PhenixFINPFX -0.22%31 3-1 Month Momentum % is 7.61% as of Jul. 09, 2026. GuruFocus rates PFX with a GF Score™ of 31/100 and a GF Value™ of $17.34 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,627 Asset Management companies, PhenixFIN ranks better than 77.44% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-09), PhenixFIN's 3-1 Month Momentum % is 7.61%.
The industry rank for PhenixFIN's 3-1 Month Momentum % or its related term are showing as below:
PFX's 3-1 Month Momentum % is ranked better than 77.44% of 1627
companies
in the Asset Management industry
Industry Median: 0.52
vs PFX: 7.61
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
PhenixFIN 3-1 Month Momentum % Related Terms
PFX vs VGI, DFDV, HNNA: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, PhenixFIN's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PhenixFIN's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where PhenixFIN's 3-1 Month Momentum % falls into.
* 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 (PFX) has a 3-1 Month Momentum % of 7.61% as of Jul. 09, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on PhenixFIN and its competitors. According to the industry distribution chart, PhenixFIN ranks #367 out of 1627 companies in the Asset Management industry, placing it in the top 22.6%.
Is PhenixFIN's 3-1 Month Momentum % too high?
PhenixFIN's current 3-1 Month Momentum % is 7.61%. The Asset Management industry median 3-1 Month Momentum % is 0.52. PhenixFIN's value of 7.61% is 1363.5% above this industry median. Based on the distribution chart, PhenixFIN ranks #367 out of 1627 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 3-1 Month Momentum % compare to VGI and DFDV?
According to the Asset Management industry distribution chart, PhenixFIN ranks #367 out of 1627 companies for 3-1 Month Momentum %. This places PhenixFIN in the top 23% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.52. PhenixFIN's value of 7.61% is 1363.5% 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 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.52, based on 1,627 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. PhenixFIN's current 3-1 Month Momentum % of 7.61% is 1363.5% 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on PhenixFIN and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PhenixFIN's current 3-1 Month Momentum % is 7.61%. 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 $17.34, compared to a current price of $43.18 — trading 149% above its estimated fair value. The current 3-1 Month Momentum % is 7.61% and 1363.5% above the Asset Management industry median of 0.52. 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 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For PhenixFIN (PFX), the current 3-1 Month Momentum % is 7.61% as of Jul. 09, 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 $43.18 is trading 149% above its estimated GF Value™ of $17.34.
GuruFocus considers PhenixFIN to be Significantly Overvalued.
Key valuation signals for PFX:
3-1 Month Momentum %: 7.61%
GF Value™: $17.34 vs. price of $43.18 (149% above fair value)
Industry Position: 1363.5% above the Asset Management median (#367 of 1627)
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.
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