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2.01%Return on Assets
VS
Market
Sector
Industry
History
$ 46.6Close
$ 46 - $ 54.38 52-Week Range
Ticker Information
Ticker
PFXCompany Name
PHENIXFIN CORPSector
Financial ServicesIndustry
Asset ManagementExchange
NASDAQPHENIXFIN CORP - Return on Assets Chart Analysis (TTM)
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PFX - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 306.81M | $ 6.17M | 2.01% |
| 3/31/2025 | $ 300.71M | $ 10.28M | 3.42% |
| 12/31/2024 | $ 311.93M | $ 16.55M | 5.31% |
| 9/30/2024 | $ 302.75M | $ 18.62M | 6.15% |
| 6/30/2024 | $ 246.3M | $ 19.86M | 8.06% |
| 3/31/2024 | $ 247.69M | $ 26.16M | 10.56% |
| 12/31/2023 | $ 237.84M | $ 27.5M | 11.56% |
| 9/30/2023 | $ 239.69M | $ 26.92M | 11.23% |
| 6/30/2023 | $ 232.44M | $ 14.92M | 6.42% |
| 3/31/2023 | $ 213.93M | $ -3.22M | -1.51% |
Key Performance Insights, Last 5 Years
- PHENIXFIN CORP's latest trailing twelve months (TTM) ROA stands at -21.5%.
- Over the past 5 years, PHENIXFIN CORP's average ROA has been 0.75%.
- The median ROA for PHENIXFIN CORP during this period was 3.74%
- PHENIXFIN CORP reached its highest ROA over the past 5 years at 11.56%.
- The lowest ROA recorded by PHENIXFIN CORP in the same timeframe -34.12%
PHENIXFIN CORP's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for PHENIXFIN CORP is calculated as follows: Net Inc. Cmn. [ $ -65.81M ] / Assets [ $ 306.1M ]
(=) ROA [ -21.5% ] PFX - Return on Assets, Last 5 years
-34.12%
Minimum
Dec 31, 2020
11.56%
Maximum
Dec 31, 2023
0.75%
Average
3.74%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.12% with a standard deviation of 10.61%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.4% |
| max | 33.98% |
| average | 0.12% |
| median | 1.53% |
| std | 10.61% |