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
The Phoenix Holdings Ltd. (PHOE) - Total Assets
Latest total assets as of September 2025: ILA190.10 Billion ILA
Based on the latest financial reports, The Phoenix Holdings Ltd. (PHOE) holds total assets worth ILA190.10 Billion ILA as of September 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
The Phoenix Holdings Ltd. - Total Assets Trend (2006–2024)
This chart illustrates how The Phoenix Holdings Ltd.’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
The Phoenix Holdings Ltd. - Asset Composition Analysis
Current Asset Composition (December 2024)
The Phoenix Holdings Ltd.'s total assets of ILA190.10 Billion consist of 1.3% current assets and 98.8% non-current assets.
| Asset Category | Amount (ILA) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | ILA0.00 | 11.9% |
| Accounts Receivable | ILA2.16 Billion | 1.3% |
| Inventory | ILA0.00 | 0.0% |
| Property, Plant & Equipment | ILA0.00 | 0.0% |
| Intangible Assets | ILA4.59 Billion | 2.7% |
| Goodwill | ILA2.09 Billion | 1.2% |
Asset Composition Trend (2006–2024)
This chart illustrates how The Phoenix Holdings Ltd.'s asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: The Phoenix Holdings Ltd.'s current assets represent 1.3% of total assets in 2024, a decrease from 12.3% in 2006.
- Cash Position: Cash and equivalents constituted 11.9% of total assets in 2024, down from 12.3% in 2006.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 3.0% of total assets, an increase from 0.0% in 2006.
- Asset Diversification: The largest asset category is intangible assets at 2.7% of total assets.
The Phoenix Holdings Ltd. Competitors by Total Assets
Key competitors of The Phoenix Holdings Ltd. based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
Union Insurance Co Ltd
TW:2816
|
Taiwan | NT$19.37 Billion |
|
SEOUL GUARANTEE INSURANCE
KO:031210
|
Korea | ₩9.39 Trillion |
|
Allianz Malaysia Bhd
KLSE:1163PA
|
Malaysia | RM30.00 Billion |
|
MAA Group Bhd
KLSE:1198
|
Malaysia | RM414.90 Million |
|
A Plus Asset Advisor Co Ltd
KO:244920
|
Korea | ₩496.08 Billion |
|
Tune Protect Group Bhd
KLSE:5230
|
Malaysia | RM1.20 Billion |
|
Alm. Brand A/S
PINK:ABDBY
|
USA | $32.02 Billion |
|
Arch Capital Group Ltd
NASDAQ:ACGL
|
USA | $67.06 Billion |
The Phoenix Holdings Ltd. - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Lower asset utilization - The Phoenix Holdings Ltd. generates 0.17x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, The Phoenix Holdings Ltd. generates $ 1.05 in net profit.
The Phoenix Holdings Ltd. - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 3.54 | 4.09 | 4.70 |
| Quick Ratio | 3.54 | 4.09 | 4.70 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | ILA14.80 Billion | ILA 14.66 Billion | ILA 7.18 Billion |
The Phoenix Holdings Ltd. - Advanced Valuation Insights
This section examines the relationship between The Phoenix Holdings Ltd.'s asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 3.57 |
| Latest Market Cap to Assets Ratio | 0.00 |
| Asset Growth Rate (YoY) | 8.0% |
| Total Assets | ILA172.57 Billion |
| Market Capitalization | $93.09 Million USD |
Valuation Analysis
Below Book Valuation: The market values The Phoenix Holdings Ltd.'s assets below their book value (0.00 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: The Phoenix Holdings Ltd.'s assets grew by 8.0% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for The Phoenix Holdings Ltd. (2006–2024)
The table below shows the annual total assets of The Phoenix Holdings Ltd. from 2006 to 2024.
| Year | Total Assets | Change |
|---|---|---|
| 2024-12-31 | ILA172.57 Billion | +8.00% |
| 2023-12-31 | ILA159.79 Billion | +8.32% |
| 2022-12-31 | ILA147.52 Billion | +2.74% |
| 2021-12-31 | ILA143.58 Billion | +20.49% |
| 2020-12-31 | ILA119.16 Billion | +8.27% |
| 2019-12-31 | ILA110.06 Billion | +20.79% |
| 2018-12-31 | ILA91.12 Billion | -18.89% |
| 2017-12-31 | ILA112.34 Billion | +9.32% |
| 2016-12-31 | ILA102.76 Billion | +4.62% |
| 2015-12-31 | ILA98.22 Billion | -3.07% |
| 2014-12-31 | ILA101.34 Billion | +10.96% |
| 2013-12-31 | ILA91.32 Billion | +21.60% |
| 2012-12-31 | ILA75.10 Billion | +16.65% |
| 2011-12-31 | ILA64.38 Billion | +3.24% |
| 2010-12-31 | ILA62.36 Billion | +12.45% |
| 2009-12-31 | ILA55.46 Billion | +82.63% |
| 2008-12-31 | ILA30.37 Billion | -8.49% |
| 2007-12-31 | ILA33.19 Billion | +14.14% |
| 2006-12-31 | ILA29.08 Billion | -- |