PFX (PhenixFIN) Shiller PE Ratio: (As of Aug. 24, 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.

PFX PhenixFIN Corp PFX
24 GF Score
Price $55.50
! 7 Warning Signs
View Full Analysis

What is PhenixFIN Shiller PE Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


PhenixFIN  (NAS:PFX) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


PhenixFIN Shiller PE Ratio Related Terms


PhenixFIN Shiller PE Ratio Historical Data

* Premium members only.

The historical data trend for PhenixFIN's Shiller PE 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 Shiller PE Ratio Chart

PhenixFIN Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 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
Shiller PE 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: Shiller PE Ratio Comparison

For the Asset Management subindustry, PhenixFIN's Shiller PE Ratio, along with its competitors' market caps and Shiller PE 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 Shiller PE Ratio vs Asset Management Industry

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

* The bar in red indicates where PhenixFIN's Shiller PE Ratio falls into.


PFX
24GF Score
PhenixFIN Corp PFX
Shiller PE Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

PhenixFIN Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

PhenixFIN's E10 for the quarter that ended in Jun. 2026 is calculated as:

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

Adj_EPS=Earnings per Share (Diluted)/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=2.19/333.9520*333.9520
=2.190

Current CPI (Jun. 2026) = 333.9520.

PhenixFIN Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201609 -1.200 241.428 -1.660
201612 2.400 241.432 3.320
201703 -4.400 243.801 -6.027
201706 1.200 244.955 1.636
201709 -4.400 246.819 -5.953
201712 -11.800 246.524 -15.985
201803 -10.600 249.554 -14.185
201806 -9.800 251.989 -12.988
201809 -8.600 252.439 -11.377
201812 -3.600 251.233 -4.785
201903 -9.000 254.202 -11.824
201906 -11.100 256.143 -14.472
201909 -11.600 256.759 -15.087
201912 1.530 256.974 1.988
202003 -28.950 258.115 -37.456
202006 2.790 257.797 3.614
202009 0.470 260.280 0.603
202012 -2.360 260.474 -3.026
202103 2.870 264.877 3.618
202106 2.600 271.696 3.196
202109 -2.590 274.310 -3.153
202112 1.910 278.802 2.288
202203 1.240 287.504 1.440
202206 -4.190 296.311 -4.722
202209 -2.020 296.808 -2.273
202212 1.880 296.797 2.115
202303 3.200 301.836 3.540
202306 4.260 305.109 4.663
202309 3.530 307.789 3.830
202312 2.190 306.746 2.384
202403 2.620 312.332 2.801
202406 1.290 314.175 1.371
202409 3.020 315.301 3.199
202412 1.220 315.605 1.291
202503 -0.440 319.799 -0.459
202506 -0.740 322.561 -0.766
202509 2.030 324.800 2.087
202512 -2.380 324.054 -2.453
202603 0.570 330.213 0.576
202606 2.190 333.952 2.190

Add all the adjusted EPS together and divide 10 will get our E10.

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.
24GF Score

Get the complete analysis for PFX

Shiller PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$55.50
Price