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Phenixfin Corporation (PFX) fair value: what the stock is really worth

As of Sep 23, 2026: fair value of Phenixfin Corporation $53.51, price $46.86, upside +14.2%, quality 44 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.

  1. Fair value above price? Yes
  2. Good quality? No
  3. Add to watchlist

Financial Services · US · ISIN US71742W1036

PC Phenixfin Corporation logo Broad data Sep 24, 2026

Phenixfin Corporation

PFX · US

SpeculativeUpside exists, but weak quality makes the signal speculative.

✓Fair value $53.51 · Undervalued (+14%)
!Quality 44/100
!Mixed Growth (revenue 5y +2.3 %/yr)
✓Solidly profitable · 18.6% net margin (TTM)
!negative free cash flow
!Trails peers (4/13)
!Moderate moat 53/100
!Weak on future: 24 out of 100
!Weak on past: 12 out of 100
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What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

$54.41 $11.63 Fair Value $53.51 Jun 2020 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.

How to read this chart

60‑month range $11.63 – $54.41 · fair‑value band $20.98 – $53.51 · the $46.86 price screens below the $53.51 fair value. Dashed = 300-day average. As of Sep 24, 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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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.

Stock analysis

Phenixfin Corporation (PFX) currently trades at $46.86, while our model-based Fair Value estimate is $53.51, implying the stock looks roughly 12.4% undervalued today.

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Valuation

Bull case: the Earnings-Based group reads highest at a median of $75.31 per share, and 4 of the 8 models we run sit above the $46.86 price.

Bear case: the Dividend Discount group reads lowest at $16.55, and 4 of the 8 models stay below the price. Evidence for this calculation is high.

Scenario range: $20.98 (bear) to $53.51 (bull), the price of $46.86 sits inside 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 44/100 (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 $90.6M · P/E ratio 20.7 · P/S ratio 3.58 · EPS (TTM) $2.26 · Dividend yield 3.3% · Net margin 17.3% · Return on equity 3.0% · Return on assets (EBIT) 466%.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 32 out of 100 (low confidence).

What moves the price

The share trades about 14% below its 52-week high and 23% above its 52-week low, currently above its 200-day average.

For context, the median of 10 Financial Services peers we cover trades at −4% fair-value upside, at 14%, PFX screens cheaper than that median.

Fair Value models

Bear $20.98 Fair Value $53.51 Bull $53.51
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then ($2.22 per share) are deliberately not added. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Highest evidence
Residual Income $54.04 $51.00 $37.01 74
Gordon GGM $10.42 $17.45 $22.65 66
DDM Multi-Stage $10.42 $16.55 $18.77 65
All 8 models by family
Earnings-Based
Graham-Dodd $14.63 $102.04 $143.20 61
Lynch FV $52.72 $75.31 $97.90 59
Dividend Discount
Gordon GGM $10.42 $17.45 $22.65 66
DDM Multi-Stage $10.42 $16.55 $18.77 65
Multiples
P/E Multiple $20.98 $27.97 $34.97 63
P/B Multiple $27.43 $36.58 $45.72 55
Asset-Based
NCAV (Graham) $41.62 $55.78 $83.25 51
Economic Profit
Residual Income $54.04 $51.00 $37.01 74

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Quality Score breakdown

Overall quality 44/100

Of which business quality 43 · Market factors (momentum, volatility) 54

Profitability 26
Margins and returns on capital today
Quality Growth 6
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 62
Disciplined investing over empire-building
Low Volatility 71
Calm price path (market factor)
Momentum 49
Price trend over the last 3–12 months (market factor)
52W Momentum 43
Distance to the 52-week high (market factor)
Net Issuance 100
Share count: buybacks or dilution?

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Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 21/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
−31.6%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+56.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+2.3%
Start year 2020 (pandemic). Over 10 years: +1.4% a year
Revenue growth 20 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−20.9%
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+37.3%
Earnings growth per share plus dividend.
Earnings per share, growth per year+34.0%
Dividend (yield on the price)3.3%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.34% vs −21%, picking up
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−306% → 16%
Start year 2020 (pandemic)
⚠ Revenue per share shrinking 7.0%/yr over ~10Y (margins eroding too) ⓘStructural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.

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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 · 657 stocks

Beats the industry median on 4/13 measures
Overall it trails its industry peers.
Valuation
Quality Score 46 · Bottom 25%
Fair Value upside +14% · Below median
Profitability
Return on equity (TTM) 3% · Below median
Return on assets 3% · Above median
Net margin (TTM) 19% · Below median
Operating margin (TTM) 68% · Above median
Growth and dividend
Revenue growth 5% · Above median
Dividend yield (TTM) 3.3% · Below median

Valuation Multiplesvs Asset Management median · lower = cheaper

P/E (TTM) 20.7× · Pricier than median
P/B 0.56× · Cheaper than median
P/S (TTM) 3.60× · Pricier than median
EV/EBITDA 21.1× · Priciest 25%
PEG 8.40× · Priciest 25%

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)52 · sector 54
FUTURE (revenue growth)24 · sector 21
PAST (return on equity)12 · sector 23
HEALTH (low debt)0 · sector 95
DIVIDEND (yield)67 · sector 81

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value
Blackstone Inc BX $124.01 $52.88 −57%
Brookfield Corporation BN $37.85 $13.75 −64%
KKR & Co KKR $97.21 $29.25 −70%
Apollo Global Management, Inc APO $124.36 $229.64 +85%
State Street Corporation STT $179.95 $138.33 −23%
Ameriprise Financial, Inc AMP $502.79 $579.51 +15%
Ares Management Corporation ARES $124.72 $119.25 −4%
Northern Trust Corporation NTRS $173.40 $122.02 −30%
Raymond James Financial, Inc RJF $158.23 $312.27 +97%
T. Rowe Price Group TROW $104.57 $209.14 +100%

