PhenixFIN (PFX) Enterprise Value (2021 - 2026)
PhenixFIN (PFX) reported Enterprise Value of -$3.1 million for Q1 2026, up 64.61% year-over-year from -$1.9 million in Q1 2025, and up 9.75% quarter-over-quarter from -$3.4 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 -$3.1 million in Q1 2026.
- Enterprise Value for Q1 2026 came in at -$3.1 million, up 64.61% year-over-year; the trailing twelve-month figure through Mar 2026 was -$3.1 million (up 64.61% YoY), and the FY2025 annual result was -$7.3 million, up 89.21% from the prior year.
- Enterprise Value rose to -$3.1 million in Q1 2026 per PFX's latest filing, from -$3.4 million in the prior quarter.
- Over five years, Enterprise Value peaked at -$3.1 million in Q1 2026 and troughed at -$67.6 million in Q3 2024.
- A 5-year average of -$16.2 million and a median of -$10.8 million in 2023 frame the typical range for Enterprise Value.
- The sharpest annual moves came in 2024 and 2025: Enterprise Value tumbled 1028.41% in 2024, then soared 89.21% in 2025.
- A 5-year view of Enterprise Value shows it stood at -$17.7 million in 2022, then jumped by 31.04% to -$12.2 million in 2023, then soared by 40.96% to -$7.2 million in 2024, then jumped by 52.6% to -$3.4 million in 2025, then increased by 9.75% to -$3.1 million in 2026.
- Business Quant data shows PFX's Enterprise Value at -$3.1 million in Q1 2026, -$3.4 million in Q4 2025, and -$7.3 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | -9.62 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | -1.05 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 47.51 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 18.73 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | -8.49 Bn |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | -128.00 Mn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | - |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | -11.25 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 3.37 Bn |
| 10 | PhenixFIN | 85.26 Mn | 82.18 Mn | - | -3.07 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -3.07 Mn |
| Dec 31, 2025 | -3.41 Mn |
| Sep 30, 2025 | -7.29 Mn |
| Jun 30, 2025 | -7.27 Mn |
| Mar 31, 2025 | -8.69 Mn |
| Dec 31, 2024 | -7.19 Mn |
| Sep 30, 2024 | -67.57 Mn |
| Jun 30, 2024 | -8.87 Mn |
| Mar 31, 2024 | -19.12 Mn |
| Dec 31, 2023 | -12.17 Mn |
| Sep 30, 2023 | -5.99 Mn |
| Jun 30, 2023 | -10.88 Mn |
| Mar 31, 2023 | -10.76 Mn |
| Dec 31, 2022 | -17.65 Mn |
| Sep 30, 2022 | -22.77 Mn |
| Jun 30, 2022 | -24.38 Mn |
| Mar 31, 2022 | -37.68 Mn |
| Dec 31, 2021 | -59.38 Mn |
| Sep 30, 2021 | -69.43 Mn |