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Fidus Investment (FDUS) Competitors

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$18.85 +0.25 (+1.35%)
As of 12:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.

FDUS vs. ARCC, GBDC, GLAD, MFIC, and OCSL

Should you buy Fidus Investment stock or one of its competitors? MarketBeat compares Fidus Investment with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Fidus Investment include Ares Capital (ARCC), Golub Capital BDC (GBDC), Gladstone Capital (GLAD), MidCap Financial Investment (MFIC), and Oaktree Specialty Lending (OCSL). These companies are all part of the "finance" sector.

How does Fidus Investment compare to Ares Capital?

Ares Capital (NASDAQ:ARCC) and Fidus Investment (NASDAQ:FDUS) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability, media sentiment and valuation.

Fidus Investment has a net margin of 49.51% compared to Ares Capital's net margin of 37.30%. Fidus Investment's return on equity of 11.19% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital37.30% 9.85% 4.59%
Fidus Investment 49.51%11.19%5.97%

Ares Capital has a beta of 0.58, indicating that its share price is 42% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.69, indicating that its share price is 31% less volatile than the broader market.

27.4% of Ares Capital shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 0.5% of Ares Capital shares are held by insiders. Comparatively, 0.9% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Ares Capital presently has a consensus target price of $20.75, indicating a potential upside of 9.47%. Fidus Investment has a consensus target price of $21.00, indicating a potential upside of 12.05%. Given Fidus Investment's higher possible upside, analysts clearly believe Fidus Investment is more favorable than Ares Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ares Capital$3.05B4.46$1.30B$1.6311.63
Fidus Investment$155.87M4.56$82.40M$2.288.22

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.2%. Ares Capital pays out 117.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Ares Capital had 2 more articles in the media than Fidus Investment. MarketBeat recorded 16 mentions for Ares Capital and 14 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.88 beat Ares Capital's score of 0.71 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ares Capital
7 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Fidus Investment
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Fidus Investment beats Ares Capital on 12 of the 19 factors compared between the two stocks.

How does Fidus Investment compare to Golub Capital BDC?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Golub Capital BDC$870.78M3.94$376.65M$0.7717.12
Fidus Investment$155.87M4.56$82.40M$2.288.22

Golub Capital BDC has a beta of 0.41, suggesting that its stock price is 59% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.69, suggesting that its stock price is 31% less volatile than the broader market.

42.4% of Golub Capital BDC shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 1.4% of Golub Capital BDC shares are held by insiders. Comparatively, 0.9% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Golub Capital BDC currently has a consensus target price of $14.00, indicating a potential upside of 6.18%. Fidus Investment has a consensus target price of $21.00, indicating a potential upside of 12.05%. Given Fidus Investment's stronger consensus rating and higher probable upside, analysts plainly believe Fidus Investment is more favorable than Golub Capital BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Golub Capital BDC
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.71
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

In the previous week, Fidus Investment had 5 more articles in the media than Golub Capital BDC. MarketBeat recorded 14 mentions for Fidus Investment and 9 mentions for Golub Capital BDC. Fidus Investment's average media sentiment score of 0.88 beat Golub Capital BDC's score of 0.07 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Golub Capital BDC
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Fidus Investment
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.0%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.2%. Golub Capital BDC pays out 171.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Fidus Investment has a net margin of 49.51% compared to Golub Capital BDC's net margin of 24.64%. Fidus Investment's return on equity of 11.19% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC24.64% 10.20% 4.47%
Fidus Investment 49.51%11.19%5.97%

Summary

Fidus Investment beats Golub Capital BDC on 11 of the 18 factors compared between the two stocks.

How does Fidus Investment compare to Gladstone Capital?

Fidus Investment (NASDAQ:FDUS) and Gladstone Capital (NASDAQ:GLAD) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, valuation, risk, dividends, institutional ownership, media sentiment, profitability and analyst recommendations.

In the previous week, Fidus Investment had 11 more articles in the media than Gladstone Capital. MarketBeat recorded 14 mentions for Fidus Investment and 3 mentions for Gladstone Capital. Fidus Investment's average media sentiment score of 0.88 beat Gladstone Capital's score of 0.86 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
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Gladstone Capital
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

28.1% of Fidus Investment shares are held by institutional investors. Comparatively, 10.7% of Gladstone Capital shares are held by institutional investors. 0.9% of Fidus Investment shares are held by insiders. Comparatively, 3.8% of Gladstone Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$155.87M4.56$82.40M$2.288.22
Gladstone Capital$89.12M4.90$58.11M$1.8310.56

Fidus Investment presently has a consensus target price of $21.00, suggesting a potential upside of 12.05%. Gladstone Capital has a consensus target price of $21.67, suggesting a potential upside of 12.08%. Given Gladstone Capital's higher possible upside, analysts clearly believe Gladstone Capital is more favorable than Fidus Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75
Gladstone Capital
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

Fidus Investment has a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market. Comparatively, Gladstone Capital has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market.

