PFX (PhenixFIN) Pre-Tax Income: $-1.00 Mil (TTM As of Mar. 2026)


PFX PhenixFIN Corp PFX
31 GF Score
Price $43.18
GF Value $17.34
Valuation Significantly Overvalued
! 3 Warning Signs
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What is PhenixFIN Pre-Tax Income?

PhenixFIN PFX -0.22% 31 Pre-Tax Income is $-1.00 Mil as of Mar. 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.

Pretax income is the income that a company earns before paying income taxes. PhenixFIN's pretax income for the three months ended in Mar. 2026 was $1.30 Mil. Its pretax income for the trailing twelve months (TTM) ended in Mar. 2026 was $-1.00 Mil. PhenixFIN's pretax margin was 37.75%.

During the past 13 years, PhenixFIN's highest Pretax Margin was 307.55%. The lowest was -513.62%. And the median was 92.94%.


PhenixFIN  (NAS:PFX) Pre-Tax Income Explanation

PhenixFIN's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pretax Income/Revenue
=1.299/3.441
=37.75%

During the past 13 years, PhenixFIN's highest Pretax Margin was 307.55%. The lowest was -513.62%. And the median was 92.94%.

* 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 Pre-Tax Income Related Terms


PhenixFIN Pre-Tax Income Historical Data

* Premium members only.

The historical data trend for PhenixFIN's Pre-Tax Income 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 Pre-Tax Income Chart

PhenixFIN Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pre-Tax Income
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.28 -6.11 26.92 17.73 3.95

PhenixFIN Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pre-Tax Income 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 -0.57 -1.55 3.60 -4.35 1.30

PFX vs VGI, DFDV, HNNA: Pre-Tax Income Comparison

For the Asset Management subindustry, PhenixFIN's Pre-Tax Income, along with its competitors' market caps and Pre-Tax Income 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 Pre-Tax Income vs Asset Management Industry

For the Asset Management industry and Financial Services sector, PhenixFIN's Pre-Tax Income distribution charts can be found below:

* The bar in red indicates where PhenixFIN's Pre-Tax Income falls into.


PFX
31GF Score
PhenixFIN Corp PFX
Pre-Tax Income is just one metric. See GF Score™, valuation, warning signs, and more.
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PhenixFIN Pre-Tax Income Calculation

This is the income that a company earns before paying income taxes.

PhenixFIN's Pretax Income for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Income=Operating Income+Other
=0+3.945
=3.95

PhenixFIN's Pretax Income for the quarter that ended in Mar. 2026 is calculated as

Pretax Income=Operating Income+Other
=0+1.299
=1.30

Pre-Tax Income for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-1.00 Mil.

* 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.

Frequently Asked Questions Learn more about Pre-Tax Income →
What does a Pre-Tax Income of $-1.00 Mil mean?
PhenixFIN (PFX) has a Pre-Tax Income of $-1.00 Mil as of Mar. 2026. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on PhenixFIN and its competitors.
Is PhenixFIN's Pre-Tax Income too high?
PhenixFIN's current Pre-Tax Income is $-1.00 Mil. 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 Pre-Tax Income compare to VGI and DFDV?
PhenixFIN's Pre-Tax Income of $-1.00 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pre-Tax Income for an Asset Management company?
A good Pre-Tax Income depends on the Asset Management industry context. However, Pre-Tax Income should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pre-Tax Income mean?
A high Pre-Tax Income can signal that a stock is expensive relative to its fundamentals. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on PhenixFIN and its competitors. PhenixFIN's current Pre-Tax Income is $-1.00 Mil. 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 Pre-Tax Income is $-1.00 Mil. 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 Pre-Tax Income calculated?
Pre-Tax Income is calculated from a company's financial statements. For PhenixFIN (PFX), the current Pre-Tax Income is $-1.00 Mil 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 $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:

  • Pre-Tax Income: $-1.00 Mil
  • GF Value™: $17.34 vs. price of $43.18 (149% above fair value)
  • GF Score™: 31/100 with 3 warning signs

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 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.
31GF Score

Get the complete analysis for PFX

Pre-Tax Income is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$43.18
Price
$17.34
GF Value