Phenixfin Net Income
| PFX Stock | USD 41.63 -0.37 -0.88% |
Momentum
Sell Peaked
Oversold | Overbought |
Market data as of the 15th of March 2026 shows Phenixfin priced at 41.63 per share. Measured indicators report Risk Adjusted Performance of 0.013, semi deviation of 2.82, and Coefficient Of Variation of 13983.07. The model examines historical data series to identify measurable trend characteristics. Technical levels are measured against peer distributions.
Total Revenue is dropping compared to historical levels. Phenixfin reported 12.01 Million in Total Revenue for the previous period. Operating Profit Margin is advancing compared to historical levels. Phenixfin reported 0.96 in Operating Profit Margin for the previous period. As of March 15th, 2026, Gross Profit Margin is estimated to rise to 0.92, whereas Gross Profit is moving lower toward about 11.1 M.Phenixfin Total Revenue | 11.41 Million |
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 32.604 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 4.8 M | 5 M | |
| Net Income From Continuing Ops | 4.8 M | 5 M | |
| Net Loss | -7 M | -7.4 M | |
| Net Income Per Share | 2.37 | 2.49 | |
| Net Income Per E B T | 0.95 | 0.80 |
Phenixfin | Net Income | Build AI portfolio with Phenixfin Stock |
Analyzing Phenixfin's Net Income over time reveals critical patterns in financial health and operational efficiency. This metric helps investors evaluate trends, identify inflection points, and make informed decisions based on historical performance. Understanding how Net Income has evolved provides context for assessing Phenixfin's current valuation and future prospects.
Latest Phenixfin's Net Income Growth Pattern
Below is the plot of the Net Income of Phenixfin over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Phenixfin financial statement analysis. It represents the amount of money remaining after all of Phenixfin operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Phenixfin's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Phenixfin's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 4.16 M | 10 Years Trend |
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Net Income |
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Phenixfin Net Income Regression Statistics
| Arithmetic Mean | -3,204,008 | |
| Coefficient Of Variation | -1,648 | |
| Mean Deviation | 37,033,818 | |
| Median | 4,155,515 | |
| Standard Deviation | 52,814,727 | |
| Sample Variance | 2789.4T | |
| Range | 218.9M | |
| R-Value | -0.24 | |
| Mean Square Error | 2806.5T | |
| R-Squared | 0.06 | |
| Significance | 0.36 | |
| Slope | -2,491,206 | |
| Total Sum of Squares | 44630.3T |
Phenixfin Net Income History
Other Fundumenentals of Phenixfin
| Net Income From Continuing Ops | ||
| Net Income Applicable To Common Shares | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Phenixfin Net Income component correlations
Phenixfin Net Income Driver Correlations
Developing a solid financial model for Phenixfin begins with understanding how its key financial indicators, such as Net Income, relate to one another. The interconnected nature of Phenixfin's financial accounts means that a correlation-based analysis can reveal important interdependencies that would otherwise be missed.
Click cells to compare fundamentals
Quarterly Earnings Growth -0.33 | Earnings Share -1.54 | Revenue Per Share | Quarterly Revenue Growth 0.071 | Return On Assets |
The market value of Phenixfin is measured differently than book value, which reflects Phenixfin accounting equity. Phenixfin's market capitalization is 83.18 M. A P/B ratio of 0.53 suggests Phenixfin trades near or below book value. Enterprise value stands at 228.8 M. Value and price for Phenixfin are related but not identical, and they can diverge across cycles. Trading price represents the transaction level agreed by market participants.
Note that Phenixfin's intrinsic value and market price are different measures derived from different inputs. For Phenixfin, key inputs include a P/E ratio of 71.8, a P/B ratio of 0.53, a profit margin of -11.98%, and ROE of -1.93%. Market price reflects the current exchange level formed by active bids and offers.
