PFX

Company Overview — What Does PhenixFIN Corp Do?

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 fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund 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 fund 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 fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corp (PFX) is classified as a micro-cap stock in the Financials sector, specifically within the Financial Services industry. The company is led by CEO David A. Lorber and employs approximately 7 people, headquartered in New York, New York. With a market capitalization of $78M, PFX is one of the notable companies in the Financials sector.

PhenixFIN Corp (PFX) Stock Rating — Reduce (April 2026)

As of April 2026, PhenixFIN Corp receives a Reduce rating with a composite score of 41.0/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.PFX ranks #3,597 out of 4,446 stocks in our coverage universe. Within the Financials sector, PhenixFIN Corp ranks #800 of 891 stocks, placing it in the lower half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

PFX Stock Price and 52-Week Range

PhenixFIN Corp (PFX) currently trades at $41.50. The stock gained $0.42 (1.0%) in the most recent trading session. The 52-week high for PFX is $54.00, which means the stock is currently trading -23.1% from its annual peak. The 52-week low is $39.16, putting the stock 6.0% above its annual trough. Recent trading volume was 666 shares, suggesting relatively thin trading activity.

Is PFX Overvalued or Undervalued? — Valuation Analysis

PhenixFIN Corp (PFX) carries a value factor score of 26/100 in the Blank Capital model, signaling premium valuation that prices in significant future growth. The price-to-book ratio stands at 0.52x, versus the sector average of 1.22x. The price-to-sales ratio is 13.85x, compared to 0.90x for the average Financials stock. On an enterprise value basis, PFX trades at 28.61x EV/EBITDA, versus 3.26x for the sector.

At current multiples, PhenixFIN Corp trades at a premium to most Financials peers. This elevated valuation may be justified if the company can sustain above-average growth rates and profitability, but it also creates downside risk if earnings disappoint expectations.

PhenixFIN Corp Profitability — ROE, Margins, and Quality Score

PhenixFIN Corp (PFX) earns a quality factor score of 44/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is -3.0%, compared to the Financials sector average of 8.5%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at -1.5% versus the sector average of 1.2%.

The operating margin is 74.9% (sector: 21.8%). Net profit margin stands at -73.7%, versus 17.7% for the average Financials stock. Revenue growth is running at 7.4% on a trailing basis, compared to 9.4% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.

PFX Debt, Balance Sheet, and Financial Health

PhenixFIN Corp has a debt-to-equity ratio of 97.0%, compared to the Financials sector average of 121.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 2.03x, indicating strong short-term liquidity.

PFX has a beta of -0.02, meaning it is less volatile than the S&P 500, making it a relatively defensive holding. The stability factor score for PhenixFIN Corp is 69/100, reflecting average volatility within the normal range for its sector.

PhenixFIN Corp Revenue and Earnings History — Quarterly Trend

In TTM 2026, PhenixFIN Corp reported revenue of $6M and earnings per share (EPS) of $-2.38. Net income for the quarter was $-5M. Operating income came in at $3M.

In Q1 2026, PhenixFIN Corp reported revenue of $2M and earnings per share (EPS) of $-2.38. Net income for the quarter was $-5M. Revenue grew 30.8% year-over-year compared to Q1 2025.

In FY 2025, PhenixFIN Corp reported revenue of $5M and earnings per share (EPS) of $2.06. Net income for the quarter was $4M. Revenue grew 8.6% year-over-year compared to FY 2024.

In Q3 2025, PhenixFIN Corp reported revenue of $1M and earnings per share (EPS) of $-0.74. Net income for the quarter was $-1M. Revenue grew -41.5% year-over-year compared to Q3 2024. Operating income came in at $882,144.

Over the past 8 quarters, PhenixFIN Corp has demonstrated a growth trajectory, with revenue expanding from $2M to $6M. Investors analyzing PFX stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

PFX Dividend Yield and Income Analysis

PhenixFIN Corp (PFX) currently pays a dividend yield of 5.4%. At this yield, a $10,000 investment in PFX stock would generate approximately $$541.00 in annual dividend income. This compares to the Financials sector average dividend yield of 2.5%, meaning PFX offers above-average income for its sector.

PFX Momentum and Technical Analysis Profile

PhenixFIN Corp (PFX) has a momentum factor score of 29/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 30/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 69/100 reflects moderate short selling activity.

PFX vs Competitors — Financials Sector Ranking and Peer Comparison

Within the Financials sector, PhenixFIN Corp (PFX) ranks #800 out of 891 stocks based on the Blank Capital composite score. This places PFX in the lower half of all Financials stocks in our coverage universe. Key competitors and sector peers include WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) with a score of 62.9/100, OPPENHEIMER HOLDINGS INC (OPY) with a score of 62.6/100, Enact Holdings, Inc. (ACT) with a score of 61.6/100, International General Insurance Holdings Ltd. (IGIC) with a score of 61.3/100, and PARKE BANCORP, INC. (PKBK) with a score of 60.4/100.

Comparing PFX against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full PFX vs S&P 500 (SPY) comparison to assess how PhenixFIN Corp stacks up against the broader market across all factor dimensions.

PFX Next Earnings Date

No upcoming earnings date has been announced for PhenixFIN Corp (PFX) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy PFX? — Investment Thesis Summary

The quantitative profile for PhenixFIN Corp suggests caution. The value score of 26/100 indicates premium valuation. Momentum is weak at 29/100, a headwind for near-term performance. Low volatility (stability score 69/100) reduces downside risk.

In summary, PhenixFIN Corp (PFX) earns a Reduce rating with a composite score of 41.0/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on PFX stock.

Related Resources for PFX Investors

Explore more research and tools: PFX vs S&P 500 comparison, top Financials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare PFX head-to-head with peers: PFX vs WTM, PFX vs OPY, PFX vs ACT.