Phenixfin Stock Buy Hold or Sell Recommendation
| PFX Stock | USD 43.38 0.10 0.23% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Phenixfin is 'Cautious Hold'. Macroaxis provides Phenixfin buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PFX positions. The advice algorithm takes into account all of Phenixfin's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Phenixfin's buy or sell advice are summarized below:
Real Value 39.41 | Target Price 35 | Hype Value 43.4 | Market Value 43.38 | Naive Value 43.76 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Phenixfin given historical horizon and risk tolerance towards Phenixfin. When Macroaxis issues a 'buy' or 'sell' recommendation for Phenixfin, the advice is generated through an automated system that utilizes algorithms and statistical models.
Phenixfin |
Execute Phenixfin Buy or Sell Advice
The Phenixfin recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Phenixfin. Macroaxis does not own or have any residual interests in Phenixfin or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Phenixfin's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Phenixfin Trading Alerts and Improvement Suggestions
| Phenixfin generated a negative expected return over the last 90 days | |
| Phenixfin is unlikely to experience financial distress in the next 2 years | |
| 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 |
Phenixfin Returns Distribution Density
The distribution of Phenixfin's historical returns is an attempt to chart the uncertainty of Phenixfin's future price movements. The chart of the probability distribution of Phenixfin daily returns describes the distribution of returns around its average expected value. We use Phenixfin price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Phenixfin returns is essential to provide solid investment advice for Phenixfin.
| Mean Return | -0.02 | Value At Risk | -1.49 | Potential Upside | 1.35 | Standard Deviation | 0.89 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Phenixfin historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Phenixfin Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phenixfin is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phenixfin backward and forwards among themselves. Phenixfin's institutional investor refers to the entity that pools money to purchase Phenixfin's securities or originates 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 | Ubs Group Ag | 2023-12-31 | 1.8 K | Retirement Group, Llc | 2023-12-31 | 1.2 K | Wells Fargo & Co | 2023-12-31 | 260 | Archer Investment Corporation | 2023-12-31 | 126 | Confluence Investment Management Llc | 2023-09-30 | 0.0 | Wealthplan Investment Management, Llc | 2023-09-30 | 0.0 | Bank Of America Corp | 2023-09-30 | 0.0 | Adalta Capital Management Llc | 2023-12-31 | 135.7 K | Northwestern Mutual Wealth Management Co | 2023-12-31 | 131.5 K | 22nw, Lp | 2023-12-31 | 117.9 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 66.3 K |
Phenixfin Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Net Income | (65.8M) | 1.3M | (6.1M) | 26.9M | 31.0M | 32.5M | |
| End Period Cash Flow | 56.5M | 69.4M | 22.8M | 6.0M | 6.9M | 6.5M | |
| Change In Cash | (27.8M) | 12.9M | (46.7M) | (16.8M) | (15.1M) | (14.3M) | |
| Free Cash Flow | 78.4M | 95.1M | (29.3M) | (20.7M) | (23.8M) | (25.0M) | |
| Depreciation | (118.3K) | (44.5M) | 149.0M | (1.2B) | (1.1B) | (1.0B) | |
| Other Non Cash Items | 155.5M | 95.6M | (189.6M) | 1.2B | 1.3B | 1.4B | |
| Dividends Paid | 3.0 | 81.2M | 265.8K | 107.9M | 124.0M | 130.2M | |
| Net Borrowings | (163.1M) | (106.1M) | (74.0M) | (55.3M) | (49.8M) | (52.3M) | |
| Change To Netincome | 260.6M | 152.6M | 95.2M | (41.0M) | (36.9M) | (35.1M) |
Phenixfin Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Phenixfin or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Phenixfin's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Phenixfin stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.03 | |
β | Beta against NYSE Composite | 0.07 | |
σ | Overall volatility | 0.78 | |
Ir | Information ratio | -0.09 |
Phenixfin Volatility Alert
Phenixfin exhibits very low volatility with skewness of -0.35 and kurtosis of 0.82. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Phenixfin's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Phenixfin's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Phenixfin Fundamentals Vs Peers
