Phenixfin Corporation (PFX) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Phenixfin Corporation stock $27.97, price $42.03, that is 33.4% below the price, quality 46 out of 100. Rating: overvalued. Calculated from audited financials with 7 of our 26 valuation models and 37 quality factors, updated daily.
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Phenixfin Corporation
PFX · USOur calculation puts a fair price 33% below what the stock costs today.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range $13.25 – $54.41 · fair‑value band $20.98 – $34.97 · the $42.03 price screens above the $27.97 fair value. As of Nov 6, 2026.
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Company profile
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.
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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.
Stock analysis
Phenixfin Corporation (PFX) currently trades at $42.03, while our model-based Fair Value estimate is $27.97, 33% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Asset-Based group reads highest at a median of $55.78 per share, and 3 of the 7 models we run sit above the $42.03 price.
Bear case: the Dividend Discount group reads lowest at $17.70, and 4 of the 7 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $20.98 (bear) to $34.97 (bull), the price of $42.03 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 46/100 (below-average quality), in the Financial Services sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Phenixfin Corporation reported revenue of $24.1M in FY2025 versus $8.2M in FY2021, a compound +30.7%/yr. Reported net income was $4.2M in FY2025, compounding +34.3%/yr from FY2021. FY2021 was a trough year, so the rate overstates the trend.
Key figures
Market cap $81.2M Micro · P/E ratio 18.0 · P/S ratio 3.23 · EPS (TTM) $2.33 · Dividend yield 3.4% · Net margin 18.6% · Return on equity 3.0% · Return on assets (EBIT) 466% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 51 out of 100 (low confidence).
What moves the price
The share trades about 23% below its 52-week high and 10% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −16% fair-value upside, at −33%, PFX screens richer than that median.
Fair Value models
All 7 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, one officer or director bought shares worth $2.1M, on Jun 3, 2026.
- BuyDavid A LorberCHAIRMAN AND CEO, Director, 10% owner4× since Dec 15, 2025: 53,572 shares, avg. $41.05$2.2MJun 3, 2026
- BuyHoward AmsterDirector, 10% owner11,500 shares at $42.56$489,440Mar 3, 2026
- BuyEllida McMillanCHIEF FINANCIAL OFFICER2× since Dec 17, 2025: 193 shares, avg. $45.06$8,698Dec 23, 2025
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
PFX screens overvalued: fair value 33% below the price. Compare with Blackstone Inc →
Compare Phenixfin Corporation with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 587 stocks
Valuation Multiplesvs Asset Management median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Financials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Price/FCF by industry
- Debt-to-equity by industry
- Stock screener with 62 metrics
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Exor N.V EXO | €73.35 | €139.37 | +90% | vs PFX |
| Raymond James Financial, Inc RJF | $162.81 | $281.42 | +73% | vs PFX |
| Apollo Global Management, Inc APO | $116.75 | $197.52 | +69% | vs PFX |
| Ameriprise Financial, Inc AMP | $501.49 | $609.56 | +22% | vs PFX |
| State Street Corporation STT | $165.56 | $139.37 | −16% | vs PFX |
| Ares Management Corporation ARES | $133.98 | $99.35 | −26% | vs PFX |
| Northern Trust Corporation NTRS | $172.76 | $123.42 | −29% | vs PFX |
| Brookfield Asset Management Ltd BAM | $52.95 | $31.26 | −41% | vs PFX |
| Blackstone Inc BX | $119.50 | $52.29 | −56% | vs PFX |
| KKR & Co KKR | $96.48 | $27.32 | −72% | vs PFX |
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Frequently asked questions
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Key figures of Phenixfin Corporation
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