PhenixFIN (PFX) Invested Capital (2011 - 2026)
PhenixFIN (PFX) posted Invested Capital of $157.99 million for fiscal Q3 2026 (quarter ended Jun 30, 2026), up 0.7% from $156.85 million a year earlier but down 47.4% from the prior quarter.
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Analysis
PhenixFIN (PFX) Invested Capital (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), PhenixFIN's Invested Capital came in at $308.92 million, up 4.3% from FY2024.
- Annual Invested Capital has increased for three consecutive fiscal years, with a three-year compound annual growth rate of 15.8% (FY2022 to FY2025).
- In prior fiscal years, PhenixFIN's Invested Capital was $296.12 million in FY2024 (+28.2%), $230.96 million in FY2023 (+16.2%) and $198.81 million in FY2022.
- Quarterly Invested Capital has run from a low of $156.85 million in fiscal Q3 2025 to a high of $308.92 million in fiscal Q4 2025 over five years.
- On a year-over-year basis, Invested Capital increased in six of the last seven quarters, with growth averaging 12.5%.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q1 2025, with growth of 29.6%; the weakest was fiscal Q1 2026, with a decline of 0.7%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $300.57 million (Q2 2026), $302.5 million (Q1 2026) and $308.92 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 59.93 Bn |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 18.38 Bn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 71.63 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 4,288.89 Bn |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 7.92 Bn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 8.66 Bn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 24.66 Bn |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 54.27 Bn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 26.98 Bn |
| 10 | PhenixFIN | 78.81 Mn | 62.86 Mn | - | 304.80 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 304.80 Mn |
| Mar 31, 2026 | 300.57 Mn |
| Dec 31, 2025 | 302.50 Mn |
| Sep 30, 2025 | 308.92 Mn |
| Jun 30, 2025 | 301.77 Mn |
| Mar 31, 2025 | 296.47 Mn |
| Dec 31, 2024 | 304.56 Mn |
| Sep 30, 2024 | 311.07 Mn |
| Jun 30, 2024 | 239.50 Mn |
| Mar 31, 2024 | 238.69 Mn |
| Dec 31, 2023 | 235.04 Mn |
| Sep 30, 2023 | 230.96 Mn |
| Jun 30, 2023 | 223.91 Mn |
| Mar 31, 2023 | 210.03 Mn |
| Dec 31, 2022 | 202.76 Mn |
| Sep 30, 2022 | 198.81 Mn |
| Jun 30, 2022 | 206.94 Mn |
| Mar 31, 2022 | 216.72 Mn |
| Dec 31, 2021 | 226.14 Mn |
| Sep 30, 2021 | 221.13 Mn |
API Access
PhenixFIN Invested Capital 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=invested-capital&ticker=PFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();