PhenixFIN PFX
NASDAQ PFX
$44.02 -2.07 (-4.30%)
As of: Sep 30, 2026 · 10:19 AM EDT

PhenixFIN (PFX) Enterprise Value (2021 - 2026)

Updated

PhenixFIN (PFX) recorded Enterprise Value of $80.05 million in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 15.0% from $94.23 million a year earlier but up 10.5% from the prior quarter.

Analysis

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

On a TTM basis, PhenixFIN's Enterprise Value came in at $66.28 million as of Jun 30, 2026, up 515.0% year-over-year; for FY2025 (ended Sep 30, 2025), it came in at $88.13 million, up 208.5% from FY2024.

  • Annual Enterprise Value has a four-year compound annual growth rate of 23.0% (FY2021 to FY2025).
  • Across earlier fiscal years, Enterprise Value came in at $28.57 million in FY2024 (-60.7%), $72.61 million in FY2023 (+43.6%), $50.55 million in FY2022 (+31.1%) and $38.56 million in FY2021.
  • Quarterly Enterprise Value has ranged from $28.57 million in fiscal Q4 2024 to $100.38 million in fiscal Q2 2025 over the past five years.
  • On a year-over-year basis, Enterprise Value has declined for three consecutive quarters, with growth averaging 21.8% over the last eight quarters.
  • Peak year-over-year performance for Enterprise Value in the last five years was growth of 208.5% in fiscal Q4 2025, against a decline of 60.7% in fiscal Q4 2024 at the low end.
  • Per Business Quant, the preceding three fiscal quarters came in at $72.44 million (Q2 2026), $84.94 million (Q1 2026) and $88.13 million (Q4 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Rocket Companies 43.90 Bn 29.58 Bn -
2 Orix 42.96 Bn 43.46 Bn -
3 Royalty Pharma 33.48 Bn 33.39 Bn -
4 Federal National Mortgage Association Fannie Mae 23.94 Bn 23.94 Bn -
5 Affirm Holdings 23.37 Bn 17.06 Bn -
6 Synchrony Financial 23.31 Bn -44.66 Bn -
7 Royal Gold 20.23 Bn 19.45 Bn 390.45 Mn
8 Annaly Capital Management 15.24 Bn 6.34 Bn -
9 Ares Capital 13.90 Bn 11.34 Bn -
10 PhenixFIN 86.73 Mn 70.78 Mn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 80.05 Mn
Mar 31, 2026 72.44 Mn
Dec 31, 2025 84.94 Mn
Sep 30, 2025 88.13 Mn
Jun 30, 2025 94.23 Mn
Mar 31, 2025 100.38 Mn
Dec 31, 2024 95.09 Mn
Sep 30, 2024 28.57 Mn
Jun 30, 2024 85.60 Mn
Mar 31, 2024 69.98 Mn
Dec 31, 2023 74.88 Mn
Sep 30, 2023 72.61 Mn
Jun 30, 2023 68.49 Mn
Mar 31, 2023 66.63 Mn
Dec 31, 2022 47.55 Mn
Sep 30, 2022 50.55 Mn
Jun 30, 2022 55.78 Mn
Mar 31, 2022 52.62 Mn
Dec 31, 2021 45.92 Mn
API Access

PhenixFIN Enterprise Value API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=enterprise-value&ticker=PFX&period=max&api_key=YOUR_API_KEY