Phenixfin Corporation Overview
Industry: Asset Management
Sector: Financial Services
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 primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The fund may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York. 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 primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace a Read MorePhenixfin Corporation is evaluated based on the investment philosophy and approach to stock market investing developed by renowned investor Warren Buffett. Companies with high ratings typically exhibit growing earnings, a substantial profit margin, conservative leverage, a consistently high return on equity, and a sustained practice of repurchasing their shares over the years.
Phenixfin Corporation
Score
Recent News
Earnings Per Share
Score 2.00/5
Phenixfin Corporation earns a low score, as its Earnings Per Share (EPS) has not shown continuous growth over the last six years. Notable counterparts in the sector with high scores includes
Pathward Financial Inc
Aflac Inc
T. Rowe Price Group Inc
In
Asset Management industry
, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
Return on Equity
Score 2.59/5
Phenixfin Corporation stands out with a superior score in the Return on Equity (ROE) section, surpassing the sector median value and showcasing its strong performance in this metric. The top companies in the same sector include
Pathward Financial Inc
Aflac Inc
T. Rowe Price Group Inc
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, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
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Net Margin
Score 2.48/5
Phenixfin Corporation
olds a low score as its net margin consistently trails below the sector median value and doesn't exhibit continuous growth over the last six years; notable companies in the sector with commendable scores include
Pathward Financial Inc
Aflac Inc
T. Rowe Price Group Inc
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In
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, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
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Leverage
Score 3.43/5
Phenixfin Corporation
attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as
Pathward Financial Inc
Aflac Inc
T. Rowe Price Group Inc
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, T. Rowe Price Group Inc
, Victory Capital Holdings Inc
, Diamond Hill Investment Group Inc
are companies with high ratings.
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