Bringing the fundamentals into focus…
Back to Fidus Investment Corporation
How Fidus Investment Corporation stacks up
FDUS · against 78 other Financial Services companies of similar size
Valuation
58/ 100
Below the middle of the pack.
Ranked #45 of 79 · scores higher than 42% of peers
Bars: peers in each 10-point band of the valuation score11 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 · 141 reported | 10.7% | 7.9% | 69% | 30% | |
| EBITDA yieldHigher is better · 50 reported | Not reported | 8.2% | — | — | 50% |
| Free cash flow yieldHigher is better · 53 reported | -27.3% | 12.1% | 6% | 20% | |
| Book yieldHigher is better · 133 reported | 100.1% | 112.4% | 39% | 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 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 5 | 1.1B CAD (≈$782M) | 98 | 59 | |
| 41 | 433M USD | 61 | 46 | |
| 42 | 1.25T CLP (≈$1.4B) | 60 | ||
| 42 | 1.2B EUR (≈$1.3B) | 60 | 59 | |
| 44 | 538M USD | 59 | 43 | |
| 45 | 773M USD | 58 | 54 | |
| 45 | 2.0B AUD (≈$1.4B) | 58 | 51 | |
| 47 | 44.7B TWD (≈$1.4B) | 57 | 29 | |
| 48 | 20.0B THB (≈$561M) | 55 | 40 | |
| 49 | 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