profit from every ₪100 of sales.

Phoenix Financial
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average.
You pay ₪13.17 for every ₪1 of profit it makes in a year.
Not measured for banks and insurers: deposits and policy reserves count as debt, so the usual debt test says nothing about them.
Phoenix Financial vs. similar companies
Phoenix Financial grows the fastest of these 5 and is priced in the middle for its profits.
| Company | Profit from ₪100 of sales | Sales growth a year | Price per ₪1 of profit |
|---|---|---|---|
Phoenix Financial | 13.2× · Cheap | ||
Allianz | 16.6× · Fair price | ||
Zurich Insurance Group | 17.2× · Fair price | ||
AXA SA | 10.1× · Cheap | ||
Assicurazioni Generali | 16.0× · Fair price |
AI analysis
An AI analyst reads Phoenix Financial's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisNo annual statements on file yet.
This is a bank or insurer, so cash-flow and debt ratios are left out: borrowing and lending is the business itself. Price to book and return on equity are the measures that matter here.
Valuation
- 13.2×
- –
- 0.35
- 3.5×
- 1.4×
- 7.6%
- –
Profitability
- 10.6%
- 20.6%
- 13.2%
- –
- –
Growth
- +52.8%
- +37.2%
- –
- −0.3%
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
News
Phoenix New Media Non-GAAP EPADS of -$0.02, revenue of $32.5M; gives Q4 outlookSeeking Alpha · Nov 11, 2026$58 Million Multifamily Asset Sale Closed by Institutional Property Advisors in North PhoenixYahoo Finance · Sep 25, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
7/7Passes 7 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Questions about Phoenix Financial
Is Phoenix Financial a good stock to buy?
A solid business, and the price looks low. 7 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Phoenix Financial AI analysis
What does Phoenix Financial do?
Phoenix Financial Ltd. operates as a financial services company in Israel. It is in Insurance - Diversified.
Is Phoenix Financial stock halal?
No. Phoenix Financial does not pass our halal screen: its main business, conventional insurance, is not permitted. How we check
How has Phoenix Financial stock done over the past year?
Up 18.1% over the past twelve months, to ₪168.10. It traded between ₪131.80 and ₪198.90 and is 15.5% below its high.
Who are Phoenix Financial's competitors?
The largest listed companies in the same industry are Allianz, Zurich Insurance Group, AXA SA and Assicurazioni Generali. The peers table on this page compares their profit, growth and price with Phoenix Financial's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.



