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PFX

PhenixFINC
Nasdaq / Financial Services
Last Price
At close
2026-06-02
View Chart
Current thesis
The main bull argument is valuation: at the May 15, 2026 anchor price of $41.55, PFX traded at roughly 0.52x the March 31 reported NAV of $79.56 per share, while management also highlighted buybacks, a special dividend, stable overall portfolio performance, and only one non-accrual already marked at zero fair value.
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite.
What can break
Balance-sheet leverage remains material, with $90.0 million outstanding under the credit facility and $57.5 million of 5.25% unsecured notes due 2028 as of March 31, 2026.
Momentum
64
Value
50
Sentiment
49
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $43.00 · Bull $48.00 · Bear $35.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Why
Momentum64 · Δ7d -
Value50 · Δ7d -0.9
Sentiment49 · Δ7d -
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
64
34% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
50
32% active weight
Current posture
7d trendFlat
Δ7d
-0.9
Δ21d
-1.9
Sentiment
49
33% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade

Composite grade C. Momentum 63.6 / Value 49.7 / Sentiment 49.1

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$86.95M
Beta
-
Shares Out
2M
P/E (TTM) · Derived
21.1
P/S (TTM)
-
P/FCF (TTM)
-
Rev YoY
-
EPS YoY
-
Gross Margin
-
Op Margin
-
Net Debt
-
Current Ratio
-
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology