PhenixFIN (PFXNZ) Net Margin (2023 - 2026)

PhenixFIN (PFXNZ) reported Net Margin of 501.37% for Q1 2026, up 35238.0% year-over-year from N/an in Q1 2025, and down 33.84% quarter-over-quarter from 757.77% in Q4 2025.

PhenixFIN (PFXNZ) Net Margin (2023 - 2026) Analysis & Trends

PhenixFIN (PFXNZ) has 4 years of Net Margin data on file, last reported at 501.37% in Q1 2026.

  • Net Margin for Q1 2026 came in at 501.37%, up 35238.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 438.7% (up 19571.0% YoY), and the FY2025 annual result was 165.08%, up 1504.0% from the prior year.
  • Net Margin fell to 501.37% in Q1 2026 per PFXNZ's latest filing, from 757.77% in the prior quarter.
  • Over five years, Net Margin peaked at 60787.61% in Q2 2024 and troughed at 43.84% in Q3 2023.
  • A 4-year average of 5329.93% and a median of 203.65% in 2023 frame the typical range for Net Margin.
  • The sharpest annual moves came in 2024 and 2025: Net Margin soared 6073540 bps in 2024, then sank 6002207 bps in 2025.
  • A 4-year view of Net Margin shows it stood at 219.55% in 2023, then dropped by 15 bps to 187.5% in 2024, then soared by 304 bps to 757.77% in 2025, then sank by 34 bps to 501.37% in 2026.
  • Business Quant data shows PFXNZ's Net Margin at 501.37% in Q1 2026, 757.77% in Q4 2025, and 232.45% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Net Margin (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 34.73%
2 Blackstone 96.85 Bn 95.80 Bn - 34.77%
3 Kkr 86.45 Bn 133.96 Bn - 8.45%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -38.15%
5 State Street 46.95 Bn 21.27 Bn - 18.57%
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 18.73%
7 Northern Trust 31.92 Bn 31.92 Bn - 37.97%
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.72%
9 Ares Management 29.04 Bn 32.41 Bn - 8.40%
10 PhenixFIN - - - 501.37%

Historic Data

Download Data
DateValue
Mar 31, 2026 501.37%
Dec 31, 2025 757.77%
Sep 30, 2025 232.45%
Jun 30, 2025 765.55%
Mar 31, 2025 148.98%
Dec 31, 2024 187.50%
Sep 30, 2024 162.27%
Jun 30, 2024 60,787.61%
Mar 31, 2024 187.75%
Dec 31, 2023 219.55%
Sep 30, 2023 -43.84%
Jun 30, 2023 52.22%