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PhenixFIN Corp

PFX

48.140USD

-0.060-0.12%

Close 09/19, 16:00（ET）Quotes delayed by 15 min

96.47MMarket Cap

15.62P/E TTM



PhenixFIN Corp

48.140

-0.060-0.12%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, 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.

Score

Industry at a Glance

Industry Ranking

21 / 30

Overall Ranking

269 / 4720

Industry

Collective Investments

Support & Resistance

No Data

Score Analysis

Current score

Previous score

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.

Company 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.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 472.32% year-on-year.

Growing

The company is in a growing phase, with the latest annual income totaling USD 36.07M.

High Dividend

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

Fairly Valued

The company’s latest PB is 0.62, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 980.60K shares, decreasing 4.94% quarter-over-quarter.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 6.87, which is lower than the Collective Investments industry's average of 7.25. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 3.50M, representing a year-over-year decrease of 48.98%, while its net profit experienced a year-over-year decrease of 157.40%.

Score

Industry at a Glance

Previous score

6.87

Change



Financials

8.82

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

2.77

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.69

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.09

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 4.00, which is lower than the Collective Investments industry's average of 4.36. Its current P/E ratio is 15.82, which is -67.99% below the recent high of 5.06 and 82.44% above the recent low of 2.78.

Score

Industry at a Glance

Previous score

4.00

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 21/30

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

The company’s current earnings forecast score is 6.00, which is lower than the Collective Investments industry's average of 6.95.

Score

Industry at a Glance

Previous score

6.00

Change

Support & Resistance

No Data

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

Total

Median

Average

Company name

Ratings

Analysts

PhenixFIN Corp

PFX

Sixth Street Specialty Lending Inc

TSLX

FS KKR Capital Corp

FSK

SLR Investment Corp

SLRC

Gladstone Capital Corp

GLAD

PennantPark Floating Rate Capital Ltd

PFLT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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: 2025-09-19

The company’s current price momentum score is 6.82, which is lower than the Collective Investments industry's average of 7.26. Sideways: Currently, the stock price is trading between the resistance level at 49.22 and the support level at 47.51, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.82

Change

-0.06

Support & Resistance

No Data

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.

Indicators

Sell(3)

Neutral(4)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

0.024

Neutral

RSI(14)

45.065

Neutral

STOCH(KDJ)(9,3,3)

38.051

Neutral

ATR(14)

0.448

High Vlolatility

CCI(14)

-2.779

Neutral

Williams %R

74.225

Sell

TRIX(12,20)

-0.102

Sell

StochRSI(14)

13.395

Sell

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

48.240

Sell

MA10

48.167

Sell

MA20

48.470

Sell

MA50

49.085

Sell

MA100

48.739

Sell

MA200

49.297

Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Amster (Howard M)

264.18K

+0.24%

Adalta Capital Management LLC

168.45K

+8.31%

Lorber (David A)

146.52K

+0.75%

22NW, LP

117.89K

FrontFour Capital Group LLC

81.66K

American Financial Group, Inc.

64.33K

Morgan Stanley Smith Barney LLC

61.80K

+2.14%

Raymond James Financial Services Advisors, Inc.

19.54K

+0.91%

Bulldog Investors, LLP

19.22K

Legal & General Investment Management Ltd.

14.15K

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 2.91, which is lower than the Collective Investments industry's average of 5.31. The company's beta value is 0.36. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.