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PHOE.TA$17540.00-0.06%
Fair $17540.00+0.0%

PHOE.TA

Phoenix Financial Ltd.

Financial Services / Insurance - DiversifiedTel Aviv

$17540.00

-10.00 (-0.06%)

Fairly Valued+0.0%Fair Value $17540.00Fund rank 31/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 66.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · PHOE.TALocal privado en este navegador · Phoenix Financial Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$44.4B

P/E

13.2x

↑

EV/EBITDA

N/A

•

ROE

25.8%

↑

Gross Margin

N/A

•

Debt/Equity

0.66

↑
52-Week Range$17540
$6101$20130

TradingView lightweight chart

PHOE.TA price, volumen y niveles de valoración

Último $17,540Periodo +2394.9%
Fair value: $17,540

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+52.8%

FCF CAGR

+16.0%

FCF margin

11.4%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.30B · net income $3.22B · FCF $3.44B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

10.6%-4.2% pts

FCF margin

11.4%-14.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.30B$30.30B$26.85B$24.11B$8.49B
Net Income$3.22B$3.22B$2.39B$777.4M$1.26B
EPS12.6912.699.443.044.91
Net Margin10.6%10.6%8.9%3.2%14.8%
Balance Sheet
Debt/Equity0.660.660.571.320.80
Current Ratio4.744.74———
Cash Flow
Free Cash Flow$3.44B$3.44B$-1.60B$1.14B$2.20B
Returns
ROE25.8%25.8%20.8%7.9%12.4%
Valuation
P/E13.2013.20596.931266.45762.73
P/B356.35356.35124.6199.6194.45
Growth & Yield
Revenue Growth12.8%12.8%11.4%184.0%—
EPS Growth34.4%34.4%210.5%-38.1%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

396.8%

muy exigente

EPS terminal req.

$1556.38

Spread vs growth

-362.4%

5Y implied EPS CAGR

171.8%

muy exigente

EPS terminal req.

$1883.22

Spread vs growth

-137.4%

10Y implied EPS CAGR

72.9%

muy exigente

EPS terminal req.

$3032.95

Spread vs growth

-38.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +164.3%

Total return

+164.3%

Start / end P/E

711.4x → 1382.2x

EPS bridge

9.44 → 12.69

Residual

+32.5%

EPS growth+34.4%
Multiple rerating+94.3%
Dividend+3.1%
Residual / FX / buybacks / cross-term+32.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.