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ISIN
US71880K1016
Industry
Auto Parts
IPO Date
Jun 28, 2023

Highlights

Market Cap
$3.15B
Enterprise Value
$3.84B
EPS (TTM)
$3.58
PE Ratio
22.73
PEG Ratio
1.22
Total Revenue (TTM)
$3.57B
Gross Profit (TTM)
$763.00M
EBITDA (TTM)
$374.00M
Year Range
$42.68 - $86.94
Target Price
$84.50
ROA (TTM)
3.71%
ROE (TTM)
9.10%

Share Price Chart


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Performance

PHIN Performance Chart

PHINIA Inc. (PHIN) is up 30.8% since the beginning of the year. At $81 per share, PHIN is trading 6.4% below its 52-week high of $87.


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S&P 500 Index

Returns By Period

PHINIA Inc. (PHIN) has returned 30.78% so far this year and 94.51% over the past 12 months.


PHINIA Inc.

1D
0.68%
1M
9.14%
YTD
30.78%
6M
34.32%
1Y
94.51%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHIN Monthly Returns History

Based on dividend-adjusted daily data since Jun 28, 2023, PHIN's average daily return is +0.18%, while the average monthly return is +3.35%. At this rate, an investment would double in approximately 1.8 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2024 with a return of +20.9%, while the worst month was Dec 2024 at -14.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PHIN closed higher 53% of trading days. The best single day was Jun 28, 2023 with a return of +23.3%, while the worst single day was Jul 10, 2023 at -16.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.53%2.05%-5.36%5.42%7.08%5.66%30.78%
20255.65%-2.57%-13.95%-5.37%8.09%3.15%13.96%15.90%-1.71%-9.69%4.73%15.90%32.99%
2024-0.17%13.98%12.30%1.48%15.42%-12.06%13.57%7.87%-4.02%1.19%20.94%-14.10%62.69%
20234.97%-9.91%-2.01%-2.76%-3.40%-0.51%18.78%2.87%

Benchmark Metrics

PHINIA Inc. has an annualized alpha of 26.66%, beta of 1.11, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since June 28, 2023.

  • This stock captured 177.84% of S&P 500 Index gains but only 85.71% of its losses - a favorable profile for investors.
  • R2 of 0.15 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
26.66%
Beta
1.11
0.15
Upside Capture
177.84%
Downside Capture
85.71%

Return for Risk

Risk / Return Rank

PHIN ranks 93 for risk / return — in the top 93% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


PHIN Risk / Return Rank: 9393
Overall Rank
PHIN Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PHIN Sortino Ratio Rank: 9494
Sortino Ratio Rank
PHIN Omega Ratio Rank: 9393
Omega Ratio Rank
PHIN Calmar Ratio Rank: 9191
Calmar Ratio Rank
PHIN Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for PHINIA Inc. (PHIN) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PHINBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.12

Sortino ratioReturn per unit of downside risk

+1.07

Omega ratioGain probability vs. loss probability

1.48

1.37

+0.11

Calmar ratioReturn relative to maximum drawdown

4.66

2.78

+1.88

Martin ratioReturn relative to average drawdown

13.03

12.44

+0.59

Dividends

Dividend History

PHINIA Inc. provided a 1.40% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The company has been increasing its dividends for 2 consecutive years.


1.70%1.80%1.90%2.00%2.10%$0.00$0.20$0.40$0.60$0.80$1.00202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$1.14$1.08$1.00$0.50

Dividend yield

1.40%1.72%2.08%1.65%

Monthly Dividends

The table displays the monthly dividend distributions for PHINIA Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.30$0.00$0.00$0.30$0.60
2025$0.00$0.27$0.00$0.00$0.00$0.27$0.00$0.27$0.00$0.00$0.27$0.00$1.08
2024$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00
2023$0.25$0.00$0.25$0.00$0.50

Dividend Yield & Payout


Dividend Yield

PHINIA Inc. has a dividend yield of 1.40%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

PHINIA Inc. has a payout ratio of 29.79%, which is quite average when compared to the overall market. This suggests that PHINIA Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the PHINIA Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PHINIA Inc. was 34.71%, occurring on Nov 9, 2023. Recovery took 83 trading sessions.

The current PHINIA Inc. drawdown is 4.50%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-34.71%Nov 2023
4mo 13d4mo 4d
8mo 17dJun 2023 - Mar 2024
2025 selloff2025
-32.86%Apr 2025
4mo 13d4mo 7d
8mo 20dNov 2024 - Aug 2025
2026 bear market2026
-20.37%Mar 2026
23d1mo 19d
2mo 12dFeb 2026 - May 2026
2024 correction2024
-14.86%Jun 2024
29d19d
1mo 18dMay 2024 - Jul 2024
2025 correction2025
-13.57%Oct 2025
1mo 1d2mo 5d
3mo 6dSep 2025 - Dec 2025

Drawdown Indicators


PHINBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.71%

-56.78%

+22.07%

Max Drawdown (1Y)

Largest decline over 1 year

-20.37%

-9.10%

-11.27%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-4.50%

-1.80%

-2.70%

Average Drawdown

Average peak-to-trough decline

-12.06%

-10.71%

-1.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.28%

2.03%

+5.25%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of PHINIA Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how PHINIA Inc. is priced in the market compared to other companies in the Auto Parts industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PHIN, comparing it with other companies in the Auto Parts industry. Currently, PHIN has a P/E ratio of 22.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PHIN compared to other companies in the Auto Parts industry. PHIN currently has a PEG ratio of 1.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PHIN relative to other companies in the Auto Parts industry. Currently, PHIN has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PHIN in comparison with other companies in the Auto Parts industry. Currently, PHIN has a P/B value of 2.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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