The Phoenix Holdings Ltd. (PHOE.TA) stock analysis

In our weekly check, The Phoenix Holdings Ltd. is graded B (A to F). Of 25 checks on debt, profit, cash flow and trend: 19 pass, warnings: 4, red flags: 2.

About The Phoenix Holdings Ltd.

The Phoenix Holdings Ltd. is a Financial Services company (Insurance - Diversified) based in Israel, listed on TLV as PHOE.TA.

What our checks show for PHOE.TA

Red flags

• Analysts expect revenue to shrink about 35.6% a year.
• The stock has fallen as much as 99% from a peak. Would you have held through that?

Warning signs

• The price swings a lot: 35.6% annual volatility. Expect large ups and downs.
• The stock is still below its previous peak.
• Return on capital (ROCE) is only 5.6%.

Strengths

• The net margin rose by 3.5 points over 5 years, to 10.4%.
• The gross margin is 97.9% and has risen by 3.6 points: pricing power is holding.
• Operating cash flow is 1.28x net profit: the profit arrives as real cash.
• Analysts expect the net margin to improve by 26.8 points from today's 10.4%.
• Revenue grew 55.8% a year over the last 3 years.
• Earnings per share grew 38% a year over the last 3 years.

Next earnings report: 2026-12-02

Similar companies

AIG · POW.TO · HIG · SLF.TO · ACGL

Questions

What grade does The Phoenix Holdings Ltd. (PHOE.TA) have?

In our weekly check, The Phoenix Holdings Ltd. is graded B (A to F). Of 25 checks on debt, profit, cash flow and trend: 19 pass, warnings: 4, red flags: 2. The grade is a risk check, not a buy or sell recommendation.

What are the main risks of PHOE.TA stock?

This week's biggest flags for The Phoenix Holdings Ltd.: Weak revenue forecast, Deep past fall, Very volatile. In total 6 of 25 checks show a warning or a red flag.

What does The Phoenix Holdings Ltd. do?

The Phoenix Holdings Ltd. is a Financial Services company (Insurance - Diversified) based in Israel, listed on TLV as PHOE.TA.

When does The Phoenix Holdings Ltd. report earnings next?

The next earnings report is expected on 2026-12-02. We re-run the checks every week, so the grade can change after it.

The grade is a risk check, not a price forecast, and not investment advice. In our 10-year test (S&P 500, 2016-2026), stocks we graded A or B fell more than 30% 2-3 times less often than D or F, without a lower average return.

Updated 2026-10-24

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