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Phenixfin Corporation (PFX)

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Upturn Advisory Summary
02/10/2026: PFX (1-star) is currently NOT-A-BUY. Pass it for now.
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 | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 87.12M USD | Price to earnings Ratio - | 1Y Target Price 35 |
Price to earnings Ratio - | 1Y Target Price 35 | ||
Volume (30-day avg) 1 | Beta 0.2 | 52 Weeks Range 41.00 - 57.40 | Updated Date 02/12/2026 |
52 Weeks Range 41.00 - 57.40 | Updated Date 02/12/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.54 |
Earnings Date
Report Date 2026-02-09 | When - | Estimate 0.43 | Actual -5.83 |
Profitability
Profit Margin -11.98% | Operating Margin (TTM) 68.45% |
Management Effectiveness
Return on Assets (TTM) 3.19% | Return on Equity (TTM) -1.93% |
Valuation
Trailing PE - | Forward PE 27.1 | Enterprise Value 232743632 | Price to Sales(TTM) 3.39 |
Enterprise Value 232743632 | Price to Sales(TTM) 3.39 | ||
Enterprise Value to Revenue 33.16 | Enterprise Value to EBITDA - | Shares Outstanding 1998259 | Shares Floating 1457490 |
Shares Outstanding 1998259 | Shares Floating 1457490 | ||
Percent Insiders 21.16 | Percent Institutions 28.04 |
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 11 | Website https://www.phenixfc.com/ |
Full time employees 11 | 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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