The Phoenix Holdings Ltd. Asset Resilience Ratio
The Phoenix Holdings Ltd. asset resilience ratio. 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. Read The Phoenix Holdings Ltd. balance sheet liabilities for a breakdown of total debt and financial obligations.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio of The Phoenix Holdings Ltd. (2014–2024)
Asset resilience ratio of The Phoenix Holdings Ltd. from 2014 to 2024. This chart shows how The Phoenix Holdings Ltd.'s Asset Resilience Ratio has changed over time. See The Phoenix Holdings Ltd. free cash flow ratio to measure how efficiently the company converts operating cash flow to free cash.
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. For the complete balance sheet picture, see The Phoenix Holdings Ltd. asset portfolio.
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 |
|---|---|---|
|
Sampo Oyj A
HE:SAMPO |
Insurance - Diversified | 5.84% |
|
Peña Verde S.A.B
MX:PV |
Insurance - Diversified | 0.13% |
|
Vienna Insurance Group AG
VI:VIG |
Insurance - Diversified | 48.65% |
|
UNIQA Insurance Group AG
VI:UQA |
Insurance - Diversified | 45.14% |
|
BB Seguridade Participacoes SA
SA:BBSE3 |
Insurance - Diversified | 43.47% |
|
Porto Seguro S.A
SA:PSSA3 |
Insurance - Diversified | 2.90% |
|
Sun Life Financial Inc.
TO:SLF |
Insurance - Diversified | 6.77% |
|
iA Financial Corporation Inc
TO:IAG |
Insurance - Diversified | 0.65% |
The Phoenix Holdings Ltd. Asset Resilience Ratio by Year (2014–2024)
The Phoenix Holdings Ltd. asset resilience ratio by year from 2014 to 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 ≈ $30.94 Million |
ILA172.57 Billion ≈ $462.66 Million |
+0.01pp |
| 2023-12-31 | 6.68% | ILA10.67 Billion ≈ $28.62 Million |
ILA159.79 Billion ≈ $428.40 Million |
+0.10pp |
| 2022-12-31 | 6.58% | ILA9.71 Billion ≈ $26.03 Million |
ILA147.52 Billion ≈ $395.49 Million |
-1.06pp |
| 2021-12-31 | 7.64% | ILA10.97 Billion ≈ $29.42 Million |
ILA143.58 Billion ≈ $384.93 Million |
+0.97pp |
| 2020-12-31 | 6.67% | ILA7.95 Billion ≈ $21.32 Million |
ILA119.16 Billion ≈ $319.47 Million |
-21.50pp |
| 2018-12-31 | 28.18% | ILA25.68 Billion ≈ $68.84 Million |
ILA91.12 Billion ≈ $244.30 Million |
+6.41pp |
| 2017-12-31 | 21.77% | ILA24.45 Billion ≈ $65.56 Million |
ILA112.34 Billion ≈ $301.19 Million |
+14.91pp |
| 2016-12-31 | 6.86% | ILA7.05 Billion ≈ $18.89 Million |
ILA102.76 Billion ≈ $275.50 Million |
-0.62pp |
| 2015-12-31 | 7.48% | ILA7.34 Billion ≈ $19.69 Million |
ILA98.22 Billion ≈ $263.33 Million |
+0.77pp |
| 2014-12-31 | 6.70% | ILA6.79 Billion ≈ $18.21 Million |
ILA101.34 Billion ≈ $271.68 Million |
-- |
About The Phoenix Holdings Ltd.
Phoenix Financial Ltd. operates as a financial services company in Israel. Its Life and Savings segment provides life insurance policies, permanent health insurance policies, and savings policies for salaried employees planholders, individual and self-employed policyholders, and groups. The company's Property and Casualty segment offers compulsory motor insurance, motor property insurance, and ot… Read more