PhenixFIN Corp

PFX

39.881USD

+0.731+1.87%

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PhenixFIN Corp's Score

Industry at a Glance

Industry Ranking

21 / 30

Overall Ranking

249 / 4542

Industry

Collective Investments

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Negative

PhenixFIN Corp Highlights

StrengthsRisks

PhenixFIN Corporation is an internally managed non-diversified closed-end management investment company. The Company’s investment objective is to generate current income and capital appreciation. It seeks to achieve this objective primarily through making loans, private equity investments in privately held companies. It may also make debt, equity or other investments in publicly traded companies. These investments may also include investments in other BDCs, closed-end funds or real estate investment trusts (REITs). It also pursues other strategic opportunities and invests in other assets or operates other businesses to achieve its investment objective, such as operating and managing an asset-based lending business. The portfolio generally consists of senior secured first-lien-term loans, senior secured second-lien-term loans, senior secured bonds, preferred equity and common equity. Its loan and other debt investments are primarily rated below investment grade or are unrated.

Growing

The company is in a growing phase, with the latest annual income totaling USD 24.28M.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 14.21%.

Undervalued

The company’s latest PB is 0.50, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 561.14K shares, decreasing 8.98% quarter-over-quarter.

Analyst Rating

Based on 1 analysts

Hold

Current Rating

0.000

Target Price

0.00%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of PhenixFIN Corp is 7.84, ranking 10 out of 30 in the Collective Investments industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached -224.23K, representing a year-over-year decrease of 103.18%, while its net profit experienced a year-over-year decrease of 293.58%.

Score

Industry at a Glance

Previous score

7.84

Change

0



Financials

7.92

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

9.08

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

4.97

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

7.23

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of PhenixFIN Corp is 7.65, ranking 18 out of 30 in the Collective Investments industry. Its current P/E ratio is -25.13, which is -188.87% below the recent high of 22.33 and -106.00% above the recent low of -51.77.

Score

Industry at a Glance

Previous score

7.65

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 21/30

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of PhenixFIN Corp is 6.00, ranking 18 out of 30 in the Collective Investments industry.

Score

Industry at a Glance

Previous score

6.00

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current price momentum score of PhenixFIN Corp is 5.93, ranking 28 out of 30 in the Collective Investments industry. Currently, the stock price is trading between the resistance level at 42.61 and the support level at 36.79, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.21

Change

-0.28

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-03-27

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Amster (Howard M)

264.18K

+0.24%

Adalta Capital Management LLC

172.94K

+1.83%

Lorber (David A)

149.97K

+1.94%

22NW, LP

117.89K

--

FrontFour Capital Group LLC

81.66K

--

American Financial Group, Inc.

64.33K

--

Morgan Stanley Smith Barney LLC

57.92K

-3.70%

Raymond James Financial Services Advisors, Inc.

20.13K

+3.02%

Bulldog Investors, LLP

19.22K

--

Legal & General Investment Management Ltd.

12.70K

-10.29%

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The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Collective Investments domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of PhenixFIN Corp is 4.05, ranking 24 out of 30 in the Collective Investments industry. The company's beta value is 0.25. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

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6.20 /10

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