Phenixfin Operating Margin
| PFX Stock | USD 42.78 0.00 0.00% |
As of the 16th of February 2026, Phenixfin holds the Risk Adjusted Performance of 0.0209, coefficient of variation of 5645.6, and Semi Deviation of 2.16. 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's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Phenixfin's valuation are provided below:Phenixfin does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Phenixfin | Build AI portfolio with Phenixfin Stock |
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.
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.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Phenixfin on November 18, 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, Auburn National, Highest Performances, Great Elm, 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.
| Downside Deviation | 2.33 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 12.44 | |||
| Value At Risk | (4.28) | |||
| Potential Upside | 4.38 |
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 | 0.0209 | |||
| Jensen Alpha | 0.0809 | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.04) |
Phenixfin February 16, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0209 | |||
| Market Risk Adjusted Performance | (0.03) | |||
| Mean Deviation | 1.65 | |||
| Semi Deviation | 2.16 | |||
| Downside Deviation | 2.33 | |||
| Coefficient Of Variation | 5645.6 | |||
| Standard Deviation | 2.36 | |||
| Variance | 5.59 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0809 | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | (0.04) | |||
| Maximum Drawdown | 12.44 | |||
| Value At Risk | (4.28) | |||
| Potential Upside | 4.38 | |||
| Downside Variance | 5.43 | |||
| Semi Variance | 4.68 | |||
| Expected Short fall | (1.73) | |||
| Skewness | 0.5396 | |||
| Kurtosis | 1.99 |
Phenixfin Backtested Returns
At this stage we consider Phenixfin Stock to be very steady. Phenixfin maintains Sharpe Ratio (i.e., Efficiency) of 0.0177, which implies the firm had a 0.0177 % 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 0.0209, semi deviation of 2.16, and Coefficient Of Variation of 5645.6 to confirm if the risk estimate we provide is consistent with the expected return of 0.0419%. Phenixfin has a performance score of 1 on a scale of 0 to 100. The company holds a Beta of -0.82, which implies possible diversification benefits within a given portfolio. 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 2.36%. Please check Phenixfin sortino ratio, as well as the relationship between the semi variance and day typical price , to decide if Phenixfin will be following its historical price patterns.
Auto-correlation | -0.27 |
Weak reverse predictability
Phenixfin has weak reverse predictability. Overlapping area represents the amount of predictability between Phenixfin time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 -0.27 indicates that nearly 27.0% of current Phenixfin price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.27 | |
| Spearman Rank Test | -0.16 | |
| Residual Average | 0.0 | |
| Price Variance | 0.52 |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
| Competition |
Based on the recorded statements, Phenixfin has an Operating Margin of 0.6845%. This is 96.29% lower than that of the Capital Markets sector and 97.36% lower than that of the Financials industry. The operating margin for all United States stocks is 112.42% lower than that of the firm.
Phenixfin Operating Margin 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 Operating Margin 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 operating margin category among its peers.
Phenixfin Fundamentals
| Return On Equity | -0.0193 | ||||
| Return On Asset | 0.0319 | ||||
| Profit Margin | (0.12) % | ||||
| Operating Margin | 0.68 % | ||||
| Current Valuation | 231.11 M | ||||
| Shares Outstanding | 2 M | ||||
| Shares Owned By Insiders | 21.16 % | ||||
| Shares Owned By Institutions | 27.40 % | ||||
| Number Of Shares Shorted | 351 | ||||
| Price To Earning | 71.80 X | ||||
| Price To Book | 0.55 X | ||||
| Price To Sales | 3.33 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 | 85.49 M | ||||
| Total Asset | 316.91 B | ||||
| Retained Earnings | (543.87 M) | ||||
| 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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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.