PhenixFIN (PFX) Stock Price, News & Analysis

Company Overview

PhenixFIN Corporation is a business development company (BDC) that provides financing to privately owned, middle-market companies. The company primarily seeks to invest in businesses through senior secured loans, including first-lien and unitranche financing, while also making selective second-lien debt and equity investments.

PhenixFIN aims to provide customized capital solutions for companies that may require financing for acquisitions, recapitalizations, growth initiatives, refinancings, or other general corporate purposes. Its investment portfolio is generally focused on businesses operating in the United States and spans multiple industries.

The company was formerly known as Medley Capital Corporation and adopted the PhenixFIN name in 2020. As a BDC, PhenixFIN is regulated under the Investment Company Act of 1940 and is designed to support middle-market businesses while providing investors with exposure to private credit and related investments.

Key Stats

• Today's Range: $44.63 to $45.99
• 50-Day Range: $42.33 to $53.63
• 52-Week Range: $38.30 to $56.48
• Volume: 2,641 shs
• Average Volume: 7,710 shs
• Market Capitalization: $88.33 million
• P/E Ratio: 5.61
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: Strong Buy

PhenixFIN Stock Analysis - MarketRank™

PhenixFIN scored higher than 14% of companies evaluated by MarketBeat, and ranked 802nd out of 855 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: 0.2 / 5
• Analyst Rating: Strong Buy

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 5.86, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.82.

Price to Earnings Ratio vs. Sector

The P/E ratio of PhenixFIN is 5.86, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 24.54.

Price to Book Value per Share Ratio

PhenixFIN has a P/B Ratio of 0.57. 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: 0.6 / 5
• News Sentiment: 0.00

News Coverage This Week

MarketBeat has tracked 3 news articles for PhenixFIN this week, compared to 0 articles on an average week.

Search Interest

1 people have searched for PFX on MarketBeat in the last 30 days.

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: 9/28/2026
• Fiscal Year End: 9/30/2026

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: 5.61
• Forward P/E Ratio: 12.33
• 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: 6.24
• Cash Flow: $2.24 per share
• Price / Cash Flow: 20.41
• Book Value: $80.59 per share
• Price / Book: 0.57

Miscellaneous

• Outstanding Shares: 1,931,000
• Free Float: 1,527,000
• Market Cap: $88.33 million
• Optionable: Not Optionable
• Beta: 0.28