Phenixfin Stock Fundamentals
| PFX Stock | USD 43.02 0.82 1.87% |
As of the 26th of January, Phenixfin holds the Variance of 3.98, coefficient of variation of (1,815), and Risk Adjusted Performance of (0.03). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Phenixfin, as well as the relationship between them.
Phenixfin Total Revenue |
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Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 17.0955 | Revenue |
Phenixfin | Select Account or Indicator | Build AI portfolio with Phenixfin Stock |
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Phenixfin Fundamental Market Drivers
| Forward Price Earnings | 27.248 | |
| Cash And Short Term Investments | 7.3 B |
Phenixfin Upcoming Events
| 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 |
Phenixfin Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Phenixfin is extremely important. It helps to project a fair market value of Phenixfin Stock properly, considering its historical fundamentals such as Return On Equity. Since Phenixfin's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Phenixfin's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Phenixfin's interrelated accounts and indicators.
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Is Investment Banking & Brokerage space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Phenixfin. If investors know Phenixfin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Phenixfin listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.33) | Earnings Share 2.06 | Revenue Per Share | Quarterly Revenue Growth 0.234 | Return On Assets |
The market value of Phenixfin is measured differently than its book value, which is the value of Phenixfin that is recorded on the company's balance sheet. Investors also form their own opinion of Phenixfin's value that differs from its market value or its book value, called intrinsic value, which is Phenixfin's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Phenixfin's market value can be influenced by many factors that don't directly affect Phenixfin's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phenixfin's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phenixfin is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phenixfin's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Phenixfin 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Phenixfin's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Phenixfin.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Phenixfin on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Phenixfin or generate 0.0% return on investment in Phenixfin over 90 days. Phenixfin is related to or competes with OFS Capital, Great Elm, Hennessy, Bluemount Holdings, Auburn National, Highest Performances, and Great Elm. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies More
Phenixfin Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Phenixfin's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Phenixfin upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 10.53 | |||
| Value At Risk | (2.82) | |||
| Potential Upside | 2.45 |
Phenixfin Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phenixfin's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Phenixfin's standard deviation. In reality, there are many statistical measures that can use Phenixfin historical prices to predict the future Phenixfin's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.31) | |||
| Treynor Ratio | (0.25) |
Phenixfin January 26, 2026 Technical Indicators
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| Price Transform | ||
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| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.24) | |||
| Mean Deviation | 1.44 | |||
| Coefficient Of Variation | (1,815) | |||
| Standard Deviation | 1.99 | |||
| Variance | 3.98 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.15) | |||
| Total Risk Alpha | (0.31) | |||
| Treynor Ratio | (0.25) | |||
| Maximum Drawdown | 10.53 | |||
| Value At Risk | (2.82) | |||
| Potential Upside | 2.45 | |||
| Skewness | 0.6485 | |||
| Kurtosis | 3.06 |
Phenixfin Backtested Returns
At this stage we consider Phenixfin Stock to be very steady. Phenixfin maintains Sharpe Ratio (i.e., Efficiency) of 0.0298, which implies the firm had a 0.0298 % return per unit of risk over the last 3 months. We have found twenty-four technical indicators for Phenixfin, which you can use to evaluate the volatility of the company. Please check Phenixfin's Risk Adjusted Performance of (0.03), coefficient of variation of (1,815), and Variance of 3.98 to confirm if the risk estimate we provide is consistent with the expected return of 0.0628%. Phenixfin has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of 0.48, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Phenixfin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Phenixfin is expected to be smaller as well. Phenixfin right now holds a risk of 2.11%. Please check Phenixfin value at risk, as well as the relationship between the rate of daily change and relative strength index , to decide if Phenixfin will be following its historical price patterns.
Auto-correlation | -0.07 |
Very weak reverse predictability
Phenixfin has very weak reverse predictability. Overlapping area represents the amount of predictability between Phenixfin time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Phenixfin price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Phenixfin price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 0.86 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Phenixfin Common Stock Total Equity
Common Stock Total Equity |
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Based on the latest financial disclosure, Phenixfin has a Return On Equity of 0.0259. This is 98.21% lower than that of the Capital Markets sector and 99.62% lower than that of the Financials industry. The return on equity for all United States stocks is 108.35% lower than that of the firm.
Phenixfin Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Phenixfin's current stock value. Our valuation model uses many indicators to compare Phenixfin value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Phenixfin competition to find correlations between indicators driving Phenixfin's intrinsic value. More Info.Phenixfin is regarded fourth in return on equity category among its peers. It is considered to be number one stock in return on asset category among its peers reporting about 1.20 of Return On Asset per Return On Equity. At this time, Phenixfin's Return On Equity is fairly stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Phenixfin's earnings, one of the primary drivers of an investment's value.Phenixfin Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Phenixfin's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Phenixfin could also be used in its relative valuation, which is a method of valuing Phenixfin by comparing valuation metrics of similar companies.Phenixfin is currently under evaluation in return on equity category among its peers.
Phenixfin Current Valuation Drivers
We derive many important indicators used in calculating different scores of Phenixfin from analyzing Phenixfin's financial statements. These drivers represent accounts that assess Phenixfin's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Phenixfin's important valuation drivers and their relationship over time.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 114.9M | 81.0M | 79.3M | 97.1M | 111.7M | 106.1M | |
| Enterprise Value | 122.9M | 136.2M | 157.6M | 165.3M | 190.1M | 180.6M |
Phenixfin ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Phenixfin's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Phenixfin's managers, analysts, and investors.Environmental | Governance | Social |
Phenixfin Fundamentals
| Return On Equity | 0.0259 | |||
| Return On Asset | 0.0311 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.57 % | |||
| Current Valuation | 230.83 M | |||
| Shares Outstanding | 2 M | |||
| Shares Owned By Insiders | 21.10 % | |||
| Shares Owned By Institutions | 28.00 % | |||
| Number Of Shares Shorted | 259 | |||
| Price To Earning | 71.80 X | |||
| Price To Book | 0.55 X | |||
| Price To Sales | 3.48 X | |||
| Revenue | 13.34 M | |||
| Gross Profit | 25.26 M | |||
| EBITDA | 14.22 M | |||
| Net Income | 4.16 M | |||
| Cash And Equivalents | 24.38 M | |||
| Cash Per Share | 11.10 X | |||
| Total Debt | 150.45 M | |||
| Debt To Equity | 0.61 % | |||
| Current Ratio | 12.11 X | |||
| Book Value Per Share | 80.24 X | |||
| Cash Flow From Operations | (167.68 M) | |||
| Short Ratio | 0.20 X | |||
| Earnings Per Share | 2.06 X | |||
| Price To Earnings To Growth | 8.34 X | |||
| Target Price | 35.0 | |||
| Number Of Employees | 11 | |||
| Beta | 0.21 | |||
| Market Capitalization | 87.85 M | |||
| Total Asset | 316.91 B | |||
| Retained Earnings | (543.87 M) | |||
| Annual Yield | 0.03 % | |||
| Net Asset | 316.91 B |
About Phenixfin Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Phenixfin's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Phenixfin using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Phenixfin based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 379.5 M | 398.5 M | |
| Total Revenue | 12 M | 11.4 M | |
| Cost Of Revenue | 465.7 K | 442.4 K | |
| Sales General And Administrative To Revenue | 217.03 | 227.88 | |
| Revenue Per Share | 7.61 | 9.35 | |
| Ebit Per Revenue | 0.96 | 1.01 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.