(PFX) Phenixfin - Ratings and Ratios

PhenixFIN Corporation (NASDAQ:PFX) is a business development company (BDC) specializing in private debt and equity investments in small and middle-market companies across North America. The firm operates in a wide range of sectors, including business services, real estate, automotive, oil and gas, aerospace, defense, and consumer products. PhenixFIN targets companies with enterprise values or asset values between $25 million and $250 million, focusing on private debt transactions ranging from $10 million to $50 million. The firm typically holds investments for 3 to 7 years, often to maturity or repayment, but may exit earlier. PhenixFIN may take board seats in portfolio companies and provide managerial support. Its investment structures include senior and subordinated debt, unitranche loans, and warrants for equity participation. The company, founded in 2010 and headquartered in New York, may co-invest in select transactions.

From a technical perspective, PFX is currently trading at $53.35, with a 20-day average volume of 3,483 shares. The stock has recently crossed above its 20-day SMA of $50.44 and remains above its 50-day SMA of $49.02, signaling short-term bullish momentum. The 200-day SMA of $46.13 further supports the positive trend. The ATR of 1.03 indicates relatively low volatility.

Fundamentally, PhenixFIN has a market cap of $107.31 million, with a P/E ratio of 6.51 and a forward P/E of 14.25. The P/B ratio of 0.66 suggests undervaluation relative to book value. The P/S ratio of 4.73 reflects moderate revenue multiples. The RoE of 0.01 highlights the need for operational efficiency improvements.