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PhenixFIN Corporation PFX

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Price alert · PFX

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43.24 USD -0.46 -1.05%

As of Oct 30, 2:42 PM ET

Bid
42.48 × 1
Ask
43.65 × 1
43.70 Day range 43.70
38.30 52-week range 56.48
YTD
-2.13%
1 year
-0.78%
Open
43.51
Prev close
43.70
Mkt cap
84.40M
Vol
131
Avg vol
7.55K
EPS
2.33
P/E
18.76
Div yield
0.00%
More statistics
Low
43.70
High
43.70
Forward P/E
14.39
Beta
1.02
Short ratio
0.18
Inst. own
26.91%
Dividend
0.00
Ex-div date
May 23, 2024
Earnings
Feb 13, 2025
50-d avg
47.66
200-d avg
46.44
1y target
0.00

1M chart

Chart tools
Interval

Signals (7)
NameDateAgo
MACD: Buy SignalOct 30, 20262 days ago
SMA: BullishOct 28, 20264 days ago
RSI: OversoldOct 26, 20266 days ago
MACD: Sell SignalOct 13, 20262 weeks ago
SMA: BearishOct 9, 20263 weeks ago
MACD: Buy SignalOct 8, 20263 weeks ago
SMA: BullishOct 7, 20263 weeks ago

Key statistics

Market cap
102.60M
Enterprise value
174.45M
Trailing P/E
5.56
Forward P/E
14.39
PEG ratio
0.00
Price / sales
4.60
Price / book
0.67
EPS (TTM)
9.13
Beta
1.02
Dividend yield
0.00%
Payout ratio
0.00%
Profit margin
89.07%
Revenue (TTM)
22.29M
Revenue growth
28.90%
Free cash flow
2.13M
Total cash
8.87M
Total debt
85.62M
Return on equity
13.50%
Shares outstanding
2.02M
Short % of float
0.01%
50-day average
47.66
200-day average
46.44

Analyst view

Consensus: hold

Hold
Price target (mean) 0.00
Ratings (0m) 1 0 buy · 1 hold · 0 sell
  • Strong buy0
  • Buy0
  • Hold1
  • Sell0
  • Strong sell0

Next earnings

Feb 13, 2025

Expected Feb 13, 2025. Consensus EPS estimate 0.51.

Earnings history

Financials — quick view

All financials
PFX Revenue — quarterly 6.45M
2022-Q4 20222023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 2026
PFX Net income — quarterly 4.22M
2022-Q4 20222023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 2026
PFX EPS — quarterly 2.19
2022-Q4 20222023-Q1 20222023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20232024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20242025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20252026-Q2 20262026-Q3 2026

Earnings

PFX recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 13, 2025Dec 1, 20240.51———
Dec 17, 2024Sep 1, 20241.150.26-0.89-77.39%
Aug 6, 2024Jun 1, 20240.650.98+0.33+50.77%
May 10, 2024Mar 1, 20240.790.28-0.51-64.56%
Feb 8, 2024Dec 1, 20230.780.83+0.05+6.41%
Dec 22, 2023Sep 1, 20230.780.90+0.12+15.38%

Upgrades / downgrades

PFX analyst upgrades and downgrades
DateFirmActionFromTo
Jul 23, 2021Oppenheimerinit—Perform

About PhenixFIN Corporation

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. The firm seeks to invest in companies located in North America. The firm targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The firm seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The firm may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The firm may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.

Sector
Financial Services
Industry
Asset Management
Country
United States
Website
phenixfc.com

News

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Institution ownership

PFX institution ownership
Holder% heldSharesValueReported
Adalta Capital Management LLC7.41%149,6037.60MSep 29, 2024
22NW, LP5.84%117,8855.99MSep 29, 2024
Morgan Stanley3.21%64,7923.29MSep 29, 2024
American Financial Group Inc.3.18%64,3273.27MSep 29, 2024
Legal & General Group PLC0.78%15,777801.47KSep 29, 2024
Raymond James Financial Services Advisors, Inc.0.76%15,425783.59KSep 29, 2024

Fund ownership

PFX fund ownership
Holder% heldSharesValueReported
High Income Securities Fund0.95%19,218976.27KAug 30, 2024
Fidelity NASDAQ Composite Index Fund0.04%76238.71KOct 30, 2024
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