The Phoenix Holdings Ltd.

TASE:PHOE Stock Report

Market Cap: ₪9.3b

Phoenix Holdings Past Earnings Performance

Past criteria checks 1/6

Phoenix Holdings has been growing earnings at an average annual rate of 15.7%, while the Insurance industry saw earnings growing at 15.1% annually. Revenues have been growing at an average rate of 3.5% per year. Phoenix Holdings's return on equity is 4.5%, and it has net margins of 1.6%.

Key information

15.7%

Earnings growth rate

15.8%

EPS growth rate

Insurance Industry Growth15.1%
Revenue growth rate3.5%
Return on equity4.5%
Net Margin1.6%
Next Earnings Update27 Mar 2024

Recent past performance updates

Recent updates

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

Revenue & Expenses Breakdown
Beta

How Phoenix Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

TASE:PHOE Revenue, expenses and earnings (ILS Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2321,3583492,1240
30 Jun 2318,4163992,0200
31 Mar 239,2635251,9530
31 Dec 227,6671,2571,8940
30 Sep 2211,6791,6351,8610
30 Jun 2214,7171,8961,8500
31 Mar 2223,7242,3241,8300
31 Dec 2127,9691,9651,7610
30 Sep 2128,9532,0001,6630
30 Jun 2129,9471,8151,5600
31 Mar 2128,8741,6501,4580
31 Dec 2016,7101,1691,4180
30 Sep 2013,5814371,3620
30 Jun 2011,7221831,3470
31 Mar 209,884-1091,3470
31 Dec 1921,1742711,3510
30 Sep 1915,3704531,3330
30 Jun 1915,7517231,3160
31 Mar 1914,5767051,2970
31 Dec 1811,4966511,2650
30 Sep 1815,2117061,2500
30 Jun 1814,6595681,2460
31 Mar 1814,7776451,2230
31 Dec 1715,4097101,2220
30 Sep 1714,6088931,2080
30 Jun 1714,3899971,2130
31 Mar 1713,9418911,2100
31 Dec 1612,7316081,1940
30 Sep 1612,9545151,2450
30 Jun 1610,8593111,1930
31 Mar 169,7692801,1930
31 Dec 1511,4412641,1900
30 Sep 159,7961861,0950
30 Jun 1511,3143031,1100
31 Mar 1511,9262741,0860
31 Dec 1411,0555071,0700
30 Sep 1412,4975591,0950
30 Jun 1412,8415391,0840
31 Mar 1412,7676631,0810
31 Dec 1312,6207391,0520
30 Sep 1312,2516839620
30 Jun 1312,0476149680
31 Mar 1310,7473919530

Quality Earnings: PHOE has a large one-off gain of ₪96.2M impacting its last 12 months of financial results to 30th September, 2023.

Growing Profit Margin: PHOE's current net profit margins (1.6%) are lower than last year (14%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: PHOE's earnings have grown by 15.7% per year over the past 5 years.

Accelerating Growth: PHOE's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: PHOE had negative earnings growth (-78.7%) over the past year, making it difficult to compare to the Insurance industry average (-34.3%).


Return on Equity

High ROE: PHOE's Return on Equity (4.5%) is considered low.


Return on Assets


Return on Capital Employed


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