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PhenixFIN (PFX) Competitors

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$45.90 -0.21 (-0.44%)
As of 09/4/2026 03:56 PM Eastern
This is a fair market value price provided by Massive. Learn more.

PFX vs. TCPC, XRPN, CEPV, VCIC, and HRZN

Should you buy PhenixFIN stock or one of its competitors? PhenixFIN's main competitors and comparable companies include Blackrock Tcp Capital (TCPC), Armada Acquisition Corp. II (XRPN), Cantor Equity Partners V (CEPV), Vine Hill Capital Investment (VCIC), and Horizon Technology Finance (HRZN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does PhenixFIN compare to Blackrock Tcp Capital?

Blackrock Tcp Capital (NASDAQ:TCPC) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their profitability, earnings, risk, analyst recommendations, institutional ownership, dividends, media sentiment and valuation.

Blackrock Tcp Capital pays an annual dividend of $0.68 per share and has a dividend yield of 16.7%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. Blackrock Tcp Capital pays out -53.1% of its earnings in the form of a dividend. PhenixFIN pays out 19.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Blackrock Tcp Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

43.3% of PhenixFIN shares are held by institutional investors. 0.4% of Blackrock Tcp Capital shares are held by company insiders. Comparatively, 25.2% of PhenixFIN shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

PhenixFIN has higher revenue and earnings than Blackrock Tcp Capital. Blackrock Tcp Capital is trading at a lower price-to-earnings ratio than PhenixFIN, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackrock Tcp Capital-$91.34M-3.74-$88.93M-$1.28N/A
PhenixFIN$14.16M6.26$18.62M$2.4119.05

Blackrock Tcp Capital presently has a consensus target price of $3.75, indicating a potential downside of 7.86%. Given Blackrock Tcp Capital's higher possible upside, equities research analysts clearly believe Blackrock Tcp Capital is more favorable than PhenixFIN.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackrock Tcp Capital
2 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

PhenixFIN has a net margin of 72.98% compared to Blackrock Tcp Capital's net margin of -61.27%. Blackrock Tcp Capital's return on equity of 13.85% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackrock Tcp Capital-61.27% 13.85% 5.28%
PhenixFIN 72.98%2.95%1.68%

In the previous week, Blackrock Tcp Capital had 4 more articles in the media than PhenixFIN. MarketBeat recorded 4 mentions for Blackrock Tcp Capital and 0 mentions for PhenixFIN. Blackrock Tcp Capital's average media sentiment score of 0.73 beat PhenixFIN's score of 0.00 indicating that Blackrock Tcp Capital is being referred to more favorably in the media.

Company Overall Sentiment
Blackrock Tcp Capital Positive
PhenixFIN Neutral

Blackrock Tcp Capital has a beta of 0.98, suggesting that its share price is 2% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, suggesting that its share price is 72% less volatile than the broader market.

Summary

PhenixFIN beats Blackrock Tcp Capital on 10 of the 18 factors compared between the two stocks.

How does PhenixFIN compare to Armada Acquisition Corp. II?

Armada Acquisition Corp. II (NASDAQ:XRPN) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, earnings, dividends, analyst recommendations, valuation and profitability.

In the previous week, Armada Acquisition Corp. II had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Armada Acquisition Corp. II and 0 mentions for PhenixFIN. Armada Acquisition Corp. II's average media sentiment score of 0.40 beat PhenixFIN's score of 0.00 indicating that Armada Acquisition Corp. II is being referred to more favorably in the media.

Company Overall Sentiment
Armada Acquisition Corp. II Neutral
PhenixFIN Neutral

Armada Acquisition Corp. II has a beta of 0.04, suggesting that its share price is 96% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, suggesting that its share price is 72% less volatile than the broader market.

PhenixFIN has higher revenue and earnings than Armada Acquisition Corp. II.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Armada Acquisition Corp. IIN/AN/AN/AN/AN/A
PhenixFIN$14.16M6.26$18.62M$2.4119.05

28.0% of Armada Acquisition Corp. II shares are held by institutional investors. Comparatively, 43.3% of PhenixFIN shares are held by institutional investors. 25.2% of PhenixFIN shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Armada Acquisition Corp. II
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

PhenixFIN has a net margin of 72.98% compared to Armada Acquisition Corp. II's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Armada Acquisition Corp. II's return on equity.

Company Net Margins Return on Equity Return on Assets
Armada Acquisition Corp. IIN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

Summary

PhenixFIN beats Armada Acquisition Corp. II on 9 of the 11 factors compared between the two stocks.

How does PhenixFIN compare to Cantor Equity Partners V?

Cantor Equity Partners V (NASDAQ:CEPV) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, valuation, institutional ownership, earnings, dividends, risk and media sentiment.

PhenixFIN has a net margin of 72.98% compared to Cantor Equity Partners V's net margin of 0.00%. Cantor Equity Partners V's return on equity of 4,995.14% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
Cantor Equity Partners VN/A 4,995.14% 2.93%
PhenixFIN 72.98%2.95%1.68%

In the previous week, Cantor Equity Partners V had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Cantor Equity Partners V and 0 mentions for PhenixFIN. Cantor Equity Partners V's average media sentiment score of 0.34 beat PhenixFIN's score of 0.00 indicating that Cantor Equity Partners V is being referred to more favorably in the media.

