PhenixFIN (PFXNZ) Change in Inventory (2022 - 2024)

PhenixFIN (PFXNZ) reported Change in Inventory of -$8.1 million for Q2 2024, down 189.26% year-over-year from $9.0 million in Q3 2023, and down 222.42% quarter-over-quarter from $6.6 million in Q1 2024.

PhenixFIN (PFXNZ) Change in Inventory (2022 - 2024) Analysis & Trends

PhenixFIN (PFXNZ) has 3 years of Change in Inventory data on file, last reported at -$8.1 million in Q2 2024.

  • Change in Inventory for Q2 2024 came in at -$8.1 million, down 189.26% year-over-year; the trailing twelve-month figure through Jun 2024 was $16.0 million (changed N/A YoY), and the FY2023 annual result was $31.9 million, up 320.84% from the prior year.
  • Change in Inventory declined to -$8.1 million in Q2 2024 per PFXNZ's latest filing, from $6.6 million in the prior quarter.
  • Over five years, Change in Inventory peaked at $14.9 million in Q3 2023 and troughed at -$8.1 million in Q2 2024.
  • A 3-year average of $4.7 million and a median of $5.7 million in 2023 frame the typical range for Change in Inventory.
  • On a YoY basis, Change in Inventory climbed as much as 14.67% in 2024 and fell as far as 189.26% in 2024.
  • A 3-year view of Change in Inventory shows it stood at $2.3 million in 2022, then rose by 13.33% to $2.6 million in 2023, then plunged by 410.96% to -$8.1 million in 2024.
  • Business Quant data shows PFXNZ's Change in Inventory at -$8.1 million in Q2 2024, $6.6 million in Q1 2024, and $2.6 million in Q4 2023.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -198.00 Mn
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 3.03 Bn
5 State Street 46.95 Bn 21.27 Bn - 15.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 PhenixFIN - - - -

Historic Data

Download Data
DateValue
Jun 30, 2024 -8.07 Mn
Jun 30, 2024 -8.07 Mn
Mar 31, 2024 6.59 Mn
Mar 31, 2024 6.59 Mn
Dec 31, 2023 2.60 Mn
Dec 31, 2023 2.60 Mn
Sep 30, 2023 14.86 Mn
Sep 30, 2023 14.86 Mn
Jun 30, 2023 9.04 Mn
Jun 30, 2023 9.04 Mn
Mar 31, 2023 5.75 Mn
Mar 31, 2023 5.75 Mn
Dec 31, 2022 2.29 Mn
Dec 31, 2022 2.29 Mn