PhenixFIN (PFXNZ) Return on Sales (2023 - 2026)
PhenixFIN (PFXNZ) 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% quarter-over-quarter from 0.08% in Q4 2025.
PhenixFIN (PFXNZ) Return on Sales (2023 - 2026) Analysis & Trends
PhenixFIN (PFXNZ) has 4 years of Return on Sales data on file, last reported at 0.05% in Q1 2026.
- Return on Sales for Q1 2026 came in at 0.05%, up 4.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.04% (up 2.0% YoY), and the FY2025 annual result was 0.02%, changed 0.0% from the prior year.
- Return on Sales fell to 0.05% in Q1 2026 per PFXNZ's latest filing, from 0.08% in the prior quarter.
- Over five years, Return on Sales peaked at 6.08% in Q2 2024 and troughed at 0.0% in Q3 2023.
- A 4-year average of 0.53% and a median of 0.02% in 2024 frame the typical range for Return on Sales.
- The sharpest annual moves came in 2024 and 2025: Return on Sales soared 607 bps in 2024, then slumped 600 bps in 2025.
- A 4-year view of Return on Sales shows it stood at 0.02% in 2023, then decreased by 15 bps to 0.02% in 2024, then surged by 304 bps to 0.08% in 2025, then tumbled by 34 bps to 0.05% in 2026.
- Business Quant data shows PFXNZ's Return on Sales at 0.05% in Q1 2026, 0.08% in Q4 2025, and 0.02% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 0.00% |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 0.00% |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 0.00% |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 0.00% |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 0.00% |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 0.00% |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 0.00% |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 0.00% |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | - |
| 10 | PhenixFIN | - | - | - | 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% |