PhenixFINPFX -0.83%31 3-Year Book Growth Rate is 11.70% as of Mar. 2026. GuruFocus rates PFX with a GF Score™ of 31/100 and a GF Value™ of $17.35 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,544 Asset Management companies, PhenixFIN ranks better than 81.22% on this metric.
During the past 12 months, PhenixFIN's average Book Value per Share Growth Rate was 1.10% per year.
During the past 3 years, the average Book Value per Share Growth Rate was 11.70% per year.
During the past 5 years, the average Book Value per Share Growth Rate was 9.10% per year.
During the past 10 years, the average Book Value per Share Growth Rate was -11.10% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of PhenixFIN was 11.70% per year. The lowest was -31.10% per year. And the median was -9.70% per year.
PhenixFIN (NAS:PFX) 3-Year Book Growth Rate Explanation
Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.
PhenixFIN 3-Year Book Growth Rate Related Terms
PFX vs VGI, DFDV, HNNA: 3-Year Book Growth Rate Comparison
For the Asset Management subindustry, PhenixFIN's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
PhenixFIN 3-Year Book Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PhenixFIN's 3-Year Book Growth Rate distribution charts can be found below:
* The bar in red indicates where PhenixFIN's 3-Year Book Growth Rate falls into.
This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
What does a 3-Year Book Growth Rate of 11.70% mean?
PhenixFIN (PFX) has a 3-Year Book Growth Rate of 11.70% as of Mar. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for PhenixFIN and its competitors. According to the industry distribution chart, PhenixFIN ranks #290 out of 1544 companies in the Asset Management industry, placing it in the top 18.8%.
Is PhenixFIN's 3-Year Book Growth Rate too high?
PhenixFIN's current 3-Year Book Growth Rate is 11.70%. The Asset Management industry median 3-Year Book Growth Rate is 2.00. PhenixFIN's value of 11.70% is 485% above this industry median. Based on the distribution chart, PhenixFIN ranks #290 out of 1544 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, PhenixFIN has a GF Score™ of 31/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does PhenixFIN's 3-Year Book Growth Rate compare to VGI and DFDV?
According to the Asset Management industry distribution chart, PhenixFIN ranks #290 out of 1544 companies for 3-Year Book Growth Rate. This places PhenixFIN in the top 19% of its industry — outperforming the majority of peers. The industry median 3-Year Book Growth Rate is 2.00. PhenixFIN's value of 11.70% is 485% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.00, based on 1,544 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. PhenixFIN's current 3-Year Book Growth Rate of 11.70% is 485% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for PhenixFIN and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PhenixFIN's current 3-Year Book Growth Rate is 11.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PhenixFIN stock overvalued right now?
Based on GuruFocus' analysis, PhenixFIN (PFX) is currently considered Significantly Overvalued. The stock's GF Value™ is $17.35, compared to a current price of $42.82 — trading 146.8% above its estimated fair value. The current 3-Year Book Growth Rate is 11.70% and 485% above the Asset Management industry median of 2.00. PhenixFIN's overall GF Score™ is 31/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For PhenixFIN (PFX), the current 3-Year Book Growth Rate is 11.70% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is PhenixFIN (PFX) Overvalued in 2026?
Based on GuruFocus' analysis, PhenixFIN stock appears to be overvalued.
The current stock price of $42.82 is trading 146.8% above its estimated GF Value™ of $17.35.
GuruFocus considers PhenixFIN to be Significantly Overvalued.
Key valuation signals for PFX:
3-Year Book Growth Rate: 11.70%
GF Value™: $17.35 vs. price of $42.82 (146.8% above fair value)
Industry Position: 485% above the Asset Management median (#290 of 1544)
No single metric tells the full story. See the PFX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PhenixFIN 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.
31GF Score
Get the complete analysis for PFX
3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
PFX has been successfully added to your 