PhenixFIN (PFX) Return on Sales (2023 - 2026)
PhenixFIN's (PFX) quarterly Return on Sales came in at 0.05% in Q1 2026, down 2.0% year-on-year from 0.05% in Q1 2025, and down 33.84% on a QoQ basis from 0.08% in Q4 2025.
PhenixFIN (PFX) Return on Sales (2023 - 2026) Analysis & Trends
PhenixFIN (PFX) has 4 years of Return on Sales data on file, last reported at 0.05% in Q1 2026.
- On a quarterly basis, Return on Sales fell 2.0% year-over-year to 0.05% in Q1 2026; TTM through Mar 2026 was 0.03%, a 7.0% increase from a year earlier, with the FY2025 full-year figure at 0.08%, down 12.0% from the prior year.
- Return on Sales for Q1 2026 stood at 0.05%, down from 0.08% in the prior quarter.
- Over the last five years, Return on Sales for PFX reached as high as 6.08% in Q2 2024 and fell as low as 0.63% in Q1 2024.
- Historically, Return on Sales has averaged 0.44% across 4 years, with a median of 0.03% in 2025.
- Across the five-year window, Return on Sales jumped 607 bps in 2024 and slumped 607 bps in 2025, its largest moves.
- Year by year, Return on Sales stood at 0.54% in 2023, then soared by 117 bps to 0.09% in 2024, then decreased by 16 bps to 0.08% in 2025, then plunged by 34 bps to 0.05% in 2026.
- Per Business Quant data, the three most recent Return on Sales figures were 0.05% in Q1 2026, 0.08% in Q4 2025, and 0.09% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 0.02% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 0.00% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 0.00% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | -0.07% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 0.00% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 0.00% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 0.00% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 0.00% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 0.00% |
| 10 | PhenixFIN | 85.65 Mn | -213.24 Mn | - | 0.05% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.05% |
| Dec 31, 2025 | 0.08% |
| Sep 30, 2025 | 0.09% |
| Jun 30, 2025 | 0.01% |
| Mar 31, 2025 | 0.07% |
| Dec 31, 2024 | 0.09% |
| Sep 30, 2024 | -0.01% |
| Jun 30, 2024 | 6.08% |
| Mar 31, 2024 | -0.63% |
| Dec 31, 2023 | -0.54% |
| Sep 30, 2023 | -0.02% |
| Jun 30, 2023 | 0.01% |