PFX (PhenixFIN) Cyclically Adjusted PS Ratio: (As of Aug. 24, 2026)

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PFX PhenixFIN Corp PFX
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What is PhenixFIN Cyclically Adjusted PS Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


PhenixFIN  (NAS:PFX) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


PhenixFIN Cyclically Adjusted PS Ratio Related Terms


PhenixFIN Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for PhenixFIN's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

PhenixFIN Cyclically Adjusted PS Ratio Chart

PhenixFIN Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 77.60 0.00 0.00 0.00 0.00

PhenixFIN Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

PFX vs DFDV, VGI, FMN: Cyclically Adjusted PS Ratio Comparison

For the Asset Management subindustry, PhenixFIN's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio 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 Cyclically Adjusted PS Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, PhenixFIN's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where PhenixFIN's Cyclically Adjusted PS Ratio falls into.


PFX
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PhenixFIN Corp PFX
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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PhenixFIN Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

PhenixFIN's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, PhenixFIN's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=3.294/333.9520*333.9520
=3.294

Current CPI (Jun. 2026) = 333.9520.

PhenixFIN Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 -1.038 241.428 -1.436
201612 3.327 241.432 4.602
201703 -3.347 243.801 -4.585
201706 1.678 244.955 2.288
201709 -3.588 246.819 -4.855
201712 -10.796 246.524 -14.625
201803 -9.399 249.554 -12.578
201806 -8.845 251.989 -11.722
201809 -6.656 252.439 -8.805
201812 -2.462 251.233 -3.273
201903 -3.822 254.202 -5.021
201906 -8.348 256.143 -10.884
201909 -8.355 256.759 -10.867
201912 0.854 256.974 1.110
202003 -27.326 258.115 -35.355
202006 3.392 257.797 4.394
202009 0.913 260.280 1.171
202012 -1.838 260.474 -2.356
202103 3.421 264.877 4.313
202106 3.340 271.696 4.105
202109 -1.936 274.310 -2.357
202112 2.600 278.802 3.114
202203 1.776 287.504 2.063
202206 -3.170 296.311 -3.573
202209 -1.210 296.808 -1.361
202212 2.748 296.797 3.092
202303 4.041 301.836 4.471
202306 5.319 305.109 5.822
202309 4.632 307.789 5.026
202312 3.379 306.746 3.679
202403 3.852 312.332 4.119
202406 2.546 314.175 2.706
202409 4.224 315.301 4.474
202412 2.232 315.605 2.362
202503 0.945 319.799 0.987
202506 0.390 322.561 0.404
202509 3.286 324.800 3.379
202512 -1.116 324.054 -1.150
202603 1.744 330.213 1.764
202606 3.294 333.952 3.294

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


PhenixFIN Business Description

Other Exchanges Q29:Germany
Address 445 Park Avenue, 10th Floor, New York, NY, USA, 10022
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.
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Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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