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PFX

PFX - PhenixFIN Corporation Stock Price, Fair Value and News

44.25USD+0.16 (+0.36%)Delayed

Market Summary

PFX
USD44.25+0.16
Delayed
0.36%

PFX Alerts

  • 2 major insider buys recently.

PFX Stock Price

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PFX RSI Chart

PFX Valuation

Market Cap

91.2M

Price/Earnings (Trailing)

25.54

Price/Sales (Trailing)

4.31

Price/Free Cashflow

-9.85

PFX Price/Sales (Trailing)

PFX Profitability

Return on Equity

2.37%

Return on Assets

1.5%

Free Cashflow Yield

-10.15%

PFX Fundamentals

PFX Revenue

Revenue (TTM)

21.2M

Rev. Growth (Yr)

21.65%

Rev. Growth (Qtr)

0.77%

PFX Earnings

Earnings (TTM)

3.6M

Breaking Down PFX Revenue

Last 7 days

-0.3%

Last 30 days

-2.3%

Last 90 days

4.5%

How does PFX drawdown profile look like?

PFX Financial Health

PFX Investor Care

Buy Backs (1Y)

1.73%

Diluted EPS (TTM)

12.87

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
202318.4M19.5M20.1M21.2M
202223.9M19.7M15.5M17.1M
20210032.3M28.1M

Tracking the Latest Insider Buys and Sells of PhenixFIN Corporation

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 11, 2024
mcmillan ellida
bought
10,127
45.01
225
chief financial officer
Mar 01, 2024
lorber david a
bought
853,543
45.0799
18,934
chairman and ceo
Mar 01, 2024
lorber david a
bought
25,244
45.08
560
chairman and ceo
Feb 27, 2024
lorber david a
bought
41,687
44.97
927
chairman and ceo
Feb 26, 2024
lorber david a
bought
7,710
44.06
175
chairman and ceo
Feb 23, 2024
lorber david a
bought
57,850
44.5
1,300
chairman and ceo
Feb 23, 2024
lorber david a
bought
74,993
44.48
1,686
chairman and ceo
Sep 22, 2023
mcmillan ellida
bought
3,853
38.53
100
chief financial officer

1–10 of 50

Which funds bought or sold PFX recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Feb 15, 2024
Legal & General Group Plc
unchanged
-
69,164
700,333
-%
Feb 14, 2024
Retirement Group, LLC
new
-
50,866
50,866
0.02%
Feb 14, 2024
Adalta Capital Management LLC
added
2.81
699,638
5,712,640
3.45%
Feb 14, 2024
22NW, LP
unchanged
-
495,811
4,969,350
3.24%
Feb 14, 2024
Almitas Capital LLC
added
16.18
171,492
752,781
0.26%
Feb 14, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP
new
-
224,135
224,135
-%
Feb 13, 2024
MORGAN STANLEY
reduced
-1.99
237,195
2,800,830
-%
Feb 13, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
reduced
-14.39
-266,102
5,553,750
0.01%
Feb 12, 2024
AMERICAN FINANCIAL GROUP INC
unchanged
-
279,000
2,717,000
1.00%
Feb 12, 2024
OSAIC HOLDINGS, INC.
added
3.19
14,278
109,293
-%

1–10 of 19

Are Funds Buying or Selling PFX?

Are funds buying PFX calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own PFX
No. of Funds

Unveiling PhenixFIN Corporation's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Mar 05, 2024
lorber david a
10.1%
208,995
SC 13D/A
Feb 14, 2024
22nw fund, lp
5.7%
117,885
SC 13G/A
Jun 20, 2023
amster howard
12.9%
270,470
SC 13D/A
Feb 14, 2023
radoff bradley louis
-
0
SC 13G/A
Feb 13, 2023
adalta capital management llc
5.67%
118,973
SC 13G/A
Feb 13, 2023
22nw fund, lp
5.6%
117,885
SC 13G
Feb 13, 2023
adalta capital management llc
5.67%
118,973
SC 13G
Jan 03, 2023
lorber david a
8.1%
169,721
SC 13D/A
May 16, 2022
lorber david a
6.8%
148,902
SC 13D/A
Feb 14, 2022
radoff bradley louis
7.1%
24,000
SC 13G/A

Recent SEC filings of PhenixFIN Corporation

View All Filings
Date Filed Form Type Document
Mar 13, 2024
4
Insider Trading
Mar 05, 2024
SC 13D/A
13D - Major Acquisition
Mar 05, 2024
4/A
Insider Trading
Mar 05, 2024
4
Insider Trading
Feb 27, 2024
ARS
ARS
Feb 27, 2024
4
Insider Trading
Feb 26, 2024
DEF 14A
DEF 14A
Feb 21, 2024
8-K
Current Report
Feb 14, 2024
SC 13G/A
Major Ownership Report
Feb 08, 2024
8-K
Current Report

