Fidus Investment Corporation

Fidus Investment Corporationverified

FDUS

Price:

$20.75

Market Cap:

$703.73M

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

The ROE as of December 2024 (TTM) for Fidus Investment Corporation (FDUS) is 13.92%

According to Fidus Investment Corporation’s latest financial reports and current stock price. The company's current ROE is 13.92%. This represents a change of 297.24% compared to the average of 3.50% of the last 4 quarters.

Fidus Investment Corporation (FDUS) Historical ROE (quarterly & annually)

How has FDUS ROE performed in the past?

The mean historical ROE of Fidus Investment Corporation over the last ten years is 11.74%. The current 13.92% ROE has changed 18.57% 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%.

Quarterly (TTM)
Annual

Average

11.74%

Median

11.46%

Minimum

7.46%

Maximum

23.80%

Fidus Investment Corporation (FDUS) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202313.09%75.46%
20227.46%-68.67%
202123.80%213.12%
20207.60%-35.33%
201911.75%-4.21%
201812.27%9.80%
201711.18%-4.89%
201611.75%11.89%
201510.50%31.11%
20148.01%-37.83%

Fidus Investment Corporation (FDUS) Average ROE

How has FDUS ROE performed in the past?

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

14.78%

5-year avg

12.74%

10-year avg

11.74%

Fidus Investment Corporation (FDUS) ROE vs. Peers

How is FDUS’s ROE compared to its peers?

Fidus Investment Corporation’s ROE is less than Golub Capital BDC, Inc. (8.28%), greater than BlackRock TCP Capital Corp. (-4.49%), less than Carlyle Secured Lending, Inc. (10.65%), less than Sixth Street Specialty Lending, Inc. (11.90%), less than New Mountain Finance Corporation (8.35%), less than TriplePoint Venture Growth BDC Corp. (2.97%), greater than OFS Capital Corporation (-0.74%), less than Stellus Capital Investment Corporation (14.34%), less than Monroe Capital Corporation (6.47%),

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