Phenixfin Stock Performance
| PFX Stock | USD 43.50 2.00 4.82% |
The company holds a Beta of 0.59, which implies possible diversification benefits within a given portfolio. 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. At this point, Phenixfin has a negative expected return of -0.19%. Please make sure to check Phenixfin's coefficient of variation, value at risk, as well as the relationship between the Value At Risk and rate of daily change , to decide if Phenixfin performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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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 latest uncertain performance, the Stock's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return 3.61 | Five Day Return 3.32 | Year To Date Return (14.14) | Ten Year Return (89.24) | All Time Return (89.18) |
Forward Dividend Yield 0.029 | Payout Ratio | Last Split Factor 1:20 | Dividend Date 2025-02-18 | Ex Dividend Date 2025-02-14 |
1 | Acquisition by Robinson Lowell W of 189 shares of Phenixfin at 49.25 subject to Rule 16b-3 | 08/19/2025 |
2 | Acquisition by Robinson Lowell W of tradable shares of Phenixfin at 49.28 subject to Rule 16b-3 | 08/20/2025 |
3 | Acquisition by David Lorber of 200 shares of Phenixfin at 47.83 subject to Rule 16b-3 | 09/03/2025 |
4 | Acquisition by David Lorber of 300 shares of Phenixfin at 48.41 subject to Rule 16b-3 | 09/04/2025 |
5 | Acquisition by David Lorber of 100 shares of Phenixfin at 48.93 subject to Rule 16b-3 | 09/05/2025 |
6 | Acquisition by Robinson Lowell W of 250 shares of Phenixfin at 48.17 subject to Rule 16b-3 | 09/09/2025 |
7 | Acquisition by Robinson Lowell W of tradable shares of Phenixfin at 48.09 subject to Rule 16b-3 | 09/16/2025 |
8 | Acquisition by Mcmillan Ellida of 248 shares of Phenixfin at 47.75 subject to Rule 16b-3 | 09/23/2025 |
9 | PhenixFIN Upgraded at Zacks Research | 10/03/2025 |
10 | Acquisition by David Lorber of 2975 shares of Phenixfin at 34.59 subject to Rule 16b-3 | 10/09/2025 |
11 | PFX Group Unites as One Company at 2025 AAPEX, Launches The Future Runs on Prestone Campaign and Breakthrough New Products | 10/29/2025 |
12 | Qfin Holdings Inc. - Sponsored ADR Q3 Earnings Lag Estimates | 11/18/2025 |
13 | Acquisition by David Lorber of 240 shares of Phenixfin at 36.73 subject to Rule 16b-3 | 11/19/2025 |
14 | Toronto-Dominion Bank Beats Q4 Earnings and Revenue Estimates | 12/04/2025 |
15 | PhenixFIN Q4 Earnings and Revenues Top Estimates | 12/12/2025 |
| Begin Period Cash Flow | 67.6 M | |
| Total Cashflows From Investing Activities | 100.3 M |
Phenixfin | Build AI portfolio with Phenixfin Stock |
Phenixfin Relative Risk vs. Return Landscape
If you would invest 4,813 in Phenixfin on September 16, 2025 and sell it today you would lose (463.00) from holding Phenixfin or give up 9.62% of portfolio value over 90 days. Phenixfin is generating negative expected returns assuming volatility of 1.6712% on return distribution over 90 days investment horizon. In other words, 15% 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 = -0.1152
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| Negative Returns | PFX |
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 | 0.0259 | |||
| Return On Asset | 0.0311 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.57 % | |||
| Current Valuation | 227.89 M | |||
| Shares Outstanding | 2 M | |||
| Price To Earning | 71.80 X | |||
| Price To Book | 0.56 X | |||
| Price To Sales | 3.45 X | |||
| Revenue | 13.34 M | |||
| Gross Profit | 25.26 M | |||
| EBITDA | 14.22 M | |||
| Net Income | 18.62 M | |||
| Cash And Equivalents | 24.38 M | |||
| Cash Per Share | 11.10 X | |||
| Total Debt | 150.45 M | |||
| Debt To Equity | 0.61 % | |||
| Current Ratio | 12.11 X | |||
| Book Value Per Share | 80.24 X | |||
| Cash Flow From Operations | (167.68 M) | |||
| Earnings Per Share | 3.05 X | |||
| Market Capitalization | 87.17 M | |||
| Total Asset | 316.91 B | |||
| Retained Earnings | (543.87 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 generated a negative expected return over the last 90 days | |
| Phenixfin has about 24.38 M in cash with (167.68 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 11.1. | |
| Roughly 21.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from zacks.com: PhenixFIN Q4 Earnings and Revenues Top Estimates |
- 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.