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Fidus Investment (FDUS) Competitors

$20.15
-0.03 (-0.15%)
(As of 10:36 AM ET)

FDUS vs. PSEC, OCSL, VRTS, CSWC, TCPC, SLRC, GAIN, PNNT, GLAD, and HRZN

Should you be buying Fidus Investment stock or one of its competitors? The main competitors of Fidus Investment include Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Virtus Investment Partners (VRTS), Capital Southwest (CSWC), BlackRock TCP Capital (TCPC), SLR Investment (SLRC), Gladstone Investment (GAIN), PennantPark Investment (PNNT), Gladstone Capital (GLAD), and Horizon Technology Finance (HRZN). These companies are all part of the "asset management & custody banks" industry.

Fidus Investment vs.

Fidus Investment (NASDAQ:FDUS) and Prospect Capital (NASDAQ:PSEC) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, community ranking, valuation, earnings, profitability, institutional ownership, media sentiment, risk and dividends.

In the previous week, Fidus Investment and Fidus Investment both had 1 articles in the media. Fidus Investment's average media sentiment score of 1.88 beat Prospect Capital's score of 0.83 indicating that Fidus Investment is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fidus Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Prospect Capital
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

28.1% of Fidus Investment shares are owned by institutional investors. Comparatively, 9.1% of Prospect Capital shares are owned by institutional investors. 1.1% of Fidus Investment shares are owned by insiders. Comparatively, 26.7% of Prospect Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Fidus Investment presently has a consensus price target of $22.00, suggesting a potential upside of 9.18%. Prospect Capital has a consensus price target of $5.00, suggesting a potential downside of 10.23%. Given Fidus Investment's stronger consensus rating and higher probable upside, analysts plainly believe Fidus Investment is more favorable than Prospect Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidus Investment
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Prospect Capital
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Fidus Investment has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500. Comparatively, Prospect Capital has a beta of 1.01, indicating that its stock price is 1% more volatile than the S&P 500.

Fidus Investment has higher earnings, but lower revenue than Prospect Capital. Fidus Investment is trading at a lower price-to-earnings ratio than Prospect Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$130.11M4.89$77.13M$2.916.92
Prospect Capital$852.21M2.73-$101.64M$0.3416.35

Fidus Investment has a net margin of 60.25% compared to Prospect Capital's net margin of 25.13%. Prospect Capital's return on equity of 13.32% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment60.25% 12.69% 6.76%
Prospect Capital 25.13%13.32%6.34%

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.5%. Prospect Capital pays an annual dividend of $0.72 per share and has a dividend yield of 12.9%. Fidus Investment pays out 59.1% of its earnings in the form of a dividend. Prospect Capital pays out 211.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Prospect Capital received 33 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 61.11% of users gave Fidus Investment an outperform vote while only 52.12% of users gave Prospect Capital an outperform vote.

CompanyUnderperformOutperform
Fidus InvestmentOutperform Votes
286
61.11%
Underperform Votes
182
38.89%
Prospect CapitalOutperform Votes
319
52.12%
Underperform Votes
293
47.88%

Summary

Fidus Investment beats Prospect Capital on 12 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FDUS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FDUS vs. The Competition

MetricFidus InvestmentInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$635.73M$9.08B$8.90B$7.45B
Dividend Yield8.52%24.18%10.74%4.06%
P/E Ratio6.9238.7454.6614.35
Price / Sales4.896.523,515.7872.01
Price / Cash8.2415.3527.5328.99
Price / Book0.973.552.434.43
Net Income$77.13M$302.98M$998.68M$214.52M
7 Day Performance0.25%-3.13%-0.42%0.78%
1 Month Performance0.65%-2.44%0.24%1.94%
1 Year Performance2.23%13.44%20.81%4.73%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PSEC
Prospect Capital
0.4271 of 5 stars
$5.59
+0.5%
$5.00
-10.6%
-10.7%$2.34B$852.21M16.442,019
OCSL
Oaktree Specialty Lending
1.0018 of 5 stars
$19.75
+1.1%
$20.67
+4.6%
+0.4%$1.61B$109M14.74N/ANews Coverage
VRTS
Virtus Investment Partners
3.133 of 5 stars
$218.00
-1.8%
$247.00
+13.3%
+3.7%$1.55B$845.27M13.13824Positive News
CSWC
Capital Southwest
0.9456 of 5 stars
$26.13
+0.8%
$25.50
-2.4%
+31.6%$1.20B$178.13M12.7526Positive News
TCPC
BlackRock TCP Capital
0.8564 of 5 stars
$11.37
-1.0%
$10.67
-6.2%
+1.5%$973.16M$209.33M32.4919,800News Coverage
SLRC
SLR Investment
0.9413 of 5 stars
$16.70
+0.4%
$14.88
-10.9%
+16.2%$911.15M$229.31M9.38N/A
GAIN
Gladstone Investment
0.4919 of 5 stars
$14.27
+1.1%
$14.00
-1.9%
+10.9%$523.57M$87.31M5.75N/A
PNNT
PennantPark Investment
0.3426 of 5 stars
$7.72
+0.8%
$6.94
-10.1%
+31.7%$503.50M$145.37M8.39N/A
GLAD
Gladstone Capital
0.4543 of 5 stars
$22.73
-0.2%
$22.00
-3.2%
+17.0%$494.38M$86.43M8.24N/APositive News
HRZN
Horizon Technology Finance
0.2009 of 5 stars
$12.11
+1.2%
$10.38
-14.3%
+0.4%$424.09M$113.47M-28.83N/APositive News

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This page (NASDAQ:FDUS) was last updated on 6/10/2024 by MarketBeat.com Staff

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