PhenixFIN Corp PFX
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- $45.00
- Day Range
- $44.41–45.00
- 52-Week Range
- $32.00–45.50
- Bid/Ask
- $44.34 / $44.80
- Market Cap
- $92.31 Mil
- Volume/Avg
- 1,534 / 2,892
Key Statistics
- Price/Earnings (Normalized)
- 3.39
- Price/Sales
- 2.23
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- Total Yield
- 1.14%
Company Profile
PhenixFIN Corp formerly Medley Capital Corp is a non-diversified closed end management investment company operating in United States. Its investment objective is to generate current income and capital appreciation by lending directly to privately held middle market companies to expand their business, refinance and make acquisitions. It mainly invests in senior secured first lien term loans, senior secured second lien term loans, unitranche, senior secured first lien notes, subordinated notes and warrants and minority equity securities. It may also invest in securities of foreign companies. Portfolio of the company mainly consists of securities across all sectors. Revenue generated by the company comprises of interest income, dividend and other income earned through investments made.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Growth
- Total Number of Employees
- 6
- Website
- http://www.phenixfc.com
Comparables
Valuation
|
Metric
|
PFX
|
MSCF
|
ARCC
|
|---|---|---|---|
Price/Earnings (Normalized) | 3.39 | 8.21 | 8.88 |
Price/Book Value | 0.62 | 0.76 | 1.07 |
Price/Sales | 2.23 | 3.30 | 4.13 |
Price/Cash Flow | — | 9.82 | 24.69 |
Price/Earnings
PFX
MSCF
ARCC
Financial Strength
|
Metric
|
PFX
|
MSCF
|
ARCC
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
PFX
|
MSCF
|
ARCC
|
|---|---|---|---|
Return on Assets (Normalized) | 12.18% | 5.53% | 7.42% |
Return on Equity (Normalized) | 19.84% | 10.18% | 15.72% |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
PFX
MSCF
ARCC
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
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Economic Moat
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|
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