PhenixFIN (PFX) Enterprise Value (2021 - 2026)

PhenixFIN's (PFX) quarterly Enterprise Value came in at -$298.9 million in Q1 2026, down 3339.63% year-on-year from $9.2 million in Q1 2025, and little changed on a QoQ basis from -$299.0 million in Q4 2025.

PhenixFIN (PFX) Enterprise Value (2021 - 2026) Analysis & Trends

PhenixFIN (PFX) has 6 years of Enterprise Value data on file, last reported at -$298.9 million in Q1 2026.

  • On a quarterly basis, Enterprise Value fell 3339.63% year-over-year to -$298.9 million in Q1 2026; TTM through Mar 2026 was -$298.9 million, a 3339.63% decrease from a year earlier, with the FY2025 full-year figure at -$309.6 million, down 4.76% from the prior year.
  • Enterprise Value for Q1 2026 stood at -$298.9 million, roughly flat from -$299.0 million in the prior quarter.
  • Over the last five years, Enterprise Value for PFX reached as high as -$7.2 million in Q4 2024 and fell as low as -$309.6 million in Q3 2025.
  • Historically, Enterprise Value has averaged -$136.4 million across 5 years, with a median of -$37.7 million in 2022.
  • On a YoY basis, Enterprise Value climbed as much as 97.0% in 2025 and fell as far as 4060.87% in 2025.
  • Year by year, Enterprise Value stood at -$17.7 million in 2022, then tumbled by 1227.71% to -$234.4 million in 2023, then soared by 96.93% to -$7.2 million in 2024, then plunged by 4060.87% to -$299.0 million in 2025, then increased by 0.05% to -$298.9 million in 2026.
  • Per Business Quant data, the three most recent Enterprise Value figures were -$298.9 million in Q1 2026, -$299.0 million in Q4 2025, and -$309.6 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 74.60 Bn
2 BlackRock 161.01 Bn 148.08 Bn - -12.93 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -1.05 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 19.58 Bn
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -9.27 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - -14.92 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -3.57 Bn
10 PhenixFIN 85.65 Mn -213.24 Mn - -298.89 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 -298.89 Mn
Dec 31, 2025 -299.05 Mn
Sep 30, 2025 -309.56 Mn
Jun 30, 2025 -7.27 Mn
Mar 31, 2025 -8.69 Mn
Dec 31, 2024 -7.19 Mn
Sep 30, 2024 -295.49 Mn
Jun 30, 2024 -242.55 Mn
Mar 31, 2024 -239.17 Mn
Dec 31, 2023 -234.40 Mn
Sep 30, 2023 -232.45 Mn
Jun 30, 2023 -18.88 Mn
Mar 31, 2023 -10.76 Mn
Dec 31, 2022 -17.65 Mn
Sep 30, 2022 -35.08 Mn
Jun 30, 2022 -24.38 Mn
Mar 31, 2022 -37.68 Mn
Dec 31, 2021 -59.38 Mn