Financial Services
PhenixFIN Corporation 5.25% Notes due 2028(PFXNZ)
Live Price
Offline$23.87
+0.08% today
1Y Change
+2.08%
Window
Jun 23, 2025 โ Jun 15, 2026
- Market Cap
- $80.00M
- Revenue Growth
- -62.1%
- EPS Growth
- -77.4%
- Dividend Yield
- 0.0%
Coverage: 246 bars ยท Jun 23, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
PhenixFIN Corporation 5.25% Notes due 2028 (PFXNZ) is a Financial Services stock with a market cap of $80.00M and listed on NASDAQ. The stock last traded around $23.87 and up 2.1% across the available one-year price window (Jun 23, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of -62.1%, EPS growth of -77.4%, a dividend yield of 0.0%. What stands out right now is revenue -62.1%, EPS -77.4%, free cash flow -1141.2% with operating margin 9.4% and ROIC 0.7%. Valuation is more restrained than many high-expectation growth names at price/sales 3.7. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines PFXNZ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-62.1% vs +3.4% peer median
Operating Margin
Above sector median
+9.4% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 13, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -62.1% and EPS is at -77.4%, with operating margin around 9.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 13, 2026 | โ | +0.0% | +0.0% | -0.3% |
2026 Feb 9, 2026 | -1593.8% | -0.5% | +0.0% | +0.4% |
2025 Dec 12, 2025 | +750.0% | +0.0% | +0.3% | +1.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PFXNZ
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
PFXNZ Max Drawdown
-2.81%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PFXNZ and SPY.
Company Overview
PhenixFIN Corporation 5.25% Notes due 2028
NASDAQ Global Market
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 fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund 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 fund 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 fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.
- Leadership
- David Aaron Lorber
- IPO Date
- Nov 16, 2021
- Employees
- 6
- Street Address
- 445 Park Avenue 10th FloorNew York, 10022United States
- Mailing
- New York City, DE
- Region
- New York City, DE, US
- Reporting Currency
- USD
- Investor Line
- 212-859-0390
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 22.8
- Price/Sales
- 3.7
- Price/Book
- 0.5
Growth
- Revenue
- -62.1%
- EPS
- -77.4%
- Free Cash Flow
- -1141.2%
Profitability
- Gross Margin
- 70.9%
- Operating Margin
- 9.4%
- Net Margin
- -13.9%
- ROE
- -1.9%
- ROIC
- 0.7%
Balance Sheet
- Debt/Equity
- 0.94
- Current Ratio
- 1.36
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.