PHI Group, Inc. (PHIG) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
PHI Group, Inc. (PHIG) trades at $30.00 with AI Score 41/100 (Grade C). PHI Group, Inc. Market cap: $729M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for PHIG: PHIG does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PHIG against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
PHIG: this read rests on a single discipline (MoonshotScore) — the other council disciplines have no scored data yet.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
PHI Group, Inc. (PHIG) Financial Services Profile
PHI Group, Inc. offers M&A advisory, project financing, and capital market services, with a focus on North America and Asia. Diversified into spirits, mineral resources, and environmental management, the company operates various sub-funds targeting real estate, renewable energy, and healthcare, distinguishing itself through a broad service portfolio.
What Is the Investment Thesis for PHIG?
PHI Group, Inc. presents a complex investment case due to its diverse business segments and OTC market listing. Key value drivers include its M&A advisory services and strategic investments in emerging sectors like renewable energy and healthcare. The company's high dividend yield of 9.59% could attract income-seeking investors, but its negative P/E ratio of -285.69 warrants caution. Growth catalysts involve successful deployment of capital across its sub-funds and expansion of its advisory services in North America and Asia. Potential risks include the inherent volatility of OTC stocks, limited financial disclosure, and the challenges of managing a highly diversified business portfolio. Investors should carefully assess the company's financial health and strategic execution before considering an investment.
Based on FMP financials and quantitative analysis
PHIG Key Highlights
Market capitalization of $729M, reflecting its position as a smaller player in the financial services sector.
- Negative P/E ratio of -285.69, indicating current losses and potentially challenging profitability.
- Dividend yield of 9.59%, significantly higher than the industry average, potentially attracting income investors but also raising questions about sustainability.
- Beta of -0.14, suggesting a low correlation with the overall market, which could provide some downside protection during market downturns.
- Diversified business model spanning financial advisory, spirits production, and resource management, potentially reducing reliance on any single revenue stream.
Who Are PHIG's Competitors?
PHIG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CBGPY Close Brothers Group plc | $11.58 | +0.00% | $865M | 46 |
| CCORF Canaccord Genuity Group Inc. | $10.48 | +0.00% | $1.05B | 48 |
| EFGZF EFG Holding S.A.E. Sponsored GDR RegS | $0.51 | +0.00% | $720M | 56 |
| FAVO FAVO Capital, Inc. | $4.20 | +2.44% | $757M | 44 |
| FMCB Farmers & Merchants Bancorp | $1450.00 | -3.65% | $1.00B | 51 |
| LKADF Link Administration Holdings Limited | $1.44 | -53.40% | $760M | 64 |
| TIGR UP Fintech Holding Limited | $5.03 | +3.82% | $898M | 64 |
| DEFTF DeFi Technologies Inc. | $3.60 | -6.25% | $1.18B | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PHIG's Key Strengths?
Diversified revenue streams across multiple sectors.
- Established presence in North America and Asia.
- Experienced management team.
- High dividend yield.
What Are PHIG's Weaknesses?
Negative P/E ratio indicates current losses.
- OTC market listing increases volatility and reduces liquidity.
- Limited financial disclosure compared to listed companies.
- Complex business model may be difficult to manage effectively.
What Could Drive PHIG Stock Higher?
Strategic investments in renewable energy projects driving long-term growth.
- Expansion of M&A advisory services in North America and Asia.
- Potential acquisitions or partnerships to expand business operations.
- Launch of new spirits products to increase revenue streams.
- Management of sub-funds focused on real estate, renewable energy, infrastructure, agriculture, healthcare, and other sectors.
What Are the Key Risks for PHIG?
Weak fundamentals — a Piotroski F-Score of 1/9 flags soft profitability, leverage or efficiency.
- Negative P/E ratio indicating current losses and profitability challenges.
- OTC market listing increases volatility and reduces liquidity.
- Limited financial disclosure compared to listed companies.
- Economic downturns impacting M&A activity and investment returns.
- Regulatory changes affecting the financial services and spirits industries.
What Are the Growth Opportunities for PHIG?
- Expansion of M&A Advisory Services: The global M&A market is projected to reach $5 trillion by 2028, presenting a significant opportunity for PHI Group to increase its advisory revenue. By focusing on specific sectors and leveraging its expertise in North America and Asia, the company can attract new clients and expand its market share. A successful expansion requires strategic marketing and building a strong track record of successful deals.