What if' Analysis
Running a what-if backtest on Phenixfin gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether Phenixfin's historical reward profile was stable enough to support the current thesis.
| 12/15/2025 |
| 03/15/2026 |
If you invested 0.00 in Phenixfin on December 15, 2025 and closed the position today, you would earn 0.00 in cumulative gains. Overall, this is a 0.0% return on investment in Phenixfin in aggregate over 90 days. Phenixfin is related to or competes with OFS Capital, Great Elm, Hennessy, Bluemount Holdings, Auburn National, Highest Performances, and Great Elm. The comparison helps frame competitive context. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies More
Phenixfin Upside and Downside Indicators Summary
Upside and downside indicators for Phenixfin summarize momentum balance and potential range context for the stock. This view helps summarize momentum conditions without implying direction.
| Downside Deviation | 2.92 | |||
| Information Ratio | 0.0188 | |||
| Maximum Drawdown | 17.7 | |||
| Value At Risk | -4.74 | |||
| Potential Upside | 4.82 |
Phenixfin Market Risk Indicators Summary
Market risk indicators summarize volatility and return dispersion for Phenixfin. The measures summarize variability without implying direction.| Risk Adjusted Performance | 0.013 | |||
| Jensen Alpha | 0.0259 | |||
| Total Risk Alpha | 0.1803 | |||
| Sortino Ratio | 0.0193 | |||
| Treynor Ratio | 0.0353 |
Mean reversion in Phenixfin's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Technical Indicators
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| Risk Adjusted Performance | 0.013 | |||
| Market Risk Adjusted Performance | 0.0453 | |||
| Mean Deviation | 2.15 | |||
| Semi Deviation | 2.82 | |||
| Downside Deviation | 2.92 | |||
| Coefficient Of Variation | 13983.07 | |||
| Standard Deviation | 2.99 | |||
| Variance | 8.97 | |||
| Information Ratio | 0.0188 | |||
| Jensen Alpha | 0.0259 | |||
| Total Risk Alpha | 0.1803 | |||
| Sortino Ratio | 0.0193 | |||
| Treynor Ratio | 0.0353 | |||
| Maximum Drawdown | 17.7 | |||
| Value At Risk | -4.74 | |||
| Potential Upside | 4.82 | |||
| Downside Variance | 8.52 | |||
| Semi Variance | 7.98 | |||
| Expected Short fall | -2.24 | |||
| Skewness | 0.4858 | |||
| Kurtosis | 1.84 |
Phenixfin Backtested Returns
Phenixfin currently shows a very low volatility profile across the evaluation window. It shows a risk-adjusted return measure of -0.0235, signaling negative dispersion-adjusted returns across 3 months. Quantitative evaluation found twenty-eight metrics shaping volatility behavior. Please assess metrics such as Semi Deviation of 2.82, risk-adjusted performance of 0.013, and Coefficient Of Variation of 13983.07 to validate implied volatility levels. The firm shows a Beta (market volatility) of 0.32, which alludes to possible diversification benefits within a given portfolio. Returns on Phenixfin tend to trail the broader market in strong rallies but hold up better when sentiment turns negative. At this point, Phenixfin has a negative expected return of -0.0778%. Please make sure to double-check Phenixfin's relationship between the semi variance and rate of daily change, to decide if Phenixfin's performance from the past will be repeated at some future date.
Auto-correlation | 0.44 |
Average predictability
Comparing Phenixfin's price behavior from 15th of December 2025 to 29th of January 2026 with the period from 29th of January 2026 to 15th of March 2026 produces average predictability. The stronger the relationship between the current interval and its lagged values, the more accurately future price behavior of Phenixfin may be projected. The coefficient of 0.44 links just about 44.0% of Phenixfin's present price action to its own historical movements.
| Correlation Coefficient | 0.44 | |
| Spearman Rank Test | 0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 3.67 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Phenixfin Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income | 177.15 Million |
Based on the recorded statements, Phenixfin reported net income of 4.16 M. This is 99.67% lower than that of the Capital Markets sector and 98.47% lower than that of the Financials industry. The net income for all United States stocks is 99.27% higher than that of the company.
Phenixfin Net Income Peer Comparison
Stock peer comparison based on Net Income provides investors with a direct way to evaluate Phenixfin against similar companies. Analyzing Phenixfin's Net Income relative to competitors can reveal whether it is undervalued or overvalued compared to the sector.Phenixfin is currently under evaluation in net income among leading competitors.
Phenixfin Current Valuation Drivers
The valuation scores for Phenixfin are built from core financial indicators derived from Phenixfin's income statement, balance sheet, and cash flow statement. These drivers measure Phenixfin's profitability relative to its revenue, costs, and equity base.
