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
DateValue
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%