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PFX

PhenixFINB
Nasdaq / Financial Services
Last Price
At close
2026-07-21
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
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +1.0.
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
53
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $43.00 · Bull $48.00 · Bear $35.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Why
Momentum64 · Δ7d -
Value53 · Δ7d +1.0
Sentiment52 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
64
26% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
53
39% active weight
Current posture
7d trendImproving
Δ7d
+1.0
Δ21d
+1.4
Sentiment
52
34% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade

Composite grade B. Momentum 63.6 / Value 52.8 / Sentiment 51.9

Fundamentals (TTM)
As of 2026-07-21
Market Cap
$83.86M
Beta
-
Shares Out
1.93M
P/E (TTM) · Derived
21.0
P/S (TTM)
-
P/FCF (TTM) · Derived
-1.32
Rev YoY
-17.6%
EPS YoY
-229.4%
Gross Margin
+96.6%
Op Margin
-
Net Debt
$140.41M
Current Ratio
1.88
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology