Added to YB: 2025-12-10
Pitch date: 2025-10-13
PHOE.TA [bullish]
Phoenix Financial Ltd
+14.86%
current return
Author Info
No bio for this author
Company Info
Phoenix Financial Ltd provides multi-line insurance products in Israel. It operates through Life and Savings; Health Insurance; Property and Casualty Insurance; Retirement (Pension and Provident); Investment House and Wealth; Distribution (Agencies); and Credit segments.
Market Cap
ILS 33.2B
Pitch Price
ILS 125.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.91
P/E
11.90
EV/Sales
1.14
Sector
Insurance
Category
value
Phoenix Financial Ltd - $PHOE.TA
PHOE.TA: Israeli financial services leader transforming from insurer to capital-light powerhouse. Dual model: stable insurance biz funding 20-25% ROE growth engines (asset mgmt, distribution, credit). Trades 11x EPS vs peers despite >20% ROE. IFRS 17 adds NIS 400M income. Mgmt exceeding targets, updating guidance Q4. Target NIS 18 EPS by 2028 = mid-20% IRR.
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