PhenixFIN (PFX) Change in Inventory (2022 - 2024)
PhenixFIN (PFX) posted quarterly Change in Inventory of -$8.1 million for Q2 2024, down 189.26% year-over-year from $9.0 million in Q3 2023, and down 222.42% quarter-over-quarter from $6.6 million in Q1 2024.
PhenixFIN (PFX) Change in Inventory (2022 - 2024) Analysis & Trends
PhenixFIN (PFX) has reported Change in Inventory for 3 consecutive years, with -$8.1 million the latest figure, recorded in Q2 2024.
- In Q2 2024, Change in Inventory fell 189.26% year-over-year to -$8.1 million; the TTM figure through Jun 2024 stood at $16.0 million (changed N/A YoY), while the FY2023 annual figure was $31.9 million, up 320.84% from the prior year.
- Change in Inventory slipped to -$8.1 million in Q2 2024 per PFX's latest filing, from $6.6 million in the prior quarter.
- Across five years, Change in Inventory topped out at $14.9 million in Q3 2023 and bottomed at -$8.1 million in Q2 2024.
- Historically, Change in Inventory has averaged $4.7 million across 3 years, with a median of $5.7 million in 2023.
- On a YoY basis, Change in Inventory climbed as much as 14.67% in 2024 and fell as far as 189.26% in 2024.
- PhenixFIN's Change in Inventory stood at $2.3 million in 2022, then gained by 13.33% to $2.6 million in 2023, then sank by 410.96% to -$8.1 million in 2024.
- Business Quant data shows PFX's Change in Inventory at -$8.1 million in Q2 2024, $6.6 million in Q1 2024, and $2.6 million in Q4 2023.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 8.00 Mn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 2.92 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 14.00 Mn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | - |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | - |
| 10 | PhenixFIN | 98.99 Mn | -204.83 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2024 | -8.07 Mn |
| Jun 30, 2024 | -8.07 Mn |
| Mar 31, 2024 | 6.59 Mn |
| Mar 31, 2024 | 6.59 Mn |
| Dec 31, 2023 | 2.60 Mn |
| Dec 31, 2023 | 2.60 Mn |
| Sep 30, 2023 | 14.86 Mn |
| Sep 30, 2023 | 14.86 Mn |
| Jun 30, 2023 | 9.04 Mn |
| Jun 30, 2023 | 9.04 Mn |
| Mar 31, 2023 | 5.75 Mn |
| Mar 31, 2023 | 5.75 Mn |
| Dec 31, 2022 | 2.29 Mn |
| Dec 31, 2022 | 2.29 Mn |