Phenixfin Stock Buy Hold or Sell Recommendation

PFX Stock  USD 46.50  0.24  0.52%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Phenixfin is 'Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Phenixfin given historical horizon and risk tolerance towards Phenixfin. When Macroaxis issues a 'buy' or 'sell' recommendation for Phenixfin, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Phenixfin Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Phenixfin Stock please use our How to Invest in Phenixfin guide.
In addition, we conduct extensive research on individual companies such as Phenixfin and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Phenixfin. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.

Execute Phenixfin Buy or Sell Advice

The Phenixfin recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Phenixfin. Macroaxis does not own or have any residual interests in Phenixfin or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Phenixfin's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell PhenixfinBuy Phenixfin
Sell

Market Performance

OKDetails

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

Very LowDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Investor Sentiment

InterestedDetails

Analyst Consensus

HoldDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Phenixfin has a Mean Deviation of 0.7301, Standard Deviation of 1.33 and Variance of 1.77
Our recommendation tool can be used to complement Phenixfin trade recommendations provided by experts. It analyzes the firm's potential to grow against your specific risk preferences and investment horizon. To make sure Phenixfin is not overpriced, please check all Phenixfin fundamentals, including its price to earning, book value per share, net asset, as well as the relationship between the net income and number of employees . Given that Phenixfin has a number of shares shorted of 747, we recommend you to check out Phenixfin market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your recent risk tolerance and investing horizon.

Phenixfin Trading Alerts and Improvement Suggestions

Phenixfin is way too risky over 90 days horizon
Phenixfin appears to be risky and price may revert if volatility continues
Phenixfin has about 24.38 M in cash with (20.71 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 11.1.
Roughly 20.0% of the company outstanding shares are owned by corporate insiders
Latest headline from news.google.com: PhenixFIN Shares Pass Above 50-Day Moving Average - Whats Next - MarketBeat

Phenixfin Returns Distribution Density

The distribution of Phenixfin's historical returns is an attempt to chart the uncertainty of Phenixfin's future price movements. The chart of the probability distribution of Phenixfin daily returns describes the distribution of returns around its average expected value. We use Phenixfin price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Phenixfin returns is essential to provide solid investment advice for Phenixfin.
Mean Return
-0.03
Value At Risk
-1.54
Potential Upside
1.53
Standard Deviation
1.33
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Phenixfin historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Phenixfin Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument, such as Phenixfin, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Phenixfin back and forth among themselves.
Shares
Tower Research Capital Llc2024-06-30
401
Wells Fargo & Co2024-06-30
261
Archer Investment Corporation2024-06-30
126
Main Street Group Ltd2024-06-30
50.0
Manning & Napier Advisors, Llc2024-06-30
0.0
Advisor Group Holdings, Inc.2024-06-30
0.0
Northwestern Mutual Wealth Management Co2024-06-30
0.0
Adalta Capital Management Llc2024-09-30
149.6 K
Morgan Stanley - Brokerage Accounts2024-06-30
132.6 K
22nw, Lp2024-06-30
117.9 K
American Financial Group Inc2024-09-30
64.3 K
Note, although Phenixfin's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Phenixfin Cash Flow Accounts

201920202021202220232024 (projected)
Net Income(65.8M)1.3M(6.1M)26.9M31.0M32.5M
End Period Cash Flow56.5M69.4M22.8M6.0M6.9M6.5M
Change In Cash(27.8M)12.9M(46.7M)(16.8M)(15.1M)(14.3M)
Free Cash Flow78.4M95.1M(29.3M)(20.7M)(23.8M)(25.0M)
Depreciation(118.3K)(44.5M)149.0M(1.2B)(1.1B)(1.0B)
Other Non Cash Items155.5M95.6M(189.6M)1.2B1.3B1.4B
Dividends Paid3.081.2M265.8K107.9M124.0M130.2M
Net Borrowings(163.1M)(106.1M)(74.0M)(55.3M)(49.8M)(52.3M)
Change To Netincome260.6M152.6M95.2M(41.0M)(36.9M)(35.1M)

Phenixfin Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Phenixfin or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Phenixfin's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Phenixfin stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
-0.03
β
Beta against Dow Jones-0.1
σ
Overall volatility
129.97
Ir
Information ratio -0.11

Phenixfin Volatility Alert

Phenixfin exhibits very low volatility with skewness of 0.71 and kurtosis of 12.0. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Phenixfin's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Phenixfin's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Phenixfin Fundamentals Vs Peers

Comparing Phenixfin's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Phenixfin's direct or indirect competition across all of the common fundamentals between Phenixfin and the related equities. This way, we can detect undervalued stocks with similar characteristics as Phenixfin or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Phenixfin's fundamental indicators could also be used in its relative valuation, which is a method of valuing Phenixfin by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Phenixfin to competition
FundamentalsPhenixfinPeer Average
Return On Equity0.14-0.31
Return On Asset0.0325-0.14
Profit Margin0.89 %(1.27) %
Operating Margin0.59 %(5.51) %
Current Valuation170.67 M16.62 B
Shares Outstanding2.02 M571.82 M
Shares Owned By Insiders19.99 %10.09 %
Shares Owned By Institutions26.91 %39.21 %
Number Of Shares Shorted7474.71 M
Price To Earning71.80 X28.72 X
Price To Book0.61 X9.51 X
Price To Sales4.21 X11.42 X
Revenue35.01 M9.43 B
Gross Profit15.54 M27.38 B
EBITDA5.57 B3.9 B
Net Income26.92 M570.98 M
Cash And Equivalents24.38 M2.7 B
Cash Per Share11.10 X5.01 X
Total Debt84.53 M5.32 B
Debt To Equity0.61 %48.70 %
Current Ratio12.11 X2.16 X
Book Value Per Share76.35 X1.93 K
Cash Flow From Operations(20.71 M)971.22 M
Short Ratio0.91 X4.00 X
Earnings Per Share9.64 X3.12 X
Price To Earnings To Growth8.34 X4.89 X
Target Price35.0
Number Of Employees918.84 K
Beta1.02-0.15
Market Capitalization93.92 M19.03 B
Total Asset239.69 M29.47 B
Retained Earnings(548.11 M)9.33 B
Annual Yield0.03 %
Note: Acquisition by Robinson Lowell W of tradable shares of Phenixfin at 40.35 subject to Rule 16b-3 [view details]

Phenixfin Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Phenixfin . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Phenixfin Buy or Sell Advice

When is the right time to buy or sell Phenixfin? Buying financial instruments such as Phenixfin Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Phenixfin in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Market Neutral Funds
Market Neutral Funds Theme
Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Funds Theme or any other thematic opportunities.
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Additional Tools for Phenixfin Stock Analysis

When running Phenixfin's price analysis, check to measure Phenixfin's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Phenixfin is operating at the current time. Most of Phenixfin's value examination focuses on studying past and present price action to predict the probability of Phenixfin's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Phenixfin's price. Additionally, you may evaluate how the addition of Phenixfin to your portfolios can decrease your overall portfolio volatility.