Is Phunware Stock a Good Investment?
Phunware Investment Advice | PHUN |
- Examine Phunware'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 Phunware's leadership team and their track record. Good management can help Phunware navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Systems Software space and any emerging trends that could impact Phunware's business and its evolving consumer preferences.
- Compare Phunware's performance and market position to its competitors. Analyze how Phunware is positioned in terms of product offerings, innovation, and market share.
- Check if Phunware pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Phunware'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 Phunware 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 Phunware is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Extremely Dangerous | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | High | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Phunware Stock
Researching Phunware'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). The book value of the company was at this time reported as 2.48. The company recorded a loss per share of 8.52. Phunware had not issued any dividends in recent years. The entity had 1:50 split on the 27th of February 2024.
To determine if Phunware 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 Phunware's research are outlined below:
| Phunware is way too risky over 90 days horizon | |
| Phunware appears to be risky and price may revert if volatility continues | |
| Phunware has high likelihood to experience some financial distress in the next 2 years | |
| Phunware currently holds 6.6 M in liabilities with Debt to Equity (D/E) ratio of 0.52, which is about average as compared to similar companies. Phunware has a current ratio of 0.88, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Phunware's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 4.83 M. Net Loss for the year was (41.94 M) with profit before overhead, payroll, taxes, and interest of 5.08 M. | |
| Phunware currently holds about 8.54 M in cash with (18.43 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.08. | |
| Phunware has a poor financial position based on the latest SEC disclosures | |
| Latest headline from zacks.com: Heres Why Phunware is Poised for a Turnaround After Losing -36.04 percent in 4 Weeks |
Phunware 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 Phunware. 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 Phunware'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.
| 28th of March 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 28th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Phunware'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 Phunware's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-03-23 | 2022-12-31 | -0.08 | -0.09 | -0.01 | 12 | ||
2022-11-10 | 2022-09-30 | -0.07 | -0.08 | -0.01 | 14 | ||
2021-11-11 | 2021-09-30 | -0.04 | -0.03 | 0.01 | 25 | ||
2021-08-12 | 2021-06-30 | -0.07 | -0.08 | -0.01 | 14 | ||
2020-08-14 | 2020-06-30 | -0.09 | -0.08 | 0.01 | 11 | ||
2023-05-11 | 2023-03-31 | -0.07 | -0.04 | 0.03 | 42 | ||
2021-03-25 | 2020-12-31 | -0.08 | -0.12 | -0.04 | 50 | ||
2024-08-08 | 2024-06-30 | -0.37 | -0.32 | 0.05 | 13 |
Know Phunware's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phunware is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phunware backward and forwards among themselves. Phunware's institutional investor refers to the entity that pools money to purchase Phunware'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 | Advisor Group Holdings, Inc. | 2024-09-30 | 2 K | Wells Fargo & Co | 2024-09-30 | 1 K | Federated Hermes Inc | 2024-09-30 | 556 | Barclays Plc | 2024-09-30 | 245 | Belvedere Trading Llc | 2024-09-30 | 169 | Bank Of America Corp | 2024-09-30 | 94.0 | Citigroup Inc | 2024-09-30 | 83.0 | Global Retirement Partners, Llc. | 2024-09-30 | 40.0 | Halpern Financial Inc | 2024-09-30 | 30.0 | Vanguard Group Inc | 2024-09-30 | 384 K | Blackrock Inc | 2024-06-30 | 240.6 K |
Phunware's market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 86.12 M.Market Cap |
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Phunware's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (7.85) | (7.45) | |
| Return On Capital Employed | 4.67 | 4.91 | |
| Return On Assets | (7.85) | (7.45) | |
| Return On Equity | 4.61 | 4.84 |
Determining Phunware's profitability involves analyzing its financial statements and using various financial metrics to determine if Phunware is a good buy. For example, gross profit margin measures Phunware'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 Phunware's profitability and make more informed investment decisions.
Evaluate Phunware's management efficiency
Phunware has return on total asset (ROA) of (0.2153) % which means that it has lost $0.2153 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (1.5574) %, meaning that it created substantial loss on money invested by shareholders. Phunware's management efficiency ratios could be used to measure how well Phunware manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Phunware's Return On Capital Employed is very stable compared to the past year. As of the 17th of December 2024, Return On Equity is likely to grow to 4.84, though Return On Tangible Assets are likely to grow to (7.45). At this time, Phunware's Intangibles To Total Assets are very stable compared to the past year. As of the 17th of December 2024, Debt To Assets is likely to grow to 0.87, while Total Assets are likely to drop about 6.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (4.81) | (4.57) | |
| Tangible Book Value Per Share | (4.81) | (4.57) | |
| Enterprise Value Over EBITDA | (0.31) | (0.33) | |
| Price Book Value Ratio | (0.85) | (0.81) | |
| Enterprise Value Multiple | (0.31) | (0.33) | |
| Price Fair Value | (0.85) | (0.81) | |
| Enterprise Value | 12.4 M | 11.8 M |
Phunware benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Beta 2.416 |
Basic technical analysis of Phunware Stock
As of the 17th of December 2024, Phunware holds the Coefficient Of Variation of 1169.17, risk adjusted performance of 0.0711, and Semi Deviation of 9.47. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Phunware, as well as the relationship between them.Phunware'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 Phunware insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phunware'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 Phunware 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.
