Phenixfin Stock Alpha and Beta Analysis
| PFX Stock | USD 39.52 -0.48 -1.20% |
The alpha and beta module for Phenixfin measures how much of Phenixfin's returns are market-driven. A high Phenixfin beta amplifies market swings, making positive alpha essential to justify volatility. The following indicators relate to Phenixfin's risk premium positioning in the market. The risk premium framework provides a structured view of return drivers for stocks.
Beta -0.09 | Alpha -0.10 | Risk 3.09 | Sharpe Ratio -0.08 | Expected Return -0.24 |
Enterprise Value | 180.58 Million |
Beta quantifies how much an asset moves relative to its benchmark index. Alpha represents the intercept in the return relationship, the consistent excess above market exposure.
Phenixfin | Build portfolio with Phenixfin Stock |
Market Premiums
For Phenixfin, market premium analysis tests whether expected reward is strong enough for the market risk taken. This view helps compare return, market sensitivity, and the role the stock plays in the overall portfolio.| α | -0.1005 | β | -0.0907 |
Expected Buy-and-Hold Returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Phenixfin's Buy-and-hold return. Our buy-and-hold chart shows how Phenixfin performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Market Price Analysis
Price-action analysis on Phenixfin is useful because it shows how the market is currently processing news, volatility, and changing expectations around the asset. The practical goal is to identify where momentum, trend, and risk conditions may improve or weaken the reward profile before capital is committed.
Return and Market Media
The median price of Phenixfin for the period between Sat, Dec 27, 2025 and Fri, Mar 27, 2026 is 43.41 with a coefficient of variation of 4.12. The daily time series for the period is distributed with a sample standard deviation of 1.78, arithmetic mean of 43.22, and mean deviation of 1.41. The Stock received substantial amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by David Lorber of 138 shares of Phenixfin at 44.45 subject to Rule 16 b-3 | 12/16/2025 |
2 | Acquisition by David Lorber of 908 shares of Phenixfin at 44.74 subject to Rule 16 b-3 | 12/17/2025 |
3 | Acquisition by Mcmillan Ellida of tradable shares of Phenixfin at 45.0 subject to Rule 16 b-3 | 12/22/2025 |
4 | Acquisition by Mcmillan Ellida of 150 shares of Phenixfin at 45.3265 subject to Rule 16 b-3 | 12/23/2025 |
5 | Acquisition by David Lorber of 572 shares of Phenixfin at 46.05 subject to Rule 16 b-3 | 12/24/2025 |
6 | Phenixfin earnings missed by 6.26, revenue topped estimates - Investing.com Nigeria | 02/10/2026 |
7 | Acquisition by David Lorber of 2000 shares of Phenixfin at 47.6101 subject to Rule 16 b-3 | 02/20/2026 |
8 | Acquisition by Amster Howard of 11500 shares of Phenixfin at 42.56 subject to Rule 16 b-3 | 03/03/2026 |
9 | Phenix FIN Shares Pass Below Two Hundred Day Moving Average - Heres Why - Market Beat | 03/13/2026 |
10 | Acquisition by David Lorber of 1686 shares of Phenixfin at 44.48 subject to Rule 16 b-3 | 03/20/2026 |
Performance Metrics & Calculation Methodology
Phenixfin risk-adjusted performance measures whether returns compensate for the volatility borne by holders. Sharpe and Sortino ratios frame return efficiency relative to total and downside risk. Phenixfin shows ROE of -1.93%, ROA of 3.19%.
Inputs for Phenixfin come from periodic company reporting and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardPhenixfin Upcoming Company Events
A disciplined review of filing events for Phenixfin supports staying skeptical and informed when management narratives and reported numbers evolve. A skeptical event review can improve interpretation before the market fully absorbs the new disclosure.
| 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 |
Build Portfolio with Phenixfin
A disciplined portfolio workflow around Phenixfin should test whether the position strengthens diversification, return efficiency, and overall portfolio fit. The practical goal is to remove redundancy, improve diversification, and keep risk aligned with the intended return target.