--- title: "Phoenix Financial (TASE:PHOE) Valuation After Q1 2026 Profit Growth And Shareholder Payouts" type: "News" locale: "en" url: "https://longbridge.com/en/news/289223228.md" description: "Phoenix Financial (TASE:PHOE) faces valuation scrutiny despite strong Q1 2026 results, including a 24% ROE and shareholder payouts. While the stock shows significant momentum with a 32.74% YTD return, its P/E ratio of 13.4x is deemed slightly overvalued compared to peers and fair value estimates. A DCF model suggests limited upside, indicating the market may already price in future growth." datetime: "2026-06-09T17:28:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289223228.md) - [en](https://longbridge.com/en/news/289223228.md) - [zh-HK](https://longbridge.com/zh-HK/news/289223228.md) generator: "portal-rs" --- # Phoenix Financial (TASE:PHOE) Valuation After Q1 2026 Profit Growth And Shareholder Payouts Phoenix Financial (TASE:PHOE) is back in focus after Q1 2026 results showed higher comprehensive income, a 24% return on equity, and sizable cash returned to shareholders through dividends and completed buybacks. See our latest analysis for Phoenix Financial. The stock has pulled back with a 1 month share price return down 9.17% after a strong run. However, the year to date share price return of 32.74% and 1 year total shareholder return of 132.09% still point to powerful momentum, helped by Q1 earnings, buybacks and the new dividend. If Phoenix Financial’s run has you thinking about where else meaningful gains could emerge, this is a good moment to scan the market with the 103 top founder-led companies With the shares pulling back despite a Q1 ROE of 24%, higher earnings per share and fresh cash returns through dividends and past buybacks, the key question now is whether Phoenix Financial is undervalued or whether the market is already pricing in future growth. ## Price-to-Earnings of 13.4x: Is it justified? Phoenix Financial last closed at ₪179.2, and on a P/E of 13.4x it screens as slightly expensive relative to peers and fair value estimates. The P/E ratio compares the current share price to earnings per share and is a quick way to see how much you are paying for each unit of profit. For an insurance and broader financial services group, it often reflects what the market is willing to pay for current profit levels versus expected growth and risk. Here, the picture is mixed. On one hand, the P/E of 13.4x sits below the broader IL market at 15.6x, which suggests the market is not paying a premium versus the wider market. On the other hand, Phoenix Financial trades above the peer average P/E of 11.1x and above the Asian insurance industry average of 11.4x, so the stock carries a higher earnings multiple than many sector peers. Compared to an estimated fair P/E of 13.2x, the current 13.4x reading is also slightly above the level the SWS fair ratio suggests the market could gravitate toward. For investors comparing multiples across the sector, that combination of a higher P/E than peers and a reading just above the fair ratio level is a clear signal to look closely at what is being priced in around earnings quality and growth. Explore the SWS fair ratio for Phoenix Financial **Result: Price-to-Earnings of 13.4x (OVERVALUED)** However, the recent 9.17% one month pullback, combined with a share price that sits above both peer and analyst fair value estimates, shows how quickly sentiment could turn. **Wall Street's queuing for one rocket.** While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. ## Another View: Our DCF Model Sees Limited Upside While the P/E of 13.4x points to a slightly rich earnings multiple, the SWS DCF model also suggests the stock is not cheap. Phoenix Financial is at ₪179.2 compared with an estimated future cash flow value of ₪159.31, so the safety margin here appears limited. Look into how the SWS DCF model arrives at its fair value. PHOE Discounted Cash Flow as at Jun 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Phoenix Financial for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 200 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. ## Next Steps With sentiment clearly split between risks and rewards, this is a good time to move quickly, review the numbers yourself, and weigh up the trade off using the 3 key rewards and 1 important warning sign ## Looking for more investment ideas? If Phoenix Financial is already on your radar, do not stop there. Use targeted stock lists to spot fresh ideas that fit your style before others do. - Target value opportunities by scanning companies that screen as attractively priced and financially solid with the 200 high quality undervalued stocks - Strengthen your income focus by reviewing stocks with higher yields and resilient payouts using the 494 dividend fortresses - Aim for peace of mind by filtering for companies that rank well on financial resilience with the 276 resilient stocks with low risk scores *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [PHOE.US](https://longbridge.com/en/quote/PHOE.US.md) - [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md) ## Related News & Research - [Lapidoth Capital (TASE:LAPD) Could Be Above Fair Value Following Softer Q2 Results](https://longbridge.com/en/news/298114905.md) - [iQPS releases first light SAR images from QPS-SAR-13 MIKURA-I satellite](https://longbridge.com/en/news/297633998.md) - [Apex's Private-Market Stock Has Surged 75%: Here's What's Driving It](https://longbridge.com/en/news/297648480.md) - [White House pressures US space firms to skip Paris space summit, sources say](https://longbridge.com/en/news/297949280.md) - [Leonardo DRS wins US Space Force prototype contract for next-generation sensor technology](https://longbridge.com/en/news/297652860.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**