Fidus Investment has a net margin of 49.51% compared to Gladstone Capital's net margin of 45.15%. Fidus Investment's return on equity of 11.19% beat Gladstone Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment49.51% 11.19% 5.97%
Gladstone Capital 45.15%9.79%5.31%

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.2%. Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.3%. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Capital pays out 98.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Capital has raised its dividend for 4 consecutive years. Gladstone Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Fidus Investment beats Gladstone Capital on 12 of the 20 factors compared between the two stocks.

How does Fidus Investment compare to MidCap Financial Investment?

MidCap Financial Investment (NASDAQ:MFIC) and Fidus Investment (NASDAQ:FDUS) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, institutional ownership, dividends, profitability, media sentiment, analyst recommendations, earnings and valuation.

Fidus Investment has a net margin of 49.51% compared to MidCap Financial Investment's net margin of 1.90%. Fidus Investment's return on equity of 11.19% beat MidCap Financial Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment1.90% 10.86% 4.31%
Fidus Investment 49.51%11.19%5.97%

MidCap Financial Investment presently has a consensus price target of $11.54, indicating a potential upside of 4.14%. Fidus Investment has a consensus price target of $21.00, indicating a potential upside of 12.05%. Given Fidus Investment's stronger consensus rating and higher probable upside, analysts plainly believe Fidus Investment is more favorable than MidCap Financial Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.2%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.2%. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

MidCap Financial Investment has a beta of 0.63, indicating that its share price is 37% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.69, indicating that its share price is 31% less volatile than the broader market.

In the previous week, Fidus Investment had 3 more articles in the media than MidCap Financial Investment. MarketBeat recorded 14 mentions for Fidus Investment and 11 mentions for MidCap Financial Investment. Fidus Investment's average media sentiment score of 0.88 beat MidCap Financial Investment's score of 0.73 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MidCap Financial Investment
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidus Investment
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MidCap Financial Investment$320.88M2.84$63.17M$0.04276.93
Fidus Investment$155.87M4.56$82.40M$2.288.22

28.5% of MidCap Financial Investment shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 0.8% of MidCap Financial Investment shares are held by insiders. Comparatively, 0.9% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Fidus Investment beats MidCap Financial Investment on 14 of the 19 factors compared between the two stocks.

How does Fidus Investment compare to Oaktree Specialty Lending?

Oaktree Specialty Lending (NASDAQ:OCSL) and Fidus Investment (NASDAQ:FDUS) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, profitability, earnings, dividends, valuation, media sentiment, analyst recommendations and institutional ownership.

Fidus Investment has a net margin of 49.51% compared to Oaktree Specialty Lending's net margin of 16.66%. Fidus Investment's return on equity of 11.19% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Fidus Investment 49.51%11.19%5.97%

Oaktree Specialty Lending presently has a consensus price target of $11.83, indicating a potential downside of 1.84%. Fidus Investment has a consensus price target of $21.00, indicating a potential upside of 12.05%. Given Fidus Investment's stronger consensus rating and higher possible upside, analysts plainly believe Fidus Investment is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.75

36.8% of Oaktree Specialty Lending shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 0.3% of Oaktree Specialty Lending 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, hedge funds and large money managers believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$316.80M3.35$33.92M$0.5721.15
Fidus Investment$155.87M4.56$82.40M$2.288.22

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.3%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.2%. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Fidus Investment pays out 75.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Fidus Investment had 8 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 14 mentions for Fidus Investment and 6 mentions for Oaktree Specialty Lending. Fidus Investment's average media sentiment score of 0.88 beat Oaktree Specialty Lending's score of 0.88 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fidus Investment
4 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending has a beta of 0.52, indicating that its share price is 48% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.69, indicating that its share price is 31% less volatile than the broader market.

Summary

Fidus Investment beats Oaktree Specialty Lending on 15 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 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 InvestmentFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$711.34M$1.31B$13.49B$12.44B
Dividend Yield9.11%12.70%5.81%5.30%
P/E Ratio8.2210.8023.2225.62
Price / Sales4.5617.12170.5475.49
Price / Cash8.767.3720.5055.34
Price / Book0.960.832.156.72
Net Income$82.40M$118.06M$1.11B$333.51M
7 Day Performance1.57%-3.42%-0.54%0.32%
1 Month Performance1.63%-1.68%0.72%4.21%
1 Year Performance-6.30%-18.59%11.35%36.13%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
3.4251 of 5 stars
$18.85
+1.3%
$21.00
+11.4%
-8.1%$714.56M$155.87M8.26N/A
ARCC
Ares Capital
3.7384 of 5 stars
$18.63
-0.3%
$20.75
+11.4%
-13.8%$13.38B$3.05B11.432,550
GBDC
Golub Capital BDC
2.5458 of 5 stars
$13.00
+0.3%
$14.00
+7.7%
-12.0%$3.39B$870.78M16.88N/A
GLAD
Gladstone Capital
3.1834 of 5 stars
$19.38
+0.1%
$21.67
+11.8%
-27.4%$437.79M$89.12M10.5970
MFIC
MidCap Financial Investment
2.2961 of 5 stars
$11.20
+0.9%
$11.54
+3.0%
-13.8%$923.04M$320.88M280.22N/A

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This page (NASDAQ:FDUS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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