Than Last Year

Most Shareholders Will Probably Agree With The Phoenix Holdings Ltd.'s (TLV:PHOE) CEO Compensation

Aug 07
Most Shareholders Will Probably Agree With The Phoenix Holdings Ltd.'s (TLV:PHOE) CEO Compensation

The Phoenix Holdings Ltd. (TLV:PHOE) Could Be Riskier Than It Looks

Aug 04
The Phoenix Holdings Ltd. (TLV:PHOE) Could Be Riskier Than It Looks

The Phoenix Holdings Ltd. (TLV:PHOE) Might Not Be As Mispriced As It Looks

May 02
The Phoenix Holdings Ltd. (TLV:PHOE) Might Not Be As Mispriced As It Looks

The Phoenix Holdings Ltd.'s (TLV:PHOE) Subdued P/S Might Signal An Opportunity

Dec 29
The Phoenix Holdings Ltd.'s (TLV:PHOE) Subdued P/S Might Signal An Opportunity

Should You Be Adding Phoenix Holdings (TLV:PHOE) To Your Watchlist Today?

Nov 02
Should You Be Adding Phoenix Holdings (TLV:PHOE) To Your Watchlist Today?

We Ran A Stock Scan For Earnings Growth And Phoenix Holdings (TLV:PHOE) Passed With Ease

Jul 22
We Ran A Stock Scan For Earnings Growth And Phoenix Holdings (TLV:PHOE) Passed With Ease

Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching

Apr 23
Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching

Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching

Jan 16
Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching

If You Like EPS Growth Then Check Out Phoenix Holdings (TLV:PHOE) Before It's Too Late

Oct 07
If You Like EPS Growth Then Check Out Phoenix Holdings (TLV:PHOE) Before It's Too Late

The Case For The Phoenix Holdings Ltd. (TLV:PHOE): Could It Be A Nice Addition To Your Dividend Portfolio?

May 11
The Case For The Phoenix Holdings Ltd. (TLV:PHOE): Could It Be A Nice Addition To Your Dividend Portfolio?

Phoenix Holdings (TLV:PHOE) Has Gifted Shareholders With A Fantastic 225% Total Return On Their Investment

Feb 23
Phoenix Holdings (TLV:PHOE) Has Gifted Shareholders With A Fantastic 225% Total Return On Their Investment

What Kind Of Shareholders Hold The Majority In The Phoenix Holdings Ltd's (TLV:PHOE) Shares?

Jan 25
What Kind Of Shareholders Hold The Majority In The Phoenix Holdings Ltd's (TLV:PHOE) Shares?

The Phoenix Holdings Ltd (TLV:PHOE) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?

Dec 29
The Phoenix Holdings Ltd (TLV:PHOE) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?

What The Phoenix Holdings Ltd's (TLV:PHOE) 27% Share Price Gain Is Not Telling You

Dec 02
What The Phoenix Holdings Ltd's (TLV:PHOE) 27% Share Price Gain Is Not Telling You

Earnings and Revenue Growth Forecasts

TASE:PHOE - Analysts future estimates and past financials data (ILS Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
9/30/202428,0611,775-685267N/A
6/30/202425,3051,4124511,611N/A
3/31/202428,1691,0532,2393,458N/A
12/31/202323,5207771,1442,182N/A
9/30/202321,3653492,6563,590N/A
6/30/202318,4233992,9563,639N/A
3/31/20239,2695256911,282N/A
12/31/20227,6741,2572,2052,729N/A
9/30/202211,6791,6352,0282,510N/A
6/30/202214,7171,8963,0453,483N/A
3/31/202223,7242,3243,3483,746N/A
12/31/202127,9721,9654,1864,547N/A
9/30/202128,9532,0003,6073,976N/A
6/30/202129,9471,8152,7663,106N/A
3/31/202128,8741,6504,3314,704N/A
12/31/202016,7101,1694,4004,771N/A
9/30/202013,5814372,1332,501N/A
6/30/202011,7221831,2421,650N/A
3/31/20209,884-109-587-225N/A
12/31/201921,174271208567N/A
9/30/201915,3704532,0512,341N/A
6/30/201915,7517233,0933,326N/A
3/31/201914,5767051,4381,663N/A
12/31/201811,496651-1,029-820N/A
9/30/201815,211706-916-704N/A
6/30/201814,659568N/A-2,234N/A
3/31/201814,777645N/A-95N/A
12/31/201715,409710N/A220N/A
9/30/201714,608893N/A353N/A
6/30/201714,389997N/A228N/A
3/31/201713,941891N/A232N/A
12/31/201612,731608N/A591N/A
9/30/201612,954515N/A1,467N/A
6/30/201610,859311N/A2,919N/A
3/31/20169,769280N/A3,458N/A
12/31/201511,441264N/A3,547N/A
9/30/20159,796186N/A2,495N/A
6/30/201511,314303N/A1,410N/A
3/31/201511,926274N/A734N/A
12/31/201411,055507N/A642N/A
9/30/201412,497559N/A850N/A
6/30/201412,841539N/A1,004N/A
3/31/201412,767663N/A1,490N/A
12/31/201312,620739N/A1,030N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: PHOE's forecast earnings growth (7% per year) is above the savings rate (2.5%).

Earnings vs Market: PHOE's earnings (7% per year) are forecast to grow slower than the IL market (19.2% per year).

High Growth Earnings: PHOE's earnings are forecast to grow, but not significantly.

Revenue vs Market: Insufficient data to determine if PHOE's revenue is forecast to grow faster than the IL market.

High Growth Revenue: Insufficient data to determine if PHOE's revenue is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: PHOE's Return on Equity is forecast to be low in 3 years time (14.1%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/29 08:26
End of Day Share Price 2024/12/29 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Phoenix Financial Ltd is covered by 5 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tavy RosnerBarclays
Terence KlingmanExcellence Nessuah Brokerage Services Ltd.
Philip Martin KettJefferies LLC