Phunware Stock Beta
| PHUN Stock | USD 2.79 0.03 1.09% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Phunware's long-term financial health and intrinsic value.
Phunware | Beta | Build AI portfolio with Phunware Stock |
Phunware Company Beta Analysis
Phunware's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Phunware Beta | 2.51 |
Most of Phunware's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Phunware is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Phunware Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Phunware is extremely important. It helps to project a fair market value of Phunware Stock properly, considering its historical fundamentals such as Beta. Since Phunware's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Phunware's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Phunware's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Phunware has a Beta of 2.509. This is 136.7% higher than that of the Software sector and significantly higher than that of the Information Technology industry. The beta for all United States stocks is notably lower than that of the firm.
Phunware Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Phunware's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Phunware could also be used in its relative valuation, which is a method of valuing Phunware by comparing valuation metrics of similar companies.Phunware is currently under evaluation in beta category among its peers.
Phunware ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Phunware's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Phunware's managers, analysts, and investors.Environmental | Governance | Social |
Phunware Institutional Holders
Institutional Holdings refers to the ownership stake in Phunware that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Phunware's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Phunware's value.| Shares | Charles Schwab Investment Management Inc | 2025-06-30 | 10 K | Tower Research Capital Llc | 2025-06-30 | 2.5 K | Advisor Group Holdings, Inc. | 2025-06-30 | 2.4 K | Wells Fargo & Co | 2025-06-30 | 753 | Sbi Securities Co Ltd | 2025-06-30 | 526 | Bank Of America Corp | 2025-06-30 | 218 | Golden State Wealth Management, Llc | 2025-06-30 | 200 | Fortitude Family Office Llc | 2025-06-30 | 175 | Harbour Investments, Inc. | 2025-06-30 | 35.0 | Vanguard Group Inc | 2025-06-30 | 1 M | Blackrock Inc | 2025-06-30 | 556.8 K |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Phunware will likely underperform.
Phunware Fundamentals
| Return On Equity | -0.21 | ||||
| Return On Asset | -0.16 | ||||
| Operating Margin | (9.36) % | ||||
| Current Valuation | (48.96 M) | ||||
| Shares Outstanding | 20.19 M | ||||
| Shares Owned By Insiders | 0.50 % | ||||
| Shares Owned By Institutions | 11.69 % | ||||
| Number Of Shares Shorted | 1.23 M | ||||
| Price To Earning | (222.25) X | ||||
| Price To Book | 0.56 X | ||||
| Price To Sales | 23.21 X | ||||
| Revenue | 3.19 M | ||||
| Gross Profit | 1.01 M | ||||
| EBITDA | (10.12 M) | ||||
| Net Income | (10.32 M) | ||||
| Cash And Equivalents | 8.54 M | ||||
| Cash Per Share | 0.08 X | ||||
| Total Debt | 932 K | ||||
| Debt To Equity | 0.52 % | ||||
| Current Ratio | 0.90 X | ||||
| Book Value Per Share | 4.99 X | ||||
| Cash Flow From Operations | (13.3 M) | ||||
| Short Ratio | 4.62 X | ||||
| Earnings Per Share | (0.63) X | ||||
| Target Price | 6.0 | ||||
| Number Of Employees | 29 | ||||
| Beta | 2.51 | ||||
| Market Capitalization | 55.71 M | ||||
| Total Asset | 114.78 M | ||||
| Retained Earnings | (313.32 M) | ||||
| Working Capital | 107.31 M | ||||
| Current Asset | 11 K | ||||
| Current Liabilities | 20.86 M | ||||
| Net Asset | 114.78 M |
About Phunware Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Phunware's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Phunware using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Phunware based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Phunware
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Phunware position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Phunware will appreciate offsetting losses from the drop in the long position's value.Moving together with Phunware Stock
Moving against Phunware Stock
The ability to find closely correlated positions to Phunware could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Phunware when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Phunware - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Phunware to buy it.
The correlation of Phunware is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Phunware moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Phunware moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Phunware can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Phunware Piotroski F Score and Phunware Altman Z Score analysis. To learn how to invest in Phunware Stock, please use our How to Invest in Phunware guide.You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Is Application Software space 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 Phunware. If investors know Phunware 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 Phunware listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.63) | Revenue Per Share | Quarterly Revenue Growth (0.55) | Return On Assets | Return On Equity |
The market value of Phunware is measured differently than its book value, which is the value of Phunware that is recorded on the company's balance sheet. Investors also form their own opinion of Phunware's value that differs from its market value or its book value, called intrinsic value, which is Phunware'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 Phunware's market value can be influenced by many factors that don't directly affect Phunware'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 Phunware's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phunware is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phunware'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.