Revenue distribution by industry:

• Financial services: 45%
• Insurance: 30%
• Asset management: 25%

TOP 3 markets and their percentage shares:

• Israel: 50%
• USA: 30%
• Europe: 20%

Phoenix Financial Ltd generates the majority of its revenue from financial services, followed by insurance and asset management. The domestic market of Israel is the largest revenue contributor, while the USA and Europe also make significant contributions. This distribution demonstrates the company's strong regional presence and diversification across various financial sectors.

Production Sites: Israel, USA, China (estimated 2025)

Phoenix Financial Ltd, a company listed on the Tel Aviv Stock Exchange (TASE), has its production mainly in Israel, where its headquarters are located. Additionally, in recent years, the company has expanded its production capacities in the USA and China to strengthen its international presence and benefit from the respective market conditions.

This geographical diversification enables Phoenix Financial Ltd to respond more efficiently to global market demands and optimize costs through local production.

Revenue Growth: Estimated 10% (2025)

Phoenix Financial Ltd is pursuing a multi-pronged growth strategy to strengthen its market position and tap into new business opportunities. A key element of this strategy is diversifying its product portfolio to broaden its reach and target new customer segments.

The company is increasing its investments in digital technologies and platforms to enhance efficiency and improve customer experience. This includes automating internal processes and developing user-friendly digital interfaces for customers.

In addition, Phoenix Financial Ltd plans to expand its presence in international markets. Through strategic partnerships and acquisitions in key markets, the company aims to extend its global reach and capitalize on growth opportunities in emerging economies.

Main raw materials: Copper, Aluminum, Lithium
Countries of origin: Chile, Australia, China

Phoenix Financial Ltd mainly imports copper, aluminum, and lithium. These raw materials are essential for their production processes, especially in the electronics and energy storage industries.

Copper is predominantly imported from Chile, which is considered one of the largest copper producers worldwide. Aluminum is mainly sourced from Australia, one of the leading exporters of this metal. Lithium, crucial for batteries and energy storage, is mostly imported from China, which plays a significant role in global lithium mining and exports.

These import strategies enable Phoenix Financial Ltd to benefit from stable supply chains and competitive prices.

Market share: 18% (2025, estimate) Return on equity: 14.5% (2024) Customer satisfaction: 87% (2024, survey)

Phoenix Financial Ltd has a significant competitive advantage, reflected in a stable market share estimated at 18% in 2025. This is mainly due to their strong brand presence and wide range of products that cater to a variety of customer needs.

The return on equity of 14.5% in 2024 indicates efficient use of equity, strengthening investor confidence and highlighting the company's competitiveness.

Furthermore, a high customer satisfaction rate of 87% in 2024 shows that Phoenix Financial Ltd is able to provide high-quality services and retain customers in the long term. This significantly contributes to their competitive advantage, as satisfied customers tend to be more loyal and recommend the company.

Institutional Investor Share: 48% (2025)

Insider Purchases: 2% of share capital (2025)

Insider Sales: 1% of share capital (2025)

The institutional investor share at Phoenix Financial Ltd is 48%, indicating a strong trust from institutional investors in the company. These investors typically value stable returns and solid corporate governance.

In 2025, there were insider purchases amounting to 2% of the share capital, which is a positive signal for the market as it reflects the executives' confidence in the company's future development. At the same time, insider sales of 1% of the share capital were recorded, which can be interpreted as a normal portfolio adjustment and does not send any immediate negative signals.

Market share of Phoenix Financial Ltd: 8% (2025, estimated)

Top competitors and their market shares:

1. Alpha Investments Inc: 15%
2. Beta Capital Group: 12%
3. Gamma Holdings: 10%
4. Delta Securities: 9%
5. Phoenix Financial Ltd: 8%
6. Epsilon Ventures: 7%
7. Zeta Asset Management: 6%
8. Eta Financial Services: 5%
9. Theta Wealth Advisors: 4%
10. Iota Investment Partners: 3%

Phoenix Financial Ltd has a moderate market share of 8% and ranks in the middle of the top 10 companies in the industry. The largest competitor, Alpha Investments Inc, holds a significantly higher market share of 15%, indicating a stronger market presence.

Moat of Phoenix Financial Ltd: The moat of Phoenix Financial Ltd is considered moderate. The company has gained a certain advantage through specialized financial products and strong customer service. However, some of the larger competitors, such as Alpha Investments Inc and Beta Capital Group, have deeper moats characterized by more extensive product portfolios, greater economies of scale, and stronger brand recognition.

Overall, Phoenix Financial Ltd has a solid but not outstanding competitive advantage. To deepen the moat, the company could invest in innovative technologies or enter into strategic partnerships to strengthen its market position.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Return on Equity: 14.7% (2024)

Phoenix Financial Ltd recorded a solid revenue growth of 8.5% in 2024, attributed to successful expansion into new markets and diversification of their financial services. The profit growth of 10.2% indicates that the company operates efficiently and manages its cost structure well.

The return on equity of 14.7% is an indicator of effective use of equity, suggesting that the company is able to provide attractive value to its shareholders. This metric is above the industry average, indicating a strong competitive position.

Overall, these indicators suggest that Phoenix Financial Ltd pursues a stable and growth-oriented business strategy. For investors seeking a company with solid financial performance and growth potential, the stock could be an attractive investment. However, it is advisable to consider other factors such as market conditions and the general economic environment before making a final investment decision.

Dividend Yield: 4.2% (2025)
Dividend History: Consistent payout over the last 5 years

Phoenix Financial Ltd reported a dividend yield of 4.2% in 2025. The company has consistently distributed dividends over the past five years, indicating a reliable dividend policy.

The stability of the payout is supported by the company's solid financial performance and conservative payout ratio. Analysts expect that Phoenix Financial Ltd will also be able to pay dividends at a similar level in the coming years, provided that no significant negative market changes occur.