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TickerTalks›$PFX
PFPFX

PhenixFIN Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 1263× YoY at strong marginsCoiling in a constructive baseQuiet on X (4 mentions/wk)
$PFX·$88M·Asset Management·Financial Services
$46.09+3.2%YTD-1.6%1Y-5.6%
Price updated 5m ago·X counts updated 2d ago
PFPFX
$PFXPhenixFIN Corporation
$46.09+3.18%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PFX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PFX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

PhenixFIN nano-cap BDC; Q3 EPS $1.08 vs $0.47 (+130% surprise) with tiny 1.4M float.

PFX is a tiny closed-end BDC/asset manager posting oversized EPS beats — the float is the constraint.

  • Tape: +0.4% YTD, -5.2% t12m; 40% of 52w range, near 50-day, +4.6% vs 200-day.
  • Q3 EPS $1.08 vs $0.47 (+130%); four consecutive massive beats (130%, 27%, 174%, 187%).
  • FY26 (Sep-27 end) est $3.12 → FY27 $2.52 EPS.
  • 18.8x P/E, 0.02x P/S (BDC math), EV/EBITDA -0.7x, op margin 60%, ROIC 60% (BDC accounting).
  • D/E 0.001 (essentially debt-free at holdco), gross margin 75%.
  • Float only 1.39M shares (extreme); volume 31% of avg.
  • No X sentiment sample; beta missing.

Watch 12/11 print for NAV trajectory and any dividend commentary.

What to watch: 12/11 earnings, NAV trajectory, dividend commentary, and any additional insider transactions.

On the calendar: 2026-12-11

sentiment missingbeta missing

Read the AI verdict on $PFX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Business development company making private debt and equity investments in North American small and mid-sized businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Asset Management sits in its cycle right now — and what that implies for $PFX.

Asset Management · Financial Services

No material change from last week — yield-seeking institutional capital continues flowing into private credit and infrastructure alternatives.

What this means for $PFX

Partial — Business development company making private debt and equity investments in North American small and mid-sized businesses.

Top industry ETF

$IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.9%YTD
+0.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
59.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
60.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-48.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.08$0.47+129.8%
Q1 2026May 5, 2026$0.57$0.45+26.7%
Q4 2025Feb 9, 2026$1.07$0.39+174.4%
Q3 2025Dec 12, 2025$0.69$0.24+187.5%
Next earningsFri, Dec 11·consensus EPS $0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$4.4B+126276.9%75.2%60.5%$2.19$-20.2M
Q2 FY26$4.1M-9.1%97.3%88.4%$0.57$-8.1M
Q1 FY26$7.4M+4.2%98.6%-25.9%$-2.38$-2.0M
Q4 FY25$9.1M-11.9%72.5%39.7%$2.04$-12.6M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.1M$24.1M – $24.1M$3.12$3.12 – $3.121
FY27$23.2M$23.2M – $23.2M$2.52$2.52 – $2.521

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 12David A LorberCEO42.1K sh$1.7M

See when $PFX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentMay 14SC 13D/A
SC 13D/AActivist amendmentApr 2SC 13D/A
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 40-17G · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Earnings Estimates Moving Higher for PhenixFIN (PFX): Time to Buy?zacks.com·35d agoBest Momentum Stock to Buy for August 17thzacks.com·43d agoNew Strong Buy Stocks for August 17thzacks.com·44d agoPhenixFIN (PFX) Beats Q3 Earnings and Revenue Estimateszacks.com·55d agoPhenixFIN Corporation Announces Third Quarter 2026 Financial Resultsglobenewswire.com·55d ago

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Voices on X · last 7 days

No standout posts about $PFX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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