Bringing the fundamentals into focus…
Back to Fidus Investment Corporation
How Fidus Investment Corporation stacks up
FDUS · against 131 other Financial Services companies listed in US-listed
Valuation
58/ 100
Above the middle of the pack.
Ranked #51 of 132 · scores higher than 62% of peers
Bars: peers in each 10-point band of the valuation score14 peers with a valuation score of 50–59, including FDUS · Click a bar to see the companies
Why valuation scores 58?
Weighted metrics compared with all Financial Services companies.A mix: stronger earnings yield, but weaker free cash flow yield than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Free cash flow yield: -27.3% vs peer median 6.1%
- EBITDA yield is not reported, so it is left out of the score.
- higher earnings for the price paid: stronger than 77% of peers. Earnings yield: 10.5% vs peer median 5.7%
Metric by metric
Position: dot = FDUS, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | FDUS | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 191 reported | 10.7% | 4.8% | 77% | 30% | |
| EBITDA yieldHigher is better · 80 reported | Not reported | 6.9% | — | — | 50% |
| Free cash flow yieldHigher is better · 133 reported | -27.3% | 5.6% | 4% | 20% | |
| Book yieldHigher is better · 187 reported | 100.1% | 63.8% | 61% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by valuation score
Top 5 and the companies ranked around FDUS| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 45 | 1.5B USD | 62 | 58 | |
| 48 | 433M USD | 61 | 46 | |
| 49 | 538M USD | 59 | 43 | |
| 49 | 7.1B USD | 59 | 68 | |
| 51 | 773M USD | 58 | 54 | |
| 52 | 13.7B USD | 57 | 42 | |
| 53 | 5.9B USD | 56 | 69 | |
| 54 | 23.7B USD | 54 | 59 | |
| 55 | 1.5B USD | 53 | 74 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score