Phoenix Holdings Ltd. (PHOE) Stock Analysis | Price, Returns, Financials & Key Metrics

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

559.22 k

Shareholding (Dec 2023)

FII

0.00%

Held by 1 FIIs

DII

100.0%

Held by 0 DIIs

Promoter

0.00%

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Dashboard

Unrated Stock - No Analysis Available

Mojo Parameters

Stock DNA

Industry

Insurance

Market cap

ILS 34,010 Million ()

P/E

11.00

Industry P/E

Dividend Yield

0.03%

Debt Equity

-999,999.00

Return on Equity

25.16%

Price to Book

2.82

Revenue and Profits:

Net Sales:

(Quarterly Results - Mar 2025)

Net Profit:

591 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

16.12%

6 Months

57.62%

1 Year

184.54%

2 Years

267.03%

3 Years

232.16%

4 Years

235.37%

5 Years

480.36%

Phoenix Holdings Ltd. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

18.07%

EBIT Growth (5y)

-236.11%

EBIT to Interest (avg)

-0.24

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

31.96%

Dividend Payout Ratio

46.13%

Pledged Shares

Institutional Holding

0.00%

ROCE (avg)

ROE (avg)

15.65%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.43

EV to EBIT

EV to EBITDA

68.82

EV to Capital Employed

1.76

EV to Sales

1.35

PEG Ratio

0.12

Dividend Yield

0.03%

ROCE (Latest)

ROE (Latest)

22.14%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2023

Shareholding Compare (%holding)

Majority shareholders

Foreign Institutions

Domestic Funds

Held in 0 Schemes (0%)

Foreign Institutions

Held by 1 Foreign Institutions (0.0%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Mar'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Mar 2025 is 0.00% vs 0.00% in Mar 2024",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Mar 2025 is 9.37% vs 1,726.81% in Mar 2024",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Mar'25",
        "Mar'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "144.10",
          "val2": "138.10",
          "chgp": "4.34%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "124.60",
          "val2": "99.90",
          "chgp": "24.72%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-7.90",
          "val2": "15.00",
          "chgp": "-152.67%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "590.70",
          "val2": "540.10",
          "chgp": "9.37%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "217.50%",
          "val2": "96.50%",
          "chgp": "12.10%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 118.13% vs -34.45% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "562.10",
          "val2": "499.10",
          "chgp": "12.62%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "546.10",
          "val2": "403.60",
          "chgp": "35.31%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-13.50",
          "val2": "20.50",
          "chgp": "-165.85%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "1,930.20",
          "val2": "884.90",
          "chgp": "118.13%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "111.80%",
          "val2": "65.40%",
          "chgp": "4.64%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]

Quarterly Results Snapshot (Consolidated) - Mar'25 - YoY

Mar'25

Mar'24

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

144.10

138.10

4.34%

Interest

124.60

99.90

24.72%

Exceptional Items

-7.90

15.00

-152.67%

Consolidate Net Profit

590.70

540.10

9.37%

Operating Profit Margin (Excl OI)

217.50%

96.50%

12.10%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Mar 2025 is 0.00% vs 0.00% in Mar 2024

Consolidated Net Profit

YoY Growth in quarter ended Mar 2025 is 9.37% vs 1,726.81% in Mar 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

0.00

Operating Profit (PBDIT) excl Other Income

562.10

499.10

12.62%

Interest

546.10

403.60

35.31%

Exceptional Items

-13.50

20.50

-165.85%

Consolidate Net Profit

1,930.20

884.90

118.13%

Operating Profit Margin (Excl OI)

111.80%

65.40%

4.64%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 118.13% vs -34.45% in Dec 2023

All Annual Results

Company CV

About

Company Coordinates

Company Details

Tel:

Registrar Details