Phoenix Financial Stock

Phoenix Financial ROE

The Return on Equity (ROE) of Phoenix Financial (PHOE.TA) as of Aug 23, 2026 is 15.26 %. In the previous year, Return on Equity (ROE) was 7.35 % — a change of 107.74% (higher).

ROE

15.26 %

YoY

107.74%

Last updated:

In 2026, Phoenix Financial's return on equity (ROE) was 15.26 %, a 107.74% increase from the 7.35 % ROE in the previous year.

The Phoenix Financial ROE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROE
Date
ROE
Jan 1, 2017
12.43 ILS
Jan 1, 2018
10.76 ILS
Jan 1, 2019
4.09 ILS
Jan 1, 2020
14.67 ILS
Jan 1, 2021
20.35 ILS
Jan 1, 2022
12.39 ILS
Jan 1, 2023
7.35 ILS
Jan 1, 2024
15.26 ILS
The Phoenix Financial ROE history
YEARROEYoY
15.26 %+107.74%
7.35 %-40.71%
12.39 %-39.11%
20.35 %+38.75%
14.67 %+258.54%
4.09 %-61.97%
10.76 %-13.48%
12.43 %-1.64%
12.64 %+99.21%
6.35 %-52.14%
13.26 %—
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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.

ROE Details

Decoding Phoenix Financial's Return on Equity (ROE)

Phoenix Financial's Return on Equity (ROE) is a fundamental metric evaluating the company's profitability relative to its equity. Calculated by dividing net income by shareholder's equity, ROE illustrates how effectively the company is generating profits from shareholders’ investments. A higher ROE represents enhanced efficiency and profitability.

Year-to-Year Comparison

Analyzing Phoenix Financial's ROE on a yearly basis aids in tracking its profitability trends and financial performance. An increasing ROE suggests enhanced profitability and value generation for shareholders, whereas a declining ROE may indicate issues in profit generation or equity management.

Impact on Investments

Phoenix Financial's ROE is instrumental for investors assessing the company's profitability, efficiency, and investment attractiveness. A robust ROE indicates the firm’s adeptness at converting equity investments into profits, thereby enhancing its appeal to potential and current investors.

Interpreting ROE Fluctuations

Changes in Phoenix Financial’s ROE can emanate from variations in net income, equity capital, or both. These fluctuations are scrutinized to evaluate management’s effectiveness, financial strategies, and the inherent risks and opportunities, aiding investors in making informed decisions.

Frequently Asked Questions about Phoenix Financial stock

Return on Equity (ROE) of Phoenix Financial is 15.26 % in 2026.

Return on Equity (ROE) of Phoenix Financial changed from 7.35 % to 15.26 %, representing a 107.74% change. The value is higher than the previous year.

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

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

To evaluate Return on Equity (ROE)'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 Equity (ROE).

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Profitability — Phoenix Financial

ROEROAROCEROICAsset TurnoverInventory TurnoverReceivables TurnoverDays Sales OutstandingDays Inventory OutstandingDays Payable OutstandingCash Conversion CycleCROICGross Profit/AssetsFixed Asset TurnoverEquity TurnoverWorking Capital TurnoverPayables TurnoverCapital IntensityReceivables/RevenueInventory/RevenueEBIT/Assets

All Key Metrics — Phoenix Financial