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Market Cap | 114.9M | 81.0M | 79.3M | 97.1M | 111.7M | 106.1M | |
| Enterprise Value | 122.9M | 136.2M | 157.6M | 165.3M | 190.1M | 180.6M |
Phenixfin ESG Sustainability
Companies with stronger sustainability profiles, including Phenixfin, tend to attract higher valuations. While Phenixfin's voluntary ESG disclosures provide important context about long-term operational risks and governance practices.Environmental | Governance | Social |
Phenixfin Institutional Holders
Institutional ownership in Phenixfin comprises the shares held by large financial organizations, including pension funds, endowments, and investment managers. These holders often own significant blocks of Phenixfin's stock and can influence the company's management through.| Shares | Bank Of America Corp | 2025-09-30 | 108 | Sound Income Strategies | 2025-09-30 | 78.0 | Mccormack Advisors International | 2025-09-30 | 22.0 | Alphacentric Advisors, Llc | 2025-12-31 | 0.0 | Adalta Capital Management Llc | 2025-12-31 | 175.6 K | 22nw, Lp | 2025-09-30 | 117.9 K | American Financial Group Inc | 2025-09-30 | 64.3 K | Morgan Stanley - Brokerage Accounts | 2025-09-30 | 57.9 K | Bulldog Investors, Llc | 2025-12-31 | 19.2 K | Legal & General Group Plc | 2025-12-31 | 13.1 K | Ubs Group Ag | 2025-09-30 | 2.1 K |
Phenixfin Fundamentals
| Return On Equity | -0.0193 | ||||
| Return On Asset | 0.0319 | ||||
| Profit Margin | -0.12 % | ||||
| Operating Margin | 0.68 % | ||||
| Current Valuation | 228.8 M | ||||
| Shares Outstanding | 2 M | ||||
| Shares Owned By Insiders | 21.16 % | ||||
| Shares Owned By Institutions | 27.62 % | ||||
| Number Of Shares Shorted | 1.12 K | ||||
| Price To Earning | 71.80 X | ||||
| Price To Book | 0.53 X | ||||
| Price To Sales | 3.24 X | ||||
| Revenue | 13.34 M | ||||
| Gross Profit | 25.71 M | ||||
| EBITDA | 14.22 M | ||||
| Net Income | 4.16 M | ||||
| Cash And Equivalents | 24.38 M | ||||
| Cash Per Share | 11.10 X | ||||
| Total Debt | 150.45 M | ||||
| Debt To Equity | 0.61 % | ||||
| Current Ratio | 12.11 X | ||||
| Book Value Per Share | 77.92 X | ||||
| Cash Flow From Operations | -167.68 M | ||||
| Short Ratio | 0.24 X | ||||
| Earnings Per Share | -1.54 X | ||||
| Price To Earnings To Growth | 8.40 X | ||||
| Target Price | 35.0 | ||||
| Number Of Employees | 11 | ||||
| Beta | 0.17 | ||||
| Market Capitalization | 83.18 M | ||||
| Total Asset | 316.91 B | ||||
| Retained Earnings | -543.87 M | ||||
| Net Asset | 316.91 B |
Financial Metrics, Fundamentals & Methodology
Phenixfin reports annual revenue of 13.34 M, a profit margin of -11.98%, ROE of -1.93%, debt-to-equity of 0.61. Reviewing Phenixfin begins with revenue stability, cost structure, and long-term capital sustainability. Balance-sheet composition highlights financial flexibility and solvency profile. Phenixfin financial statements indicate revenue of 13.34 M, EPS loss of 1.54, operating margin of 68.45%, current ratio of 12.11.
This section for Phenixfin is built from periodic company reporting and market reference feeds, with harmonization applied to align reporting definitions. Analyst inputs may be included when coverage is available. Values may update on different source schedules. Accounting-line values follow GAAP or IFRS structures as published in issuer filings.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardAlso Currently Popular
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A structured review of Phenixfin often starts with core financial statements and trend context. Ratios and trend metrics help frame Phenixfin's operating context. Key reports that frame Phenixfin Stock are listed below: Quarterly Earnings Growth -0.33 | Earnings Share -1.54 | Revenue Per Share | Quarterly Revenue Growth 0.071 | Return On Assets |
The market value of Phenixfin is measured differently than book value, which reflects Phenixfin accounting equity. Phenixfin's market capitalization is 83.18 M. A P/B ratio of 0.53 suggests Phenixfin trades near or below book value. Enterprise value stands at 228.8 M. Value and price for Phenixfin are related but not identical, and they can diverge across cycles. Trading price represents the transaction level agreed by market participants.
Note that Phenixfin's intrinsic value and market price are different measures derived from different inputs. For Phenixfin, key inputs include a P/E ratio of 71.8, a P/B ratio of 0.53, a profit margin of -11.98%, and ROE of -1.93%. Market price reflects the current exchange level formed by active bids and offers.