The Phoenix Holdings Ltd.

TA:PHOE Israel Insurance - Diversified
Market Cap
$11.58 Billion
ILA4.32 Trillion ILA
Market Cap Rank
#18558 Global
#12 in Israel
Share Price
ILA17000.00
Change (1 day)
+0.77%
52-Week Range
ILA6330.00 - ILA18420.00
All Time High
ILA18420.00
About

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 incl… Read more

The Phoenix Holdings Ltd. - Asset Resilience Ratio

Latest as of December 2024: 6.69%

The Phoenix Holdings Ltd. (PHOE) has an Asset Resilience Ratio of 6.69% as of December 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.

Liquid Assets
ILA11.54 Billion
Cash + Short-term Investments
Total Assets
ILA172.57 Billion
All company assets
Resilience Assessment
Low
Financial Resilience Level

Asset Resilience Ratio Trend (2014–2024)

This chart shows how The Phoenix Holdings Ltd.'s Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.

Liquid Assets Composition Over Time

This chart breaks down The Phoenix Holdings Ltd.'s liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.

Current Liquid Assets Breakdown

Component Amount % of Total Assets
Cash & Equivalents ILA0.00 0%
Short-term Investments ILA11.54 Billion 6.69%
Total Liquid Assets ILA11.54 Billion 6.69%

Asset Resilience Insights

  • Limited Liquidity: The Phoenix Holdings Ltd. maintains only 6.69% of assets in liquid form.
  • This low level may indicate efficient asset utilization but could pose risks during economic downturns.
  • The company has significant short-term investments, indicating active treasury management.

The Phoenix Holdings Ltd. Industry Peers by Asset Resilience Ratio

Compare The Phoenix Holdings Ltd.'s asset resilience ratio with other companies in the same industry.

Company Industry Asset Resilience Ratio
Union Insurance Co Ltd
TW:2816
Insurance - Diversified 9.42%
SEOUL GUARANTEE INSURANCE
KO:031210
Insurance - Diversified 66.46%
Allianz Malaysia Bhd
KLSE:1163PA
Insurance - Diversified 50.99%
MAA Group Bhd
KLSE:1198
Insurance - Diversified 12.94%
A Plus Asset Advisor Co Ltd
KO:244920
Insurance - Diversified 21.82%
Alm. Brand A/S
PINK:ABDBY
Insurance - Diversified 0.24%
Arch Capital Group Ltd
NASDAQ:ACGL
Insurance - Diversified 15.73%
Agesa Hayat ve Emeklilik AS
IS:AGESA
Insurance - Diversified 2.38%

Annual Asset Resilience Ratio for The Phoenix Holdings Ltd. (2014–2024)

The table below shows the annual Asset Resilience Ratio data for The Phoenix Holdings Ltd..

Year Asset Resilience Ratio (%) Liquid Assets Total Assets Change
2024-12-31 6.69% ILA11.54 Billion ILA172.57 Billion +0.01pp
2023-12-31 6.68% ILA10.67 Billion ILA159.79 Billion +0.10pp
2022-12-31 6.58% ILA9.71 Billion ILA147.52 Billion -1.06pp
2021-12-31 7.64% ILA10.97 Billion ILA143.58 Billion +0.97pp
2020-12-31 6.67% ILA7.95 Billion ILA119.16 Billion -21.50pp
2018-12-31 28.18% ILA25.68 Billion ILA91.12 Billion +6.41pp
2017-12-31 21.77% ILA24.45 Billion ILA112.34 Billion +14.91pp
2016-12-31 6.86% ILA7.05 Billion ILA102.76 Billion -0.62pp
2015-12-31 7.48% ILA7.34 Billion ILA98.22 Billion +0.77pp
2014-12-31 6.70% ILA6.79 Billion ILA101.34 Billion --
pp = percentage points