| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
PhenixFIN Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$47.60 |
| 52 Week High | US$50.00 |
| 52 Week Low | US$36.50 |
| Beta | 1.02 |
| 11 Month Change | -1.96% |
| 3 Month Change | 0.23% |
| 1 Year Change | 26.44% |
| 33 Year Change | 13.34% |
| 5 Year Change | 20.20% |
| Change since IPO | -80.40% |
Recent News & Updates
Recent updates
PhenixFIN GAAP NII of $0.09, total investment income of $3.7M beats by $0.15M
Aug 10If You Had Bought PhenixFIN's (NASDAQ:PFX) Shares Five Years Ago You Would Be Down 77%
Jan 14
PhenixFin, formerly Medley Capital, adopts $15M stock buyback program
Jan 11Medley Capital transfers listing from NYSE to NASDAQ
Dec 22Medley Capital net investment loss shrinks, NAV rises in fiscal Q4
Dec 11Shareholder Returns
| PFX | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0.04% | 10.5% | 5.7% |
| 1Y | 26.4% | 62.4% | 36.9% |
Return vs Industry: PFX underperformed the US Capital Markets industry which returned 62.4% over the past year.
Return vs Market: PFX underperformed the US Market which returned 36.9% over the past year.
Price Volatility
| PFX volatility | |
|---|---|
| PFX Average Weekly Movement | 2.1% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: PFX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: PFX's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 9 | David Lorber | www.phenixfc.com/ |
PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport.
PhenixFIN Corporation Fundamentals Summary
| PFX fundamental statistics | |
|---|---|
| Market cap | US$96.14m |
| Earnings (TTM) | US$19.86m |
| Revenue (TTM) | US$22.29m |
4.8x
P/E Ratio4.3x
P/S RatioIs PFX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PFX income statement (TTM) | |
|---|---|
| Revenue | US$22.29m |
| Cost of Revenue | US$0 |
| Gross Profit | US$22.29m |
| Other Expenses | US$2.44m |
| Earnings | US$19.86m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 9.83 |
| Gross Margin | 100.00% |
| Net Profit Margin | 89.07% |
| Debt/Equity Ratio | 55.3% |
How did PFX perform over the long term?
See historical performance and comparison