Phenixfin Stock Performance
| PFX Stock | USD 46.50 0.24 0.52% |
Phenixfin holds a performance score of 9 on a scale of zero to a hundred. The company holds a Beta of -0.0999, 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. Use Phenixfin coefficient of variation, value at risk, as well as the relationship between the Value At Risk and rate of daily change , to analyze future returns on Phenixfin.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Phenixfin are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly inconsistent technical and fundamental indicators, Phenixfin showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.15 | Five Day Return 1.88 | Year To Date Return 12.36 | Ten Year Return (92.79) | All Time Return (88.21) |
Forward Dividend Yield 0.029 | Payout Ratio 0.2148 | Last Split Factor 1:20 | Dividend Date 2024-06-10 | Ex Dividend Date 2024-05-24 |
1 | PhenixFIN Corporation Announces Fiscal Third Quarter 2024 Financ - GuruFocus.com | 08/20/2024 |
2 | PhenixFIN Share Price Crosses Above 50 Day Moving Average of 47.14 - MarketBeat | 09/12/2024 |
3 | Acquisition by Robinson Lowell W of tradable shares of Phenixfin at 40.35 subject to Rule 16b-3 | 10/17/2024 |
4 | PhenixFIN Shares Pass Above 50-Day Moving Average - Whats Next - MarketBeat | 11/19/2024 |
| Begin Period Cash Flow | 22.8 M |
Phenixfin |
Phenixfin Relative Risk vs. Return Landscape
If you would invest 4,674 in Phenixfin on August 24, 2024 and sell it today you would lose (24.00) from holding Phenixfin or give up 0.51% of portfolio value over 90 days. Phenixfin is generating 14.9898% of daily returns assuming volatility of 129.9695% on return distribution over 90 days investment horizon. In other words, majority of equities are less volatile than Phenixfin, and most equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Phenixfin Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Phenixfin's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Phenixfin, and traders can use it to determine the average amount a Phenixfin's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1153
| Best Portfolio | Best Equity | PFX | ||
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Estimated Market Risk
| 129.97 actual daily | 96 96% of assets are less volatile |
Expected Return
| 5.01 actual daily | 96 96% of assets have lower returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Phenixfin is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Phenixfin by adding it to a well-diversified portfolio.
Phenixfin Fundamentals Growth
Phenixfin Stock prices reflect investors' perceptions of the future prospects and financial health of Phenixfin, and Phenixfin fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Phenixfin Stock performance.
| Return On Equity | 0.14 | |||
| Return On Asset | 0.0325 | |||
| Profit Margin | 0.89 % | |||
| Operating Margin | 0.59 % | |||
| Current Valuation | 170.67 M | |||
| Shares Outstanding | 2.02 M | |||
| Price To Earning | 71.80 X | |||
| Price To Book | 0.61 X | |||
| Price To Sales | 4.21 X | |||
| Revenue | 35.01 M | |||
| Gross Profit | 15.54 M | |||
| EBITDA | 5.57 B | |||
| Net Income | 26.92 M | |||
| Cash And Equivalents | 24.38 M | |||
| Cash Per Share | 11.10 X | |||
| Total Debt | 84.53 M | |||
| Debt To Equity | 0.61 % | |||
| Current Ratio | 12.11 X | |||
| Book Value Per Share | 76.35 X | |||
| Cash Flow From Operations | (20.71 M) | |||
| Earnings Per Share | 9.64 X | |||
| Market Capitalization | 93.92 M | |||
| Total Asset | 239.69 M | |||
| Retained Earnings | (548.11 M) | |||
About Phenixfin Performance
Evaluating Phenixfin's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Phenixfin has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Phenixfin has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| 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 |
Things to note about Phenixfin performance evaluation
Checking the ongoing alerts about Phenixfin for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Phenixfin help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Phenixfin's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Phenixfin's stock is overvalued or undervalued compared to its peers.
- Examining Phenixfin's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Phenixfin's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Phenixfin's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Phenixfin's stock. These opinions can provide insight into Phenixfin's potential for growth and whether the stock is currently undervalued or overvalued.
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.