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Cite: Fair Value Calculator (2026). "Phenixfin Corporation Fair Value". https://www.fairvalue-calculator.com/stock/PFX

Frequently asked questions

Is Phenixfin Corporation (PFX) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of $53.51 versus a price of $46.86, about +14% upside (undervalued).
What is the fair value of PFX?
Our model-based fair value for Phenixfin Corporation is $53.51 (as of Sep 24, 2026), built from audited fundamentals. The current price: $46.86.
What is the quality score of PFX?
Phenixfin Corporation has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Phenixfin Corporation (PFX)?
Our model-based price target is the fair value of $53.51 (as of Sep 24, 2026) from 8 valuation models. Cautious scenario $20.98, optimistic scenario $53.51. It is a calculation from audited fundamentals, not an analyst target.
What is the Phenixfin Corporation stock forecast for 2026?
Our models put fair value at $53.51, about +14% upside versus a price of $46.86 (undervalued). Cautious scenario $20.98, optimistic scenario $53.51. The calculation is refreshed regularly with new filings.
What is the revenue of Phenixfin Corporation (PFX)?
Phenixfin Corporation reported trailing-twelve-month revenue of about $25.2M (latest available figure, as of Sep 24, 2026).
Does Phenixfin Corporation pay a dividend?
Phenixfin Corporation currently shows a dividend yield of about 3.34% relative to its recent price (as of Sep 24, 2026).
What is the intrinsic value of Phenixfin Corporation (PFX)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Phenixfin Corporation it is $53.51 per share (as of Sep 24, 2026), against a price of $46.86. It is the blended result of 8 valuation models (cash flow, earnings, asset, dividend).
Is Phenixfin Corporation stock overvalued or undervalued in 2026?
As of Sep 24, 2026, PFX trades below its calculated fair value: price $46.86, fair value $53.51, a gap of about +14% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of PFX?
No. The price is what the market pays today ($46.86); the fair value is what the company's own numbers justify ($53.51). For Phenixfin Corporation the two are $6.65 per share apart. That gap is exactly why we show both numbers side by side.
How much is Phenixfin Corporation worth?
The market values Phenixfin Corporation at about $90.6M (market capitalisation, as of Sep 24, 2026). Per share that is $46.86; our models calculate a fair value of $53.51 per share.
What do the bullish and bearish scenarios say about PFX?
Our models span a range for Phenixfin Corporation: cautious scenario $20.98, base $53.51, optimistic $53.51 per share (as of Sep 24, 2026, price $46.86). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of PFX?
Phenixfin Corporation trades at a price-to-earnings ratio of 20.7 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $53.51 is built from several models across several years. Excluding one-off items of fiscal year 2025 it is 18.4 (reported 22.6). Other multiples: PEG 8.4, P/B 0.6, P/S 3.6, EV/EBITDA 21.1.
What is the PEG ratio of PFX?
The PEG ratio of Phenixfin Corporation is 8.40 (P/E divided by earnings growth, as of Sep 24, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Phenixfin Corporation (PFX)?
Balance-sheet figures for Phenixfin Corporation (as of Sep 24, 2026): return on equity 3.0%. They feed the Quality Score of 44/100, which measures business quality independently of the share price.
How far is PFX from its 52-week high?
Phenixfin Corporation trades at $46.86, about 14% below its 52-week high of $54.41 and 23% above the low of $38.23 (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of $53.51 is for.
Which stocks are comparable to Phenixfin Corporation?
From the same area (Financial Services) we also value Blackstone Inc, Brookfield Corporation, KKR & Co, Apollo Global Management, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Phenixfin Corporation stock attractive at the current price?
The data as of Sep 24, 2026: price $46.86, calculated fair value $53.51 (+14%), Quality Score 44/100, from 8 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of PFX calculated?
We run Phenixfin Corporation through 8 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $53.51, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Phenixfin Corporation currently trades 14 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Phenixfin Corporation (PFX)?
The closing price on Sep 23, 2026 was $46.86. Our model-based fair value is $53.51, about +14% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Phenixfin Corporation right now?
A fairly wide model range ($20.98 to $53.51) leaves room in how you read the outcome. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Key figures of Phenixfin Corporation

How large is the market capitalisation of Phenixfin Corporation (PFX)?
The market capitalisation of Phenixfin Corporation is $90.6M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Phenixfin Corporation (PFX)?
The price-to-sales ratio of Phenixfin Corporation is 3.58 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Phenixfin Corporation (PFX)?
Earnings per share at Phenixfin Corporation are $2.26 (price ÷ EPS = P/E 20.7). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Phenixfin Corporation (PFX)?
The dividend yield of Phenixfin Corporation is 3.3% (payout 69.2%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Phenixfin Corporation (PFX)?
The net margin of Phenixfin Corporation is 17.3% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Phenixfin Corporation (PFX)?
The return on equity (ROE) of Phenixfin Corporation is 3.0% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Phenixfin Corporation (PFX)?
On an EBIT basis the return on assets of Phenixfin Corporation is 466% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Phenixfin Corporation (PFX)?
The operating margin of Phenixfin Corporation is 68.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Phenixfin Corporation (PFX)?
Revenue at Phenixfin Corporation is growing +4.8% versus a year earlier (3y avg +56.3%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Phenixfin Corporation (PFX)?
Earnings per share at Phenixfin Corporation are growing −32.6% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Phenixfin Corporation (PFX) generate?
The free cash flow of Phenixfin Corporation is −$168M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Phenixfin Corporation (PFX) carry?
The net debt of Phenixfin Corporation is $141M (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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