Company Overall Sentiment
Cantor Equity Partners V Neutral
PhenixFIN Neutral

PhenixFIN has higher revenue and earnings than Cantor Equity Partners V. PhenixFIN is trading at a lower price-to-earnings ratio than Cantor Equity Partners V, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cantor Equity Partners VN/AN/A$1.23M$0.1473.79
PhenixFIN$14.16M6.26$18.62M$2.4119.05

43.3% of PhenixFIN shares are held by institutional investors. 25.2% of PhenixFIN shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cantor Equity Partners V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

Summary

PhenixFIN beats Cantor Equity Partners V on 8 of the 13 factors compared between the two stocks.

How does PhenixFIN compare to Vine Hill Capital Investment?

PhenixFIN (NYSE:PFX) and Vine Hill Capital Investment (NASDAQ:VCIC) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, institutional ownership, dividends, profitability, analyst recommendations, earnings and media sentiment.

PhenixFIN has a beta of 0.28, indicating that its share price is 72% less volatile than the broader market. Comparatively, Vine Hill Capital Investment has a beta of 0.09, indicating that its share price is 91% less volatile than the broader market.

43.3% of PhenixFIN shares are owned by institutional investors. 25.2% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00
Vine Hill Capital Investment
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

PhenixFIN has a net margin of 72.98% compared to Vine Hill Capital Investment's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Vine Hill Capital Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
PhenixFIN72.98% 2.95% 1.68%
Vine Hill Capital Investment N/A -100.73%2.40%

PhenixFIN has higher revenue and earnings than Vine Hill Capital Investment. PhenixFIN is trading at a lower price-to-earnings ratio than Vine Hill Capital Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PhenixFIN$14.16M6.26$18.62M$2.4119.05
Vine Hill Capital InvestmentN/AN/A$5.54M$0.1861.11

In the previous week, PhenixFIN's average media sentiment score of 0.00 equaled Vine Hill Capital Investment'saverage media sentiment score.

Company Overall Sentiment
PhenixFIN Neutral
Vine Hill Capital Investment Neutral

Summary

PhenixFIN beats Vine Hill Capital Investment on 10 of the 12 factors compared between the two stocks.

How does PhenixFIN compare to Horizon Technology Finance?

Horizon Technology Finance (NASDAQ:HRZN) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, dividends, valuation, analyst recommendations and media sentiment.

Horizon Technology Finance currently has a consensus price target of $5.00, suggesting a potential upside of 3.31%. Given Horizon Technology Finance's higher probable upside, analysts plainly believe Horizon Technology Finance is more favorable than PhenixFIN.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Horizon Technology Finance
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

Horizon Technology Finance pays an annual dividend of $0.72 per share and has a dividend yield of 14.9%. PhenixFIN pays an annual dividend of $0.48 per share and has a dividend yield of 1.0%. Horizon Technology Finance pays out 200.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PhenixFIN pays out 19.9% of its earnings in the form of a dividend.

4.9% of Horizon Technology Finance shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 0.3% of Horizon Technology Finance shares are owned by company insiders. Comparatively, 25.2% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

PhenixFIN has a net margin of 72.98% compared to Horizon Technology Finance's net margin of 5.27%. Horizon Technology Finance's return on equity of 11.15% beat PhenixFIN's return on equity.

Company Net Margins Return on Equity Return on Assets
Horizon Technology Finance5.27% 11.15% 4.84%
PhenixFIN 72.98%2.95%1.68%

In the previous week, Horizon Technology Finance had 2 more articles in the media than PhenixFIN. MarketBeat recorded 2 mentions for Horizon Technology Finance and 0 mentions for PhenixFIN. Horizon Technology Finance's average media sentiment score of 0.45 beat PhenixFIN's score of 0.00 indicating that Horizon Technology Finance is being referred to more favorably in the media.

Company Overall Sentiment
Horizon Technology Finance Neutral
PhenixFIN Neutral

PhenixFIN has lower revenue, but higher earnings than Horizon Technology Finance. Horizon Technology Finance is trading at a lower price-to-earnings ratio than PhenixFIN, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Horizon Technology Finance$20.51M15.82-$2.66M$0.3613.44
PhenixFIN$14.16M6.26$18.62M$2.4119.05

Horizon Technology Finance has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, suggesting that its share price is 72% less volatile than the broader market.

Summary

Horizon Technology Finance beats PhenixFIN on 11 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PFX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PFX vs. The Competition

MetricPhenixFINCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$88.84M$5.72B$14.00B$23.65B
Dividend YieldN/A7.42%5.89%3.72%
P/E Ratio5.6331.4426.1829.33
Price / Sales6.261,243.66513.9517.00
Price / Cash20.4148.1439.9633.54
Price / Book0.571.982.137.61
Net Income$18.62M$419.47M$1.32B$1.07B
7 Day Performance-12.93%7.28%3.84%-0.05%
1 Month Performance-2.03%0.60%1.69%0.08%
1 Year Performance-6.48%5.65%11.19%12.82%

PhenixFIN Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PFX
PhenixFIN
0.9743 of 5 stars
$45.91
-0.4%
N/A-6.5%$88.84M$14.16M5.637
TCPC
Blackrock Tcp Capital
1.1217 of 5 stars
$4.08
flat
$3.75
-8.1%
-43.8%$342.31M$201.79MN/A24,900
XRPN
Armada Acquisition Corp. II
1.1682 of 5 stars
$10.52
+0.1%
N/AN/A$332.33MN/AN/A2
CEPV
Cantor Equity Partners V
0.439 of 5 stars
$10.34
-0.4%
N/AN/A$328.71MN/A147.712
VCIC
Vine Hill Capital Investment
N/A$11.00
flat
N/AN/A$322.66MN/A61.11N/A

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This page (NYSE:PFX) was last updated on 9/6/2026 by MarketBeat.com Staff.
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