Is Phunware Stock a Good Investment?
Phunware Investment Advice | PHUN |
- Examine Phunware's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Phunware's leadership team and their track record. Good management can help Phunware navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Application Software space and any emerging trends that could impact Phunware's business and its evolving consumer preferences.
- Compare Phunware's performance and market position to its competitors. Analyze how Phunware is positioned in terms of product offerings, innovation, and market share.
- Check if Phunware pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Phunware's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Phunware stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Phunware is a good investment.
Sell | Buy |
Strong Sell
Market Performance | OK | Details | |
Volatility | Unstable | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Phunware Stock
Researching Phunware's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.67. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phunware recorded a loss per share of 0.79. The entity had not issued any dividends in recent years. The firm had 1:50 split on the 27th of February 2024.
To determine if Phunware is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Phunware's research are outlined below:
Phunware appears to be risky and price may revert if volatility continues | |
Phunware currently holds 932 K in liabilities with Debt to Equity (D/E) ratio of 0.52, which is about average as compared to similar companies. Phunware has a current ratio of 0.88, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Phunware's use of debt, we should always consider it together with its cash and equity. | |
The entity reported the previous year's revenue of 3.19 M. Net Loss for the year was (10.32 M) with profit before overhead, payroll, taxes, and interest of 1.29 M. | |
Phunware currently holds about 8.54 M in cash with (13.3 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.08. | |
Phunware has a frail financial position based on the latest SEC disclosures | |
Latest headline from gurufocus.com: Phunware Announces Updates to Senior Leadership Team PHUN Stock News |
Phunware uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Phunware. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Phunware's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
28th of March 2024 Upcoming Quarterly Report | View | |
9th of May 2024 Next Financial Report | View | |
31st of December 2023 Next Fiscal Quarter End | View | |
28th of March 2024 Next Fiscal Year End | View | |
30th of September 2023 Last Quarter Report | View | |
31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Phunware's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Phunware's investors have experienced.
Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
---|---|---|---|---|---|---|---|
2023-03-23 | 2022-12-31 | -0.08 | -0.09 | -0.01 | 12 | ||
2022-11-10 | 2022-09-30 | -0.07 | -0.08 | -0.01 | 14 | ||
2021-11-11 | 2021-09-30 | -0.04 | -0.03 | 0.01 | 25 | ||
2021-08-12 | 2021-06-30 | -0.07 | -0.08 | -0.01 | 14 | ||
2020-08-14 | 2020-06-30 | -0.09 | -0.08 | 0.01 | 11 | ||
2023-05-11 | 2023-03-31 | -0.07 | -0.04 | 0.03 | 42 | ||
2021-03-25 | 2020-12-31 | -0.08 | -0.12 | -0.04 | 50 | ||
2024-08-08 | 2024-06-30 | -0.37 | -0.32 | 0.05 | 13 |
Know Phunware's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phunware is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phunware backward and forwards among themselves. Phunware's institutional investor refers to the entity that pools money to purchase Phunware's securities or originate 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 | Atria Wealth Solutions, Inc. | 2025-03-31 | 10 K | Charles Schwab Investment Management Inc | 2025-03-31 | 10 K | Federation Des Caisses Desjardins Du Quebec | 2025-03-31 | 6 K | Tower Research Capital Llc | 2025-03-31 | 5.2 K | Advisor Group Holdings, Inc. | 2025-03-31 | 2.7 K | Caitong International Asset Management Co., Limited. | 2025-03-31 | 2.2 K | Wells Fargo & Co | 2025-03-31 | 753 | Sbi Securities Co Ltd | 2025-03-31 | 469 | Golden State Wealth Management, Llc | 2025-03-31 | 200 | Vanguard Group Inc | 2025-03-31 | 1 M | Blackrock Inc | 2025-03-31 | 532.9 K |
Phunware's market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 68.98 M.Market Cap |
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Phunware's profitablity analysis
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | (0.09) | (0.09) | |
Return On Capital Employed | (0.10) | (0.10) | |
Return On Assets | (0.09) | (0.09) | |
Return On Equity | (0.10) | (0.09) |
Determining Phunware's profitability involves analyzing its financial statements and using various financial metrics to determine if Phunware is a good buy. For example, gross profit margin measures Phunware's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Phunware's profitability and make more informed investment decisions.
