PhenixFIN (PFX) Stock Price, News & Analysis

Company Overview

PhenixFIN Corporation is a closed-end investment company that has elected to be regulated as a business development company under the Investment Company Act of 1940. Through its investment activities, the company seeks to provide financing to privately held, middle-market businesses, primarily in the United States.

PhenixFIN generally invests in privately negotiated debt and equity securities. Its portfolio may include secured and unsecured loans, subordinated debt, and equity or equity-related investments. The company’s financing supports businesses across a range of industries and may be used for acquisitions, recapitalizations, growth initiatives, refinancing, and other corporate purposes.

The company was formerly known as Medley Capital Corporation and adopted the PhenixFIN name in 2020. It is externally managed and focuses on generating income from its investment portfolio while pursuing long-term capital appreciation. PhenixFIN’s investment activities are directed toward middle-market companies that may have limited access to traditional sources of financing.

Key Stats

• Today's Range: $42.39 to $42.47
• 50-Day Range: $42.52 to $53.63
• 52-Week Range: $38.30 to $56.48
• Volume: 1,364 shs
• Average Volume: 7,080 shs
• Market Capitalization: $82.10 million
• P/E Ratio: 5.22
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: Hold

PhenixFIN Stock Analysis - MarketRank™

PhenixFIN scored higher than 36% of companies evaluated by MarketBeat, and ranked 686th out of 847 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: 1.2 / 5
• Analyst Rating: Hold

Consensus Rating

PhenixFIN has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no strong buy ratings, no buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

PhenixFIN has only been the subject of 1 research reports in the past 90 days.

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 5.22, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 44.36.

Price to Earnings Ratio vs. Sector

The P/E ratio of PhenixFIN is 5.22, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 25.18.

Price to Book Value per Share Ratio

PhenixFIN has a P/B Ratio of 0.53. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for PFX.

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 19.92%. 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.

News and Social Media

• Score: 2.2 / 5
• News Sentiment: 0.46

News Sentiment

PhenixFIN has a news sentiment score of 0.46. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.59 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 2 news articles for PhenixFIN this week, compared to 0 articles on an average week.

Company Ownership

• Score: 1.2 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, PhenixFIN insiders have not sold or bought any company stock.

Percentage Held by Insiders

25.20% 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.

Company Calendar

• Last Earnings: 12/20/2021
• Today: 10/25/2026
• Fiscal Year End: 9/30/2027

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Capital Markets
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:PFX
• CIK: 1490349
• Web: www.phenixfc.com
• Phone: (212) 759-0777
• Fax: 212-759-0091
• Employees: 7
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): $2.41
• Trailing P/E Ratio: 5.22
• Forward P/E Ratio: 11.46
• 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: $14.16 million
• Price / Sales: 5.80
• Cash Flow: $2.08 per share
• Price / Cash Flow: 20.41
• Book Value: $80.59 per share
• Price / Book: 0.53

Miscellaneous

• Outstanding Shares: 1,931,000
• Free Float: 1,527,000
• Market Cap: $82.10 million
• Optionable: Not Optionable
• Beta: 0.32