Phoenix Financial Stock

Phoenix Financial ROA

The Return on Assets (ROA) of Phoenix Financial (PHOE.TA) as of Aug 22, 2026 is 1.05 %. In the previous year, Return on Assets (ROA) was 0.49 % — a change of 116.52% (higher).

ROA

1.05 %

YoY

116.52%

Last updated:

In 2026, Phoenix Financial's return on assets (ROA) was 1.05 %, a 116.52% increase from the 0.49 % ROA in the previous year.

The Phoenix Financial ROA history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROA
Date
ROA
Jan 1, 2017
0.63 ILS
Jan 1, 2018
0.75 ILS
Jan 1, 2019
0.25 ILS
Jan 1, 2020
0.98 ILS
Jan 1, 2021
1.37 ILS
Jan 1, 2022
0.85 ILS
Jan 1, 2023
0.49 ILS
Jan 1, 2024
1.05 ILS
The Phoenix Financial ROA history
YEARROAYoY
1.05 %+116.52%
0.49 %-42.91%
0.85 %-37.72%
1.37 %+39.48%
0.98 %+297.75%
0.25 %-66.90%
0.75 %+17.92%
0.63 %+6.87%
0.59 %+120.04%
0.27 %-46.02%
0.50 %
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Phoenix Financial Stock analysis

What does Phoenix Financial do? Phoenix Holdings Ltd is a versatile company that offers a wide range of products and services. It was founded in Israel in 1949 and is headquartered in Tel Aviv. The company started as a small insurance company primarily operating in Israel and has since expanded its offerings to include financial services. It is listed on the Tel Aviv Stock Exchange and is one of the largest and most successful companies in Israel. The company's business model is based on providing financial services and insurance products for both private and business customers. It offers a wide range of insurance products such as life insurance, pension insurance, health insurance, accident insurance, and car insurance. Additionally, Phoenix Holdings Ltd provides financial services including asset management, investment advisory, pension funds, and lending. The company operates in three main divisions: insurance, finance, and investments. Each division offers a variety of products and services. The insurance division provides a wide range of insurance options tailored to the individual needs of customers, including life insurance, pension insurance, health insurance, accident insurance, and car insurance. The finance division offers services such as asset management, investment advisory, pension funds, and lending. The investments division offers a variety of investment products, including stocks, bonds, investment funds, private equity, and real estate. Phoenix Holdings Ltd works closely with its customers to understand their financial goals and needs and develop customized solutions. It offers a wide range of products, including life insurance, pension insurance, health insurance, accident insurance, and car insurance, among others. In summary, Phoenix Holdings Ltd is a versatile company offering a broad range of insurance products and financial services. It is headquartered in Tel Aviv and listed on the Tel Aviv Stock Exchange. The company operates in three main divisions: insurance, finance, and investments, each providing tailored solutions to meet the needs and goals of customers. Phoenix Financial is one of the most popular companies on Eulerpool.

ROA Details

Understanding Phoenix Financial's Return on Assets (ROA)

Phoenix Financial's Return on Assets (ROA) is a key performance indicator that measures the company's profitability in relation to its total assets. It is calculated by dividing the net income by the total assets. A higher ROA indicates efficient asset utilization to generate profits, reflecting managerial effectiveness and financial health.

Year-to-Year Comparison

Comparing Phoenix Financial's ROA year-over-year provides insights into the company’s operational efficiency and asset utilization trends. An increasing ROA demonstrates enhanced asset efficiency and profitability, while a declining ROA can indicate operational or financial challenges.

Impact on Investments

Investors consider Phoenix Financial's ROA as a crucial metric to evaluate the company’s profitability and efficiency. A higher ROA signifies that the company is effectively utilizing its assets to generate profits, making it a potentially attractive investment.

Interpreting ROA Fluctuations

Variations in Phoenix Financial’s ROA can be attributed to changes in net income, asset purchases, or operational efficiencies. Analyzing these fluctuations assists in assessing the company's financial performance, management efficiency, and strategic financial positioning.

Frequently Asked Questions about Phoenix Financial stock

Return on Assets (ROA) of Phoenix Financial is 1.05 % in 2026.

Return on Assets (ROA) of Phoenix Financial changed from 0.49 % to 1.05 %, representing a 116.52% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of Return on Assets (ROA) Phoenix Financial since 2006 – with annual values, charts, and detailed analysis.

Return on Assets, also known as ROA, is a financial metric used to measure a company's profitability. It is used to determine how effectively a company uses its assets to generate profits. It is also referred to as the ratio of net income to total assets. ROA is an important indicator of a company's overall financial performance as it measures the company's ability to generate more profit from the assets it employs.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Assets (ROA)'s Phoenix Financial with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Assets (ROA)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Assets (ROA).

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Profitability — Phoenix Financial

All Key Metrics — Phoenix Financial