PhenixFIN (FRA:Q29) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:Q29 PhenixFIN Corp FRA:Q29
22 GF Score
Price €37.20
! 3 Warning Signs
View Full Analysis

What is PhenixFIN ROC (Joel Greenblatt) %?

PhenixFIN FRA:Q29 +1.64% 22 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates FRA:Q29 with a GF Score™ of 22/100. The stock has 3 warning signs investors should review. Among 630 Asset Management companies, PhenixFIN ranks worse than 158730% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

FRA:Q29
22GF Score
PhenixFIN Corp FRA:Q29
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
PhenixFIN (FRA:Q29) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on PhenixFIN and its competitors. According to the industry distribution chart, PhenixFIN ranks #999999 out of 630 companies in the Asset Management industry.
Is PhenixFIN's ROC (Joel Greenblatt) % too high?
PhenixFIN's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, PhenixFIN ranks #999999 out of 630 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, PhenixFIN has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does PhenixFIN's ROC (Joel Greenblatt) % compare to VGI and DFDV?
According to the Asset Management industry distribution chart, PhenixFIN ranks #999999 out of 630 companies for ROC (Joel Greenblatt) %. This places PhenixFIN in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.03. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.03, based on 630 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on PhenixFIN and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PhenixFIN's current ROC (Joel Greenblatt) % is %. 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?
PhenixFIN (FRA:Q29) has a current ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. PhenixFIN's overall GF Score™ is 22/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For PhenixFIN (FRA:Q29), the current ROC (Joel Greenblatt) % is % 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.

PhenixFIN Business Description

Other Exchanges PFX:USA
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.
22GF Score

Get the complete analysis for FRA:Q29

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€37.20
Price