PFX (PhenixFIN) Total Stockholders Equity: $153.81 Mil (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 Total Stockholders Equity?

PhenixFIN PFX -0.22% 31 Total Stockholders Equity is $153.81 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.

PhenixFIN's Total Stockholders Equity for the quarter that ended in Mar. 2026 was $153.81 Mil. It refers to the net assets owned by shareholders. It does not include minority interest.

Total Stockholders Equity is used to calculate Book Value per Share. PhenixFIN's Book Value per Share for the quarter that ended in Mar. 2026 was $79.57. The ratio of a company's debt over equity can be used to measure how leveraged this company is. PhenixFIN's Debt-to-Equity for the quarter that ended in Mar. 2026 was 0.95.

PhenixFIN  (NAS:PFX) Total Stockholders Equity Explanation

1. Total Stockholders Equity is used to calculate Book Value per Share.

PhenixFIN's Book Value per Share for the quarter that ended in Mar. 2026 is

Book Value per Share=(Total Stockholders Equity-Preferred Stock)/Shares Outstanding (EOP)
=(153.812-0)/1.933
=79.57

2. The ratio of a company's debt over equity can be used to measure how leveraged this company is.

PhenixFIN's Debt-to-Equity for the quarter that ended in Mar. 2026 is

Debt-to-Equity=Total Debt / Total Stockholders Equity
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Total Stockholders Equity
=(0 + 146.627) / 153.812
=0.95

* 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 Total Stockholders Equity Related Terms

PhenixFIN Total Stockholders Equity Historical Data

* Premium members only.

The historical data trend for PhenixFIN's Total Stockholders Equity 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 Total Stockholders Equity Chart

PhenixFIN Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Total Stockholders Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 143.69 120.85 146.71 160.31 160.77

PhenixFIN Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Total Stockholders Equity 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 158.99 156.69 160.77 155.82 153.81
PFX
31GF Score
PhenixFIN Corp PFX
Total Stockholders Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Total Stockholders Equity of $153.81 Mil mean?
PhenixFIN (PFX) has a Total Stockholders Equity of $153.81 Mil as of Mar. 2026. The total amount of shareholder's equity as recorded on a company's balance sheet. View historical data for PhenixFIN and its competitors.
Is PhenixFIN's Total Stockholders Equity too high?
PhenixFIN's current Total Stockholders Equity is $153.81 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 Total Stockholders Equity compare to VGI and DFDV?
PhenixFIN's Total Stockholders Equity of $153.81 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 Total Stockholders Equity for an Asset Management company?
A good Total Stockholders Equity depends on the Asset Management industry context. However, Total Stockholders Equity 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 Total Stockholders Equity mean?
A high Total Stockholders Equity can signal that a stock is expensive relative to its fundamentals. The total amount of shareholder's equity as recorded on a company's balance sheet. View historical data for PhenixFIN and its competitors. PhenixFIN's current Total Stockholders Equity is $153.81 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 Total Stockholders Equity is $153.81 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 Total Stockholders Equity calculated?
Total Stockholders Equity is calculated from a company's financial statements. For PhenixFIN (PFX), the current Total Stockholders Equity is $153.81 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:

  • Total Stockholders Equity: $153.81 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

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Total Stockholders Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$43.18
Price
$17.34
GF Value