Analysis for Menora Mivtachim Holdings
Description & usage
Menora Mivtachim is an Israeli insurance and retirement group focused on life, pension, and asset-management products. It benefits from recurring premiums and fee-based earnings streams. Key drivers are net inflows, solvency strength, investment performance, and cost efficiency.
Basic info
- Symbol
- MMHD.TA
- Type
- Stock
- Region
- Emerging Markets
- Sector
- Industrials
- Available history
- 11.1 years
- Last trading day
- 04/03/2026
Basic info
- Symbol
- MMHD.TA
- Type
- Stock
- Region
- Emerging Markets
- Sector
- Industrials
- Available history
- 11.1 years
- Last trading day
- 04/03/2026
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
Menora Mivtachim Holdings (MMHD.TA) currently has a total score of 81 points, placing it in the very strong range. The score is made up of Performance (99), Stability (52) and Trend (78). The profile is clearly uneven: Performance stands out while Stability is more neutral.
Performance scores 99 points (very strong). Key strength: 5Y return at 1,266.8 %. Even the weakest return is still strong in absolute terms: 1Y return at 131.6 %.
Stability scores 52 points (neutral). Key strength: CAGR/drawdown ratio at 1.70. Weaker metric: volatility (365d, annualized) at 46.4 %. That implies elevated swings. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 78 points (strong). Key strength: 12M momentum at 155.7 %. Main drag: Price is about 3.5 % below SMA50.
Overall, the very strong total score is driven mainly by Performance and Trend; Stability is the biggest lever for improvement. On a metric level, 5Y return stands out, while volatility (365d, annualized) is the main weak spot.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.