A US-based benefits administration and HR outsourcing specialist serving mid-market employers, brokers and payroll partners. Ameriflex Group Inc. provides FSA, HSA and HRA administration, COBRA and leave management, with revenue driven by recurring fees and transaction volumes; strategic focus on product integration, payroll connectivity and selective M&A to scale distribution.
A US-based benefits administration and HR outsourcing specialist serving mid-market employers, brokers and payroll partners. Ameriflex Group Inc. provides FSA, HSA and HRA administration, COBRA and leave management, with revenue driven by recurring fees and transaction volumes; strategic focus on product integration, payroll connectivity and selective M&A to scale distribution.
Targets predictable cash flows from mid-market employee benefits by prioritizing recurring-fee products and tight integration with payroll and broker ecosystems. Capital deployment emphasizes selective M&A to buy distribution and product capabilities, plus modest tech investment to streamline administration and data connectivity. Portfolio approach balances core FSA/HSA/HRA administration with complementary services (COBRA, leave management) to deepen client relationships and increase wallet share. Underwriting focuses on customer retention metrics, margin-accretive deals, and integration synergies; risk control centers on operational scalability and compliance. Strategically growth-oriented, the company leverages product integration and partnerships to scale distribution while protecting steady, transaction-driven revenue.
Targets predictable cash flows from mid-market employee benefits by prioritizing recurring-fee products and tight integration with payroll and broker ecosystems. Capital deployment emphasizes selective M&A to buy distribution and product capabilities, plus modest tech investment to streamline administration and data connectivity. Portfolio approach balances core FSA/HSA/HRA administration with complementary services (COBRA, leave management) to deepen client relationships and increase wallet share. Underwriting focuses on customer retention metrics, margin-accretive deals, and integration synergies; risk control centers on operational scalability and compliance. Strategically growth-oriented, the company leverages product integration and partnerships to scale distribution while protecting steady, transaction-driven revenue.
| Trades 6436 | Longs Won 3603/6436 55% | Profit Factor 4.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $85,950.37 |
| Average Win $19,097.3 | Best Trade (Oct 15) $3.26M | Sharpe Ratio -8.49 |
| Average Loss -$5,725.4 | Worst Trade (Jun 30) -$983,512.45 | Z-Score -5.83 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $8,162.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 33 | $4,383 | $5,793.15 | - | $1,410.15 | 32.17% | +0.891% |
AA Alcoa Corporation | 49 | $2,595.7 | $1,980.58 | - | -$615.12 | -23.7% | +0.848% |
AAL American Airlines Group Inc. | 573 | $6,440.46 | $7,036.44 | - | $595.98 | 9.25% | +4.156% |
AAON Aaon Inc. | 20 | $2,537 | $1,546 | - | -$991 | -39.06% | -4.011% |
AAPL Apple Inc. | 54,111 | $13.69M | $18.51M | - | $4.82M | 35.2% | -0.28% |
AB AllianceBernstein Holding L.P. | 1,700 | $65,416 | $59,092 | - | -$6,324 | -9.67% | +1.282% |
ABBV AbbVie Inc. | 3,842 | $791,622.43 | $1.09M | - | $297,123.53 | 37.53% | +0.579% |
ABM ABM Industries Inc. | 67 | $2,964 | $3,400.92 | - | $436.92 | 14.74% | +0.237% |
ABNB Airbnb, Inc. | 56 | $6,799.53 | $9,759.68 | - | $2,960.15 | 43.53% | +4.322% |
ABT Abbott Laboratories | 1,630 | $174,259.56 | $170,644.7 | - | -$3,614.86 | -2.07% | +2.296% |
ABVX Abivax SA ADR | 36 | $4,797 | $3,325.68 | - | -$1,471.32 | -30.67% | +5.001% |
ACAD Acadia Pharmaceuticals Inc. | 109 | $2,758 | $2,148.39 | - | -$609.61 | -22.1% | +2.39% |
ACB Aurora Cannabis Inc. | 6 | $25 | $24.6 | - | -$0.4 | -1.6% | -1.679% |
ACGL Arch Capital Group Ltd | 16 | $1,553 | $1,588.96 | - | $35.96 | 2.32% | +1.752% |
ACHC Acadia Healthcare Company, Inc. | 4 | $118 | $124.16 | - | $6.16 | 5.22% | -1.989% |
ACHR Archer Aviation Inc. | 3,029 | $22,778 | $12,933.83 | - | -$9,844.17 | -43.22% | +4.914% |
ACHV Achieve Life Sciences Inc. | 33,598 | $219,395 | $234,178.06 | - | $14,783.06 | 6.74% | -0.429% |
ACI Albertsons Companies, Inc. | 47 | $636 | $612.41 | - | -$23.59 | -3.71% | -0.382% |
ACLS Axcelis Technologies, Inc. | 26 | $2,088.84 | $2,992.86 | - | $904.02 | 43.28% | -2.951% |
ACM Aecom | 171 | $20,854.23 | $10,104.39 | - | -$10,749.84 | -51.55% | +1.268% |