PhenixFIN (PFX) EBITDA Margin: History & Chart

PhenixFIN Corporation(PFX)

Asset Management · New York City, NY

$45.40+0.53 (+1.18%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About PhenixFIN Corporation

PhenixFIN Corporation functions as a Business Development Company (BDC), concentrating its investment efforts on privately arranged debt and equity instruments issued by small and mid-sized businesses. The firm's primary geographical focus is North America. It targets private debt investments in companies with enterprise or asset values ranging from $25 million to $250 million, with individual debt investment sizes typically falling between $10 million and $50 million. Its investment structures encompass first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, and unitranche loans. Additionally, PhenixFIN often seeks warrants or other forms of equity participation for potential upside. Under specific conditions, the company may also co-invest in privately negotiated transactions. While PhenixFIN typically holds investments for three to seven years, often until maturity or repayment, it retains the flexibility to divest earlier. Beyond providing capital, the firm may actively engage with its portfolio companies by securing board representation and offering managerial assistance. PhenixFIN invests across a wide array of sectors, including: Business services Buildings and real estate Automotive Oil and gas Aerospace and defense Home and office furnishings, housewares, and durable consumer products Healthcare, education, and childcare Personal, food, and miscellaneous services Retail stores Diversified or conglomerate manufacturing Telecommunications Mining, steel, iron, and non-precious metals Leisure, amusement, motion pictures, and entertainment Chemicals, plastics, and rubber Finance Personal and nondurable consumer products (manufacturing only) Beverage, food, and tobacco Containers, packaging, and glass Structured finance securities Machinery (excluding agriculture, construction, and electrical types) Diversified or conglomerate services Restaurant and franchise operations Electronics Cargo transport PhenixFIN Corporation was founded in 2010 and maintains its headquarters in New York, New York.

New York City, NY

11 employees

www.phenixfc.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: David Aaron Lorber

View full financials

PFX EBITDA Margin Metrics

EBITDA MARGIN

16.39%

EBITDA MARGIN AVG TTM

30.76%

EBITDA MARGIN AVG 3Y

53.18%

EBITDA MARGIN AVG 5Y

57.20%

EBITDA MARGIN AVG 10Y

85.02%

EBITDA MARGIN AVG 15Y

78.86%

EBITDA MARGIN AVG 20Y

N/A

CURRENT VS TTM AVG

-46.71%

CURRENT VS 3Y AVG

-69.18%

CURRENT VS 5Y AVG

-71.35%

CURRENT VS 10Y AVG

-80.72%

CURRENT VS 15Y AVG

-79.22%

CURRENT VS 20Y AVG

N/A

NAME	MARKET CAP	EBITDA MARGIN	TTM	3Y	5Y
PhenixFIN Corporation (PFX)	$87.74M	16.39%	30.76%	53.18%	57.20%
Eureka Acquisition Corp Class A Ordinary Share (EURK)vs ›	$87.92M	N/A	N/A	N/A	N/A
Peace Acquisition Corp Ordinary Shares (PECE)vs ›	$87.29M	N/A	N/A	N/A	N/A
Rainier Acquisition Corp. (RNAQ)vs ›	$86.60M	N/A	N/A	N/A	N/A
Origin Investment Corp I Ordinary Shares (ORIQ)vs ›	$89.79M	N/A	N/A	N/A	N/A
BCP Investment Corporation (BCIC)vs ›	$85.65M	81.72%	24.45%	9.05%	28.48%
ATIF Holdings Limited Ordinary Shares (AUC)vs ›	$89.83M	N/A	N/A	N/A	N/A
Pelican Acquisition Ii Corp. (PLCI)vs ›	$85.39M	N/A	N/A	N/A	N/A
Miluna Acquisition Corp Class A Ordinary Share (MMTX)vs ›	$90.13M	N/A	N/A	N/A	N/A
Summit State Bank (SSBI)vs ›	$85.12M	15.88%	4.72%	19.18%	26.74%

NAME

MARKET CAP

EBITDA MARGIN

TTM

PhenixFIN Corporation (PFX)

$87.74M

16.39%

30.76%

53.18%

57.20%

Eureka Acquisition Corp Class A Ordinary Share (EURK)vs ›

$87.92M

N/A

Peace Acquisition Corp Ordinary Shares (PECE)vs ›

$87.29M

N/A

Rainier Acquisition Corp. (RNAQ)vs ›

$86.60M

N/A

Origin Investment Corp I Ordinary Shares (ORIQ)vs ›

$89.79M

N/A

BCP Investment Corporation (BCIC)vs ›

$85.65M

81.72%

24.45%

9.05%

28.48%

ATIF Holdings Limited Ordinary Shares (AUC)vs ›

$89.83M

N/A

Pelican Acquisition Ii Corp. (PLCI)vs ›

$85.39M

N/A

Miluna Acquisition Corp Class A Ordinary Share (MMTX)vs ›

$90.13M

N/A

Summit State Bank (SSBI)vs ›

$85.12M

15.88%

4.72%

19.18%

26.74%

EBITDA Margin FAQ

What is the EBITDA margin for PhenixFIN Corporation (PFX)?

The EBITDA margin for PFX stock is 16.39%.

