PhenixFIN (PFX) Enterprise Value (2021 - 2026)
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.
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 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
| Date | Value |
|---|---|
| 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 |
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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "ticker": "PFX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=enterprise-value&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();