` PHOE (Phoenix Holdings Ltd) vs ZURN (Zurich Insurance Group AG) Comparison - Alpha Spread

P
PHOE
vs
ZURN

Over the past 12 months, PHOE has significantly outperformed ZURN, delivering a return of +154% compared to the ZURN's 1% drop.

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PHOE
ZURN
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Valuation Comparison

P
PHOE Intrinsic Value
12 646.96 ILS
Overvaluation 29%
Intrinsic Value
Price ₪17 930
ZURN Intrinsic Value
547.09 CHF
Overvaluation 2%
Intrinsic Value
Price CHf559.2
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
P
Phoenix Holdings Ltd
TASE:PHOE
17 930 ILS
Zurich Insurance Group AG
SIX:ZURN
559.2 CHF
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
PHOE, ZURN

PHOE
ZURN
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
P
Phoenix Holdings Ltd
Revenue
Zurich Insurance Group AG
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
PHOE, ZURN

PHOE
ZURN
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
P
Phoenix Holdings Ltd
TASE:PHOE
FCF is not applicable for financial companies
Zurich Insurance Group AG
SIX:ZURN
FCF is not applicable for financial companies
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What is Free Cash Flow?

Gross Margin

PHOE
ZURN
LTM 3Y Avg 5Y Avg 10Y Avg
P
Phoenix Holdings Ltd
Not applicable for financial companies
Zurich Insurance Group AG
Not applicable for financial companies

Operating Margin

PHOE
ZURN
LTM 3Y Avg 5Y Avg 10Y Avg
P
Phoenix Holdings Ltd
Not applicable for financial companies
Zurich Insurance Group AG
Not applicable for financial companies

Net Margin

PHOE
64.1%
ZURN
9%

FCF Margin

PHOE
ZURN
LTM 3Y Avg 5Y Avg 10Y Avg
P
Phoenix Holdings Ltd
Not applicable for financial companies
Zurich Insurance Group AG
Not applicable for financial companies

ROE

PHOE
18.8%
ZURN
25.2%

ROA

PHOE
1.2%
ZURN
1.8%

ROIC

PHOE
ZURN
LTM 3Y Avg 5Y Avg 10Y Avg
P
Phoenix Holdings Ltd
Not applicable for financial companies
Zurich Insurance Group AG
Not applicable for financial companies

ROCE

PHOE
ZURN
LTM 3Y Avg 5Y Avg 10Y Avg
P
Phoenix Holdings Ltd
Not applicable for financial companies
Zurich Insurance Group AG
Not applicable for financial companies

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
PHOE, ZURN

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Performance Gap
PHOE, ZURN

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PHOE
ZURN
Difference
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Performance By Year
PHOE, ZURN

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PHOE
ZURN
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett