PHOE: Phoenix Financial Ltd - Summary | Jitta

Phoenix Financial Ltd

ISR:PHOE

Price
₪198.00
Loss Chance
44.1%
5.84JITTA SCORE
5.96%Under Jitta Line
Jitta Ranking
2 / 10
10 / 50
20 / 421
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HISTORICAL JITTA SCORE
Jitta Factors
Growth Opportunity (69)
Recent Business Performance (81)
Financial Strength (75)
Return to Shareholders (70)
Competitive Advantage (55)
Jitta Signs
Recent Business PerformanceEarning Growth Last Year
Revenue and EarningEarning loss detected in 2023
Operating MarginInconsistent
Debt LevelHigh Liabilities
Key Stats
Jitta Score
Jitta Line
5.84
5.96%
5.03
5.28%
4.72
33.60%
Multi-line Insurance
4.03
8.43%
5.12
3.59%
5.73
4.84%
COMPANY DESCRIPTION
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. It offers life and disability insurance; and property and casualty insurance products under the Phoenix Smart brand, which include motor vehicle and property; third-party liability, employers' liability, directors’ and officers’ liability, professional liability, product liability, personal accidents, engineering, contract works, and marine insurance products; and health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance. It also provides mechanical-engineering equipment, mechanical breakdown, refrigerated inventory, cargo in transit and shippers' liability, fidelity, agricultural insurance; investment insurance for home buyers; electronic equipment insurance; insurance covering production and cancellation of events; and clinical trials, flight cancellation, money, goods in transit, works of art, aviation, terrorism acts, and cyber insurance., as well as pet insurance. In addition, it offers financial asset management services comprising marketing and management of investments, underwriting and investment banking, mutual funds management, and stock exchange and trading services; and pension, education, and provident funds, as well as savings products. Further, it provides insurance brokerage; payment card vouchers factoring; financing against post-dated checks and real estate properties; loans, credits, and guarantees; and construction and equipment financing services, as well as operates as an acquiring aggregator. The company was formerly known as The Phoenix Holdings Ltd. and changed its name to Phoenix Financial Ltd in August 2024. The company was incorporated in 1949 and is based in Givatayim, Israel.