Is Phenixfin Stock a Good Investment?
Phenixfin Investment Advice | PFX |
- Examine Phenixfin's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Phenixfin's leadership team and their track record. Good management can help Phenixfin navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Phenixfin's business and its evolving consumer preferences.
- Compare Phenixfin's performance and market position to its competitors. Analyze how Phenixfin is positioned in terms of product offerings, innovation, and market share.
- Check if Phenixfin pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Phenixfin's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Phenixfin stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Phenixfin is a good investment.
Sell | Buy |
Sell
Market Performance | OK | Details | |
Volatility | Out of control | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Phenixfin Stock
Researching Phenixfin's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 20.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.61. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phenixfin recorded earning per share (EPS) of 9.64. The entity last dividend was issued on the 24th of May 2024. The firm had 1:20 split on the 27th of July 2020.
To determine if Phenixfin is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Phenixfin's research are outlined below:
| Phenixfin is way too risky over 90 days horizon | |
| Phenixfin appears to be risky and price may revert if volatility continues | |
| Phenixfin has about 24.38 M in cash with (20.71 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 11.1. | |
| Roughly 20.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: PhenixFIN Shares Pass Above 50-Day Moving Average - Whats Next - MarketBeat |
Phenixfin uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Phenixfin. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Phenixfin's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 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 |
Earnings surprises can significantly impact Phenixfin's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Phenixfin's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-02-06 | 2017-12-31 | 0.16 | 0.13 | -0.03 | 18 | ||
2020-12-11 | 2020-09-30 | -0.18 | -0.32 | -0.14 | 77 | ||
2017-05-09 | 2017-03-31 | 3.91 | 3.4 | -0.51 | 13 | ||
2024-08-06 | 2024-06-30 | 0.65 | 1.29 | 0.64 | 98 | ||
2018-12-04 | 2018-09-30 | 0.9 | 0.2 | -0.7 | 77 | ||
2020-08-07 | 2020-06-30 | -1 | -0.26 | 0.74 | 74 | ||
2014-02-06 | 2013-12-31 | 7.6 | 8.4 | 0.8 | 10 | ||
2020-05-11 | 2020-03-31 | -0.6 | -1.6 | -1.0 | 166 |
Know Phenixfin's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phenixfin is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phenixfin backward and forwards among themselves. Phenixfin's institutional investor refers to the entity that pools money to purchase Phenixfin's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Tower Research Capital Llc | 2024-06-30 | 401 | Wells Fargo & Co | 2024-06-30 | 261 | Archer Investment Corporation | 2024-06-30 | 126 | Main Street Group Ltd | 2024-06-30 | 50.0 | Manning & Napier Advisors, Llc | 2024-06-30 | 0.0 | Advisor Group Holdings, Inc. | 2024-06-30 | 0.0 | Northwestern Mutual Wealth Management Co | 2024-06-30 | 0.0 | Adalta Capital Management Llc | 2024-09-30 | 149.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 132.6 K | 22nw, Lp | 2024-06-30 | 117.9 K | American Financial Group Inc | 2024-09-30 | 64.3 K |
Phenixfin's market capitalization trends
The company currently falls under 'Micro-Cap' category with a total capitalization of 93.92 M.Market Cap |
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Phenixfin's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.13 | 0.14 | |
| Return On Capital Employed | 0.06 | 0.07 | |
| Return On Assets | 0.13 | 0.14 | |
| Return On Equity | 0.21 | 0.22 |
Determining Phenixfin's profitability involves analyzing its financial statements and using various financial metrics to determine if Phenixfin is a good buy. For example, gross profit margin measures Phenixfin's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Phenixfin's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Phenixfin's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Phenixfin. Check Phenixfin's Beneish M Score to see the likelihood of Phenixfin's management manipulating its earnings.
Evaluate Phenixfin's management efficiency
Phenixfin has Return on Asset of 0.0325 % which means that on every $100 spent on assets, it made $0.0325 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.135 %, implying that it generated $0.135 on every 100 dollars invested. Phenixfin's management efficiency ratios could be used to measure how well Phenixfin manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.14 in 2024. Return On Capital Employed is likely to rise to 0.07 in 2024. At this time, Phenixfin's Intangible Assets are fairly stable compared to the past year. Net Tangible Assets is likely to rise to about 188.4 M in 2024, whereas Total Assets are likely to drop slightly above 204.9 M in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 80.63 | 76.60 | |
| Tangible Book Value Per Share | 80.63 | 76.60 | |
| Enterprise Value Over EBITDA | 4.38 | 4.60 | |
| Price Book Value Ratio | 0.62 | 0.59 | |
| Enterprise Value Multiple | 4.38 | 4.60 | |
| Price Fair Value | 0.62 | 0.59 | |
| Enterprise Value | 181.5 M | 172.4 M |
The strategic decisions made by Phenixfin management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Forward Dividend Yield 0.029 | Beta 1.02 |
Basic technical analysis of Phenixfin Stock
As of the 22nd of November, Phenixfin holds the Coefficient Of Variation of (4,165), variance of 1.77, and Risk Adjusted Performance of (0.01). 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's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phenixfin insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phenixfin's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phenixfin insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Phenixfin's Outstanding Corporate Bonds
Phenixfin issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phenixfin uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phenixfin bonds can be classified according to their maturity, which is the date when Phenixfin has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Phenixfin's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Phenixfin's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | 0.4301 | |||
| Mean Deviation | 0.7301 | |||
| Coefficient Of Variation | (4,165) | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | 0.4201 | |||
| Maximum Drawdown | 12.03 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.53 | |||
| Skewness | 0.7068 | |||
| Kurtosis | 12.0 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | 0.4301 | |||
| Mean Deviation | 0.7301 | |||
| Coefficient Of Variation | (4,165) | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.22) | |||
| Treynor Ratio | 0.4201 | |||
| Maximum Drawdown | 12.03 | |||
| Value At Risk | (1.54) | |||
| Potential Upside | 1.53 | |||
| Skewness | 0.7068 | |||
| Kurtosis | 12.0 |
Consider Phenixfin's intraday indicators
Phenixfin intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Phenixfin stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Phenixfin Corporate Filings
8K | 6th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 11th of July 2024 Other Reports | ViewVerify | |
F4 | 21st of June 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 5th of March 2024 An amendment to the original Schedule 13D filing | ViewVerify |
Phenixfin Stock media impact
Far too much social signal, news, headlines, and media speculation about Phenixfin that are available to investors today. That information is available publicly through Phenixfin media outlets and privately through word of mouth or via Phenixfin internal channels. However, regardless of the origin, that massive amount of Phenixfin data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Phenixfin news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Phenixfin relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Phenixfin's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Phenixfin alpha.
Phenixfin Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Phenixfin can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Phenixfin Corporate Management
| Ryan Phalen | Managing Director | Profile | |
| Gerald Cummins | Chief Officer | Profile | |
| Benjamin Tilewick | Senior Analyst | Profile | |
| Chris Cannellos | Controller | Profile | |
| Ellida CPA | Chief Officer | Profile | |
| Therese Dyman | Controller | Profile |
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.