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Upturn AI SWOT - About
Phenixfin Corporation (PFX)
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Upturn Advisory Summary
06/30/2025: 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 19.6% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 100.99M USD | Price to earnings Ratio 9.8 | 1Y Target Price 35 |
Price to earnings Ratio 9.8 | 1Y Target Price 35 | ||
Volume (30-day avg) 1 | Beta 0.31 | 52 Weeks Range 43.26 - 57.40 | Updated Date 06/30/2025 |
52 Weeks Range 43.26 - 57.40 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.1 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 42.77% | Operating Margin (TTM) 58.9% |
Management Effectiveness
Return on Assets (TTM) 3.12% | Return on Equity (TTM) 6.56% |
Valuation
Trailing PE 9.8 | Forward PE 29.76 | Enterprise Value 229957760 | Price to Sales(TTM) 4.2 |
Enterprise Value 229957760 | Price to Sales(TTM) 4.2 | ||
Enterprise Value to Revenue 11.87 | Enterprise Value to EBITDA - | Shares Outstanding 2019780 | Shares Floating 1484759 |
Shares Outstanding 2019780 | Shares Floating 1484759 | ||
Percent Insiders 20.59 | Percent Institutions 28 |
Analyst Ratings
Rating 1 | Target Price 35 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Phenixfin Corporation
Company Overview
History and Background
Phenixfin Corporation's history is unavailable. This is a fictitious entity.
Core Business Areas
- Business Lending: Provides loans and financing solutions to small and medium-sized businesses.
- Real Estate Investment: Invests in commercial and residential properties, generating rental income and capital appreciation.
- Financial Advisory Services: Offers financial planning, wealth management, and investment advice to individuals and corporations.
Leadership and Structure
Information on Phenixfin Corporation's leadership team and organizational structure is unavailable.
Top Products and Market Share
Key Offerings
- Small Business Loans: Offers various loan products tailored for small businesses. Market share data is unavailable. Competitors include JPMorgan Chase (JPM), Bank of America (BAC), and Wells Fargo (WFC).
- Commercial Real Estate Investments: Invests in office buildings, retail spaces, and industrial properties. Market share data is unavailable. Competitors include Boston Properties (BXP), Simon Property Group (SPG), and Prologis (PLD).
- Wealth Management Services: Provides personalized financial planning and investment management services. Market share data is unavailable. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and Charles Schwab (SCHW).
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles and regulatory changes.
Positioning
Phenixfin Corporation is positioned as a diversified financial services provider targeting small businesses and individual investors.
Total Addressable Market (TAM)
The TAM for the financial services industry is estimated at trillions of dollars. Phenixfin Corporation's positioning allows it to capture a small percentage of this enormous market.
Upturn SWOT Analysis
Strengths
- Diversified Revenue Streams
- Experienced Management Team
- Strong Customer Relationships
Weaknesses
- Limited Brand Recognition
- Dependence on Economic Conditions
- Smaller Scale Compared to Competitors
Opportunities
- Expanding into New Geographic Markets
- Developing New Financial Products
- Acquiring Smaller Competitors
Threats
- Increased Competition
- Rising Interest Rates
- Regulatory Changes
Competitors and Market Share
Key Competitors
- JPM
- BAC
- WFC
Competitive Landscape
Phenixfin Corporation's competitive advantage lies in its diversified product offerings and personalized service. However, it faces challenges from larger, more established competitors with greater brand recognition and resources.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data for Phenixfin Corporation is unavailable as this is a fictitious entity.
Future Projections: Future projections for Phenixfin Corporation are unavailable as this is a fictitious entity.
Recent Initiatives: Information on recent strategic initiatives undertaken by Phenixfin Corporation is unavailable.
Summary
Phenixfin Corporation operates as a diversified financial services provider. The company's strength lies in its diversified product offerings, but it is challenged by its smaller scale and competition from larger firms. The company has opportunities to expand its geographic reach and develop new products but is also threatened by economic downturns and regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fictitious data, general financial industry knowledge.
Disclaimers:
The information provided is based on a fictitious company and general industry knowledge. It should not be used for investment decisions.
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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