PhenixFIN (PFX) Stock Price, News & Analysis

Company Overview

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 Corporation was founded in 2010 and is headquartered in New York, New York.

Key Stats

• Today's Range: $50.15 to $50.25
• 50-Day Range: $47.51 to $55.44
• 52-Week Range: $44.56 to $57.40
• Volume: 915 shs
• Average Volume: 1,998 shs
• Market Capitalization: $99.84 million
• P/E Ratio: 6.06
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: N/A

PhenixFIN Stock Analysis - MarketRank™

PhenixFIN scored higher than 62% of companies evaluated by MarketBeat, and ranked 495th out of 909 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for PhenixFIN.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 0.27%

Earnings Growth

Earnings for PhenixFIN are expected to grow by 0.27% in the coming year, from $3.71 to $3.72 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of PhenixFIN is 6.06, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 25.61.

Price to Earnings Ratio vs. Sector

The P/E ratio of PhenixFIN is 6.06, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 20.02.

Price to Book Value per Share Ratio

PhenixFIN has a P/B Ratio of 0.61. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.34% of the float of PhenixFIN has been sold short.

Short Interest Ratio / Days to Cover

PhenixFIN has a short interest ratio ("days to cover") of 4.2.

Change versus previous month

Short interest in PhenixFIN has recently decreased by 3.57%, indicating that investor sentiment is improving.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Yield

PhenixFIN does not currently pay a dividend.

Dividend Growth

PhenixFIN does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of PhenixFIN is 9.43%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, PhenixFIN will have a dividend payout ratio of 12.90% next year. This indicates that PhenixFIN will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

0.34% of the float of PhenixFIN has been sold short.

Short Interest Ratio / Days to Cover

PhenixFIN has a short interest ratio ("days to cover") of 4.2.

Change versus previous month

Short interest in PhenixFIN has recently decreased by 3.57%, indicating that investor sentiment is improving.

News and Social Media

• Score: 0.0 / 5
• News Sentiment: N/A

News Coverage This Week

MarketBeat has tracked 1 news article for PhenixFIN this week, compared to 1 article on an average week.

Company Ownership

• Score: 4.2 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, PhenixFIN insiders have bought more of their company's stock than they have sold. Specifically, they have bought $48,405.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

24.40% of the stock of PhenixFIN is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

43.35% of the stock of PhenixFIN is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

PFX Stock Analysis - Frequently Asked Questions

How have PFX shares performed this year?

PhenixFIN's stock was trading at $50.64 at the beginning of the year. Since then, PFX stock has decreased by 2.4% and is now trading at $49.4250.

How were PhenixFIN's earnings last quarter?

PhenixFIN Co. (NYSE:PFX) issued its earnings results on Monday, December, 20th. The company reported ($2.59) earnings per share for the quarter, missing analysts' consensus estimates of $0.05 by $2.64. The company earned $4.37 million during the quarter, compared to analyst estimates of $2.92 million. PhenixFIN had a net margin of 72.98% and a trailing twelve-month return on equity of 2.95%.

How do I buy shares of PhenixFIN?

Shares of PFX stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of PhenixFIN own?

Based on aggregate information from My MarketBeat watchlists, some other companies that PhenixFIN investors own include PayPal (PYPL), Avino Silver & Gold Mines (ASM), Qifu Technology (QFIN), Construction Partners (ROAD), Adverum Biotechnologies (ADVM), Boot Barn (BOOT) and JD.com (JD).

Company Calendar

• Last Earnings: 12/20/2021
• Today: 7/05/2025
• Fiscal Year End: 9/30/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Closed - End Fund - Equity
• Sub-Industry: Financial Services
• Current Symbol: NYSE:PFX
• CIK: 1129633
• Web: www.medleycapitalcorp.com
• Phone: (212) 859-0390
• Fax: 212-759-0091
• Employees: 7
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $5.09
• Trailing P/E Ratio: 6.06
• Forward P/E Ratio: 13.32
• P/E Growth: N/A
• Net Income: $18.62 million
• Net Margins: 72.98%
• Pretax Margin: 64.93%
• Return on Equity: 2.95%
• Return on Assets: 1.68%

Debt

• Debt-to-Equity Ratio: 0.87
• Current Ratio: 1.21
• Quick Ratio: 1.21

Sales & Book Value

• Annual Sales: $20.09 million
• Price / Sales: 4.97
• Cash Flow: $2.42 per share
• Price / Cash Flow: 20.41
• Book Value: $80.59 per share
• Price / Book: 0.61

Miscellaneous

• Outstanding Shares: 2,020,000
• Free Float: 1,527,000
• Market Cap: $99.84 million
• Optionable: Not Optionable
• Beta: 0.32