Phoenix Holdings (Israel) Performance
| PHOE Stock | ILS 4,761 8.00 0.17% |
On a scale of 0 to 100, Phoenix Holdings holds a performance score of 24. The company holds a Beta of 0.4, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Phoenix Holdings' returns are expected to increase less than the market. However, during the bear market, the loss of holding Phoenix Holdings is expected to be smaller as well. Please check Phoenix Holdings' standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to make a quick decision on whether Phoenix Holdings' historical price patterns will revert.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in The Phoenix Holdings are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Phoenix Holdings sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 12 B | |
| Total Cashflows From Investing Activities | -215 M |
Phoenix |
Phoenix Holdings Relative Risk vs. Return Landscape
If you would invest 377,791 in The Phoenix Holdings on August 29, 2024 and sell it today you would earn a total of 98,309 from holding The Phoenix Holdings or generate 26.02% return on investment over 90 days. The Phoenix Holdings is generating 0.5176% of daily returns and assumes 1.6732% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Phoenix, and 90% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Phoenix Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phoenix Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Phoenix Holdings, and traders can use it to determine the average amount a Phoenix Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3093
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PHOE | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.67 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.52 actual daily | 10 90% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Phoenix Holdings is performing at about 24% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phoenix Holdings by adding it to a well-diversified portfolio.
Phoenix Holdings Fundamentals Growth
Phoenix Stock prices reflect investors' perceptions of the future prospects and financial health of Phoenix Holdings, and Phoenix Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phoenix Stock performance.
| Return On Equity | 0.18 | |||
| Return On Asset | 0.0103 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.20 % | |||
| Current Valuation | (4.8 B) | |||
| Shares Outstanding | 252.54 M | |||
| Price To Earning | 798.36 X | |||
| Price To Book | 0.98 X | |||
| Price To Sales | 0.80 X | |||
| Revenue | 28.27 B | |||
| EBITDA | 2.44 B | |||
| Cash And Equivalents | 69.87 B | |||
| Cash Per Share | 272.82 X | |||
| Total Debt | 5.48 B | |||
| Debt To Equity | 63.20 % | |||
| Book Value Per Share | 38.47 X | |||
| Cash Flow From Operations | 4.55 B | |||
| Earnings Per Share | 6.35 X | |||
| Total Asset | 143.58 B | |||
About Phoenix Holdings Performance
By analyzing Phoenix Holdings' fundamental ratios, stakeholders can gain valuable insights into Phoenix Holdings' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Phoenix Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Phoenix Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.Things to note about Phoenix Holdings performance evaluation
Checking the ongoing alerts about Phoenix Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phoenix Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has S5.48 Billion in debt which may indicate that it relies heavily on debt financing | |
| About 33.0% of the company outstanding shares are owned by corporate insiders |
- Analyzing Phoenix Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phoenix Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Phoenix Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phoenix Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phoenix Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phoenix Holdings' stock. These opinions can provide insight into Phoenix Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Phoenix Stock analysis
When running Phoenix Holdings' price analysis, check to measure Phoenix Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phoenix Holdings is operating at the current time. Most of Phoenix Holdings' value examination focuses on studying past and present price action to predict the probability of Phoenix Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phoenix Holdings' price. Additionally, you may evaluate how the addition of Phoenix Holdings to your portfolios can decrease your overall portfolio volatility.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |