Phenixfin Stock Performance
| PFX Stock | USD 49.65 0.39 0.79% |
The company holds a Beta of 0.0315, which implies not very significant fluctuations relative to the market. As returns on the market increase, Phenixfin's returns are expected to increase less than the market. However, during the bear market, the loss of holding Phenixfin is expected to be smaller as well. Phenixfin right now holds a risk of 1.16%. Please check Phenixfin value at risk, as well as the relationship between the rate of daily change and relative strength index , to decide if Phenixfin will be following its historical price patterns.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Phenixfin has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, Phenixfin is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.79 | Five Day Return 0.81 | Year To Date Return (0.86) | Ten Year Return (89.81) | All Time Return (87.51) |
Forward Dividend Yield 0.029 | Payout Ratio | Last Split Factor 1:20 | Dividend Date 2025-02-18 | Ex Dividend Date 2025-02-14 |
1 | Disposition of 200 shares by Amster Howard of Phenixfin subject to Rule 16b-3 | 04/23/2025 |
2 | Legal General Group Plc Reduces Position in PhenixFIN Co. - Defense World | 04/29/2025 |
3 | PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results PFX Stock News | 05/06/2025 |
4 | PhenixFIN Corp Q2 2025 Earnings EPS and Revenue Miss Estimates with 6. ... | 05/07/2025 |
5 | Recochem Unifies Portfolio as Performance Fluid Experts Group | 05/29/2025 |
6 | Acquisition by David Lorber of 700 shares of Phenixfin at 47.91 subject to Rule 16b-3 | 06/16/2025 |
7 | Disposition of 315 shares by Amster Howard of Phenixfin at 48.64 subject to Rule 16b-3 | 06/17/2025 |
8 | PhenixFIN Trading At A Discount To Book With Hidden Tax Assets - Seeking Alpha | 06/26/2025 |
9 | PhenixFIN Co. 5.25 percent Notes due 2028 Shares Up 0.2 percent After Dividend Announcement - Defense World | 07/11/2025 |
| Begin Period Cash Flow | 6 M |
Phenixfin | Build AI portfolio with Phenixfin Stock |
Phenixfin Relative Risk vs. Return Landscape
If you would invest 4,975 in Phenixfin on April 27, 2025 and sell it today you would lose (10.00) from holding Phenixfin or give up 0.2% of portfolio value over 90 days. Phenixfin is generating 0.0028% of daily returns assuming volatility of 1.1591% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Phenixfin, and above 99% of all 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 = 0.0024
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| Negative Returns | PFX |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Phenixfin is not performing at its full potential. However, 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 Phenixfin 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 | 0.0656 | ||||
| Return On Asset | 0.0312 | ||||
| Profit Margin | 0.43 % | ||||
| Operating Margin | 0.59 % | ||||
| Current Valuation | 229.25 M | ||||
| Shares Outstanding | 2.02 M | ||||
| Price To Earning | 71.80 X | ||||
| Price To Book | 0.63 X | ||||
| Price To Sales | 4.17 X | ||||
| Revenue | 35.18 M | ||||
| Gross Profit | 24.04 M | ||||
| EBITDA | 24.34 M | ||||
| Net Income | 18.62 M | ||||
| Cash And Equivalents | 24.38 M | ||||
| Cash Per Share | 11.10 X | ||||
| Total Debt | 135.72 M | ||||
| Debt To Equity | 0.61 % | ||||
| Current Ratio | 12.11 X | ||||
| Book Value Per Share | 78.72 X | ||||
| Cash Flow From Operations | 16.1 M | ||||
| Earnings Per Share | 5.10 X | ||||
| Market Capitalization | 100.28 M | ||||
| Total Asset | 302.75 B | ||||
| Retained Earnings | (544.6 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 |
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 unlikely to experience financial distress in the next 2 years | |
| Phenixfin has a strong financial position based on the latest SEC filings | |
| About 21.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: PhenixFIN Co. 5.25 percent Notes due 2028 Shares Up 0.2 percent After Dividend Announcement - Defense World |
- 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.