PhenixFIN (PFX) Stock Overview
A business development company. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 1/6 |
| Dividends | 1/6 |
PFX Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Join community and earn perks
PhenixFIN Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$43.18 |
| 52 Week High | US$53.59 |
| 52 Week Low | US$38.30 |
| Beta | 0.27 |
| 1 Month Change | -2.32% |
| 3 Month Change | 4.05% |
| 1 Year Change | -13.62% |
| 3 Year Change | 15.89% |
| 5 Year Change | 5.06% |
| Change since IPO | -82.22% |
Recent News & Updates
Recent updates
Shareholder Returns
| PFX | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.5% | 2.2% | -0.4% |
| 1Y | -13.6% | 2.3% | 18.4% |
Return vs Industry: PFX underperformed the US Capital Markets industry which returned 2.3% over the past year.
Return vs Market: PFX underperformed the US Market which returned 18.4% over the past year.
Price Volatility
| PFX volatility | |
|---|---|
| PFX Average Weekly Movement | 5.8% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
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 (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 11 | 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$83.63m |
| Earnings (TTM) | -US$1.05m |
| Revenue (TTM) | US$24.89m |
Is PFX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| PFX income statement (TTM) | |
|---|---|
| Revenue | US$24.89m |
| Cost of Revenue | US$0 |
| Gross Profit | US$24.89m |
| Other Expenses | US$25.94m |
| Earnings | -US$1.05m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.54 |
| Gross Margin | 100.00% |
| Net Profit Margin | -4.22% |
| Debt/Equity Ratio | 95.3% |
How did PFX perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/09 22:47 |
| End of Day Share Price | 2026/07/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
PhenixFIN Corporation is covered by 14 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark DeVries | Barclays |
| Kannan Venkateshwar | Barclays |
| Mitchel Penn | Brean Capital Historical (Janney Montgomery) |