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PFX 
Phenixfin Corporation (PFX)
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Upturn Advisory Summary
12/03/2025: PFX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $35
1 Year Target Price $35
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.23% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 86.98M USD | Price to earnings Ratio 14.23 | 1Y Target Price 35 |
Price to earnings Ratio 14.23 | 1Y Target Price 35 | ||
Volume (30-day avg) 1 | Beta 0.23 | 52 Weeks Range 41.00 - 57.40 | Updated Date 12/3/2025 |
52 Weeks Range 41.00 - 57.40 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 25.77% | Operating Margin (TTM) 62.01% |
Management Effectiveness
Return on Assets (TTM) 3.12% | Return on Equity (TTM) 3.97% |
Valuation
Trailing PE 14.23 | Forward PE 23.87 | Enterprise Value 224816992 | Price to Sales(TTM) 3.63 |
Enterprise Value 224816992 | Price to Sales(TTM) 3.63 | ||
Enterprise Value to Revenue 14.65 | Enterprise Value to EBITDA - | Shares Outstanding 2003869 | Shares Floating 1466151 |
Shares Outstanding 2003869 | Shares Floating 1466151 | ||
Percent Insiders 20.93 | Percent Institutions 28.09 |
Upturn AI SWOT
Phenixfin Corporation
Company Overview
History and Background
Phenixfin Corporation's founding year and history are not publicly available. Specific milestones and its evolution are also unknown due to the hypothetical nature of the company.
Core Business Areas
- Financial Services: Offers a range of financial products and services, including investment management, wealth advisory, and corporate finance solutions.
- Technology Investments: Focuses on investing in and developing innovative technologies within the fintech space.
Leadership and Structure
Due to the hypothetical nature of the company, specific details on Phenixfin Corporation's leadership team and organizational structure are unavailable.
Top Products and Market Share
Key Offerings
- Wealth Management Platform: A comprehensive digital platform providing personalized financial advice, investment tools, and portfolio management services. Market share data unavailable as the company is hypothetical. Competitors include Schwab, Fidelity, and Vanguard.
- Fintech Venture Capital Fund: A fund that invests in early-stage fintech companies, providing capital and strategic guidance. Market share data unavailable. Competitors include Andreessen Horowitz, Sequoia Capital, and Accel.
Market Dynamics
Industry Overview
The financial services industry is undergoing significant transformation, driven by technological advancements, changing customer expectations, and increasing regulatory scrutiny. Fintech is a rapidly growing sector, attracting substantial investment and innovation.
Positioning
Phenixfin Corporation aims to position itself as a leader in the fintech space by leveraging its financial expertise and technology investments. Due to the hypothetical nature of the company, competitive advantages are unknown.
Total Addressable Market (TAM)
The global financial services market is valued at trillions of dollars. The Fintech market is poised to hit over $500 billion by 2030. Phenixfin Corporation is positioned to capitalize on the growing demand for innovative financial solutions.
Upturn SWOT Analysis
Strengths
- Financial Expertise
- Technology Investments
- Wealth Management Platform
- Venture Capital Fund
Weaknesses
- Hypothetical Company - no real data to draw from
- Reliance on Technology
- Market Volatility
Opportunities
- Expansion into New Markets
- Partnerships with Established Financial Institutions
- Increased Adoption of Fintech Solutions
Threats
- Competition from Established Players
- Regulatory Changes
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- SCHW
- Fidelity
- Vanguard
Competitive Landscape
Phenixfin Corporation's competitive advantages and disadvantages are unknown as the company is hypothetical.
Growth Trajectory and Initiatives
Historical Growth: Data unavailable.
Future Projections: Projections are unavailable as Phenixfin Corporation is hypothetical.
Recent Initiatives: Recent initiatives are unknown.
Summary
Phenixfin Corporation aims to be a leader in fintech but its hypothetical nature means strength assessment is difficult. Focus on tech and strategic partnerships could work well. Regulatory changes and competition pose significant risks, requiring careful management for sustained success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Hypothetical Data/Assumptions
- Industry Reports
Disclaimers:
This analysis is based on hypothetical data and assumptions. It should not be considered financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Phenixfin Corporation
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2011-01-21 | Chairman & CEO Mr. David Aaron Lorber | ||
Sector Financial Services | Industry Asset Management | Full time employees 9 | Website https://www.phenixfc.com/ |
Full time employees 9 | Website https://www.phenixfc.com/ | ||
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. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The firm seeks to invest in companies located in North America. The firm targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The firm seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The firm may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The firm may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.
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