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. See PHOE net working capital ratio to evaluate short-term liquidity relative to the company's equity base.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2014–2024)
This chart shows how The Phoenix Holdings Ltd.'s Asset Resilience Ratio has changed over time. For the complete balance sheet picture, see total assets of The Phoenix Holdings Ltd..
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. Explore The Phoenix Holdings Ltd. long-term investment intensity to see how much of total assets are deployed in long-term investments.
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 |
|---|---|---|
|
BB Seguridade Participacoes SA
SA:BBSE3 |
Insurance - Diversified | 43.47% |
|
Vienna Insurance Group AG
VI:VIG |
Insurance - Diversified | 48.65% |
|
UNIQA Insurance Group AG
VI:UQA |
Insurance - Diversified | 45.14% |
|
ageas SA/NV
BR:AGS |
Insurance - Diversified | 54.49% |
|
Porto Seguro S.A
SA:PSSA3 |
Insurance - Diversified | 2.90% |
|
Sun Life Financial Inc.
TO:SLF |
Insurance - Diversified | 6.77% |
|
Western Investment Company of Canada Limited
V:WI |
Insurance - Diversified | 5.56% |
|
iA Financial Corporation Inc
TO:IAG |
Insurance - Diversified | 0.65% |
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 ≈ $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 |
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About The Phoenix Holdings Ltd.
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