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Fidus Investment (FDUS) Competitors

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$19.28 +0.03 (+0.13%)
As of 01:58 PM Eastern
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FDUS vs. ARCC, GBDC, GLAD, MFIC, and NMFC

Should you buy Fidus Investment stock or one of its competitors? Fidus Investment's main competitors and comparable companies include Ares Capital (ARCC), Golub Capital BDC (GBDC), Gladstone Capital (GLAD), MidCap Financial Investment (MFIC), and New Mountain Finance (NMFC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Fidus Investment compare to Ares Capital?

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

Fidus Investment has a beta of 0.69, meaning that its share price is 31% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market.

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.2%. Fidus Investment pays out 82.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital pays out 142.2% 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 9 more articles in the media than Fidus Investment. MarketBeat recorded 11 mentions for Ares Capital and 2 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.93 beat Ares Capital's score of 0.84 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Capital
6 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Fidus Investment$155.87M4.69$82.40M$2.099.22
Ares Capital$3.05B4.44$1.30B$1.3513.97

Fidus Investment currently has a consensus price target of $19.50, suggesting a potential upside of 1.25%. Ares Capital has a consensus price target of $20.60, suggesting a potential upside of 9.23%. Given Ares Capital's stronger consensus rating and higher possible upside, analysts clearly believe Ares 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)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73

28.1% of Fidus Investment shares are owned by institutional investors. Comparatively, 27.4% of Ares Capital shares are owned by institutional investors. 0.9% of Fidus Investment shares are owned by company insiders. Comparatively, 0.5% of Ares Capital shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Fidus Investment has a net margin of 45.36% compared to Ares Capital's net margin of 30.91%. Fidus Investment's return on equity of 10.87% beat Ares Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment45.36% 10.87% 5.64%
Ares Capital 30.91%9.80%4.50%

Summary

Fidus Investment beats Ares Capital on 10 of the 18 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 stock? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, media sentiment, profitability, dividends, risk and analyst recommendations.

Fidus Investment has a net margin of 45.36% compared to Golub Capital BDC's net margin of 21.45%. Fidus Investment's return on equity of 10.87% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC21.45% 9.91% 4.39%
Fidus Investment 45.36%10.87%5.64%

Golub Capital BDC currently has a consensus price target of $13.90, suggesting a potential upside of 10.85%. Fidus Investment has a consensus price target of $19.50, suggesting a potential upside of 1.25%. Given Golub Capital BDC's stronger consensus rating and higher probable upside, equities analysts plainly believe Golub Capital BDC is more favorable than Fidus Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Fidus Investment had 2 more articles in the media than Golub Capital BDC. MarketBeat recorded 2 mentions for Fidus Investment and 0 mentions for Golub Capital BDC. Fidus Investment's average media sentiment score of 0.93 beat Golub Capital BDC's score of 0.00 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Overall Sentiment
Golub Capital BDC Neutral
Fidus Investment Positive

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.5%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. Golub Capital BDC pays out 203.1% 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 82.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

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 owned by institutional investors. Comparatively, 28.1% of Fidus Investment shares are owned by institutional investors. 1.4% of Golub Capital BDC shares are owned by company insiders. Comparatively, 0.9% of Fidus Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

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$870.78M3.74$376.65M$0.6519.29
Fidus Investment$155.87M4.69$82.40M$2.099.22

Summary

Golub Capital BDC beats Fidus Investment on 10 of the 19 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 superior investment? We will compare the two companies based on the strength of their risk, valuation, earnings, profitability, analyst recommendations, dividends, institutional ownership and media sentiment.

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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Gladstone Capital has a net margin of 50.48% compared to Fidus Investment's net margin of 45.36%. Fidus Investment's return on equity of 10.87% beat Gladstone Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment45.36% 10.87% 5.64%
Gladstone Capital 50.48%9.67%5.00%

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$155.87M4.69$82.40M$2.099.22
Gladstone Capital$89.12M4.85$58.11M$2.069.30

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.4%. Fidus Investment pays out 82.3% 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 87.4% 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.

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 0.94, indicating that its stock price is 6% less volatile than the broader market.

In the previous week, Fidus Investment had 1 more articles in the media than Gladstone Capital. MarketBeat recorded 2 mentions for Fidus Investment and 1 mentions for Gladstone Capital. Fidus Investment's average media sentiment score of 0.93 beat Gladstone Capital's score of 0.24 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gladstone Capital
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Fidus Investment presently has a consensus price target of $19.50, indicating a potential upside of 1.25%. Gladstone Capital has a consensus price target of $21.67, indicating a potential upside of 13.14%. Given Gladstone Capital's stronger consensus rating and higher possible upside, analysts plainly 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)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Gladstone Capital
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40

Summary

Gladstone Capital beats Fidus Investment on 10 of the 19 factors compared between the two stocks.