Evaluate Phunware's management efficiency
Phunware has return on total asset (ROA) of (0.1452) % which means that it has lost $0.1452 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.1987) %, meaning that it created substantial loss on money invested by shareholders. Phunware's management efficiency ratios could be used to measure how well Phunware manages its routine affairs as well as how well it operates its assets and liabilities. As of the 20th of July 2025, Return On Tangible Assets is likely to drop to -0.09. In addition to that, Return On Capital Employed is likely to drop to -0.1. At this time, Phunware's Total Current Assets are very stable compared to the past year. As of the 20th of July 2025, Intangibles To Total Assets is likely to grow to 0.70, while Total Assets are likely to drop about 58.6 M.Last Reported | Projected for Next Year | ||
Book Value Per Share | 9.77 | 9.28 | |
Tangible Book Value Per Share | 9.77 | 9.28 | |
Enterprise Value Over EBITDA | 5.43 | 5.70 | |
Price Book Value Ratio | 0.53 | 0.51 | |
Enterprise Value Multiple | 5.43 | 5.70 | |
Price Fair Value | 0.53 | 0.51 | |
Enterprise Value | -55 M | -52.2 M |
Phunware benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Beta 2.397 |
Basic technical analysis of Phunware Stock
As of the 20th of July, Phunware holds the Risk Adjusted Performance of 0.1084, coefficient of variation of 929.27, and Semi Deviation of 3.17. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Phunware, as well as the relationship between them.Phunware's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phunware insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phunware's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phunware insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Phunware's Outstanding Corporate Bonds
Phunware issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phunware uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phunware bonds can be classified according to their maturity, which is the date when Phunware has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Phunware's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Phunware's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
Risk Adjusted Performance | 0.1084 | |||
Market Risk Adjusted Performance | 0.231 | |||
Mean Deviation | 3.35 | |||
Semi Deviation | 3.17 | |||
Downside Deviation | 3.44 | |||
Coefficient Of Variation | 929.27 | |||
Standard Deviation | 4.5 | |||
Variance | 20.22 | |||
Information Ratio | 0.0763 | |||
Jensen Alpha | 0.1935 | |||
Total Risk Alpha | (0.16) | |||
Sortino Ratio | 0.0997 | |||
Treynor Ratio | 0.221 | |||
Maximum Drawdown | 21.7 | |||
Value At Risk | (5.40) | |||
Potential Upside | 8.68 | |||
Downside Variance | 11.85 | |||
Semi Variance | 10.04 | |||
Expected Short fall | (4.04) | |||
Skewness | 0.9518 | |||
Kurtosis | 0.933 |
Risk Adjusted Performance | 0.1084 | |||
Market Risk Adjusted Performance | 0.231 | |||
Mean Deviation | 3.35 | |||
Semi Deviation | 3.17 | |||
Downside Deviation | 3.44 | |||
Coefficient Of Variation | 929.27 | |||
Standard Deviation | 4.5 | |||
Variance | 20.22 | |||
Information Ratio | 0.0763 | |||
Jensen Alpha | 0.1935 | |||
Total Risk Alpha | (0.16) | |||
Sortino Ratio | 0.0997 | |||
Treynor Ratio | 0.221 | |||
Maximum Drawdown | 21.7 | |||
Value At Risk | (5.40) | |||
Potential Upside | 8.68 | |||
Downside Variance | 11.85 | |||
Semi Variance | 10.04 | |||
Expected Short fall | (4.04) | |||
Skewness | 0.9518 | |||
Kurtosis | 0.933 |
Consider Phunware's intraday indicators
Phunware intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Phunware stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Phunware time-series forecasting models is one of many Phunware's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Phunware's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Phunware Stock media impact
There is far too much social signal, news, headlines, and media speculation about Phunware that are available to investors today. This information is accessible both publicly - through Phunware's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Phunware-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.
A primary focus of Phunware news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Phunware relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Phunware's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Phunware alpha.
Phunware Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Phunware can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Phunware Corporate Management
Christopher Olive | General VP | Profile | |
Mike Snavely | Ex Marketing | Profile | |
Alan Knitowski | President, CoFounder | Profile | |
Troy Reisner | Chief Officer | Profile | |
Jeremy Kidd | Senior Marketing | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phunware. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment. To learn how to invest in Phunware Stock, please use our How to Invest in Phunware guide.You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
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 (0.79) | Revenue Per Share | Quarterly Revenue Growth (0.25) | 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.
In summary, please note that there is a difference between Phunware's value and its price, as these two are different measures arrived at by various 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.