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Clal Insurance Enterprises Holdings Ltd (CLIS) Fair Value & Analysis

Financial Services · Il · Market cap 19.2B ILA · ISIN IL0002240146

What is Clal Insurance Enterprises Holdings Ltd really worth?

CI Clal Insurance Enterprises Holdings Ltd CLIS · TA
Price278.20 ILA
Fair Value256.46 ILA
Upside−7.8%
Quality46/100

Below-average quality, currently priced close to our fair value of 256.46 ILA.

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Strengths

Solidly profitable · 13.3% net margin
Ranks above peers (9/14)
Wide moat 68/100

Risks

!Mixed Growth (revenue 5y +6.3 %/yr)
!High debt · generates free cash flow
!Weak on valuation: 23 out of 100
!Weak on balance sheet: 24 out of 100
!Weak on dividend: 20 out of 100
Evidence: High Range 192.35 ILA – 320.58 ILA

Fair value as of: Aug 19, 2026

From 6 valuation models · updated 17 days ago

Share price +19.5% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

296.20 ILA 43.68 ILA Fair Value 256.46 ILA Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range 43.68 ILA – 296.20 ILA · fair‑value band 192.35 ILA – 320.58 ILA · the 278.20 ILA price screens above the 256.46 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Clal Insurance Enterprises Holdings Ltd (CLIS) currently trades at 278.20 ILA, while our model-based Fair Value estimate is 256.46 ILA, implying the stock looks roughly 8.5% fairly valued today. The Quality Score stands at 46/100 (below-average quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of 267.95 ILA per share, and 1 of the 6 models we run sit above the 278.20 ILA price. Bear case: the Dividend Discount group reads lowest at 40.20 ILA, and 5 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Clal Insurance Enterprises Holdings Ltd generated revenue of 17.4B ILA at a net margin of 13.3%. Revenue grew 6.6% year over year. It earns a return on equity of 22.9%. Net debt stands at 13.3B ILA. Fundamentals as of Aug 19, 2026

Our scenario range runs from 192.35 ILA (bear case) to 320.58 ILA (bull case); at 278.20 ILA, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at −29% fair-value upside, at −8%, CLIS screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 18.77 ILS per share, which is 7.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM 22.93 ILA 47.67 ILA 75.62 ILA 66
DDM Multi-Stage 22.93 ILA 40.20 ILA 50.03 ILA 66
Residual Income 190.34 ILA 267.95 ILA 1,506 ILA 64
All 6 models by family
Dividend Discount
Gordon GGM 22.93 ILA 47.67 ILA 75.62 ILA 66
DDM Multi-Stage 22.93 ILA 40.20 ILA 50.03 ILA 66
Multiples
P/E Multiple 273.20 ILA 364.27 ILA 455.34 ILA 63
P/B Multiple 139.84 ILA 186.45 ILA 233.06 ILA 55
Asset-Based
NCAV (Graham) 66.59 ILA 89.23 ILA 133.18 ILA 54
Economic Profit
Residual Income 190.34 ILA 267.95 ILA 1,506 ILA 64

Widest divergence: Economic Profit (267.95 ILA) versus Dividend Discount (40.20 ILA). Highest evidence: Gordon GGM (66).

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Key figures & financial health

P/E ratio 10.0
P/S ratio 1.51 P/E × margin
EPS (TTM) 27.74 ILA price ÷ EPS = P/E 10.0
Dividend yield 1.0% payout 9.8%
Net margin 15.1% FY2025
Return on equity 22.9% TTM
More key figures
Profitability
Return on assets (EBIT) 0.8% avg 5y
Operating margin 29.5% TTM
Growth
Revenue (TTM) 17.4B ILA TTM
Revenue growth (YoY) +8.2% 3y avg +27.5%
EPS growth (YoY) +5.4%
Balance sheet & cash flow
Free cash flow 2.2B ILA FY2025
Net debt 13.3B ILA FY2025 · ≈ 6.1 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 42 · Market factors (momentum, volatility) 72

Profitability 36
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 7
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 60
Calm price path (market factor)
Momentum 68
Price trend over the last 3–12 months (market factor)
52W Momentum 93
Distance to the 52-week high (market factor)
Net Issuance 41
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Clal Insurance Enterprises Holdings Ltd. operates in the fields of insurance, pensions, provident funds and finance, and credit insurance in Israel.

