PhenixFIN (PFX) Change in Inventory (2022 - 2024)

PhenixFIN's (PFX) quarterly Change in Inventory came in at -$8.1 million in Q2 2024, down 189.26% year-on-year from $9.0 million in Q3 2023, and down 222.42% on a QoQ basis from $6.6 million in Q1 2024.

PhenixFIN (PFX) Change in Inventory (2022 - 2024) Analysis & Trends

PhenixFIN (PFX) has 3 years of Change in Inventory data on file, last reported at -$8.1 million in Q2 2024.

  • On a quarterly basis, Change in Inventory fell 189.26% year-over-year to -$8.1 million in Q2 2024; TTM through Jun 2024 was $16.0 million, a N/A change from a year earlier, with the FY2023 full-year figure at $31.9 million, up 320.84% from the prior year.
  • Change in Inventory for Q2 2024 stood at -$8.1 million, down from $6.6 million in the prior quarter.
  • Over the last five years, Change in Inventory for PFX reached as high as $14.9 million in Q3 2023 and fell as low as -$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.
  • Year by year, Change in Inventory stood at $2.3 million in 2022, then climbed by 13.33% to $2.6 million in 2023, then sank by 410.96% to -$8.1 million in 2024.
  • Per Business Quant data, the three most recent Change in Inventory figures were -$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 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - -198.00 Mn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 3.03 Bn
5 State Street 51.30 Bn 51.30 Bn - 15.00 Mn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -
9 Price T Rowe 24.70 Bn 21.13 Bn - 39.20 Mn
10 PhenixFIN 85.65 Mn -213.24 Mn - -

Historic Data

Download Data
DateValue
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