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Fidus Investment (FDUS) Competitors

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$19.05 -0.46 (-2.35%)
As of 10:53 AM 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 better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, institutional ownership, profitability and media sentiment.

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.0%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 9.9%. 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.

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%

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

In the previous week, Ares Capital had 16 more articles in the media than Fidus Investment. MarketBeat recorded 19 mentions for Ares Capital and 3 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.73 beat Ares Capital's score of 0.72 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)
1 Very Negative mention(s)
Positive
Ares Capital
9 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Fidus Investment has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.57, meaning that its share price is 43% less volatile than the broader market.

Fidus Investment currently has a consensus target price of $19.50, suggesting a potential upside of 2.36%. Ares Capital has a consensus target price of $20.60, suggesting a potential upside of 6.16%. Given Ares Capital's stronger consensus rating and higher probable 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

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$94.05M7.69$82.40M$2.099.12
Ares Capital$1.17B11.87$1.30B$1.3514.37

Summary

Fidus Investment and Ares Capital tied by winning 9 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 business? We will compare the two companies based on the strength of their analyst recommendations, risk, earnings, profitability, dividends, valuation, institutional ownership and media sentiment.

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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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$203.39M15.84$376.65M$0.6519.09
Fidus Investment$94.05M7.69$82.40M$2.099.12

Golub Capital BDC currently has a consensus target price of $13.90, indicating a potential upside of 12.02%. Fidus Investment has a consensus target price of $19.50, indicating a potential upside of 2.36%. Given Golub Capital BDC's stronger consensus rating and higher possible upside, equities research 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

Golub Capital BDC has a beta of 0.39, indicating that its share price is 61% less volatile than the broader market. Comparatively, Fidus Investment has a beta of 0.67, indicating that its share price is 33% less volatile than the broader market.

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.6%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.0%. 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.

In the previous week, Golub Capital BDC had 2 more articles in the media than Fidus Investment. MarketBeat recorded 5 mentions for Golub Capital BDC and 3 mentions for Fidus Investment. Golub Capital BDC's average media sentiment score of 1.03 beat Fidus Investment's score of 0.73 indicating that Golub Capital BDC is being referred to more favorably in the media.

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

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%

Summary

Golub Capital BDC beats Fidus Investment on 13 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 better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings, analyst recommendations and media sentiment.

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$94.05M7.69$82.40M$2.099.12
Gladstone Capital$53.19M8.25$58.11M$2.069.43

Fidus Investment currently has a consensus target price of $19.50, indicating a potential upside of 2.36%. Gladstone Capital has a consensus target price of $21.67, indicating a potential upside of 11.51%. Given Gladstone Capital's stronger consensus rating and higher probable 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)
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

In the previous week, Gladstone Capital had 2 more articles in the media than Fidus Investment. MarketBeat recorded 5 mentions for Gladstone Capital and 3 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.73 beat Gladstone Capital's score of 0.52 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)
1 Very Negative mention(s)
Positive
Gladstone Capital
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Fidus Investment has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market. Comparatively, Gladstone Capital has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

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 pays an annual dividend of $1.72 per share and has a dividend yield of 9.0%. Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.3%. 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.

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 company insiders. Comparatively, 3.8% of Gladstone Capital 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.

Summary

Gladstone Capital beats Fidus Investment on 11 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 stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, earnings, valuation, media sentiment, profitability, analyst recommendations and risk.

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 has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market.

Fidus Investment has higher revenue and earnings 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$94.05M7.69$82.40M$2.099.12
MidCap Financial Investment-$11.90M-62.53$63.17M-$0.36N/A

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.0%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 13.7%. 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.

Fidus Investment currently has a consensus target price of $19.50, indicating a potential upside of 2.36%. MidCap Financial Investment has a consensus target price of $11.11, indicating a potential upside of 23.00%. 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

In the previous week, Fidus Investment and Fidus Investment both had 3 articles in the media. Fidus Investment's average media sentiment score of 0.73 beat MidCap Financial Investment's score of 0.37 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)
1 Very Negative mention(s)
Positive
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
2 Very Negative mention(s)
Neutral

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

Summary

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

How does Fidus Investment compare to New Mountain Finance?

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

Fidus Investment has higher revenue and 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
Fidus Investment$94.05M7.69$82.40M$2.099.12
New Mountain Finance-$53.58M-12.77$16.49M-$0.47N/A

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 9.0%. New Mountain Finance pays an annual dividend of $1.00 per share and has a dividend yield of 13.8%. 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 pays out -212.8% of its earnings in the form of a dividend. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Fidus Investment currently has a consensus price target of $19.50, suggesting a potential upside of 2.36%. New Mountain Finance has a consensus price target of $8.25, suggesting a potential upside of 13.87%. Given New Mountain Finance's higher possible upside, analysts clearly believe New Mountain Finance 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
New Mountain Finance
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80

Fidus Investment has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market.

In the previous week, Fidus Investment had 2 more articles in the media than New Mountain Finance. MarketBeat recorded 3 mentions for Fidus Investment and 1 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.87 beat Fidus Investment's score of 0.73 indicating that New Mountain Finance is being referred to more favorably in the news media.

Company Overall Sentiment
Fidus Investment Positive
New Mountain Finance Very Positive

28.1% of Fidus Investment shares are held by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are held by institutional investors. 0.9% of Fidus Investment shares are held by insiders. Comparatively, 14.9% of New Mountain Finance shares are held by 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 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
Fidus Investment45.36% 10.87% 5.64%
New Mountain Finance -16.78%10.94%4.58%

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$723.94M$5.38B$13.92B$14.21B
Dividend Yield8.79%7.50%5.95%11.71%
P/E Ratio9.1330.2425.4825.34
Price / Sales7.691,231.65509.7998.74
Price / Cash9.0847.9230.3034.96
Price / Book0.943.512.746.20
Net Income$82.40M$417.39M$1.31B$357.95M
7 Day Performance-2.90%-1.46%-0.91%-1.21%
1 Month Performance-2.75%-2.44%-0.62%-3.22%
1 Year Performance-9.92%4.04%9.84%6.27%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
1.7186 of 5 stars
$19.05
-2.4%
$19.50
+2.4%
-9.1%$723.94M$94.05M9.13N/A
ARCC
Ares Capital
2.6767 of 5 stars
$19.72
-1.6%
$20.60
+4.5%
-11.2%$14.16B$3.05B14.602,550
GBDC
Golub Capital BDC
3.3492 of 5 stars
$12.77
-1.8%
$13.90
+8.9%
-15.5%$3.32B$870.78M19.67N/A
GLAD
Gladstone Capital
3.0053 of 5 stars
$19.90
-1.0%
$21.67
+8.9%
-17.2%$449.77M$89.12M9.6770
MFIC
MidCap Financial Investment
2.7908 of 5 stars
$9.26
-3.8%
$11.11
+20.0%
-27.1%$763.16M$320.88MN/AN/A

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This page (NASDAQ:FDUS) was last updated on 9/15/2026 by MarketBeat.com Staff.
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