EN DE
STOCK COMPARISON

Berkshire Hathaway vs Phoenix Holdings: Fair Value & Quality

Both stocks run through our valuation models. Here is how Berkshire Hathaway (BRK-B) and Phoenix Holdings (PHOE) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Berkshire Hathaway as the less overvalued of the two: Berkshire Hathaway trades at $508 versus a fair value of $396 (-22%), while Phoenix Holdings trades at ILS 193 versus ILS 108 (-44%).
Berkshire Hathaway
BRK-B · USD · Financials
-22%
upside to fair value
overvalued
Price$508
Fair Value$396
Quality56/100
Phoenix Holdings
PHOE.TA · ILA · Financials
-44%
upside to fair value
overvalued
PriceILS 193
Fair ValueILS 108
Quality55/100
Get comparisons like this free by email every month: the most undervalued quality stocks.

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Berkshire HathawayPhoenix Holdings
Valuation
14.7×P/E (TTM)14.4×
2.84×P/S (TTM)0.74×
1.48×P/B1.15×
9.7×EV/EBITDA1.7×
10.06×PEG
−22.0%Fair value upside−43.9%
0.4%Dividend yield2.9%
Dividend per shareILS 5.53
Profitability
14%Operating margin33%
0.66×EBIT margin trend (5Y)20.63×
11%Return on equity28%
5%Return on assets3%
Growth
4%Revenue growth (YoY)4%
7.1%Avg. growth/yr (3Y)
8.6%Avg. growth/yr (5Y)12.1%
+2.0%Value creation/yr+25.6%
Balance & size
11.6×Interest coverage (EBIT/interest)7.2×
0.18×Debt / equity0.45×
$1.1TMarket cap$14B
mixedGrowth qualitymixed

Phoenix Holdings leads: 4 to 9 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Berkshire Hathawayof which business quality 51 · market factors 64 Phoenix Holdingsof which business quality 50 · market factors 79
ProfitabilityMargins and returns on capital today
38
39
Quality GrowthAre margins and returns improving?
38
62
CashflowEarnings quality: real cash, not paper profit
33
66
Fin. StrengthBalance sheet, leverage, solvency risk
68
3
InvestmentDisciplined investing over empire-building
55
71
Low VolatilityCalm price path (market factor)
96
73
MomentumPrice trend over the last 3–12 months (market factor)
45
74
52W MomentumDistance to the 52-week high (market factor)
60
96
Net IssuanceBuybacks instead of dilution
85
84

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyBerkshire HathawayPrice $508Phoenix HoldingsPrice ILS 193
Dividend Discount-93%below the price$34.87-45%below the priceILS 106
Multiples-14%close to the price$435-39%below the priceILS 118
Asset-Based-56%below the price$223-83%below the priceILS 33.21
Economic Profit-37%below the price$322-44%below the priceILS 108
Minimum-93%below the price$34.87-83%below the priceILS 33.21
Maximum-14%close to the price$435-39%below the priceILS 118
Median-46%below the price$272-45%below the priceILS 107
Geometric mean-64%below the price$182-58%below the priceILS 81.67

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Berkshire Hathaway: 6 of 6 models see the stock below the current price.

Phoenix Holdings: 6 of 6 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Berkshire Hathaway
Bear $297Fair Value $396Bull $495
$508 = current price (white tick)
Phoenix Holdings
Bear ILS 81.01Fair Value ILS 108Bull ILS 135
ILS 193 = current price (white tick)

Compare two other stocks

Tap a field and type again, ticker or company name.

Free, no sign-up

Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Berkshire Hathaway · Financials

Quality score56 · above median
Fair value upside-22% · below median

Phoenix Holdings · Financials

Quality score55 · above median
Fair value upside-44% · bottom 25%

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Berkshire Hathaway as the less overvalued of the two: Berkshire Hathaway trades at $508 versus a fair value of $396 (-22%), while Phoenix Holdings trades at ILS 193 versus ILS 108 (-44%).

Berkshire Hathaway has the higher quality score (56/100).

See the full analysis →

More comparisons

Popular match-ups from the same sectors, all with fair value and quality score.

Free · Top-25 report

See the undervalued quality stocks every month

Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.

A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.