Is PhenixFIN Corporation's EBITDA margin high or low?

The EBITDA margin of 16.39% is 71% below its 5-year average of 57.20%, near the low end of its 5-year range (-45.06%–3278.09%).

What is the TTM average EBITDA margin for PhenixFIN Corporation (PFX)?

The TTM average EBITDA margin for PFX stock is 30.76%.

What is the 3Y average EBITDA margin for PhenixFIN Corporation (PFX)?

The 3Y average EBITDA margin for PFX stock is 53.18%.

What is the 5Y average EBITDA margin for PhenixFIN Corporation (PFX)?

The 5Y average EBITDA margin for PFX stock is 57.20%.

What is the 10Y average EBITDA margin for PhenixFIN Corporation (PFX)?

The 10Y average EBITDA margin for PFX stock is 85.02%.

What is the 15Y average EBITDA margin for PhenixFIN Corporation (PFX)?

The 15Y average EBITDA margin for PFX stock is 78.86%.

DATE	EBITDA MARGIN
2026-06-30	96.63%
2026-03-31	88.42%
2025-12-31	-25.87%
2025-09-30	39.66%
2025-06-30	-45.06%
2025-03-31	-12.63%
2024-12-31	34.93%
2024-09-30	3278.09%
2024-06-30	38.01%
2024-03-31	56.79%
2023-12-31	53.05%
2023-09-30	65.84%
2023-06-30	71.13%
2023-03-31	68.13%
2022-12-31	56.40%
2022-09-30	325.08%
2022-06-30	159.71%
2022-03-31	54.25%
2021-12-31	59.80%
2021-09-30	187.80%
2021-06-30	68.17%
2021-03-31	73.78%
2020-12-31	215.28%
2020-09-30	23.95%
2020-06-30	63.19%
2020-03-31	112.53%
2019-12-31	55.83%
2019-09-30	181.36%
2019-06-30	190.11%
2019-03-31	545.41%
2018-12-31	1446.10%
2018-09-30	210.21%
2018-06-30	154.89%
2018-03-31	159.77%
2017-12-31	141.43%
2017-09-30	477.45%
2017-06-30	18.63%
2017-03-31	-45793.97%
2016-12-31	37.57%
2016-09-30	-76.36%
2016-06-30	58.42%
2016-03-31	6.69%
2015-12-31	132.22%
2015-09-30	210.56%
2015-06-30	49.40%
2015-03-31	58.01%
2014-12-31	186.21%
2014-09-30	57.51%
2014-06-30	68.64%
2014-03-31	65.82%
2013-12-31	68.04%
2013-09-30	3762.65%
2013-06-30	36.15%
2013-03-31	71.13%
2012-12-31	749.66%
2012-09-30	68.03%
2012-06-30	61.78%
2012-03-31	74.73%
2011-12-31	78.73%
2011-09-30	57.09%
2011-06-30	93.18%
2011-03-31	84.42%

DATE

EBITDA MARGIN

2026-06-30

96.63%

2026-03-31

88.42%

2025-12-31

-25.87%

2025-09-30

39.66%

2025-06-30

-45.06%

2025-03-31

-12.63%

2024-12-31

34.93%

2024-09-30

3278.09%

2024-06-30

38.01%

2024-03-31

56.79%

2023-12-31

53.05%

2023-09-30

65.84%

2023-06-30

71.13%

2023-03-31

68.13%

2022-12-31

56.40%

2022-09-30

325.08%

2022-06-30

159.71%

2022-03-31

54.25%

2021-12-31

59.80%

2021-09-30

187.80%

2021-06-30

68.17%

2021-03-31

73.78%

2020-12-31

215.28%

2020-09-30

23.95%

2020-06-30

63.19%

2020-03-31

112.53%

2019-12-31

55.83%

2019-09-30

181.36%

2019-06-30

190.11%

2019-03-31

545.41%

2018-12-31

1446.10%

2018-09-30

210.21%

2018-06-30

154.89%

2018-03-31

159.77%

2017-12-31

141.43%

2017-09-30

477.45%

2017-06-30

18.63%

2017-03-31

-45793.97%

2016-12-31

37.57%

2016-09-30

-76.36%

2016-06-30

58.42%

2016-03-31

6.69%

2015-12-31

132.22%

2015-09-30

210.56%

2015-06-30

49.40%

2015-03-31

58.01%

2014-12-31

186.21%

2014-09-30

57.51%

2014-06-30

68.64%

2014-03-31

65.82%

2013-12-31

68.04%

2013-09-30

3762.65%

2013-06-30

36.15%

2013-03-31

71.13%

2012-12-31

749.66%

2012-09-30

68.03%

2012-06-30

61.78%

2012-03-31

74.73%

2011-12-31

78.73%

2011-09-30

57.09%

2011-06-30

93.18%

2011-03-31

84.42%

EBITDA Margin: 16.39%

PFX EBITDA Margin

PFX Average EBITDA Margin Chart

PFX Current vs Average EBITDA Margin Chart

PFX EBITDA Margin Metrics

PFX Competitors' EBITDA Margin

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EBITDA Margin Formula & Definition

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PFX EBITDA Margin History

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