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PFX
Stock ticker: NASDAQ
AS OF
Dec 30, 10:59 AM (EDT)
Price
$50.80
Change
+$0.47 (+0.93%)
Capitalization
90.87M

PFX stock forecast, quote, news & analysis

PFX
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
published price charts
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A.I.Advisor
a Summary for PFX with price predictions
Dec 27, 2024

PFX's MACD Histogram crosses above signal line

The Moving Average Convergence Divergence (MACD) for PFX turned positive on December 13, 2024. Looking at past instances where PFX's MACD turned positive, the stock continued to rise in of 52 cases over the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on December 13, 2024. You may want to consider a long position or call options on PFX as a result. In of 113 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

PFX moved above its 50-day moving average on December 13, 2024 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for PFX crossed bullishly above the 50-day moving average on December 19, 2024. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where PFX advanced for three days, in of 203 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 184 cases where PFX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The 10-day RSI Indicator for PFX moved out of overbought territory on December 27, 2024. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 32 similar instances where the indicator moved out of overbought territory. In of the 32 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where PFX declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

PFX broke above its upper Bollinger Band on December 19, 2024. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

Fundamental Analysis (Ratings)

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. PFX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PFX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock worse than average.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.597) is normal, around the industry mean (2.751). P/E Ratio (3.311) is within average values for comparable stocks, (26.882). PFX's Projected Growth (PEG Ratio) (8.403) is slightly higher than the industry average of (3.172). Dividend Yield (0.000) settles around the average of (0.073) among similar stocks. P/S Ratio (2.511) is also within normal values, averaging (11.577).

A.I.Advisor
published Dividends

PFX paid dividends on June 10, 2024

PhenixFIN Corp PFX Stock Dividends
А quarterly dividend of $1.31 per share was paid with a record date of June 10, 2024, and an ex-dividend date of May 24, 2024. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), AMTD IDEA Group (NYSE:AMTD), WisdomTree (NYSE:WT).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.91B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 0%. For the same Industry, the average monthly price growth was -1%, and the average quarterly price growth was 8%. BCG experienced the highest price growth at 36%, while WEDXF experienced the biggest fall at -83%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -78%. For the same stocks of the Industry, the average monthly volume growth was -22% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 40
P/E Growth Rating: 51
Price Growth Rating: 55
SMR Rating: 63
Profit Risk Rating: 74
Seasonality Score: 29 (-100 ... +100)
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PFX
Daily Signalchanged days ago
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A.I. Advisor
published General Information

General Information

a closed-end investment trust

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
445 Park Avenue
Phone
+1 212 859-0390
Employees
6
Web
http://www.phenixfc.com