Comparing Phenixfin's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Phenixfin's direct or indirect competition across all of the common fundamentals between Phenixfin and the related equities. This way, we can detect undervalued stocks with similar characteristics as Phenixfin or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Phenixfin's fundamental indicators could also be used in its relative valuation, which is a method of valuing Phenixfin by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Phenixfin to competition |
| Fundamentals | Phenixfin | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.035 | -0.14 |
| Profit Margin | 1.30 % | (1.27) % |
| Operating Margin | 0.57 % | (5.51) % |
| Current Valuation | 161.74 M | 16.62 B |
| Shares Outstanding | 2.06 M | 571.82 M |
| Shares Owned By Insiders | 19.64 % | 10.09 % |
| Shares Owned By Institutions | 32.41 % | 39.21 % |
| Number Of Shares Shorted | 2.63 K | 4.71 M |
| Price To Earning | 71.80 X | 28.72 X |
| Price To Book | 0.60 X | 9.51 X |
| Price To Sales | 4.31 X | 11.42 X |
| Revenue | 35.01 M | 9.43 B |
| Gross Profit | 15.54 M | 27.38 B |
| EBITDA | 5.57 B | 3.9 B |
| Net Income | 26.92 M | 570.98 M |
| Cash And Equivalents | 24.38 M | 2.7 B |
| Cash Per Share | 11.10 X | 5.01 X |
| Total Debt | 84.25 M | 5.32 B |
| Debt To Equity | 0.61 % | 48.70 % |
| Current Ratio | 12.11 X | 2.16 X |
| Book Value Per Share | 73.14 X | 1.93 K |
| Cash Flow From Operations | (20.71 M) | 971.22 M |
| Short Ratio | 0.45 X | 4.00 X |
| Earnings Per Share | 13.18 X | 3.12 X |
| Price To Earnings To Growth | 8.34 X | 4.89 X |
| Target Price | 35.0 | |
| Number Of Employees | 9 | 18.84 K |
| Beta | 1.02 | -0.15 |
| Market Capitalization | 89.18 M | 19.03 B |
| Total Asset | 239.69 M | 29.47 B |
| Retained Earnings | (548.11 M) | 9.33 B |
| Net Asset | 239.69 M |
Note: Acquisition by David Lorber of 1000 shares of Phenixfin at 38.0404 subject to Rule 16b-3 [view details]
Phenixfin Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Phenixfin . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Phenixfin Buy or Sell Advice
When is the right time to buy or sell Phenixfin? Buying financial instruments such as Phenixfin Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 78.0M | 84.3M | 75.8M | 72.0M | Total Assets | 218.9M | 239.7M | 215.7M | 204.9M |
Use Investing Ideas to Build Portfolios
In addition to having Phenixfin in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run High Dividend Yield ETFs Thematic Idea Now
High Dividend Yield ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The High Dividend Yield ETFs theme has 105 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize High Dividend Yield ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Phenixfin Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Phenixfin Stock please use our How to Invest in Phenixfin guide.Note that the Phenixfin information on this page should be used as a complementary analysis to other Phenixfin's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Complementary 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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |
Is Phenixfin's industry 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 Phenixfin. If investors know Phenixfin 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 Phenixfin listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.163 | Earnings Share 13.18 | Revenue Per Share 10.143 | Quarterly Revenue Growth 0.217 | Return On Assets 0.035 |
The market value of Phenixfin is measured differently than its book value, which is the value of Phenixfin that is recorded on the company's balance sheet. Investors also form their own opinion of Phenixfin's value that differs from its market value or its book value, called intrinsic value, which is Phenixfin'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 Phenixfin's market value can be influenced by many factors that don't directly affect Phenixfin's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phenixfin's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phenixfin is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phenixfin'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.