How does Fidus Investment compare to MidCap Financial Investment?

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

In the previous week, Fidus Investment and Fidus Investment both had 2 articles in the media. Fidus Investment's average media sentiment score of 0.93 beat MidCap Financial Investment'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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative

Fidus Investment has a beta of 0.69, indicating that its share price is 31% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.62, indicating that its share price is 38% less volatile than the broader market.

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

Fidus Investment has higher earnings, but lower revenue than MidCap Financial Investment. MidCap Financial Investment 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$155.87M4.69$82.40M$2.099.22
MidCap Financial Investment$320.88M2.21$63.17M-$0.36N/A

Fidus Investment presently has a consensus price target of $19.50, suggesting a potential upside of 1.25%. MidCap Financial Investment has a consensus price target of $11.11, suggesting a potential upside of 28.85%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, analysts plainly believe MidCap Financial Investment 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)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
MidCap Financial Investment
1 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11

Fidus Investment has a net margin of 45.36% compared to MidCap Financial Investment's net margin of -9.85%. MidCap Financial Investment's return on equity of 11.17% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment45.36% 10.87% 5.64%
MidCap Financial Investment -9.85%11.17%4.41%

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 14.4%. Fidus Investment pays out 82.3% 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 pays out -344.4% of its earnings in the form of a dividend. MidCap Financial Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

MidCap Financial Investment beats Fidus Investment on 9 of the 17 factors compared between the two stocks.

How does Fidus Investment compare to New Mountain Finance?

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

Fidus Investment has lower revenue, but higher earnings than New Mountain Finance. New Mountain Finance 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
New Mountain Finance$327.08M2.00$16.49M-$0.47N/A
Fidus Investment$155.87M4.69$82.40M$2.099.22

Fidus Investment has a net margin of 45.36% compared to New Mountain Finance's net margin of -16.78%. New Mountain Finance's return on equity of 10.94% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
New Mountain Finance-16.78% 10.94% 4.58%
Fidus Investment 45.36%10.87%5.64%

New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 14.4%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.9%. New Mountain Finance pays out -212.8% of its earnings in the form of a dividend. Fidus Investment pays out 82.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Fidus Investment had 1 more articles in the media than New Mountain Finance. MarketBeat recorded 2 mentions for Fidus Investment and 1 mentions for New Mountain Finance. Fidus Investment's average media sentiment score of 0.93 beat New Mountain Finance's score of 0.00 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New Mountain Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidus Investment
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

New Mountain Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.69, suggesting that its share price is 31% less volatile than the broader market.

32.1% of New Mountain Finance shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 14.9% of New Mountain Finance 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 stock is poised for long-term growth.

New Mountain Finance currently has a consensus target price of $8.25, suggesting a potential upside of 18.88%. Fidus Investment has a consensus target price of $19.50, suggesting a potential upside of 1.25%. Given New Mountain Finance's higher possible upside, research analysts clearly believe New Mountain Finance is more favorable than Fidus Investment.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New Mountain Finance
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Fidus Investment beats New Mountain Finance on 10 of the 17 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 InvestmentCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$731.90M$5.15B$13.38B$13.36B
Dividend Yield8.93%7.57%6.04%17.32%
P/E Ratio9.2329.4724.4426.18
Price / Sales4.701,259.35505.9493.04
Price / Cash8.9447.6729.4634.70
Price / Book0.953.492.716.40
Net Income$82.40M$415.67M$1.31B$381.35M
7 Day Performance0.81%-0.17%-0.32%-0.45%
1 Month Performance-1.76%-2.71%-3.07%-4.34%
1 Year Performance-5.33%8.95%10.57%1.90%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
1.9772 of 5 stars
$19.29
+0.1%
$19.50
+1.1%
-5.4%$731.87M$155.87M9.23N/A
ARCC
Ares Capital
3.4792 of 5 stars
$19.32
+1.0%
$20.60
+6.7%
-6.4%$13.87B$3.05B14.314,250
GBDC
Golub Capital BDC
2.1817 of 5 stars
$12.60
+0.8%
$13.90
+10.4%
-9.3%$3.27B$870.78M19.38N/A
GLAD
Gladstone Capital
2.2765 of 5 stars
$19.38
+0.6%
$21.67
+11.8%
-10.3%$437.79M$89.12M9.4165
MFIC
MidCap Financial Investment
3.1729 of 5 stars
$8.85
+1.0%
$11.11
+25.6%
-27.0%$728.56M$320.88MN/AN/A

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This page (NASDAQ:FDUS) was last updated on 10/5/2026 by MarketBeat.com Staff.
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