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 3797/6436 58% | Profit Factor 4.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $79,152.66 |
| Average Win $17,765.56 | Best Trade (Aug 28) $3.28M | Sharpe Ratio -29.26 |
| Average Loss -$5,489.64 | Worst Trade (Jun 30) -$983,512.45 | Z-Score -0.03 (2.72%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy $8,229.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 33 | $4,383 | $4,901.49 | - | $518.49 | 11.83% | -0.509% |
AA Alcoa Corporation | 49 | $2,595.7 | $2,449.02 | - | -$146.68 | -5.65% | +0.786% |
AAL American Airlines Group Inc. | 573 | $6,440.46 | $8,497.59 | - | $2,057.13 | 31.94% | -1.527% |
AAON Aaon Inc. | 20 | $2,537 | $1,756 | - | -$781 | -30.78% | +0.148% |
AAPL Apple Inc. | 54,111 | $13.69M | $16.55M | - | $2.87M | 20.94% | +0.219% |
AB AllianceBernstein Holding L.P. | 1,700 | $65,416 | $62,305 | - | -$3,111 | -4.76% | +0.164% |
ABBV AbbVie Inc. | 3,842 | $791,622.43 | $958,425.36 | - | $166,802.93 | 21.07% | -0.542% |
ABM ABM Industries Inc. | 67 | $2,964 | $3,224.71 | - | $260.71 | 8.8% | +0.021% |
ABNB Airbnb, Inc. | 56 | $6,799.53 | $10,307.36 | - | $3,507.83 | 51.59% | -0.578% |
ABT Abbott Laboratories | 1,630 | $174,259.56 | $181,337.5 | - | $7,077.94 | 4.06% | -0.018% |
ABVX Abivax SA ADR | 36 | $4,797 | $4,282.56 | - | -$514.44 | -10.72% | -2.05% |
ACAD Acadia Pharmaceuticals Inc. | 109 | $2,758 | $3,078.16 | - | $320.16 | 11.61% | -0.493% |
ACB Aurora Cannabis Inc. | 6 | $25 | $22.08 | - | -$2.92 | -11.68% | -2.902% |
ACGL Arch Capital Group Ltd | 16 | $1,553 | $1,579.36 | - | $26.36 | 1.7% | +0.694% |
ACHC Acadia Healthcare Company, Inc. | 4 | $118 | $123.32 | - | $5.32 | 4.51% | +1.951% |
ACHR Archer Aviation Inc. | 3,029 | $22,778 | $20,051.98 | - | -$2,726.02 | -11.97% | -5.022% |
ACHV Achieve Life Sciences Inc. | 33,598 | $219,395 | $255,008.82 | - | $35,613.82 | 16.23% | +4.69% |
ACI Albertsons Companies, Inc. | 47 | $636 | $583.74 | - | -$52.26 | -8.22% | +0.161% |
ACLS Axcelis Technologies, Inc. | 26 | $2,088.84 | $3,643.9 | - | $1,555.06 | 74.45% | -2.014% |
ACM Aecom | 171 | $20,854.23 | $10,791.81 | - | -$10,062.42 | -48.25% | -0.786% |