US · PFX
PhenixFIN Corporation
- Sector
- Financial Services · Asset Management
- Headquarters
- New York City, NY 10022
- Website
- phenixfc.com
Price · as of 2025-09-30
$40.88
Market cap 93.92M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $8,913.75 | +21,704.73% |
| Intrinsic Value(DCF) | $49,788.66 | +121,692.52% |
| Graham-Dodd Method(GD) | $79,777.55 | +195,051.03% |
| Graham Formula(GF) | — | — |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $181.65 | ||||
| 2012 | $251.09 | $4,240.00 | $0.00 | $65.34 | $4,719.05 |
| 2013 | $258.31 | $143.47 | $0.00 | $42.12 | $2,351.02 |
| 2014 | $196.46 | $261.17 | $0.00 | $0.00 | $979.55 |
| 2015 | $133.69 | $651.66 | $119.63 | $0.00 | $323.85 |
| 2016 | $137.21 | $6,665.28 | $125.13 | $0.00 | $506.93 |
| 2017 | $104.81 | $491.68 | $62.59 | $0.00 | $0.00 |
| 2018 | $61.48 | $56.48 | $0.00 | $0.00 | $13,895.14 |
| 2019 | $42.33 | $8,116.76 | $0.00 | $0.00 | |
| 2020 | $27.00 | $229.17 | $0.00 | $0.00 | |
| 2021 | $40.15 | $78.42 | $59.75 | $56.05 | |
| 2022 | $32.09 | $945.80 | $44.54 | $37.15 | $117.40 |
| 2023 | $35.87 | $439.26 | $3,063.42 | $134.44 | $2,804.52 |
| 2024 | $45.66 | $1,166.74 | $85,818.61 | $104.75 | $727.13 |
| 2025 | $41.64 | $8,913.75 | $86,575.07 | $79,777.54 | $0.00 |
AI valuation
Our deep-learning model estimates PhenixFIN Corporation's (PFX) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $8,913.75
- Current price
- $40.88
- AI upside
- +21,704.73%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$49,788.66
+121,692.52% upside
Graham-Dodd
$79,777.55
+195,051.03% upside
Graham Formula
—
— upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| PFX | PhenixFIN Corporation | $40.88 | 93.92M | +21,705% | +121,693% | +195,051% | — | 20.19 | 0.00 | 6.29 | 15.77 | — | 0.00 | 96.96% | 106.63% | 31.15% | 0.01% | 0.02% | 0.00% | 0.00 | 1.38 | 61.75 | 0.09 | 10.06 | -7744.00% | -6208.00% | -114116.00% | -199.84% | -1.22 | -0.21% | 3.44% | 69.50% | 4.40% | 15.77 | -1.34 | 16.82 | 0.03 |
| BMHL | Bluemount Holdings Limite… | $3.75 | 95.7M | — | — | -89% | — | — | — | — | — | — | — | 54.10% | 36.41% | 28.04% | 39.29% | 54.15% | 8.67% | 0.04 | 18.72 | 1.32 | 0.23 | -0.29 | 85000.00% | -1429.00% | -23288.00% | — | -0.05 | -21.52% | — | 0.00% | — | — | — | — | — |
| GECC | Great Elm Capital Corp. | $6.26 | 72.19M | +14,201% | +374% | — | +1% | 25.68 | 0.67 | 2.32 | 76.69 | — | 0.67 | 25.43% | 9.04% | 9.04% | 3.03% | 1.28% | 1.21% | 1.39 | 0.24 | 0.76 | 1.46 | 53.39 | -8919.00% | 976.00% | -63732.00% | -90.61% | -7.00 | -29.77% | 16.52% | 424.30% | 16.52% | 76.69 | -3.30 | 6.93 | -0.40 |
| GECCI | Great Elm Capital Corp. 8… | $25.47 | 356.53M | +3,474% | -54% | -72% | — | 17.96 | 15.00 | 7.29 | 8.11 | — | 15.00 | 94.24% | 89.88% | 40.59% | 22.44% | 22.38% | 8.65% | 0.00 | 1.90 | 0.00 | 0.00 | 0.00 | -8919.00% | -2480.00% | -63732.00% | -35.96% | -98.89 | -65.27% | 0.28% | 5.00% | 60.86% | 8.11 | -2.78 | 7.29 | 6.59 |
| HNNA | Hennessy Advisors, Inc. | $10.05 | 79.32M | +246% | +16% | +8% | +244% | 7.70 | 0.78 | 2.16 | 3.33 | 20.25 | 0.78 | 70.10% | 36.99% | 28.03% | 10.54% | 14.38% | 6.37% | 0.41 | — | 12.72 | 12.59 | -2.38 | 3804.00% | 1987.00% | 4895.00% | 17.40% | 2.29 | 19.98% | 5.48% | 42.20% | 17.17% | 3.41 | 3.35 | 1.26 | 2.40 |
| MAAS | Maase Inc. | $5.95 | 1.86B | +765% | — | — | — | -75.10 | 29.93 | 32.45 | 1689.51 | -13.25 | 61.59 | 39.63% | -38.87% | -24.44% | -68.18% | -133.92% | -22.55% | 0.17 | — | 2.80 | 2.67 | -3.58 | 56667.00% | 93576.00% | -29613.00% | 0.14% | 0.07 | 15.53% | 0.00% | 0.00% | 0.03% | -82.03 | 707.37 | 31.89 | 14.33 |
| NXC | Nuveen California Select … | $13.29 | 85.77M | +505% | -25% | +17% | — | 36.51 | 0.93 | 22.16 | — | — | 0.93 | 100.00% | 90.84% | 60.71% | 2.54% | 3.80% | 2.52% | 0.00 | 481.56 | 4.13 | 4.13 | — | -5625.00% | -2859.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.33% | 24.29 | — | 22.06 | 136.09 |
| OFS | OFS Capital Corporation | $4.20 | 56.27M | +442% | +56% | -27% | — | — | 0.60 | 2.15 | 12.06 | — | 0.60 | 68.54% | 59.30% | 59.30% | 0.00% | 6.86% | 0.00% | 1.43 | 1.71 | 2.10 | 2.10 | 8.44 | -620951.00% | -1577.00% | 5448.00% | 32.00% | 4.05 | 7.96% | 17.66% | — | 31.03% | 12.09 | 10.41 | 7.17 | 0.56 |
| STKE | Sol Strategies Inc. Commo… | $1.33 | 29.87M | — | — | — | — | 67.19 | 16.61 | — | 55.48 | — | 16.61 | 0.00% | — | — | 30.34% | 33.19% | 28.76% | 0.00 | — | 1.02 | 1.02 | -0.23 | -20000.00% | — | -2438.00% | -0.19% | -0.48 | -4.30% | 0.00% | 0.00% | 0.21% | 53.98 | -516.13 | — | 122.63 |
About PhenixFIN Corporation
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.
- CEO
- David Aaron Lorber
- Employees
- 9
- Beta
- 0.20
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($49,788.66 ÷ $40.88) − 1 = +121,692.52% (DCF, example).