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Fidus Investment (FDUS) Competitors

Fidus Investment logo
$20.38 +0.10 (+0.49%)
As of 05/20/2025 04:00 PM Eastern

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

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), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), Gladstone Investment (GAIN), PennantPark Investment (PNNT), and Diamond Hill Investment Group (DHIL). 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 small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, community ranking, media sentiment, risk, institutional ownership, dividends, profitability, valuation and analyst recommendations.

Prospect Capital received 30 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 60.97% of users gave Fidus Investment an outperform vote while only 51.45% of users gave Prospect Capital an outperform vote.

CompanyUnderperformOutperform
Fidus InvestmentOutperform Votes
289
60.97%
Underperform Votes
185
39.03%
Prospect CapitalOutperform Votes
319
51.45%
Underperform Votes
301
48.55%

28.1% of Fidus Investment shares are held by institutional investors. Comparatively, 9.1% of Prospect Capital shares are held by institutional investors. 1.4% of Fidus Investment shares are held by company insiders. Comparatively, 28.3% of Prospect Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Fidus Investment has a net margin of 60.09% compared to Prospect Capital's net margin of 1.18%. Prospect Capital's return on equity of 12.31% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment60.09% 12.11% 6.75%
Prospect Capital 1.18%12.31%5.79%

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.4%. Prospect Capital pays an annual dividend of $0.54 per share and has a dividend yield of 14.9%. Fidus Investment pays out 73.5% of its earnings in the form of a dividend. Prospect Capital pays out -62.8% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Prospect Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Fidus Investment has a beta of 0.92, suggesting that its share price is 8% less volatile than the S&P 500. Comparatively, Prospect Capital has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500.

In the previous week, Fidus Investment and Fidus Investment both had 9 articles in the media. Fidus Investment's average media sentiment score of 1.15 beat Prospect Capital's score of 0.70 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
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Prospect Capital
4 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$92.70M7.64$77.13M$2.348.71
Prospect Capital-$182.78M-8.85$262.83M-$0.86-4.22

Fidus Investment currently has a consensus target price of $21.00, indicating a potential upside of 3.04%. Prospect Capital has a consensus target price of $3.00, indicating a potential downside of 17.36%. Given Fidus Investment's stronger consensus rating and higher probable upside, equities research analysts clearly 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)
2 Strong Buy rating(s)
3.33
Prospect Capital
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

Fidus Investment beats Prospect Capital on 12 of the 19 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 {thisCompany.Symbol} 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$707.84M$11.67B$11.64B$8.48B
Dividend Yield8.60%24.46%5.46%4.11%
P/E Ratio7.2840.2722.8420.05
Price / Sales7.647.9627.56119.55
Price / Cash9.4817.7117.6234.62
Price / Book0.983.852.854.61
Net Income$77.13M$419.40M$1.04B$248.19M
7 Day Performance0.74%-0.20%1.44%2.88%
1 Month Performance9.87%10.60%8.90%15.40%
1 Year Performance2.93%8.87%539.12%7.68%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.7577 of 5 stars
$20.38
+0.5%
$21.00
+3.0%
+2.9%$707.84M$92.70M7.28N/APositive News
PSEC
Prospect Capital
0.8697 of 5 stars
$3.67
-0.5%
$3.00
-18.3%
-35.4%$1.64B$-182,778,000.00-18.352,019
OCSL
Oaktree Specialty Lending
1.8011 of 5 stars
$14.45
+0.8%
$15.83
+9.6%
-25.5%$1.27B$-1,542,000.0021.57N/APositive News
Insider Trade
VRTS
Virtus Investment Partners
2.3013 of 5 stars
$176.80
-0.4%
$167.75
-5.1%
-24.2%$1.22B$898.60M10.46770Dividend Announcement
Analyst Upgrade
CSWC
Capital Southwest
1.8868 of 5 stars
$21.55
+0.8%
$22.67
+5.2%
-19.0%$1.09B$98.09M15.2820Earnings Report
SLRC
SLR Investment
2.7236 of 5 stars
$16.76
+1.2%
$15.96
-4.7%
+3.5%$914.43M$97.01M9.47N/A
TCPC
BlackRock TCP Capital
0.94 of 5 stars
$7.77
+0.3%
$7.00
-9.9%
-28.7%$660.75M$-30,302,753.00-15.5419,800
GLAD
Gladstone Capital
1.3052 of 5 stars
$27.27
+1.4%
$23.00
-15.7%
+22.0%$608.94M$88.83M6.6770
GAIN
Gladstone Investment
0.8071 of 5 stars
$14.91
+1.4%
$13.50
-9.5%
+5.4%$549.24M$66.70M7.7770News Coverage
Earnings Report
Dividend Announcement
PNNT
PennantPark Investment
1.0289 of 5 stars
$6.90
+1.3%
$6.00
-13.0%
-6.9%$450.54M$64.78M26.54N/A
DHIL
Diamond Hill Investment Group
2.7481 of 5 stars
$142.87
+0.0%
N/A-7.8%$389.75M$152.98M8.09130

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This page (NASDAQ:FDUS) was last updated on 5/21/2025 by MarketBeat.com Staff
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