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StockVS

NASDAQ · Asset Management · USD

PhenixFIN Corporation (PFX) Stock Analysis

PhenixFIN Corporation (PFX) is a Asset Management stock listed on NASDAQ and quoted in US Dollar.

PFX

$46.00

−$0.11 (−0.24%)

Sep 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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PFX Key Statistics

As of Sep 4, 2026
Trading
Open
$45.50
Previous Close
$46.11
Day's Range
45.00–46.00
52-Week Range
38.30–56.48
Volume
10.70K
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
0.28
Valuation
Market Cap
$88.84M
P/E Ratio
19.74
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
18.25
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
8.40
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
3.53
EPS (ttm)Profit attributable to each share over the last twelve months.
2.33
Financials (FY)
Revenue (FY)
$13.79M−51.74%
Net Income (FY)
$4.16M−77.68%
Profit marginThe share of revenue left as profit after all costs and taxes.
18.55%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
1.93M
1-Year Return
−4.50%
Dividend and dates
Ex-Dividend Date
May 18, 2026
Avg Volume
9.93K

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

PFX Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+4.30%
2025−10.14%
2024+23.30%
2023+36.06%
2022−25.52%
2021+47.74%
2020−35.07%
2019−16.73%
2018−49.04%
2017−30.49%
2016 (partial year)+3.87%

As of September 4, 2026.

PFX Revenue and Earnings by Fiscal Year

FY ends September
Fiscal yearRevenueNet incomeNet margin
2025$13.79M$4.16M30.1%
2024$28.57M$18.62M65.2%
2023$35.01M$26.92M76.9%
2022$1.19M−$6.11M−513.7%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$13.79M——$4.16M30.1%
2024$28.57M——$18.62M65.2%
2023$35.01M——$26.92M76.9%
2022$1.19M——−$6.11M−513.7%

Annual figures as reported, in the company's reporting currency. As of September 30, 2025.

PFX Valuation vs Asset Management Median

Median of 561 stocks
MetricPFXAsset Management medianvs median
P/E19.7410.3491% above
P/S ratio3.5310.4266% below
Profit margin18.55%24.09%5.5 pts below

Medians across 561 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

PhenixFIN Corporation (PFX) is capitalised at $88.84M on the latest close. It is classified in the Asset Management industry, within the Financial Services sector. The company reports 11 employees.

The most recent close on file for PFX is $46.00, dated September 4, 2026. That is −$0.11 (−0.24%) against the previous close. The 52-week range on file runs from $38.30 to $56.48. The latest close sits 20.1% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $13.79M. That is −51.74% against the prior fiscal year, when revenue was $28.57M. The same year closed with net income of $4.16M. That is −77.68% against the prior fiscal year. Profit margin runs at 18.55%. That is 5.5 percentage points below the Asset Management median of 24.09%. Trailing earnings per share are 2.33.

Across the 4 fiscal years on file, revenue moves from $1.19M in 2022 to $13.79M in 2025. Of those 4 years, 3 report positive net income.

Valuation Assessment

The trailing P/E ratio stands at 19.74. That is 90.91% above the Asset Management median of 10.34. The forward P/E on file is 18.25. The PEG ratio, which sets the P/E against expected earnings growth, reads 8.4. The price-to-sales ratio is 3.53. On price-to-sales that is 66.14% below the Asset Management median of 10.42. 561 Asset Management companies report these metrics, and the medians quoted come from that group.

The reported beta is 0.28. Annualized volatility over the trailing 10 years is 50.66%. The trailing one-year price return is −4.50%. Measured over 10 years, that is −10.58% a year compounded.

Growth & Income

The record shows no dividend for PFX.

Across the complete calendar years on file, 2021 returned +47.74% and 2018 returned −49.04%. Of the 9 complete calendar years on file, 3 finished higher. 2026 is still running; the price is +4.30% year to date.

Peer Comparison

PhenixFIN Corporation (PFX) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
PhenixFIN Corporation PFX $88.84M 19.7
BlackRock, Inc. BLK $182.35B 26.9
Blackstone Inc. BX $162.74B 30.5
KKR & Co. Inc. KKR $99.50B 34.4

The Asset Management industry average P/E ratio is 10.3x. PhenixFIN Corporation trades at a P/E of 19.7.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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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.

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