Subscribe

Migdal Insurance and Financial Holdings Ltd. (MGDL.TA)

ILA1,731.00 +12.00 (+0.70%)
IL TLV Financial Services Insurance - Life
Address Hayetzira 2 Street
Petah Tikva, IL
CEO Joseph Ben Baruch
IPO 2002-08-12
ISIN IL0010811656

Explore sections of this company profile

Description

Migdal Insurance and Financial Holdings Ltd., along with its various subsidiaries, offers a comprehensive suite of insurance, pension, and financial solutions to both individual and institutional clients across Israel. The firm's extensive offerings include managing diverse pension schemes, developing and selling life and health insurance policies, crafting financial strategies for businesses, and delivering essential personal accident and mortgage protection. It also facilitates savings options and provides comprehensive insurance brokerage services. Furthermore, Migdal is active in investment promotion, maintains nostro accounts, oversees a wide array of financial assets like mutual funds and investment portfolios, and participates in investment banking operations and distribution channels. Established in Petah Tikva, Israel, in 1934, the company functions as a subsidiary of Eliahu Issues Ltd.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
ILA1,731.00 +12.00 (+0.70%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
3M
Beta
0.65
Float Shares
545.67M
Free Float %
51.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% -4.28% +0.90% +0.69% +44.60% +23.09% +167.65% +342.76% +289.96% +658.77% +372.91%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1,731.00
DCF (Unlevered) 5,984.56 +245.7%
DCF (Levered) 223.63 -87.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-0.63
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Life: +10.6%
    +2.9% Q1'26: +20.0% (vs Q1'25)
  • EPS growth Insurance - Life: +13.4%
    +188.3% Q1'26: +25.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Life: +31.7%
    +70.8% Q1'26: -146.6% (vs Q1'25)
  • EBIT margin Insurance - Life: +12.4%
    +9.0% Q1'26: +21.6% (vs Q1'25)
  • ROIC Insurance - Life: +1.0%
    +13.8% Q1'26: -8.1% (vs Q1'25)
  • Share dilution Insurance - Life: +0.4%
    +4.8% Q1'26: +1.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×
    2.42× Q1'26: 0.05× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.70) × ERP
WACC = 71% × Ke + 29% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 5,957.37 Current price: 1,731.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-20 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-19 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-18 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-15 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-14 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-13 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-12 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-11 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-08 B 3/5 2/5 5/5 3/5 2/5 3/5 2/5
2026-05-07 B 3/5 2/5 5/5 3/5 2/5 3/5 2/5
2026-05-06 B 3/5 2/5 5/5 3/5 2/5 3/5 2/5
2026-05-05 B 3/5 2/5 5/5 3/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-05-01 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-04-30 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-04-29 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-04-28 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-04-27 B+ 3/5 3/5 5/5 3/5 2/5 3/5 2/5
2026-04-24 B+ 3/5 3/5 5/5 4/5 2/5 3/5 2/5
2026-04-23 B+ 3/5 3/5 5/5 4/5 2/5 3/5 2/5
2026-04-20 B+ 3/5 3/5 5/5 4/5 2/5 3/5 2/5
2026-04-17 B+ 3/5 3/5 5/5 4/5 2/5 3/5 2/5
2026-04-16 B+ 3/5 3/5 5/5 4/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
4.68B
OE per share TTM
4.44
Owner's Yield
23.00%
Maintenance CapEx ratio
26.94%
Maint CapEx / Avg PPE
4.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 87 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 VanEck Israel ETF ISRA 0.88% 1.34M 0.59%
2 iShares MSCI Israel ETF EIS 0.80% 7.02M 0.59%
3 Vident International Equity Strategy ETF VIDI 0.53% 2.07M 0.61%
4 iShares Ageing Population UCITS ETF AGED.L 0.29% 2.53M 0.40%
5 Avantis International Small Cap Value ETF AVDV 0.27% 51.60M 0.36%
6 Avantis International Small Cap Equity ETF AVDS 0.16% 507.2K 0.30%
7 Vanguard Global Momentum Factor ETF VMO.TO 0.15% 545.7K 0.38%
8 iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ 0.09% 209.8K 0.83%
9 iShares MSCI EAFE Small-Cap ETF SCZ 0.09% 12.64M 0.40%
10 iShares Edge MSCI World Multifactor ETF WDMF.AX 0.08% 86.4K 0.35%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
678.6K
Shares Outstanding
1.06B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Stein Sagi Chief Executive Officer of Migdal Mutual Funds 4M male
Lior Raviv Chief Executive Officer of Simon Insurance Agencies Ltd. 3M male
Joseph Ben Baruch Chief Executive Officer 3M male
Amit Oron Vice President & Head of Operation 3M male
Itay Yanai Finance Manager 2M
Tal Cohen Finance Manager 2M male
Abraham Shamay Vice President and Head of General Insurance Claims Discipline male
Tamir Solomon Internal Auditor male
Asaf Shaham Executive Vice President & Company Investment Division Manager male
Assaf Ashkenazi VP & Head of Corporate Headquarters male
Neta Ikar Vice President & Head of Gen. Insurance Discipline female
Noam Hauslich Legal Counsel & Enforcement Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits