The Phoenix Holdings Ltd. - ROE
PHOE.TA
Price:
$17220
Market Cap:
$43.39B
The Phoenix Holdings Ltd., based in Givatayim, Israel, offers a broad spectrum of insurance and retirement planning solutions within the Israeli market. Its extensive insurance offerings encompass coverage for life and disability, alongside specific protection like flight cancellation. The company provides a comprehensive range of property and casualty policies, including auto, residential, commercial, and various liability covers such as third-party, employer, product, and directors' and officers' liability. It also underwrites specialized policies for construction projects (building, contract works), marine risks, and a diverse suite of health insurance products, from long-term and critica...[Read more]
Industry
Insurance - Diversified
IPO Date
2002-08-12
Stock Exchange
TLV
Ticker
PHOE.TA
PE Ratio
[12.93]
ROE
[27.26%]
Current Ratio
[0.22]
Dividend Yield
[3.20%]
Enterprise Value
[28.81B]
Dividend History
The ROE as of August 2026 (TTM) for The Phoenix Holdings Ltd. (PHOE.TA) is 27.26%
According to The Phoenix Holdings Ltd.’s latest financial reports and current stock price. The company's current ROE is 27.26%. This represents a change of 299.19% compared to the average of 6.83% 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 13.55%. The current 27.26% ROE has changed 101.25% 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
13.55%
Median
12.54%
Minimum
4.25%
Maximum
25.79%
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 = 244.96%
Maximum Annual ROE = 25.79%
Minimum Annual Increase = -58.80%
Minimum Annual ROE = 4.25%
| Year | ROE | Change |
|---|---|---|
| 2025 | 25.79% | 68.96% |
| 2024 | 15.26% | 107.74% |
| 2023 | 7.35% | -40.71% |
| 2022 | 12.39% | -39.11% |
| 2021 | 20.35% | 38.75% |
| 2020 | 14.67% | 244.96% |
| 2019 | 4.25% | -58.80% |
| 2018 | 10.32% | -16.99% |
| 2017 | 12.43% | -1.64% |
| 2016 | 12.64% | 99.21% |
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
16.13%
5-year avg
16.23%
10-year avg
13.55%
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 (25.92%), less than Menora Mivtachim Holdings Ltd. (29.33%), less than Clal Insurance Enterprises Holdings Ltd. (22.34%), less than Israel Discount Bank Limited (12.01%), less than First International Bank of Israel Ltd (15.27%), less than I.D.I. Insurance Company Ltd. (29.40%), less than Ayalon Insurance Company Ltd (30.87%), less than Migdal Insurance and Financial Holdings Ltd. (19.62%), less than Mizrahi Tefahot Bank Ltd. (16.28%), less than F.I.B.I. Holdings Ltd (11.96%),
| Company | ROE | Market cap |
|---|---|---|
| 25.92% | $35.84B | |
| 29.33% | $29.87B | |
| 22.34% | $18.43B | |
| 12.01% | $40.18B | |
| 15.27% | $23.64B | |
| 29.40% | $3.59B | |
| 30.87% | $4.33B | |
| 19.62% | $18.81B | |
| 16.28% | $59.51B | |
| 11.96% | $10.95B |
Build a custom stock screener for The Phoenix Holdings Ltd. (PHOE.TA) and other stocks
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like The Phoenix Holdings Ltd. using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The Phoenix Holdings Ltd. (PHOE.TA) and other stocks custom spreadsheet templates
The easiest way to analyze a company like The Phoenix Holdings Ltd. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
Frequently asked questions❓
What is the ROE?
How can you use the ROE?
What is The Phoenix Holdings Ltd.'s ROE?
How is the ROE calculated for The Phoenix Holdings Ltd. (PHOE.TA)?
What is the highest ROE for The Phoenix Holdings Ltd. (PHOE.TA)?
What is the 3-year average ROE for The Phoenix Holdings Ltd. (PHOE.TA)?
What is the 5-year average ROE for The Phoenix Holdings Ltd. (PHOE.TA)?
How does the current ROE for The Phoenix Holdings Ltd. (PHOE.TA) compare to its historical average?