PFX PhenixFIN Corporation - Common Stock

NASDAQ · Financial Services · View on SEC EDGAR ↗
$40.51
Price · May 19, 2026
Fundamentals as of Feb 9, 2026

PFX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$40.51
Market Cap
$95M
P/E (TTM)
23.1
EPS (TTM)
$2.06
Revenue (TTM)
Div Yield
3.0%
ROE
2.6%
Debt/Equity
0.9
52W Range
$38 – $54

PFX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS $2.06
4-point trend, +178.3%
2022-09-30 2025-09-30
Free Cash Flow
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
PFX
Peer Median
P/E (TTM)
4-point trend, +274.3%
23.1
19.7
P/B
2-point trend, -1.0%
0.6
0.8

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
PFX
Peer Median
ROA
2-point trend, -80.5%
1.3%
3.5%
ROE
2-point trend, -78.0%
2.6%
7.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
PFX
Peer Median
Debt / Equity
2-point trend, +8.7%
0.9
115.6

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
PFX
Peer Median
EPS YoY
4-point trend, +178.3%
-77.4%
Net Income YoY
4-point trend, +168.0%
-77.7%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
PFX
Peer Median
EPS (Diluted)
4-point trend, +178.3%
$2.06

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
PFX
Peer Median
Payout Ratio
2-point trend, +389.1%
69.5%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
3.0%
Payout Ratio
69.5%
5Y Div CAGR
Ex-dateAmount
Feb. 14, 2025$1.4300
May 23, 2024$1.3100
July 1, 2022$0.1210
Feb. 21, 2019$1.0000

PFX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

SELL 8 analysts
  • Strong Buy 0 0.0%
  • Buy 0 0.0%
  • Hold 3 37.5%
  • Sell 4 50.0%
  • Strong Sell 1 12.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.62%
Period EPS Actual EPS Est Surprise
March 31, 2026 $0.57 $0.45 0.12%
Dec. 31, 2025 $-2.38 $0.39 -2.8%
Sept. 30, 2025 $2.03 $0.24 1.8%
June 30, 2025 $-0.74 $0.37 -1.1%
March 31, 2025 $-0.28 $0.83 -1.1%

Peer Comparison Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
PFX $95M 23.1 2.6%
BCIC $148M 11.4 5.2%
GECC
AFCG $67M -3.0 -46.2% -84.2% -11.5%
HNNA $82M 8.2 19.9% 28.0% 10.3%
GEG $55M 5.4 -8.5% 79.0% 19.4%
BENF
OFS

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for PFX
Metric Trend 2025202420232022
SG&A Expense 4-point trend, +12.3% $1M $1M $983.3K $1M
Operating Expenses · · $815.0K ·
Interest Expense 4-point trend, +101.0% $10M $7M $6M $5M
Interest Income 4-point trend, +81.4% $17M $14M $12M $9M
Net Income 4-point trend, +168.0% $4M $19M $27M $-6M
EPS (Basic) 4-point trend, +178.3% $2.06 $9.13 $12.87 $-2.63
EPS (Diluted) 4-point trend, +178.3% $2.06 $9.13 $12.87 $-2.63
Shares (Basic) 4-point trend, -13.3% 2,015,157 2,040,253 2,092,326 2,323,601
Shares (Diluted) 4-point trend, -13.3% 2,015,157 2,040,253 2,092,326 2,323,601
Balance Sheet 12
Annual Balance Sheet data for PFX
Metric Trend 2025202420232022
Cash & Equivalents 4-point trend, -68.0% $7M $68M $6M $23M
Other Non-current Assets 2-point trend, -30.2% · · $833.0K $1M
Total Assets 4-point trend, +44.8% $317M $303M $240M $219M
Short-term Debt 4-point trend, +89.8% $148M $136M $84M $78M
Deferred Tax $137.5K · · ·
Total Liabilities 4-point trend, +59.3% $156M $142M $93M $98M
Total Debt 2-point trend, +9.1% $148M $136M · ·
Common Stock 4-point trend, -4.7% $2.0K $2.0K $2.1K $2.1K
Retained Earnings 4-point trend, +1.9% $-544M $-545M $-548M $-555M
Stockholders' Equity 4-point trend, +33.0% $161M $160M $147M $121M
Liabilities + Equity 4-point trend, +44.8% $317M $303M $240M $219M
Shares Outstanding 4-point trend, -4.7% 2,003,769 2,019,778 2,073,713 2,102,129
Cash Flow 5
Annual Cash Flow data for PFX
Metric Trend 2025202420232022
Operating Cash Flow 4-point trend, -129.8% $-67M $16M $-21M $-29M
Stock Repurchased 4-point trend, -95.3% $800.7K $2M $1M $17M
Net Stock Activity 2-point trend, +66.2% $-800.7K $-2M · ·
Dividends Paid 3-point trend, +986.6% $3M $3M · $265.8K
Financing Cash Flow 4-point trend, +140.6% $7M $45M $4M $-17M
Profitability 2
Annual Profitability data for PFX
Metric Trend 2025202420232022
ROA 2-point trend, -80.5% 1.3% 6.9% · ·
ROE 2-point trend, -78.0% 2.6% 11.8% · ·
Liquidity & Solvency 1
Annual Liquidity & Solvency data for PFX
Metric Trend 2025202420232022
Debt / Equity 2-point trend, +8.7% 0.9 0.8 · ·
Per Share 4
Annual Per Share data for PFX
Metric Trend 2025202420232022
Book Value / Share 2-point trend, +1.1% $80.24 $79.37 · ·
Cash Flow / Share 2-point trend, -523.3% $-33.41 $7.89 · ·
Cash / Share 2-point trend, -89.1% $3.64 $33.47 · ·
EPS (TTM) 4-point trend, +178.3% $2.06 $9.13 $12.87 $-2.63
Growth Rates 3
Annual Growth Rates data for PFX
Metric Trend 2025202420232022
EPS YoY 2-point trend, -166.5% -77.4% -29.1% · ·
EPS CAGR 3Y · 166.9% · ·
Net Income YoY 2-point trend, -152.0% -77.7% -30.8% · ·
Valuation (TTM) 11
Annual Valuation (TTM) data for PFX
Metric Trend 2025202420232022
Net Income TTM 4-point trend, +168.0% $4M $19M $27M $-6M
Market Cap 2-point trend, -0.8% $95M $96M · ·
Enterprise Value 2-point trend, +43.7% $236M $164M · ·
P/E 4-point trend, +274.3% 23.1 5.2 2.9 -13.3
P/B 2-point trend, -1.0% 0.6 0.6 · ·
P / Tangible Book 3-point trend, +10.8% 0.6 0.6 0.5 ·
P / Cash Flow 2-point trend, -123.7% -1.4 6.0 · ·
Dividend Yield 2-point trend, +10.2% 3.0% 2.8% · ·
Earnings Yield 4-point trend, +157.4% 4.3% 19.2% 34.0% -7.5%
Payout Ratio 2-point trend, +389.1% 69.5% 14.2% · ·
Annual Payout 3-point trend, +986.6% $3M $3M · $265.8K

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-09-302024-09-302023-09-302022-09-30
Net Income $4M$19M$27M$-6M
Diluted EPS $2.06$9.13$12.87$-2.63
Balance Sheet
2025-09-302024-09-302023-09-302022-09-30
Debt / Equity 0.90.8

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