Phx Minerals Stock Beta
| PHX Stock | USD 3.74 0.04 1.08% |
PHX Minerals fundamentals help investors to digest information that contributes to PHX Minerals' financial success or failures. It also enables traders to predict the movement of PHX Stock. The fundamental analysis module provides a way to measure PHX Minerals' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to PHX Minerals stock.
PHX | Beta |
PHX Minerals Company Beta Analysis
PHX Minerals' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current PHX Minerals Beta | 0.55 |
Most of PHX Minerals' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, PHX Minerals is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
PHX Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for PHX Minerals is extremely important. It helps to project a fair market value of PHX Stock properly, considering its historical fundamentals such as Beta. Since PHX Minerals' 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 PHX Minerals' 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 PHX Minerals' interrelated accounts and indicators.
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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, PHX Minerals has a Beta of 0.546. This is 67.88% lower than that of the Oil, Gas & Consumable Fuels sector and 64.55% lower than that of the Energy industry. The beta for all United States stocks is notably lower than that of the firm.
PHX Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses PHX Minerals' 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 PHX Minerals could also be used in its relative valuation, which is a method of valuing PHX Minerals by comparing valuation metrics of similar companies.PHX Minerals is currently under evaluation in beta category among its peers.
PHX Minerals Current Valuation Drivers
We derive many important indicators used in calculating different scores of PHX Minerals from analyzing PHX Minerals' financial statements. These drivers represent accounts that assess PHX Minerals' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of PHX Minerals' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 24.3M | 79.3M | 111.5M | 115.9M | 104.3M | 116.8M | |
| Enterprise Value | 43.4M | 95.3M | 137.6M | 148.5M | 133.6M | 130.1M |
PHX Minerals 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, PHX Minerals' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to PHX Minerals' managers, analysts, and investors.Environmental | Governance | Social |
PHX Minerals Institutional Holders
Institutional Holdings refers to the ownership stake in PHX Minerals that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of PHX Minerals' 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 PHX Minerals' value.| Shares | Susquehanna International Group, Llp | 2024-06-30 | 206.6 K | Empowered Funds, Llc | 2024-06-30 | 122.3 K | Wells Fargo & Co | 2024-06-30 | 117.5 K | State Street Corp | 2024-06-30 | 91 K | Stifel Financial Corp | 2024-06-30 | 77.5 K | Northern Trust Corp | 2024-09-30 | 74.3 K | Royal Bank Of Canada | 2024-06-30 | 62 K | O'shaughnessy Asset Management Llc | 2024-06-30 | 60.7 K | Requisite Capital Management, Llc | 2024-09-30 | 58.6 K | Edenbrook Capital Llc | 2024-09-30 | 3.4 M | Punch & Associates Inv Mgmt Inc | 2024-09-30 | 2.5 M |
As returns on the market increase, PHX Minerals' returns are expected to increase less than the market. However, during the bear market, the loss of holding PHX Minerals is expected to be smaller as well.
PHX Fundamentals
| Return On Equity | 0.0385 | ||||
| Return On Asset | 0.0365 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.28 % | ||||
| Current Valuation | 164.58 M | ||||
| Shares Outstanding | 37.48 M | ||||
| Shares Owned By Insiders | 15.02 % | ||||
| Shares Owned By Institutions | 44.23 % | ||||
| Number Of Shares Shorted | 134.8 K | ||||
| Price To Earning | 21.21 X | ||||
| Price To Book | 1.12 X | ||||
| Price To Sales | 4.39 X | ||||
| Revenue | 35.72 M | ||||
| Gross Profit | 57.16 M | ||||
| EBITDA | 25.34 M | ||||
| Net Income | 13.92 M | ||||
| Cash And Equivalents | 3.4 M | ||||
| Cash Per Share | 0.12 X | ||||
| Total Debt | 33.45 M | ||||
| Debt To Equity | 0.30 % | ||||
| Current Ratio | 1.49 X | ||||
| Book Value Per Share | 3.43 X | ||||
| Cash Flow From Operations | 24.17 M | ||||
| Short Ratio | 2.34 X | ||||
| Earnings Per Share | 0.13 X | ||||
| Target Price | 4.5 | ||||
| Number Of Employees | 20 | ||||
| Beta | 0.55 | ||||
| Market Capitalization | 140.18 M | ||||
| Total Asset | 166.51 M | ||||
| Retained Earnings | 80.02 M | ||||
| Working Capital | 8.15 M | ||||
| Current Asset | 6.57 M | ||||
| Current Liabilities | 4.47 M | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 1.88 % | ||||
| Net Asset | 166.51 M | ||||
| Last Dividend Paid | 0.13 |
About PHX Minerals Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze PHX Minerals's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of PHX Minerals using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of PHX Minerals 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 PHX Minerals' price analysis, check to measure PHX Minerals' 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 PHX Minerals is operating at the current time. Most of PHX Minerals' value examination focuses on studying past and present price action to predict the probability of PHX Minerals' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PHX Minerals' price. Additionally, you may evaluate how the addition of PHX Minerals to your portfolios can decrease your overall portfolio volatility.