FDUS
Price:
$19.75
Market Cap:
$685.74M
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare product...[Read more]
Industry
Asset Management
IPO Date
2011-06-21
Stock Exchange
NASDAQ
Ticker
FDUS
According to Fidus Investment Corporation’s latest financial reports and current stock price. The company's current ROE is 11.68%. This represents a change of 300.00% compared to the average of 2.92% of the last 4 quarters.
The mean historical ROE of Fidus Investment Corporation over the last ten years is 12.13%. The current 11.68% ROE has changed -3.76% with respect to the historical average. Over the past ten years (40 quarters), FDUS's ROE was at its highest in in the December 2021 quarter at 10.30%. The ROE was at its lowest in in the March 2020 quarter at -7.18%.
Average
12.13%
Median
11.75%
Minimum
7.46%
Maximum
23.80%
Discovering the peaks and valleys of Fidus Investment Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 213.12%
Maximum Annual ROE = 23.80%
Minimum Annual Increase = -68.67%
Minimum Annual ROE = 7.46%
| Year | ROE | Change |
|---|---|---|
| 2024 | 11.94% | -8.74% |
| 2023 | 13.09% | 75.46% |
| 2022 | 7.46% | -68.67% |
| 2021 | 23.80% | 213.12% |
| 2020 | 7.60% | -35.33% |
| 2019 | 11.75% | -4.21% |
| 2018 | 12.27% | 9.80% |
| 2017 | 11.18% | -4.89% |
| 2016 | 11.75% | 11.89% |
| 2015 | 10.50% | 31.11% |
The current ROE of Fidus Investment Corporation (FDUS) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
10.83%
5-year avg
12.78%
10-year avg
12.13%
Fidus Investment Corporation’s ROE is less than Nuveen Churchill Direct Lending Corp. (10.01%), less than Gladstone Investment Corporation (20.86%), less than MSC Income Fund, Inc. (10.39%), less than SLR Investment Corp. (9.08%), less than Tortoise Energy Infrastructure Corporation (13.43%), less than Bain Capital Specialty Finance, Inc. (9.42%), less than Vinci Compass Investments Ltd. (12.64%), less than Carlyle Secured Lending, Inc. (6.56%), less than PennantPark Investment Corporation (6.79%),
| Company | ROE | Market cap |
|---|---|---|
| 10.01% | $731.92M | |
| 20.86% | $520.17M | |
| 10.39% | $673.18M | |
| 9.08% | $873.97M | |
| 13.43% | $739.48M | |
| 9.42% | $936.05M | |
| 12.64% | $781.41M | |
| 6.56% | $943.36M | |
| 6.79% | $376.76M |
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