PhenixFIN Corporation PFX
At closeNov 4, 2026, 4:00 PM EST
After hours · Nov 4, 4:00 PM ET
- YTD
- -3.58%
- 1 year
- -1.32%
- Market cap
- 84.00M
- Revenue (ttm)
- 22.29M
- Profit margin
- 89.07%
- EPS (ttm)
- 2.33
- Shares out
- 2.02M
- P/E ratio
- 18.67
- Forward P/E
- 14.39
- YTD return
- -3.58%
- 1-year return
- -1.32%
- Volume
- 143
- Avg volume
- 7.62K
- Open
- 43.38
- Previous close
- 42.52
- Day's range
- 43.00 – 43.96
- 52-week range
- 38.30 – 56.48
- Beta
- 1.02
- Analysts
- Hold
- Earnings date
- Feb 13, 2025
1Y +0.32 (+0.74%)
Key statistics
- Enterprise value
- 174.45M
- PEG ratio
- 0.00
- Price / sales
- 4.60
- Price / book
- 0.67
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 28.90%
- Free cash flow
- 2.13M
- Total cash
- 8.87M
- Total debt
- 85.62M
- Return on equity
- 13.50%
- Short % of float
- 0.01%
- 50-day average
- 47.66
- 200-day average
- 46.44
Analyst view
Consensus: hold
- Strong buy0
- Buy0
- Hold1
- Sell0
- Strong sell0
Next earnings
Feb 13, 2025
Expected Feb 13, 2025. Consensus EPS estimate 0.51.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 13, 2025 | Dec 1, 2024 | 0.51 | — | — | — |
| Dec 17, 2024 | Sep 1, 2024 | 1.15 | 0.26 | -0.89 | -77.39% |
| Aug 6, 2024 | Jun 1, 2024 | 0.65 | 0.98 | +0.33 | +50.77% |
| May 10, 2024 | Mar 1, 2024 | 0.79 | 0.28 | -0.51 | -64.56% |
| Feb 8, 2024 | Dec 1, 2023 | 0.78 | 0.83 | +0.05 | +6.41% |
| Dec 22, 2023 | Sep 1, 2023 | 0.78 | 0.90 | +0.12 | +15.38% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 23, 2021 | Oppenheimer | init | — | 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
Earnings Estimates Moving Higher for PhenixFIN (PFX): Time to Buy? 
Best Momentum Stock to Buy for August 17th 
New Strong Buy Stocks for August 17th 
PhenixFIN (PFX) Beats Q3 Earnings and Revenue Estimates 
PhenixFIN Q3 EPS $2.19 Beats $0.48 Estimate, Sales $6.451M Beat $5.630M Estimate 
PhenixFIN Corporation Announces Third Quarter 2026 Financial Results 
PhenixFIN (PFX) Soars 7.4%: Is Further Upside Left in the Stock? 
Top Monthly Paying BDCs For Durable Retirement Income 
PhenixFIN (PFX) Lags Q2 Earnings and Revenue Estimates - CORRECTION: PhenixFIN Q2 EPS $0.38 Misses $0.45 Estimate, Sales $5.198M Miss $5.620M Estimate
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Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Adalta Capital Management LLC | 7.41% | 149,603 | 7.60M | Sep 29, 2024 |
| 22NW, LP | 5.84% | 117,885 | 5.99M | Sep 29, 2024 |
| Morgan Stanley | 3.21% | 64,792 | 3.29M | Sep 29, 2024 |
| American Financial Group Inc. | 3.18% | 64,327 | 3.27M | Sep 29, 2024 |
| Legal & General Group PLC | 0.78% | 15,777 | 801.47K | Sep 29, 2024 |
| Raymond James Financial Services Advisors, Inc. | 0.76% | 15,425 | 783.59K | Sep 29, 2024 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| High Income Securities Fund | 0.95% | 19,218 | 976.27K | Aug 30, 2024 |
| Fidelity NASDAQ Composite Index Fund | 0.04% | 762 | 38.71K | Oct 30, 2024 |