The Phoenix Holdings Ltd.
PHOE.TA
Price:
$6995
Market Cap:
$17.54B
The Phoenix Holdings Ltd. provides various insurance and pension products in Israel. It offers life and disability insurance; flight cancellation; and property and casualty insurance, including motor vehicle, motor property, home and business, third-party liability, employers' liability, directors' and officers' liability, product liability, building, contract works, and marine insurance products, as well as health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance. The company also provides mechanical-engineering equipment, mechanical breakdown, refrigerated inventory, cargo in transit and shippers' liabilit...[Read more]
Industry
Insurance - Diversified
IPO Date
2002-08-12
Stock Exchange
TLV
Ticker
PHOE.TA
PE Ratio
[9.78]
ROE
[16.35%]
Current Ratio
[0]
Dividend Yield
[4.76%]
Enterprise Value
[7.53B]
Dividend History
The ROE as of April 2025 (TTM) for The Phoenix Holdings Ltd. (PHOE.TA) is 16.35%
According to The Phoenix Holdings Ltd.’s latest financial reports and current stock price. The company's current ROE is 16.35%. This represents a change of 305.82% compared to the average of 4.03% of the last 4 quarters.
The Phoenix Holdings Ltd. (PHOE.TA) Historical ROE (quarterly & annually)
How has PHOE.TA ROE performed in the past?
The mean historical ROE of The Phoenix Holdings Ltd. over the last ten years is 11.46%. The current 16.35% ROE has changed 42.76% with respect to the historical average. Over the past ten years (40 quarters), PHOE.TA's ROE was at its highest in in the December 2020 quarter at 8.13%. The ROE was at its lowest in in the March 2020 quarter at -2.74%.
Average
11.46%
Median
12.41%
Minimum
2.42%
Maximum
20.35%
The Phoenix Holdings Ltd. (PHOE.TA) ROE by Quarter and Year
Discovering the peaks and valleys of The Phoenix Holdings Ltd. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 505.25%
Maximum Annual ROE = 20.35%
Minimum Annual Increase = -77.47%
Minimum Annual ROE = 2.42%
| Year | ROE | Change |
|---|---|---|
| 2024 | 15.26% | 107.74% |
| 2023 | 7.35% | -40.71% |
| 2022 | 12.39% | -39.11% |
| 2021 | 20.35% | 38.75% |
| 2020 | 14.67% | 505.25% |
| 2019 | 2.42% | -77.47% |
| 2018 | 10.76% | -13.48% |
| 2017 | 12.43% | -1.64% |
| 2016 | 12.64% | 101.32% |
| 2015 | 6.28% | -52.64% |
The Phoenix Holdings Ltd. (PHOE.TA) Average ROE
How has PHOE.TA ROE performed in the past?
The current ROE of The Phoenix Holdings Ltd. (PHOE.TA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
11.67%
5-year avg
14.00%
10-year avg
11.46%
The Phoenix Holdings Ltd. (PHOE.TA) ROE vs. Peers
How is PHOE.TA’s ROE compared to its peers?
The Phoenix Holdings Ltd.’s ROE is less than Harel Insurance Investments & Financial Services Ltd (10.70%), less than Migdal Insurance and Financial Holdings Ltd. (6.74%), less than Menora Mivtachim Holdings Ltd (15.79%), less than Israel Discount Bank Limited (13.97%), less than Bank Leumi Le-Israel B.M. (16.50%),
| Company | ROE | Market cap |
|---|---|---|
| 10.70% | $12.37B | |
| 6.74% | $7.25B | |
| 15.79% | $11.84B | |
| 13.97% | $33.28B | |
| 16.50% | $77.27B |
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