PFX

PhenixFIN Corporation

PhenixFIN Corporation is classed by the SEC under no industry code yet. Its latest filed balance sheet (2025-09-30) shows total assets of $306 million (its filed statements).

Business, industry not on file filings since 2010 3 of 9 filed, 6 estimated

Sector peers: OXSQGRSDGECCLIEN

5.3/10headline grade
vs its business-model standard

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a business, industry not on file: no industry code on file, so the tenses and readings weigh evenly. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 5.3 out of ten, 3 of 9 metrics filed and 6 estimated: past 4.1 out of ten, present 5.6 out of ten, future 6.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 0.9 out of ten. 3 warning events since 2017; the latest 2023-03-03. 9th percentile among 111 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 5.1 out of ten. CrossAssetData estimate 5.1/10, confidence 20 of 100 (family median). 50th percentile among 9 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
  • Shareholder treatment (past): 6.2 out of ten. Share count shrank 4.6% a year. 20% of cash flow returned. 61st percentile among 46 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 6.8 out of ten. ROE 3%: 3¢ of profit per shareholder dollar. Leverage 49%: owes 49¢ per asset dollar. 68th percentile among 49 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 5.2 out of ten. CrossAssetData estimate 5.2/10, confidence 20 of 100 (family median). 50th percentile among 12 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
  • Leadership (present): 4.9 out of ten. CrossAssetData estimate 4.9/10, confidence 20 of 100 (family median). 50th percentile among 49 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
  • Room to expand (future): 8.1 out of ten. CrossAssetData estimate 8.1/10, confidence 35 of 100 (one part). 81st percentile among 51 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
  • Growth drivers (future): 5.2 out of ten. CrossAssetData estimate 5.2/10, confidence 20 of 100 (family median). 50th percentile among 8 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
  • Expectations vs reality (future): 4.6 out of ten. CrossAssetData estimate 4.6/10, confidence 20 of 100 (family median). 50th percentile among 7 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.

The filing record

Newest annual report: Form 10-K filed 2025-12-12 for the period ended 2025-09-30 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-05 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form 10-Q, 2026-08-05. Filings on record since 2010. Read from EDGAR 2026-10-12.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.