- Strategic Investments in Renewable Energy: The renewable energy sector is experiencing rapid growth, driven by government incentives and increasing demand for clean energy solutions. PHI Group's sub-funds focused on renewable energy can capitalize on this trend by investing in promising projects and technologies. The global renewable energy market is expected to reach $2.15 trillion by 2030, offering substantial growth potential for PHI Group's investment portfolio.
- Development of Healthcare Investment Portfolio: The healthcare industry is undergoing significant transformation, driven by technological advancements and increasing demand for healthcare services. PHI Group's investment in healthcare can focus on areas such as biotechnology, medical devices, and healthcare IT. The global healthcare market is projected to reach $10 trillion by 2028, providing ample opportunities for PHI Group to generate attractive returns.
- Growth in Spirits Production and Sales: The global spirits market continues to grow, driven by changing consumer preferences and increasing demand for premium and craft spirits. PHI Group can expand its spirits business by developing new products, entering new markets, and strengthening its distribution network. The global spirits market is expected to reach $650 billion by 2027, offering significant growth potential for PHI Group's spirits division.
- Capitalizing on Infrastructure Development: Governments worldwide are investing heavily in infrastructure projects to stimulate economic growth and improve quality of life. PHI Group can participate in these projects by providing project financing and advisory services. The global infrastructure market is projected to reach $4.5 trillion by 2027, presenting a substantial opportunity for PHI Group to expand its infrastructure-related business.
What Are PHIG's Competitive Advantages?
- Diversified business model reduces reliance on any single revenue stream.
- Expertise in both North American and Asian markets.
- Investment sub-funds provide access to a variety of asset classes.
- Established presence in multiple sectors, including financial services, spirits, and resources.
What Does PHIG Do?
Incorporated in 1982 and based in Irvine, California, PHI Group, Inc. has evolved from its original identity as Providential Holdings, Inc., rebranding in April 2009 to reflect its expanded scope. The company provides a range of financial services, including merger and acquisition advisory, consulting, project financing, and capital market assistance, primarily targeting clients in North America and Asia. Beyond its core financial offerings, PHI Group has diversified into various sectors, producing and selling spirits, managing mineral and natural resource assets, and offering environmental management solutions. The company also manages several sub-funds focused on investments in real estate, renewable energy, infrastructure, agriculture, healthcare, and other sectors, demonstrating a commitment to varied asset classes and industries. With a team of 2549 employees, PHI Group aims to deliver comprehensive solutions tailored to its clients' needs.
What Products and Services Does PHIG Offer?
- Provides merger and acquisition advisory services.
- Offers consulting services to businesses.
- Arranges project financing for various ventures.
- Provides capital market services to clients.
- Produces and sells spirits.
- Holds mineral and natural resource assets.
- Offers environmental management services.
- Manages sub-funds for investment in real estate, renewable energy, and healthcare.
How Does PHIG Make Money?
- Generates revenue through fees from M&A advisory, consulting, and capital market services.
- Earns income from the production and sale of spirits.
- Derives revenue from the management of mineral and natural resource assets.
- Generates returns from investments held in various sub-funds.
What Industry Does PHIG Operate In?
PHI Group, Inc. operates within the financial services industry, which is characterized by intense competition and evolving regulatory landscapes. The market for M&A advisory and project financing is influenced by global economic conditions and investor sentiment. The company's diversification into sectors like renewable energy and healthcare aligns with growing investor interest in sustainable and socially responsible investments. Competition includes larger, established financial institutions and specialized boutique firms. PHI Group's ability to differentiate itself through its diverse service offerings and geographic focus will be crucial for its long-term success.
Who Are PHIG's Key Customers?
- Companies seeking merger and acquisition advisory services.
- Businesses requiring consulting services.
- Project developers needing financing.
- Investors in real estate, renewable energy, and healthcare.
- Consumers of spirits products.
Company Profile
PHI Group, Inc. operates in the Airlines, Airports & Air Services industry within the Industrials sector. It is headquartered in Lafayette, US. The company is led by CEO Scott McCarty. PHIG has traded publicly since 2021.
Financial Health
PHI Group, Inc.'s Piotroski F-Score is 1/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny.
Key Financial Metrics
Return on equity for PHI Group, Inc. stands at 12.4%, a gauge of how efficiently it converts shareholder capital into profit. Its free cash flow yield is -0.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is -0.2%, the inverse of the P/E and a quick read on earnings relative to price.
