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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginInterest Coverage RatioInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on EquityReturn on SalesTimes Interest Earned

PhenixFIN (PFX) Equity Average (2021 - 2026)

PhenixFIN has reported Equity Average over the past 5 years, most recently at $158.3 million for Q4 2025.

  • Quarterly Equity Average fell 2.01% to $158.3 million in Q4 2025 from the year-ago period, while the trailing twelve-month figure was $158.3 million through Dec 2025, down 2.01% year-over-year, with the annual reading at $160.5 million for FY2025, 4.58% up from the prior year.
  • Equity Average was $158.3 million for Q4 2025 at PhenixFIN, roughly flat from $158.7 million in the prior quarter.
  • Over five years, Equity Average peaked at $161.5 million in Q4 2024 and troughed at $122.8 million in Q4 2022.
  • The 5-year median for Equity Average is $148.7 million (2023), against an average of $146.4 million.
  • Year-over-year, Equity Average dropped 15.97% in 2022 and then grew 21.12% in 2023.
  • A 5-year view of Equity Average shows it stood at $146.1 million in 2021, then dropped by 15.97% to $122.8 million in 2022, then grew by 21.12% to $148.7 million in 2023, then grew by 8.63% to $161.5 million in 2024, then decreased by 2.01% to $158.3 million in 2025.
  • Per Business Quant, the three most recent readings for PFX's Equity Average are $158.3 million (Q4 2025), $158.7 million (Q3 2025), and $157.8 million (Q2 2025).