Phenixfin Beta
| PFX Stock | USD 42.78 0.82 1.88% |
As of the 13th of February 2026, Phenixfin holds the Coefficient Of Variation of (1,567), risk adjusted performance of (0.05), and Variance of 5.01. 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 33.1641 | Revenue |
Phenixfin | Beta | Build AI portfolio with Phenixfin Stock |
Phenixfin Beta 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 Beta. 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. Anticipated expansion of Phenixfin directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Phenixfin assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.33) | Earnings Share (1.54) | Revenue Per Share | Quarterly Revenue Growth 0.071 | Return On Assets |
Investors evaluate Phenixfin using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Phenixfin's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Phenixfin's market price to deviate significantly from intrinsic value.
It's important to distinguish between Phenixfin's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Phenixfin should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Phenixfin's market price signifies the transaction level at which participants voluntarily complete trades.
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.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Phenixfin on November 15, 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 Sol Strategies. 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 | (0.1) | |||
| Maximum Drawdown | 12.44 | |||
| Value At Risk | (3.42) | |||
| Potential Upside | 3.58 |
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 | (0.05) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.32) | |||
| Treynor Ratio | 0.7726 |
Phenixfin February 13, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | 0.7826 | |||
| Mean Deviation | 1.68 | |||
| Coefficient Of Variation | (1,567) | |||
| Standard Deviation | 2.24 | |||
| Variance | 5.01 | |||
| Information Ratio | (0.1) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.32) | |||
| Treynor Ratio | 0.7726 | |||
| Maximum Drawdown | 12.44 | |||
| Value At Risk | (3.42) | |||
| Potential Upside | 3.58 | |||
| Skewness | 0.5304 | |||
| Kurtosis | 1.57 |
Phenixfin Backtested Returns
At this stage we consider Phenixfin Stock to be very steady. Phenixfin maintains Sharpe Ratio (i.e., Efficiency) of 0.0313, which implies the firm had a 0.0313 % return per unit of risk over the last 3 months. We have found twenty technical indicators for Phenixfin, which you can use to evaluate the volatility of the company. Please check Phenixfin's Coefficient Of Variation of (1,567), variance of 5.01, and Risk Adjusted Performance of (0.05) to confirm if the risk estimate we provide is consistent with the expected return of 0.0742%. Phenixfin has a performance score of 2 on a scale of 0 to 100. The company holds a Beta of -0.2, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Phenixfin are expected to decrease at a much lower rate. During the bear market, Phenixfin is likely to outperform the market. Phenixfin right now holds a risk of 2.37%. Please check Phenixfin coefficient of variation, value at risk, as well as the relationship between the Value At Risk and day typical price , to decide if Phenixfin will be following its historical price patterns.
Auto-correlation | -0.18 |
Insignificant reverse predictability
Phenixfin has insignificant reverse predictability. Overlapping area represents the amount of predictability between Phenixfin time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 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 -0.18 indicates that over 18.0% of current Phenixfin price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.18 | |
| Spearman Rank Test | -0.07 | |
| Residual Average | 0.0 | |
| Price Variance | 0.49 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Phenixfin has a Beta of 0.2. This is 75.61% lower than that of the Capital Markets sector and 83.61% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Phenixfin Beta 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 Beta 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 beta 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 Institutional Holders
Institutional Holdings refers to the ownership stake in Phenixfin that is held by large financial organizations, pension funds or endowments. Institutions may hold large blocks of Phenixfin's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Phenixfin's value.| Shares | Legacy Wealth Managment, Llc/id | 2025-06-30 | 200 | Archer Investment Corporation | 2025-06-30 | 126 | Mccormack Advisors International | 2025-06-30 | 22.0 | Hanson Mcclain Inc | 2025-06-30 | 0.0 | Compagnie Lombard, Odier Sca | 2025-03-31 | 0.0 | Adalta Capital Management Llc | 2025-06-30 | 169.8 K | 22nw, Lp | 2025-06-30 | 117.9 K | American Financial Group Inc | 2025-06-30 | 64.3 K | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 60.2 K | Bulldog Investors, Llc | 2025-06-30 | 19.2 K | Legal & General Group Plc | 2025-06-30 | 14.2 K |
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 Fundamentals
| Return On Equity | -0.0193 | ||||
| Return On Asset | 0.0319 | ||||
| Profit Margin | (0.12) % | ||||
| Operating Margin | 0.68 % | ||||
| Current Valuation | 232.74 M | ||||
| Shares Outstanding | 2 M | ||||
| Shares Owned By Insiders | 21.16 % | ||||
| Shares Owned By Institutions | 28.04 % | ||||
| Number Of Shares Shorted | 351 | ||||
| Price To Earning | 71.80 X | ||||
| Price To Book | 0.56 X | ||||
| Price To Sales | 3.39 X | ||||
| Revenue | 13.34 M | ||||
| Gross Profit | 25.71 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 | 77.92 X | ||||
| Cash Flow From Operations | (167.68 M) | ||||
| Short Ratio | 0.42 X | ||||
| Earnings Per Share | (1.54) X | ||||
| Price To Earnings To Growth | 8.34 X | ||||
| Target Price | 35.0 | ||||
| Number Of Employees | 11 | ||||
| Beta | 0.2 | ||||
| Market Capitalization | 87.12 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.
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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.