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PFXNZ

BEARISH
$23.75 Live
PhenixFIN Corporation 5.25% Notes due 2028 · NASDAQ
$22.78 52W Range $24.16
Overview AI Snowflake Price Valuation Profitability Growth Health SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 17, 2026
Market cap
N/A
P/E
N/A
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
The analysis is heavily weighted by a critical Piotroski F-Score of 1/9, indicating severe financial distress and poor operational health for the issuer, PhenixFIN Corporation. As this instrument is a corporate note (5.25% Notes due 2028) rather than common equity, traditional valuation metrics like the Graham Number are inapplicable. The technical trend is completely bearish (0/100) and insider sentiment is weak, suggesting a lack of confidence in the issuer's ability to maintain financial stability.

Key Strengths

Price has remained relatively stable within a narrow 52-week range ($22.78 - $24.16)
Positive long-term price performance (5Y Change: +20.9%)
Fixed coupon rate of 5.25% provides predictable income if the issuer remains solvent
Recent 1-week price uptick (+1.4%) shows minor short-term stabilization
Consistent SEC filing history (10-K and 8-K filings present)

Key Risks

Extreme financial weakness indicated by a Piotroski F-Score of 1/9
Bearish technical trend (0/100) suggesting negative momentum
Low insider sentiment (40/100) reflecting internal lack of confidence
High credit risk associated with the issuer's deteriorating fundamental health
Lack of available liquidity and valuation data (N/A for most metrics)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
28
Weak
Value
50
Future
20
Past
60
Health
11
Dividend
0
AI Verdict
High Risk / Distressed
Key drivers: Piotroski F-Score of 1/9, Bearish technical trend, Issuer financial instability
Confidence
90%
Value
50/100

Ref P/E, PEG, Graham Number: N/A for debt instruments

Positives
  • Price is near 52-week high
Watchpoints
  • No equity valuation metrics available
  • Bond pricing may not reflect underlying credit deterioration
Future
20/100

Ref Growth rates: N/A

Positives
  • Fixed interest payments
Watchpoints
  • Poor fundamental health suggests high default risk
  • Negative technical momentum
Past
60/100

Ref Historical trends: Price performance is the only positive metric

Positives
  • Positive 1Y, 3Y, and 5Y price changes
Watchpoints
  • Recent momentum is stalling
Health
11/100

Ref Altman Z-Score, Piotroski F-Score: F-Score indicates severe weakness

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 1/9 is critically low
Dividend
0/100

Ref Yield, Payout: Instrument is a note, not a dividend-paying stock

Positives
No standout positives identified.
Watchpoints
  • Dividend strength 0/100

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$23.75

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PFXNZ and closest competitors.

Updated 2026-04-16
PFX
PhenixFIN Corporation 5.25% Notes due 2028
Primary
5Y
+20.9%
3Y
+28.4%
1Y
+9.3%
6M
+3.5%
1M
+0.4%
1W
+1.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
N/A
P/S Ratio
N/A
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
N/A

Profitability

Profit margins and return metrics

Profit Margin N/A
Operating Margin N/A
Gross Margin N/A
ROE N/A
ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth N/A
Q/Q Revenue Growth N/A
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
N/A
Current Ratio
N/A
Quick Ratio
N/A
Cash/Share
$N/A

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
CURRENT REPORT
2026-03-20
10-Q
QUARTERLY REPORT
2026-02-09

PFXNZ filed its 10-Q quarterly report on February 9, 2026. The provided excerpts do not contain specific financial highlights or detailed descriptions of risk factors.

8-K
CURRENT REPORT
2026-02-09

PFXNZ filed a Current Report on February 9, 2026, likely announcing its annual financial results.

DEF 14A
PROXY STATEMENT
2026-01-28

PFXNZ filed a definitive proxy statement on January 28, 2026, providing shareholders with necessary information to vote on corporate matters at an upcoming meeting.

10-K
ANNUAL REPORT
2025-12-12

PFXNZ filed its annual 10-K report on December 12, 2025. The provided excerpts identify the inclusion of business operations, risk factors, and management's discussion and analysis, though specific financial highlights and risk details were not contained in the provided text.

8-K
CURRENT REPORT
2025-12-12
10-Q
QUARTERLY REPORT
2025-08-06

PFXNZ filed its Form 10-Q quarterly report on August 6, 2025. While the filing includes a section dedicated to risk factors, no specific financial highlights or detailed risk disclosures were provided in the available excerpts.

8-K
CURRENT REPORT
2025-08-06

PFXNZ filed a current report, likely announcing its second-quarter financial results given the August filing date.

10-Q
QUARTERLY REPORT
2025-05-07

PFXNZ filed its quarterly 10-Q report on May 7, 2025. While specific financial metrics were not provided in the excerpt, the filing includes a dedicated section on risk factors under Item 1A.

8-K
CURRENT REPORT
2025-05-07
8-K
CURRENT REPORT
2025-04-22
8-K
CURRENT REPORT
2025-03-21
10-Q
QUARTERLY REPORT
2025-02-07
8-K
CURRENT REPORT
2025-02-07
DEF 14A
PROXY STATEMENT
2025-01-22
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning PFXNZ from our newsroom.

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