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Stock Screener·Israel·Financial Services·PHOE.TA
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The Phoenix Holdings Ltd. Stocks

ILA 17060Last Updated 14.08.2026

Issuer Rating

5/7
Performance

Favourable

Risk

Limited

Recommendation

Hold

Market Cap

ILA 144.92M

ILA 17060
Key Takeaways

Risk factor

Limited default risk

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Data is available to registered users only

Profitability factor

Greatly undervalued vs peers

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Risks

  • Default risk
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  • Volatility
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  • Selling difficulty
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  • Stress test
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  • Country risks
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  • Other risks
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About

The Phoenix Holdings Ltd., based in Givatayim, Israel, offers a broad spectrum of insurance and retirement planning solutions within the Israeli market. Its extensive insurance offerings encompass coverage for life and disability, alongside specific protection like flight cancellation. The company provides a comprehensive range of property and casualty policies, including auto, residential, commercial, and various liability covers such as third-party, employer, product, and directors' and officers' liability. It also underwrites specialized policies for construction projects (building, contract works), marine risks, and a diverse suite of health insurance products, from long-term and critical illness to travel, sick leave, hospitalization, and dental care. Beyond these, Phoenix insures a wide array of specialized risks and assets, including mechanical and electronic machinery, refrigerated goods, cargo in transit, personal accidents, fidelity, agricultural assets, investment protection for home purchasers, event production and cancellation, clinical trials, aviation, acts of terrorism, cyber threats, and fine art. Furthermore, the firm delivers financial asset management services, which include investment marketing and oversight, underwriting and investment banking activities, mutual fund administration, and stock exchange trading. It also manages various funds, such as pension, education, and provident funds, in addition to other savings vehicles. Originally incorporated in 1949 as The Israel Phoenix Assurance Company Limited, the company rebranded to its current name.

Company Valuation

Greatly undervalued
7/7

Based on key historical and expected multiples, the stock is greatly undervalued relative to its peers. In particular, the stock is underpriced on P/E, 'cheap' on EV/EBIT

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Target Price

Slightly negative
3/7

The average target price of PHOE.TA is 17500 and suggests 2.58% upside potential. Usually, this means a HOLD recommendation among investment firms. This neutral recommend

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Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
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