Full company description

Clal Insurance Enterprises Holdings Ltd. operates in the fields of insurance, pensions, provident funds and finance, and credit insurance in Israel. The company's Long-Term Savings segment includes life insurance and related coverages; and management of pension and provident funds, and long-term savings, as well as insurance coverage for various risks, such as death, disability, loss of working capacity, and health insurance policies. Its Health Insurance segment provides long-term care, medical expense, surgeries, transplants, personal accidents, foreign travel, dental, foreign worker, and other insurance products. The company's General insurance segment comprises liability and property sectors, credit insurance, personal accidents, and others. This segment also provides mandatory vehicle that focuses on coverage, the purchase of which by the vehicle owner or driver is mandatory, in respect of bodily injury caused as a result of the use of a motor vehicle; vehicle property that covers property damage to the policyholder's vehicle and third-party property damage caused by the insured vehicle; property and other insurance products; credit insurance and foreign trade risk insurance products; and third-party, employers', professional, and product liability insurance products. Its Credit Card Segment provides bank payment cards for B2B2C customers; sells and markets of non-bank credit cards, consumer credit, and other products directly to private customers; ancillary and related services and complementary products to the clearing services; products and services offered to merchants, such as loans, voucher discounting, advance payments, and guarantees; and e-commerce payment solutions, bookkeeping management, and digital invoice services. The company was incorporated in 1987 and is based in Tel Aviv-Yafo, Israel.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Clal Insurance Enterprises Holdings Ltd reported revenue of 15.1B ILS in FY2025 versus 25.1B ILS in FY2021, a compound −11.9%/yr. Reported net income was 2.3B ILS in FY2025, compounding +20.5%/yr from FY2021.

Growth Quality 74/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
15.1B ILS
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.3%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.3%
Avg. revenue growth/yr (24Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.4%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+20.6% (19.6 + 1.0)
Revenue −11.9%/yr
FY21 25.1B ILS
FY22 7.3B ILS
FY23 21.4B ILS
FY24 26.8B ILS
FY25 15.1B ILS
Net income +20.5%/yr
FY21 1.1B ILS
FY22 121M ILS
FY23 220M ILS
FY24 718M ILS
FY25 2.3B ILS
Character of growth · EPS growth decomposed (2014-2025) +12.2 % p.a.
Revenue per share +1.8 %

of which total revenue +6.1 % · buybacks/dilution −4.1 %

EBIT margin +10.0 %
Tax rate +0.2 %
Residual (interest, one-offs) +0.1 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Clal Insurance Enterprises Holdings Ltd Fair Value". https://www.fairvalue-calculator.com/stock/CLIS

Peer Group

Insurance - Life · 96 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 45 · Bottom 25%
Fair Value upside −8% · Above median
Return on equity (TTM) 23% · Top 25%
Return on assets 2% · Top 25%
Net margin (TTM) 13% · Above median
Operating margin (TTM) 30% · Above median
Revenue growth 8% · Below median
Dividend yield (TTM) 1.0% · Bottom 25%
Debt / equity 1.53× · Higher than 75% of peers

Valuation Multiples vs Insurance - Life median · lower = cheaper

P/E (TTM) 10.0× · Cheaper than median
P/B 0.59× · Cheaper than 75% of peers
P/S (TTM) 0.37× · Cheaper than 75% of peers
P/FCF 2.9× · Pricier than median
EV/EBITDA 3.0× · Cheaper than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE23 · sector 18
FUTURE41 · sector 43
PAST92 · sector 43
HEALTH24 · sector 84
DIVIDEND20 · sector 54

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Insurance - Life stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
China Life Insurance Company 601628 ¥37.03 ¥49.98 +35%
Ping An Insurance (Group) Company 601318 ¥55.82 ¥84.72 +52%
AIA Group 1299 HK$73.00 HK$33.57 −54%
Manulife Financial Corporation MFC C$59.80 C$38.80 −35%
Aflac Incorporated AFL $116.52 $74.34 −36%
Great-West Lifeco Inc GWO C$90.25 C$39.53 −56%
MetLife, Inc MET $96.51 $68.27 −29%
Life Insurance Corporation LICI ₹412.15 ₹392.93 −5%
China Pacific Insurance (Group) Co 601601 ¥30.20 ¥57.51 +90%
Samsung Life Insurance Co 032830 301,000 KRW 191,293 KRW −36%

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Frequently asked questions

Is Clal Insurance Enterprises Holdings Ltd (CLIS) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of 256.46 ILA versus a price of 278.20 ILA, about −8% upside (fairly valued).
What is the fair value of CLIS?
Our model-based fair value for Clal Insurance Enterprises Holdings Ltd is 256.46 ILA (as of Aug 19, 2026), built from audited fundamentals. The current price: 278.20 ILA.
What is the quality score of CLIS?
Clal Insurance Enterprises Holdings Ltd has a Quality Score of 46/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Clal Insurance Enterprises Holdings Ltd (CLIS)?
Clal Insurance Enterprises Holdings Ltd reported trailing-twelve-month revenue of about 17.4B ILS (latest available figure, as of Aug 19, 2026).
What is the net profit margin of CLIS?
The net profit margin of Clal Insurance Enterprises Holdings Ltd is about 13.3%, meaning it keeps roughly 13.3% of revenue as net income. Based on the latest reported figures.
Does Clal Insurance Enterprises Holdings Ltd pay a dividend?
Clal Insurance Enterprises Holdings Ltd currently shows a dividend yield of about 0.98% relative to its recent price (as of Aug 19, 2026).
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