Phoenix Financial Management
Management criteria checks 4/4
Phoenix Financial's CEO is Eyal Simon, appointed in Jun 2019, has a tenure of 5.5 years. total yearly compensation is ₪4.00M, comprised of 63% salary and 37% bonuses, including company stock and options. directly owns 0.022% of the company’s shares, worth ₪2.91M. The average tenure of the management team and the board of directors is 8.3 years and 5 years respectively.
Key information
Eyal Simon
Chief executive officer
₪4.0m
Total compensation
| CEO salary percentage | 63.0% |
| CEO tenure | 5.5yrs |
| CEO ownership | 0.02% |
| Management average tenure | 8.3yrs |
| Board average tenure | 5yrs |
Recent management updates
Recent updates
Phoenix Financial's (TLV:PHOE) Shareholders Will Receive A Bigger Dividend Than Last Year
Aug 27
Most Shareholders Will Probably Agree With The Phoenix Holdings Ltd.'s (TLV:PHOE) CEO Compensation
Aug 07The Phoenix Holdings Ltd. (TLV:PHOE) Could Be Riskier Than It Looks
Aug 04The Phoenix Holdings Ltd. (TLV:PHOE) Might Not Be As Mispriced As It Looks
May 02The Phoenix Holdings Ltd.'s (TLV:PHOE) Subdued P/S Might Signal An Opportunity
Dec 29Should You Be Adding Phoenix Holdings (TLV:PHOE) To Your Watchlist Today?
Nov 02We Ran A Stock Scan For Earnings Growth And Phoenix Holdings (TLV:PHOE) Passed With Ease
Jul 22Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching
Apr 23Here's Why We Think Phoenix Holdings (TLV:PHOE) Is Well Worth Watching
Jan 16If You Like EPS Growth Then Check Out Phoenix Holdings (TLV:PHOE) Before It's Too Late
Oct 07The Case For The Phoenix Holdings Ltd. (TLV:PHOE): Could It Be A Nice Addition To Your Dividend Portfolio?
May 11Phoenix Holdings (TLV:PHOE) Has Gifted Shareholders With A Fantastic 225% Total Return On Their Investment
Feb 23What Kind Of Shareholders Hold The Majority In The Phoenix Holdings Ltd's (TLV:PHOE) Shares?
Jan 25
The Phoenix Holdings Ltd (TLV:PHOE) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Dec 29What The Phoenix Holdings Ltd's (TLV:PHOE) 27% Share Price Gain Is Not Telling You
Dec 02CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | ₪2b |
| Jun 30 2024 | n/a | n/a | ₪1b |
| Mar 31 2024 | n/a | n/a | ₪1b |
| Dec 31 2023 | ₪4m | ₪3m | ₪777m |
| Sep 30 2023 | n/a | n/a | ₪349m |
| Jun 30 2023 | n/a | n/a | ₪399m |
| Mar 31 2023 | n/a | n/a | ₪525m |
| Dec 31 2022 | ₪4m | ₪2m | ₪1b |
| Sep 30 2022 | n/a | n/a | ₪2b |
| Jun 30 2022 | n/a | n/a | ₪2b |
| Mar 31 2022 | n/a | n/a | ₪2b |
| Dec 31 2021 | ₪4m | ₪2m | ₪2b |
| Sep 30 2021 | n/a | n/a | ₪2b |
| Jun 30 2021 | n/a | n/a | ₪2b |
| Mar 31 2021 | n/a | n/a | ₪2b |
| Dec 31 2020 | ₪3m | ₪2m | ₪1b |
| Sep 30 2020 | n/a | n/a | ₪437m |
| Jun 30 2020 | n/a | n/a | ₪183m |
| Mar 31 2020 | n/a | n/a | -₪109m |
| Dec 31 2019 | ₪3m | ₪2m | ₪271m |
| Sep 30 2019 | n/a | n/a | ₪453m |
| Jun 30 2019 | n/a | n/a | ₪723m |
| Mar 31 2019 | n/a | n/a | ₪705m |
| Dec 31 2018 | ₪2m | ₪1m | ₪651m |
Compensation vs Market: Eyal's total compensation ($USD1.10M) is about average for companies of similar size in the IL market ($USD1.16M).
Compensation vs Earnings: Eyal's compensation has been consistent with company performance over the past year.
CEO
Eyal Simon (51 yo)
5.5yrs
Tenure
₪3,996,000
Compensation
Mr. Eyal Ben Simon serevs as Director of The Phoenix Capital Raising (2009) Ltd since May 25, 2019. He serves as Chairman of the Board at The Phoenix Capital Raising (2009) Ltd and serves as its Chief Exec...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chief Executive Officer | 5.5yrs | ₪4.00m | 0.022% ₪ 2.9m | |
| Executive VP | 8.3yrs | ₪3.01m | 0.0092% ₪ 1.2m | |
| Executive VP | 5yrs | ₪3.02m | no data | |
| Joint Chief Executive Officer of Agam Leaders (Israel) Insurance Agency (2003) Ltd | no data | ₪9.33m | no data | |
| Co-CEO of The Phoenix Capital Ltd. | no data | ₪6.32m | no data | |
| Co-CEO of The Phoenix Capital Ltd. | no data | ₪6.33m | no data | |
| Chief Executive Officer of Cohen Givon Insurance Agency (1994) Ltd. | no data | ₪13.86m | no data | |
| Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd | no data | ₪5.35m | no data | |
| Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd | no data | ₪5.35m | no data | |
| Investors - The Investor | no data | no data | no data | |
| Executive VP | 9.3yrs | no data | no data | |
| Senior VP & Chief Risk Officer | 12.2yrs | no data | no data |
8.3yrs
Average Tenure
52yo
Average Age
Experienced Management: PHOE's management team is seasoned and experienced (8.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Director of Gama Management & Clearing Ltd. | no data | ₪26.18m | no data | |
| Independent Director | 5.1yrs | ₪4.65m | 0.0039% ₪ 503.1k | |
| Director | 4.7yrs | no data | 0.025% ₪ 3.3m | |
| Director | 5.1yrs | no data | no data | |
| Chairman of the Board | 5.1yrs | ₪2.77m | 0.046% ₪ 6.0m | |
| Director | 5.1yrs | no data | no data | |
| Director | 5yrs | no data | no data | |
| Independent External Director | 4.8yrs | no data | no data | |
| Independent External Director | 2.9yrs | no data | no data | |
| Director | 2.3yrs | no data | no data |
5.0yrs
Average Tenure
59yo
Average Age
Experienced Board: PHOE's board of directors are considered experienced (5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/31 17:54 |
| End of Day Share Price | 2024/12/31 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
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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.
| Analyst | Institution |
|---|---|
| Tavy Rosner | Barclays |
| Terence Klingman | Excellence Nessuah Brokerage Services Ltd. |
| Philip Martin Kett | Jefferies LLC |