Peers (Alternatives to PhenixFIN Corporation)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
113.6B
17.9B
-7.69% 13.68%
20.64
6.36
-0.08% 6.26%
88.2B
8.0B
-2.08% 46.46%
63.44
11
-5.81% -20.41%
41.5B
20.6B
-0.40% 19.18%
12.64
2.01
87.93% 27.71%
40.4B
3.6B
-2.51% 55.19%
85.17
11.12
18.87% 183.11%
13.4B
7.9B
-8.70% -5.65%
13.81
1.7
-1.81% -3.56%
MID-CAP
6.9B
5.7B
-2.54% -7.76%
-20.65
1.21
-5.50% -148.79%
5.3B
2.1B
0.66% 15.40%
7.9
2.58
-11.67% -41.28%
3.8B
-
-2.76% -5.34%
14.36
-
- -3.64%
3.5B
975.1M
-0.48% 26.81%
15.66
3.57
-1.83% 7.51%
3.5B
489.6M
-3.39% 13.54%
26.8
7.06
-13.63% -24.55%
2.7B
708.5M
1.35% 14.09%
21.81
3.79
14.59% 19.23%
SMALL-CAP
895.0M
241.7M
-6.78% -23.84%
-130.06
3.7
21.87% -123.56%
854.7M
426.6M
-0.67% -
12.99
2
2.25% -34.59%
16.4M
746.8M
94.69% -61.36%
-3.54
0.02
15.88% -226.93%
692.7K
25.3M
-3.65% -10.67%
0.02
0.03
65.87% 176.58%

PhenixFIN Corporation News

Latest updates
Yahoo Movies UK35 hours ago
GuruFocus.com17 months ago

PhenixFIN Corporation Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Thousands)
Income Statement (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q3
Revenue0.8%5,7225,6784,8394,9124,7035,0953,6593,6573,133-
Operating Expenses-94.00---------
  S&GA Expenses5.3%325309253201220253363290197-
Interest Expenses-----1,100---1,873-
Net Income-871---------
Net Income Margin-4.8%0.17*0.18*--------
Free Cashflow250.6%6,754-4,483-4,774-6,646-4,8012,626-13,293-8,709-9,922-
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q3
Assets-0.8%238240232214205219
    Cash Equivalents103.3%12.006.0011.0011.0018.0023.00
Liabilities-6.3%87.0093.0092.0083.0081.0098.00
Shareholder's Equity2.7%151147--125121
  Retained Earnings0.8%-543-548-534-543-550-554
  Additional Paid-In Capital-0.1%694695675675675675
Shares Outstanding-0.6%2.002.002.002.002.002.00
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q3
Cashflow From Operations250.6%6,754-4,483-4,774-6,750-4,6962,626-13,293-8,709-9,922-
Cashflow From Financing-40.6%-568-4044,887-139-417-4,241-1*-12,994-130-
  Buy Backs-43.5%539954-112-2501053,975-384-12,509--

PFX Income Statement

2023-12-31
Consolidated Statements of Operations (Unaudited) - USD ($)
3 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Non-controlled, non-affiliated investments:  
Cash$ 2,682,143$ 1,916,041
Payment in-kind90,674106,187
Affiliated investments:  
Cash455,692198,453
Payment in-kind89,743
Controlled investments:  
Cash286,238194,627
Payment in-kind149,967
Total interest income3,664,7142,505,051
Dividend income2,013,7262,032,358
Interest from cash and cash equivalents41,10892,226
Fee income (see Note 9)2,10873,599
Other income22 
Total Investment Income5,721,6784,703,234
Expenses:  
Interest and financing expenses1,542,0611,233,176
Salaries and benefits1,424,992857,533
Professional fees, net357,554347,917
General and administrative expenses325,061219,977
Directors fees187,500194,000
Insurance expenses97,756124,084
Administrator expenses (see Note 6)77,85277,884
Total expenses4,012,7763,054,571
Net Investment Income1,708,9021,648,663
Net realized gains (losses):  
Non-controlled, non-affiliated investments229,80413,448
Affiliated investments
Controlled investments
Total net realized gains (losses)229,80413,448
Net change in unrealized gains (losses):  
Non-controlled, non-affiliated investments1,364,2431,523,099
Affiliated investments2,431,263715,537
Controlled investments(1,200,373)51,169
Total net change in unrealized gains (losses)2,595,1332,289,805
Total realized and unrealized gains (losses)2,824,9372,303,253
Net Increase (Decrease) in Net Assets Resulting from Operations$ 4,533,839$ 3,951,916
Weighted average basic earnings per common share (in Dollars per share)$ 2.19$ 1.88
Weighted average common shares outstanding - basic (in Shares)2,072,6942,100,876
PFX
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.
 CEO
 WEBSITEphenixfc.com/
 INDUSTRYAsset Management
 EMPLOYEES6

PhenixFIN Corporation Frequently Asked Questions


What is the ticker symbol for PhenixFIN Corporation? What does PFX stand for in stocks?

PFX is the stock ticker symbol of PhenixFIN Corporation. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of PhenixFIN Corporation (PFX)?

As of Thu Apr 11 2024, market cap of PhenixFIN Corporation is 91.18 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of PFX stock?

You can check PFX's fair value in chart for subscribers.

What is the fair value of PFX stock?

You can check PFX's fair value in chart for subscribers. The fair value of PhenixFIN Corporation is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of PhenixFIN Corporation is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for PFX so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is PhenixFIN Corporation a good stock to buy?

The fair value guage provides a quick view whether PFX is over valued or under valued. Whether PhenixFIN Corporation is cheap or expensive depends on the assumptions which impact PhenixFIN Corporation's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for PFX.

What is PhenixFIN Corporation's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Thu Apr 11 2024, PFX's PE ratio (Price to Earnings) is 25.54 and Price to Sales (PS) ratio is 4.31. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. PFX PE ratio will change depending on the future growth rate expectations of investors.