PFX

PhenixFIN Corporation

$40.78

0.00%

SectorFinancial ServicesIndustryAsset ManagementCountryUnited States

Overview AI Brief ChartChart & Performance Financials ExposureRevenue Exposure FilingsFilings & Red Flags ScoresScores & Valuation News Analysts InsidersInsiders & Short Interest Ownership

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.

Source: Yahoo Finance

Market Cap$78.8M

Dividend Yield0.18%

Beta0.07

AI summary

Price & performance

1M-4.3%

3M+5.9%

YTD-1.7%

1Y-4.8%

52-week range—

Beta0.07

Full chart and returns against a benchmark

Q-Score

53/ 100

Quality against peers; 50 is the peer median.

Growth40

Risk55

Performance47

Valuation57

Profitability—

Leverage77

Sentiment—

Every score and metric

News sentiment

Open News

Latest results · FY 2025

Revenue—

Net income$4.2M-77.7%

Net margin—

Historical fundamentals

Valuation

PFXIndustryP/E16.8627.78P/S—3.72EV/EBITDA—33.03P/B0.502.44PEG—4.92

Dividend yield0.18%

Every valuation metric

Historical Fundamentals

Net Income

P/E

Showing the last 4 periods. Pro adds the full annual and quarterly history and 20+ more metrics to chart.

Latest Results

The latest fiscal year and quarter, each against the same period a year earlier, from SEC filings.

Metric	FY 2025	vs a year before	Q2 2026	vs a year before
Net Income	$4.2M	-77.7%	$4.2M	—

Q-Scores

OverallCombines the categories below, except Sentiment

Industry 5553

Growth

Industry 5540

Risk

Industry 6555

Performance

Industry 5747

Valuation

Industry 4657

Leverage

Industry 7777

Key Metrics

Fundamentals: trailing twelve months to Jun 2026, from the latest 10-K and 10-Qs.

Market Beta (5-factor)

IM 0.81SM 0.840.26

Market Cap

78.8M

Dividend Yield

IM 3.24%SM 1.01%0.18%

Volume

IM 511.5KSM 217.6K4.6K

Industry Market Share

0.01%

Sector Market Share

0.00%

IM industry median · SM sector median: the typical company the value is compared with. The /100 is its score against those peers.

Comparable Companies

The companies closest in size in Asset Management (filled from its sector when there are few), with the median and rank across all 119 in the industry.

Company	Market cap	P/E	EV/EBITDA	P/S	P/B	FCF yield	Revenue growth	Op. margin	ROE	Debt/equity
PFXPhenixFIN Corporation	$78.8M	16.9	—	—	0.5	-3.8%	—	—	3.0%	0.0
AFCGAdvanced Flower Capital Inc.	$78.4M	3.3	—	3.2	0.4	-37.8%	-9.1%	—	12.6%	0.0
HNNAHennessy Advisors, Inc.	$80.6M	9.8	4.0	2.4	0.8	12.6%	-6.9%	33.4%	8.2%	0.0
MGLDThe Marygold Companies, Inc.	$84.8M	—	—	2.9	4.0	-0.0%	42.1%	-9.5%	-10.8%	0.0
BCICBCP Investment Corp.	$85.3M	—	—	—	0.5	109.0%	—	—	-2.2%	1.6
SAMGSilvercrest Asset Management Group Inc.	$86.4M	92.4	10.1	0.7	1.9	6.5%	1.2%	2.5%	2.1%	0.0
GECCGreat Elm Capital Corp.	$68.4M	—	—	—	0.7	100.2%	—	—	-20.0%	0.0
GEGGreat Elm Group, Inc.	$66.3M	—	—	3.3	1.8	1.9%	-12.1%	-67.8%	-90.5%	0.7
OXSQOxford Square Capital Corp.	$98.4M	—	—	—	0.7	-27.1%	—	—	-22.6%	0.0
Industry median		13.8	11.8	3.1	0.9	4.4%	13.0%	13.5%	5.4%	0.2
PFX percentile		59th	—	—	13th	30th	—	—	38th	21st