The Phoenix Holdings Stock Fundamentals

PHOE Stock  ILS 7,080  330.00  4.89%   
The Phoenix Holdings fundamentals help investors to digest information that contributes to Phoenix Holdings' financial success or failures. It also enables traders to predict the movement of Phoenix Stock. The fundamental analysis module provides a way to measure Phoenix Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Phoenix Holdings stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

The Phoenix Holdings Company Return On Equity Analysis

Phoenix Holdings' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

 = 

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Phoenix Holdings Return On Equity

    
  0.18  
Most of Phoenix Holdings' fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, The Phoenix Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition

Based on the latest financial disclosure, The Phoenix Holdings has a Return On Equity of 0.177. This is 87.79% lower than that of the Financial Services sector and 97.59% lower than that of the Insurance - Diversified industry. The return on equity for all Israel stocks is 157.1% lower than that of the firm.

Phoenix Holdings Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Phoenix Holdings's current stock value. Our valuation model uses many indicators to compare Phoenix Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Phoenix Holdings competition to find correlations between indicators driving Phoenix Holdings's intrinsic value. More Info.
The Phoenix Holdings is considered to be number one stock in return on equity category among its peers. It also is considered to be number one stock in return on asset category among its peers reporting about  0.06  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for The Phoenix Holdings is roughly  17.18 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Phoenix Holdings by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Phoenix Holdings' Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.

Phoenix Return On Equity Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Phoenix Holdings' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Phoenix Holdings could also be used in its relative valuation, which is a method of valuing Phoenix Holdings by comparing valuation metrics of similar companies.
Phoenix Holdings is currently under evaluation in return on equity category among its peers.

Phoenix Fundamentals

About Phoenix Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze The Phoenix Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Phoenix Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Phoenix Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The Phoenix Holdings Ltd provides various insurance products in Israel. The Phoenix Holdings Ltd was founded in 1949 and is based in Givat Shmuel, Israel. PHOENIX HLDGS is traded on Tel Aviv Stock Exchange in Israel.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Phoenix Stock

Phoenix Holdings financial ratios help investors to determine whether Phoenix Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Phoenix with respect to the benefits of owning Phoenix Holdings security.