Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.119
Neutral
RSI(14)
56.040
Neutral
STOCH(KDJ)(9,3,3)
60.694
Buy
ATR(14)
0.944
High Vlolatility
CCI(14)
118.837
Buy
Williams %R
0.380
Overbought
TRIX(12,20)
0.000
Sell
StochRSI(14)
100.000
Buy
Search
PhenixFIN Corp
PFXAdd to Watchlist
41.620USD
+0.780+1.98%
Close 05/15, 16:00（ET）Quotes delayed by 15 min
80.43MMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of PhenixFIN Corp
Currency: USD Updated: 2026-05-15Key Insights
PhenixFIN Corp's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 13 out of 29 in the Collective Investments industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 0.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
PhenixFIN Corp's Score
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 0.52, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 472.68K shares, decreasing 21.32% 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.
Financial Health
Currency: USD Updated: 2026-05-15The current financial score of PhenixFIN Corp is 7.84, ranking 10 out of 29 in the Collective Investments industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 5.58M, representing a year-over-year increase of 34.32%, while its net profit experienced a year-over-year increase of 226.41%.
Score
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
Operational Efficiency
10.00
Growth Potential
4.97
Shareholder Returns
7.23
PhenixFIN Corp's Company Valuation
Currency: USD Updated: 2026-05-15The current valuation score of PhenixFIN Corp is 7.65, ranking 18 out of 29 in the Collective Investments industry. Its current P/E ratio is -76.44, which is -129.21% below the recent high of 22.33 and 0.00% above the recent low of -76.44.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 13/29
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-15The current earnings forecast score of PhenixFIN Corp is 6.00, ranking 19 out of 29 in the Collective Investments industry.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
1
analysts
Hold
Current Rating
0.000
Target Price
0.00%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
33
Total
5
Median
4
Average
Company name
Ratings
Analysts
PhenixFIN Corp
PFX
1
Sixth Street Specialty Lending Inc
TSLX
12
FS KKR Capital Corp
FSK
11
SLR Investment Corp
SLRC
9
Crescent Capital BDC Inc
CCAP
8
PennantPark Floating Rate Capital Ltd
PFLT
8
1
2
3
...
7
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.
Price Momentum
Currency: USD Updated: 2026-05-15The current price momentum score of PhenixFIN Corp is 9.23, ranking 3 out of 29 in the Collective Investments industry. Currently, the stock price is trading between the resistance level at 43.11 and the support level at 39.57, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
40.166
Buy
MA10
40.334
Buy
MA20
40.296
Buy
MA50
40.397
Buy
MA100
42.236
Sell
MA200
44.168
Sell
Institutional Confidence
Currency: USD Updated: 2026-05-15Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Risk Assessment
Currency: USD Updated: 2026-05-15The 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 23 out of 29 in the Collective Investments industry. The company's beta value is 0.26. 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.
Score
Beta vs S&P 500 index
0.27
VaR
+2.71%
240-Day Maximum Drawdown
+100.00%
240-Day Volatility
--
Return
Best Daily Return
60 days
+10.17%
120 days
+10.17%
5 years
--
Worst Daily Return
60 days
-7.53%
120 days
-7.53%
5 years
-100.00%
Sharpe Ratio
60 days
+0.03
120 days
+0.19
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+100.00%
3 years
+100.00%
5 years
+100.00%
Return-to-Drawdown Ratio
240 days
-0.17
3 years
+0.05
5 years
+0.02
Skewness
240 days
--
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
--
5 years
--
Standardised True Range
240 days
+3.59%
5 years
+4.72%
Downside Risk-Adjusted Return
120 days
+31.60%
240 days
+31.60%
Maximum Daily Upside Volatility
60 days
+65.76%
Maximum Daily Downside Volatility
60 days
+43.61%
Liquidity
Average Turnover Rate
60 days
+0.19%
120 days
+0.12%
5 years
--
Turnover Deviation
20 days
-100.00%
60 days
-100.00%
120 days
-100.00%
Peer Comparison
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PhenixFIN Corp
PFX
6.86 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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APO
7.99 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Kayne Anderson BDC Inc
KBDC
7.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Barings BDC Inc
BBDC
7.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sixth Street Specialty Lending Inc
TSLX
7.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Gladstone Investment Corp
GAIN
7.71 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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