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Fidus Investment (FDUS) Competitors

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$19.54 -0.86 (-4.22%)
Closing price 06/13/2025 04:00 PM Eastern
Extended Trading
$19.60 +0.05 (+0.28%)
As of 06/13/2025 06:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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. Its Competitors

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

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

9.1% of Prospect Capital shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 28.3% of Prospect Capital shares are held by company insiders. Comparatively, 0.9% of Fidus Investment shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company 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
Prospect Capital1.18% 12.31% 5.79%
Fidus Investment 60.09%12.11%6.75%

Prospect Capital pays an annual dividend of $0.54 per share and has a dividend yield of 16.4%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.8%. Prospect Capital pays out -62.8% of its earnings in the form of a dividend. Fidus Investment pays out 73.5% 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.

Prospect Capital has higher earnings, but lower revenue 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
Prospect Capital-$182.78M-8.02$262.83M-$0.86-3.83
Fidus Investment$92.70M7.32$77.13M$2.348.35

In the previous week, Prospect Capital had 10 more articles in the media than Fidus Investment. MarketBeat recorded 12 mentions for Prospect Capital and 2 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.44 beat Prospect Capital's score of 0.36 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Prospect Capital Neutral
Fidus Investment Neutral

Prospect Capital has a beta of 0.85, indicating that its stock price is 15% less volatile than the S&P 500. Comparatively, Fidus Investment has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500.

Prospect Capital presently has a consensus price target of $3.00, indicating a potential downside of 8.81%. Fidus Investment has a consensus price target of $21.00, indicating a potential upside of 7.47%. Given Fidus Investment's stronger consensus rating and higher possible upside, analysts clearly believe Fidus Investment is more favorable than Prospect Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Prospect Capital
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Fidus Investment
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
2 Strong Buy rating(s)
3.33

Summary

Fidus Investment beats Prospect Capital on 13 of the 20 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$678.66M$11.27B$11.61B$8.51B
Dividend Yield8.46%24.38%5.64%4.16%
P/E Ratio6.9838.7122.8219.65
Price / Sales7.327.6426.81152.18
Price / Cash9.4817.7117.6034.64
Price / Book0.943.702.834.59
Net Income$77.13M$419.40M$1.04B$248.23M
7 Day Performance-3.84%-0.40%0.11%-1.07%
1 Month Performance-2.30%-1.45%0.35%3.35%
1 Year Performance-1.86%14.54%538.46%13.77%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
1.8479 of 5 stars
$19.54
-4.2%
$21.00
+7.5%
-2.4%$678.66M$92.70M6.98N/AShort Interest ↑
Gap Down
PSEC
Prospect Capital
0.6601 of 5 stars
$3.31
+1.8%
$3.00
-9.4%
-40.9%$1.48B-$182.78M-16.552,019Short Interest ↑
OCSL
Oaktree Specialty Lending
2.5817 of 5 stars
$14.45
+0.8%
$15.83
+9.6%
-26.2%$1.27B-$1.54M21.57N/APositive News
VRTS
Virtus Investment Partners
3.9098 of 5 stars
$175.36
+2.8%
$167.75
-4.3%
-18.6%$1.21B$898.60M10.38770Positive News
High Trading Volume
CSWC
Capital Southwest
1.6838 of 5 stars
$21.35
+1.4%
$22.67
+6.2%
-20.9%$1.15B$108.85M15.1420Dividend Announcement
Gap Down
SLRC
SLR Investment
2.9621 of 5 stars
$16.90
+0.2%
$15.96
-5.5%
+1.8%$922.06M$97.01M9.55N/APositive News
Gap Down
TCPC
BlackRock TCP Capital
0.9796 of 5 stars
$7.95
+1.7%
$7.00
-11.9%
-30.6%$676.05M-$30.30M-15.9019,800News Coverage
GLAD
Gladstone Capital
1.2704 of 5 stars
$26.84
-0.3%
$23.00
-14.3%
+17.1%$599.34M$88.83M6.5670Short Interest ↑
GAIN
Gladstone Investment
0.7886 of 5 stars
$13.98
+0.5%
$13.50
-3.4%
+1.3%$514.98M$61.63M7.2870Positive News
PNNT
PennantPark Investment
1.4196 of 5 stars
$6.94
+2.3%
$5.88
-15.3%
-11.2%$452.83M$56.93M26.67N/ANegative News
DHIL
Diamond Hill Investment Group
3.6502 of 5 stars
$141.75
+1.8%
N/A-4.4%$386.69M$152.98M8.03130Positive News
High Trading Volume

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This page (NASDAQ:FDUS) was last updated on 6/14/2025 by MarketBeat.com Staff
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