Phunware's Outstanding Corporate Bonds
Phunware 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. Phunware 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 Phunware bonds can be classified according to their maturity, which is the date when Phunware 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 | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Phunware's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Phunware'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 | 0.0711 | |||
| Market Risk Adjusted Performance | 0.6415 | |||
| Mean Deviation | 7.83 | |||
| Semi Deviation | 9.47 | |||
| Downside Deviation | 10.1 | |||
| Coefficient Of Variation | 1169.17 | |||
| Standard Deviation | 11.35 | |||
| Variance | 128.76 | |||
| Information Ratio | 0.078 | |||
| Jensen Alpha | 0.8459 | |||
| Total Risk Alpha | (0.22) | |||
| Sortino Ratio | 0.0877 | |||
| Treynor Ratio | 0.6315 | |||
| Maximum Drawdown | 78.43 | |||
| Value At Risk | (13.59) | |||
| Potential Upside | 21.48 | |||
| Downside Variance | 101.92 | |||
| Semi Variance | 89.64 | |||
| Expected Short fall | (9.02) | |||
| Skewness | 0.1942 | |||
| Kurtosis | 3.26 |
| Risk Adjusted Performance | 0.0711 | |||
| Market Risk Adjusted Performance | 0.6415 | |||
| Mean Deviation | 7.83 | |||
| Semi Deviation | 9.47 | |||
| Downside Deviation | 10.1 | |||
| Coefficient Of Variation | 1169.17 | |||
| Standard Deviation | 11.35 | |||
| Variance | 128.76 | |||
| Information Ratio | 0.078 | |||
| Jensen Alpha | 0.8459 | |||
| Total Risk Alpha | (0.22) | |||
| Sortino Ratio | 0.0877 | |||
| Treynor Ratio | 0.6315 | |||
| Maximum Drawdown | 78.43 | |||
| Value At Risk | (13.59) | |||
| Potential Upside | 21.48 | |||
| Downside Variance | 101.92 | |||
| Semi Variance | 89.64 | |||
| Expected Short fall | (9.02) | |||
| Skewness | 0.1942 | |||
| Kurtosis | 3.26 |
Consider Phunware's intraday indicators
Phunware 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 Phunware 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.
| Accumulation Distribution | 29572.81 | |||
| Daily Balance Of Power | 0.3125 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 4.34 | |||
| Day Typical Price | 4.35 | |||
| Price Action Indicator | 0.065 | |||
| Period Momentum Indicator | 0.05 |
Phunware Corporate Filings
F4 | 26th of November 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 |
10Q | 8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 1st of November 2024 Other Reports | ViewVerify |
Phunware Stock media impact
Far too much social signal, news, headlines, and media speculation about Phunware that are available to investors today. That information is available publicly through Phunware media outlets and privately through word of mouth or via Phunware internal channels. However, regardless of the origin, that massive amount of Phunware 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 Phunware 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 Phunware 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 Phunware's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Phunware alpha.
Phunware Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Phunware 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.
Phunware Corporate Management
| Christopher Olive | General VP | Profile | |
| Mike Snavely | Ex Marketing | Profile | |
| Alan Knitowski | President, CoFounder | Profile | |
| Troy Reisner | Chief Officer | Profile | |
| Jeremy Kidd | Senior Marketing | Profile | |
| Blythe Masters | Strategic Advisor | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phunware. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. To learn how to invest in Phunware Stock, please use our How to Invest in Phunware guide.You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Is Systems Software 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 Phunware. If investors know Phunware 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 Phunware listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (8.52) | Revenue Per Share 0.484 | Quarterly Revenue Growth (0.76) | Return On Assets (0.22) | Return On Equity (1.56) |
The market value of Phunware is measured differently than its book value, which is the value of Phunware that is recorded on the company's balance sheet. Investors also form their own opinion of Phunware's value that differs from its market value or its book value, called intrinsic value, which is Phunware'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 Phunware's market value can be influenced by many factors that don't directly affect Phunware's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Phunware's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Phunware is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phunware'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.