profit from every $100 of sales.
$0$100
PhenixFIN
$40.21-1.40% today
-7.5% in 1 year
1-year low $38.301-year high $54.41
Trading close to its lowest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
0%20% a year
You pay $18.69 for every $1 of profit it makes in a year.
CheapExpensive
It holds more cash than debt.
No debt5 years
Money in, money out
What PhenixFIN sold, what it kept, and what it did with the cash.
Sales went from $1.19 million in 2022 to $13.8 million in 2025, with $4.16 million of profit last year.
SalesProfit
PhenixFIN vs. similar companies
PhenixFIN grows the fastest of these 5 and is priced in the middle for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| PhenixFIN | 18.7× · Fair price | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 49.1× · Expensive | ||
 Investor | 8.5× · Cheap | ||
 Brookfield | 70.0× · Very expensive |
AI analysis
An AI analyst reads PhenixFIN's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 1 | 35 | 29 | 14 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| -6 | 27 | 19 | 4 | |
| -2.63 | 12.87 | 9.13 | 2.06 | |
| – | – | – | – | |
| – | – | – | – | |
| -513.7% | 76.9% | 65.2% | 30.1% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 219 | 240 | 303 | 317 |
| Cash | 23 | 6 | 68 | 7 |
| Total debt | 78 | 84 | 136 | 148 |
| Total liabilities | 98 | 93 | 142 | 156 |
| 121 | 147 | 160 | 161 | |
| 2 | 2 | 2 | 2 | |
| – | – | – | – | |
| -5.1% | 18.3% | 11.6% | 2.6% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -29 | -21 | 16 | -67 | |
| – | – | – | – | |
| -29 | -21 | 16 | -67 | |
| Dividends paid | 0 | 0 | 3 | 3 |
| 17 | 1 | 2 | 1 | |
| – | – | – | – |
Valuation
- 18.7×
- 16.1×
- –
- 0.5×
- 5.6×
- –
- –
- -86.7%
- 5.4%
- 0.0%
Profitability
- 77.6%
- 15.7%
- 30.1%
- 15.6%
- 0.1%
- 3.4%
- -0.0%
- -0.0%
- 0.0%
- –
Growth
- +126.4%
- –
- −1,141.2%
- +15.4%
- −4.6%
Financial health
- -782.1×
- 0.92
- 0.0%
- 0.4×
- 90.96
- 90.96
- 0.00
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Bottom 15%of 754
Bottom 35%of 605
Bottom 32%of 883
Top 2%of 880
Bottom 1%of 929
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| May 5, 2026 | 0.37 | 0.45 | −17.8% |
| Feb 9, 2026 | 1.07 | 0.39 | +174.4% |
| Dec 12, 2025 | 0.69 | 0.24 | +187.5% |
| Aug 6, 2025 | 0.58 | 0.54 | +7.4% |
| May 6, 2025 | 0.48 | 0.82 | −41.5% |
| Feb 7, 2025 | 0.80 | 0.51 | +56.9% |
| Dec 17, 2024 | 0.26 | 1.15 | −77.4% |
| Aug 6, 2024 | 0.98 | 0.65 | +50.8% |
News
No recent news on file.
Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
3/7Passes 3 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Warren Buffett
31No pass
Benjamin Graham
64Pass
Philip Fisher
71Pass
Peter Lynch
85Pass
Joel Greenblatt
12No pass
Charlie Munger
46No pass
Terry Smith
49No pass
Questions about PhenixFIN
Is PhenixFIN a good stock to buy?
A strong, very profitable business at a fair price. 3 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the PhenixFIN AI analysis
What does PhenixFIN do?
PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It is in Asset Management.
Does PhenixFIN pay a dividend?
Yes. In 2025 it paid out $2.89 million in dividends.
Is PhenixFIN stock halal?
No. PhenixFIN does not pass our halal screen: its debt is 191% of its market value, at or above the 33% limit. How we check
How has PhenixFIN stock done over the past year?
Down 7.5% over the past twelve months, to $40.21. It traded between $38.30 and $54.41 and is 26.1% below its high.
Who are PhenixFIN's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with PhenixFIN's.
Prices: daily closes to Nov 11, 2026. Fundamentals: company reports via invest-like data.