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PhenixFIN Corp
How the company evolved, year by year. Revenue and debt come from the annual reports — for most companies, the 10-K filings with the SEC since 2009; dividends from the payments themselves.
The bars are a balance on the closing date; the lines are what happened during the year. Revenue above equity is ordinary, not an anomaly — it means the company turns its capital over more than once a year.
Major managers that reported this stock in their latest 13F.
None of the investors we track reported a position in PFX.
▲ +8.4% over 5Y.
today you would have $1,131.64▲ +13.2%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years. Each multiple uses that year’s closing price and that year’s reported numbers — not today’s. The range is set by the annual reports on record.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $44.18 | $50.64 | $42.25 | $31.05 | |
| P/E | 5.5x | 21.4x | 5.5x | 3.3x | — |
| P/B | 0.6x | 0.5x | 0.6x | 0.6x | 0.5x |
| EPS | $2.06 | $9.13 | $12.87 | -$2.63 | |
| Dividend yield | 2.59% | 3.24% |
Not shown for closed-end funds and BDCs. The methods assume operating profit, and a fund’s earnings per share are capital gains on its portfolio plus interest income — running them through Graham or a discounted cash flow produces a number that looks like a valuation and means nothing. What matters for a fund is its price against net asset value, which this site does not track.
Companies of similar size in Financial Services, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| PBHCPathfinder Bancorp, Inc. | $16.11 | 1611.0x | 0.8x | 2.48% | 0.11% | $101.15M |
| RVSBRiverview Bancorp Inc | $5.16 | — | 0.7x | 1.55% | -2.52% | $102.96M |
| SPKLSpark I Acquisition Corp | $11.56 | — | — | — | — | $100.1M |
| AMANAmanat Acquisition Corp. | $10.74 |
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.
Company description provided by Yahoo Finance.
| 2.59% |
| — |
| 0.39% |
| Payout | — | 69.42% | 14.35% | — | — |
| ROE | 7.10% | 2.58% | 11.61% | 18.35% | -5.05% |
Median, not average: a single year of near-zero profit produces a P/E of 400 and would drag an average on its own. P/E years above 200x are left out, the same cut the fair price uses — so this median matches the “its own history” method below. Price and EPS have no median: they are series that grow.
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| $103.91M |
| CHPGChampionsGate Acquisition Corp | $10.47 | 29.1x | — | — | — | $104.57M |
| AMBRAmber International Holding Ltd | $1.05 | 105.0x | 1.0x | — | — | $98.99M |