PFX

Phenixfin Corporation

PFX, USA

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.

https://www.phenixfc.com/

Stock Price

$ 0.00

0% increase compared to yesterday.

Dividend

Frequency:

N/A

Rate:

N/A

Next Payout:

N/A
PFX
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PFX

Behavioral Patterns of PFX and Institutional Flows news.stocktradersdaily.com

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PFX
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PFX

PhenixFIN Corporation (NASDAQ:PFX) Discloses USD 302.3 Million Portfolio Value for Fiscal Year 2025 Kalkine Media

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Analyst Ratings & Sentiment

(Last Updated 2025-06-30)

Rating:

HOLD

Target Price:

$35

Analyst Picks

Strong Buy

0

Buy

0

Hold

1

Sell

0

Strong Sell

0

Sentiment:

Bullish

Finn Analysis

(Last Updated 2025-06-30)

Health Score

Price to Earnings Ratio (P/E)

-

Very High

14.23

Low ≥ 50

High ≤ 10

Price to Book Ratio (P/B)

-

Very Low

0.56

Low ≤ 1

High ≥ 3

Return on Equity (ROE)

-

Very Low

-0.96 %

Low ≤ 5%

High ≥ 25%

Return on Assets (ROA)

-

Very Low

-0.49 %

Low ≤ 2%

High ≥ 10%

Free Cash Flow - Revenue % (FCF)

-

Very Low

-199.50 %

Low ≤ 5%

High ≥ 15%

Debt to Equity

-

Very Low

0.96

Low ≥ 1

High ≤ 0.3

Investors

* Institutions hold a combined 23.91% of the total shares of Phenixfin Corporation

1.

Adalta Capital Management LLC

(8.4756%)

since

2025/06/30

2.

22NW, LP

(5.8829%)

since

2025/06/30

3.

American Financial Group Inc

(3.2101%)

since

2025/06/30

4.

Morgan Stanley - Brokerage Accounts

(3.0027%)

since

2025/06/30

5.

Bulldog Investors, LLC

(0.959%)

since

2025/06/30

6.

High Income Securities

(0.959%)

since

2025/02/28

7.

Legal & General Group PLC

(0.7062%)

since

2025/06/30

8.

Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ

(0.2066%)

since

2025/06/30

9.

FID DC L&G Diversified Fund

(0.191%)

since

2025/06/30

10.

UBS Group AG

(0.098%)

since

2025/06/30

11.

BTG Pactual Global BDCS I

(0.0848%)

since

2025/03/31

12.

Advisor Group Holdings, Inc.

(0.0423%)

since

2025/06/30

13.

Fidelity Nasdaq Composite Index

(0.038%)

since

2025/07/31

14.

Wells Fargo & Co

(0.013%)

since

2025/06/30

15.

Bank of America Corp

(0.0104%)

since

2025/06/30

16.

Legacy Investment Solutions, LLC

(0.01%)

since

2025/06/30

17.

Legacy Wealth Managment, LLC/ID

(0.01%)

since

2025/06/30

18.

Archer Investment Corporation

(0.0063%)

since

2025/06/30

19.

FID DC L&G Multi Asset Fund

(0.0023%)

since

2025/06/30

20.

Mccormack Advisors International

(0.0011%)

since

2025/06/30

21.

Hanson Mcclain Inc

(0%)

since

2025/06/30

22.

Compagnie Lombard, Odier SCA

(0%)

since

2025/03/31

* Investors data is estimated based on stocks listed on Finnton that are currently held by Institution/Fund.

Earnings History

EPS ActualEPS EstimateEPS DifferenceSurprise Percent

Upcoming Earnings Release

Date

2025-09-30

EPS Estimate

0.34

Latest Release

Date

2025-06-30

EPS Actual

0.5738

EPS Estimate

0.83

EPS Difference

-0.2562

Surprise Percent

-30.8675%

Investing Fit Scorecard

(Last Updated 2025-06-30)

Deep Value
Potential Value Candidate(5.5)
Defensive
Highly Defensive(6.5)
Dividend
Weak Dividend Profile(1.5)
Economic Moat
Some Competitive Advantage(5.3)
GARP
Not Attractive for GARP(2)
Growth
Weak Growth Prospect(1)
Momentum
Strong Momentum(8)
Net Net
Not Undervalued (Net-Net)(2.5)
Quality
Low Quality Business(2.5)
Value
Undervalued(8.5)

Income Statement

(Last Updated 2025-06-30)

Revenue

$ 0

Cost Of Revenue

$ 0

Gross Profit

$ 0

Operating Expenses

$ 0

Operating Income

$ 0

Interest Expense

$ 0

Pretax Income

$ 0

Net Income

$ 0

Income Tax Expense

$ 0

EBITDA

$ 0

Total Other Income Expense Net

$ 0

Earnings Per Share

0

Dividends Per Share

0

Shares Outstanding

0

Operating Margin

0%

Trend

Balance Sheet

(Last Updated 2025-06-30)

Cash

$ 0

Short Term Investments

$ 0

Receivables

$ 0

Inventories

$ 0

Total Current Assets

$ 0

Property Plant Equipment

$ 0

Total Assets

$ 0

Payables

$ 0

Short Term Debt

$ 0

Long Term Debt

$ 0

Total Liabilities

$ 0

Equity

$ 0

Trend

Cash Flow

(Last Updated 2025-06-30)

Net Income

$ 0

Depreciation

$ 0

Change In Working Capital

$ 0

Cash From Operations

$ 0

Capital Expenditures

$ 0

Cash From Investing

$ 0

Cash From Financing

$ 0

Net Change In Cash

$ 0

Trend

Disclaimer: Finnton is a stock screener tool provided for informational and educational purposes only. The data, analysis, and insights offered on this website do not constitute financial, investment, tax, or legal advice. Users are solely responsible for their own investment decisions, and Finnton makes no guarantees regarding the accuracy, completeness, or reliability of the information provided. Past performance is not indicative of future results. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.