Phoenix Financial Ltd

As of June 30, 2026, Phoenix Financial Ltd carries a market capitalization of 4.15T, placing it among publicly traded companies globally. Its enterprise value stands at 3.42T, reflecting the total theoretical takeover cost after accounting for cash holdings and debt obligations.

Phoenix Financial Ltd's next confirmed earnings release is scheduled for December 2, 2026.

As of June 30, 2026, Phoenix Financial Ltd has 252.08M shares outstanding.

As of June 30, 2026, Phoenix Financial Ltd trades at a trailing price-to-earnings ratio of 12.53. The price-to-sales ratio is 1.32, and the price-to-book ratio stands at 3.16.

These figures are as of June 30, 2026. The EV/Sales ratio of 1.09 reflects the premium investors pay for the company's revenue stream, a useful check when earnings are depressed or negative. Phoenix Financial Ltd trades at an EV/FCF ratio of 7.75, comparing the total takeover cost of the business to the cash it actually generates for all capital providers. These enterprise value multiples are built on an enterprise value of 3.42T versus a market cap of 4.15T, with the gap driven by net debt and cash on the balance sheet.

These figures are as of June 30, 2026.

Over the twelve months ended June 30, 2026, Phoenix Financial Ltd posted a return on equity (ROE) of 26.27, showing how much profit the company earns on every dollar of shareholder capital. Return on assets (ROA) stands at 1.68, measuring how efficiently the asset base is converted into earnings. Return on capital employed (ROCE) is 11.51, useful for judging operating efficiency across full business cycles. The company generates approximately 606.81M in revenue per employee across its workforce of 5,180.00, a quick read on workforce productivity versus industry peers.

Over the twelve months ended June 30, 2026, Phoenix Financial Ltd recorded 160.99B in income tax expense. That works out to an effective tax rate of 31.90, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items. Taxes are levied on pretax income of 504.71B, leaving 332.42B in net income after tax - the gap is what shifts in the tax rate do to reported earnings and EPS.

As of the close on October 22, 2026, Phoenix Financial Ltd's stock has gained approximately 55.15% over the past 52 weeks. The 50-day moving average sits at 18,098.40, while the 200-day moving average is 17,107.70.

Over the twelve months ended June 30, 2026, Phoenix Financial Ltd generated 3.14T in revenue and converted that into 332.42B in net income, yielding earnings per share of 1,352.35.

As of June 30, 2026, Phoenix Financial Ltd holds 2.81T in cash and equivalents against 2.03T in total debt, resulting in a net debt position of -776.59B.

Phoenix Financial Ltd produced 465.08B in operating cash flow over the twelve months ended June 30, 2026. After subtracting -63.60B in capital expenditures, free cash flow totaled 401.47B - equivalent to 1,586.77 per share.

These figures cover the twelve months ended June 30, 2026.

Over the twelve months ended June 30, 2026, Phoenix Financial Ltd paid dividends of 553.04 per share. The dividend payout ratio of 39.41 indicates the proportion of earnings distributed to shareholders, a key gauge of how sustainable the dividend is and how much room remains for future dividend growth. Free cash flow yield stands at 9.60, showing how much cash the business generates relative to its market value - dividends covered by free cash flow are generally more durable than those funded by debt. Total shareholder yield is negative at -1.10, meaning Phoenix Financial Ltd raised more capital through share issuance and new debt than it returned via dividends and buybacks.

Phoenix Financial Ltd's most recent stock split took place on July 21, 2009.