The Phoenix Holdings Ltd. / Fundamentals

    Income statement

    Net revenue
    €7.53B
    Cost of goods sold
    €0.00
    Gross profit
    €7.53B
    SG&A expenses
    -€14.01M
    R&D expenses
    €0.00
    EBITDA
    €1.41B
    D&A
    €153.98M
    EBIT
    €1.00B
    Interest expenses
    €159.69M
    EBT
    €1.10B
    Tax expenses
    €365.04M
    Net income
    €702.76M

    Cash flow statement

    Net deferred tax
    €0.00
    Non-cash items
    -€4.80B
    Changes in working capital
    €4.14B
    Operating cash flow
    €244.81M
    Capex
    €214.21M
    Other investing cash flow
    -€112.35M
    Net investing cash flow
    -€256.28M
    Total cash dividends paid
    -€278.05M
    Issuance of common stock
    €0.00
    Debt repayment
    €1.13B
    Other financing cash flow
    -€144.75M
    Net financing cash flow
    €680.60M
    Foreign exchange effects
    €0.00
    Net change in cash
    €669.13M
    Cash at end of period
    €6.24B
    Free cash flow
    €459.02M

    Balance sheet

    Cash and cash equivalents
    €6.24B
    Cash and short-term investments
    €6.24B
    Total receivables
    €324.35M
    Inventory
    €0.00
    Other current assets
    -€6.57B
    Total current assets
    €0.00
    Property, plant & equipment
    €504.07M
    Goodwill
    €0.00
    Intangible assets
    €1.06B
    Long-term investments
    €35.60B
    Other non-current assets
    -€37.19B
    Total non-current assets
    €0.00
    Total assets
    €48.29B
    Accounts payable
    €598.31M
    Short-term debt
    €0.00
    Other current liabilities
    -€695.09M
    Total current liabilities
    €0.00
    Long-term debt
    €4.25B
    Deferred tax liabilities
    €223.09M
    Other non-current liabilities
    -€4.47B
    Total non-current liabilities
    €0.00
    Total liabilities
    €45.01B
    Common stock
    €82.74M
    Retained earnings
    €3.02B
    Other equity
    -€109.27M
    Total equity
    €3.28B
    Total liabilities and shareholders' equity
    €48.29B

    Company information

    Market capitalization
    €21.27B
    Employees
    5.2K
    Enterprise Value
    €8.99B

    Company ratios

    Gross margin
    100.0% Even with peer group: 101.7%
    EBITDA margin
    18.8% Even with peer group: 16.8%
    EBIT margin
    13.3% Much worse than peer group: 37.3%
    EBT margin
    14.6% Even with peer group: 19.5%
    Net margin
    9.3% Even with peer group: 12.4%
    ROE
    21.4% Better than peer group: 14.3%
    ROA
    1.5% Even with peer group: 1.0%
    Asset turnover
    15.6% Even with peer group: 14.5%
    FCF margin
    0.4% Worse than peer group: 16.5%
    FCF yield
    0.1%
    Efficiency ratio
    81.2%
    Net sales per employee
    €1.45M
    Net income per employee
    €135.04K

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