Phenixfin Stock Alpha and Beta Analysis
| PFX Stock | USD 46.05 0.00 0.00% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Phenixfin. It also helps investors analyze the systematic and unsystematic risks associated with investing in Phenixfin over a specified time horizon. Remember, high Phenixfin's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Phenixfin's market risk premium analysis include:
Beta 0.58 | Alpha (0.14) | Risk 2.12 | Sharpe Ratio (0.01) | Expected Return (0.03) |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
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Phenixfin Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Phenixfin market risk premium is the additional return an investor will receive from holding Phenixfin long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Phenixfin. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Phenixfin's performance over market.| α | -0.14 | β | 0.58 |
Phenixfin expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Phenixfin's Buy-and-hold return. Our buy-and-hold chart shows how Phenixfin performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Phenixfin Market Price Analysis
Market price analysis indicators help investors to evaluate how Phenixfin stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Phenixfin shares will generate the highest return on investment. By understating and applying Phenixfin stock market price indicators, traders can identify Phenixfin position entry and exit signals to maximize returns.
Phenixfin Return and Market Media
The median price of Phenixfin for the period between Sat, Sep 27, 2025 and Fri, Dec 26, 2025 is 45.32 with a coefficient of variation of 5.47. The daily time series for the period is distributed with a sample standard deviation of 2.48, arithmetic mean of 45.32, and mean deviation of 2.23. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by David Lorber of 100 shares of Phenixfin at 48.93 subject to Rule 16b-3 | 09/05/2025 |
2 | Acquisition by Robinson Lowell W of 250 shares of Phenixfin at 48.17 subject to Rule 16b-3 | 09/09/2025 |
3 | Acquisition by Mcmillan Ellida of 248 shares of Phenixfin at 47.75 subject to Rule 16b-3 | 09/23/2025 |
4 | PhenixFIN Upgraded at Zacks Research | 10/03/2025 |
5 | Acquisition by David Lorber of 2975 shares of Phenixfin at 34.59 subject to Rule 16b-3 | 10/09/2025 |
6 | PFX Group Unites as One Company at 2025 AAPEX, Launches The Future Runs on Prestone Campaign and Breakthrough New Products | 10/29/2025 |
7 | Qfin Holdings Inc. - Sponsored ADR Q3 Earnings Lag Estimates | 11/18/2025 |
8 | Acquisition by David Lorber of 240 shares of Phenixfin at 36.73 subject to Rule 16b-3 | 11/19/2025 |
9 | Toronto-Dominion Bank Beats Q4 Earnings and Revenue Estimates | 12/04/2025 |
10 | PhenixFIN Q4 Earnings and Revenues Top Estimates | 12/12/2025 |
11 | Acquisition by David Lorber of 100 shares of Phenixfin at 44.33 subject to Rule 16b-3 | 12/15/2025 |
12 | Acquisition by David Lorber of 138 shares of Phenixfin at 44.45 subject to Rule 16b-3 | 12/16/2025 |
13 | Acquisition by David Lorber of 908 shares of Phenixfin at 44.74 subject to Rule 16b-3 | 12/17/2025 |
About Phenixfin Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Phenixfin or other stocks. Alpha measures the amount that position in Phenixfin has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2024 | 2025 (projected) | PTB Ratio | 0.54 | 5.97E-4 | 5.67E-4 | Dividend Yield | 0.0272 | 0.2 | 0.21 |
Phenixfin Upcoming Company Events
As portrayed in its financial statements, the presentation of Phenixfin's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Phenixfin's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Phenixfin's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Phenixfin. Please utilize our Beneish M Score to check the likelihood of Phenixfin's management manipulating its earnings.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of December 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
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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.