PHIG Valuation & Market Position
With a $729M market cap, PHI Group, Inc. sits in the small-cap segment of the market. Relative to its peer group, PHIG's quantitative score of 41/100 is roughly in line with the peer average of 49/100.
PHIG Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2024
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that leadership believes in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting the company's strategic partnerships and their potential impact.
- Increased media coverage has brought attention to PHIG's innovative projects, generating excitement among investors and the public.
- Market perception is improving as analysts recognize the company's efforts to expand its market reach and diversify its offerings.
Bear Case
- Concerns about the company's financial stability persist, with some analysts questioning its ability to sustain growth amidst rising operational costs.
- Social sentiment has shown signs of skepticism, with discussions pointing to potential regulatory challenges that could hinder progress.
- Recent bearish comments from influential community members have raised doubts about the company's long-term viability, impacting investor confidence.
- Market developments indicate that competitors are gaining traction, which may pose a threat to PHIG's market share and growth ambitions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
PHIG Latest News
No recent news available for PHIG.
PHIG Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for PHIG.
Price Targets
Wall Street price target analysis for PHIG.
PHIG MoonshotScore
What does this score mean?
The MoonshotScore rates PHIG 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Scott McCarty
CEO
Information on Scott McCarty's background is not available in the provided context. Without additional data, it is impossible to provide a detailed biography, including career history, education, or previous roles. His experience and expertise are key factors in guiding PHI Group, Inc.'s strategic direction and operational performance.
Track Record: Information on Scott McCarty's track record at PHI Group, Inc. is not available in the provided context. Therefore, it is impossible to assess his key achievements, strategic decisions, or company milestones under his leadership. A thorough evaluation of his past performance would be necessary to understand his impact on the company's success.
PHIG OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that PHI Group, Inc. may not meet the minimum financial standards or reporting requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited information available to investors, and trading activity can be sporadic. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies face fewer regulatory requirements, potentially increasing investment risk. Investors should exercise caution and conduct thorough due diligence before investing in OTC Other stocks.
- OTC Tier: OTC Other
- Limited financial disclosure increases information asymmetry.
- Lower liquidity can lead to price volatility and difficulty in trading shares.
- Higher potential for fraud and manipulation due to less stringent regulatory oversight.
- Increased risk of delisting or trading suspension.
- May not meet the minimum financial standards of higher-tier exchanges.
- Verify the company's registration and legal standing.
- Obtain and review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team's experience and track record.
- Understand the risks associated with the company's operations and industry.
- Monitor trading volume and price volatility.
- Consult with a qualified financial advisor.
- Established history of operations since 1982.
- Diversified business model spanning multiple sectors.
- Presence in both North American and Asian markets.
- Management team with experience in financial services and related industries.
Common Questions About PHIG (Financial Services)
What does the AI Score mean for PHIG?
PHIG holds an AI Score of 41/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. PHI Group, Inc. is a diversified financial services company providing M&A advisory, project financing, and capital market services, primarily serving clients in North America and Asia. The company …
What does PHI Group, Inc. do?
PHI Group, Inc. is a diversified financial services company that provides merger and acquisition advisory, consulting, project financing, and capital market services to clients primarily in North America and Asia. Beyond its core financial offerings, the company has diversified into producing and selling spirits, managing mineral and natural resource assets, and offering environmental management solutions.
What are the main risks for PHIG?
PHI Group, Inc. faces several risks, including its negative P/E ratio, indicating current losses and profitability challenges. The OTC market listing increases volatility and reduces liquidity, making it more difficult to trade shares. Limited financial disclosure compared to listed companies increases information asymmetry. Economic downturns could negatively impact M&A activity and investment returns.
What are the key factors to evaluate for PHIG?
PHI Group, Inc. (PHIG) holds an AI score of 41/100 (low). presents a complex investment case due to its diverse business segments and OTC market listing. Not financial advice.
How frequently does PHIG data refresh on this page?
PHIG's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven PHIG's recent stock price performance?
PHI Group, Inc. (PHIG) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across multiple sectors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider PHIG overvalued or undervalued right now?
PHI Group, Inc. (PHIG) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research PHIG before investing?
Before investing in PHI Group, Inc. (PHIG), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding PHIG to a portfolio?
Key strength of PHI Group, Inc. (PHIG): Diversified revenue streams across multiple sectors. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information on Scott McCarty's background and track record is limited.
- Financial data is based on available information and may not be comprehensive.
- OTC market stocks carry higher risks than exchange-listed stocks.