PhenixFIN (PFX) Return on Sales (2023 - 2026)
PhenixFIN (PFX) reported Return on Sales of 0.05% for Q1 2026, up 4.0% year-over-year from 0.05% in Q1 2025, and down 33.84% on a QoQ basis from 0.08% in Q4 2025.
PhenixFIN (PFX) has 4 years of Return on Sales data on file, last reported at 0.05% in Q1 2026.
- Quarterly Return on Sales rose 4.0% year-over-year to 0.05% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.04% (up 2.0% YoY) and the FY2025 annual result came in at 0.02%, changed 0.0% from the prior year.
- Return on Sales retreated to 0.05% in Q1 2026 per PFX's latest filing, from 0.08% in the prior quarter.
- Across five years, Return on Sales topped out at 6.08% in Q2 2024 and bottomed at 0.0% in Q3 2023.
- The 4-year median for Return on Sales is 0.02% (2024), against an average of 0.53%.
- The widest annual swing landed in 2024, when Return on Sales jumped 607 bps; it then plunged 600 bps in 2025.
- Tracing PFX's Return on Sales over 4 years: stood at 0.02% in 2023, then fell by 15 bps to 0.02% in 2024, then soared by 304 bps to 0.08% in 2025, then sank by 34 bps to 0.05% in 2026.
- Per Business Quant, the three latest PFX Return on Sales figures stand at 0.05% (Q1 2026), 0.08% (Q4 2025), and 0.02% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 0.00% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 0.00% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 0.00% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 0.00% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 0.00% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 0.00% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 0.00% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 0.00% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 0.00% |
| 10 | PhenixFIN | 89.41 Mn | 86.34 Mn | - | 0.05% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.05% |
| Dec 31, 2025 | 0.08% |
| Sep 30, 2025 | 0.02% |
| Jun 30, 2025 | 0.08% |
| Mar 31, 2025 | 0.01% |
| Dec 31, 2024 | 0.02% |
| Sep 30, 2024 | 0.02% |
| Jun 30, 2024 | 6.08% |
| Mar 31, 2024 | 0.02% |
| Dec 31, 2023 | 0.02% |
| Sep 30, 2023 | 0.00% |
| Jun 30, 2023 | 0.01% |