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Phoenix Financial Ltd. (PHOE) Stock Verdict & Ratings | Investment Bastion

02Growth

Is it actually growing, and how fast?

PHOEPhoenix Financial

Revenue FY25$6.1B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y+17%8

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E+10%7

EPS growth, FY28E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 26%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 3%/yr vs revenue 8%/yr). One year dips: EPS falls 10% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

PHOEPhoenix Financial

Total return Current2028%

Price return Current1477%

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return+0%6

YTD return+30%8

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+40%9

3-year return+438%10

5-year return+513%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +438% over three years and +513% over five, ahead of 90% of the market.

It's up 40% over the past year, but 16% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+30%).

WATCH

Returns sit at the market level over three months (+0%).

WEAKNESSES

The stock is underperforming over the past month (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Phoenix Financial Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PHOEPhoenix Financial

Revenue FY25$6.1B

GROWTH RATING↗

AVERAGE59 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+26%9

Revenue, next 1Y+17%8

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-10%3

EPS growth, FY27E+10%7

EPS growth, FY28E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 26%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 59% of companies worldwide.

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 26%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

Earnings are set to grow in step with sales (EPS about 3%/yr vs revenue 8%/yr). One year dips: EPS falls 10% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

PHOEPhoenix Financial

Total return Current2028%

Price return Current1477%

MOMENTUM RATING↗

STRONG75 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-12%2

3-month return+0%6

YTD return+30%8

MID & LONG-TERM▾SCORE

% of 52-week high84%6

1-year return+40%9

3-year return+438%10

5-year return+513%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +438% over three years and +513% over five, ahead of 90% of the market.

It's up 40% over the past year, but 16% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+30%).

WATCH

Returns sit at the market level over three months (+0%).

WEAKNESSES

The stock is underperforming over the past month (-12%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Phoenix Financial Ltd.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Phoenix Financial Ltd.

01Key Ratings

02Growth

03Price Momentum

04Value

Stop guessing on Phoenix Financial Ltd.. Get the full investment case.

Premium

02Growth

03Price Momentum

04Value

Stop guessing on Phoenix Financial Ltd.. Get the full investment case.

Premium