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Fidus Investment (FDUS) Competitors

$20.00
-0.12 (-0.60%)
(As of 05/31/2024 ET)

FDUS vs. PSEC, VRTS, OCSL, CSWC, TCPC, SLRC, GAIN, GLAD, 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), Virtus Investment Partners (VRTS), Oaktree Specialty Lending (OCSL), Capital Southwest (CSWC), BlackRock TCP Capital (TCPC), SLR Investment (SLRC), Gladstone Investment (GAIN), Gladstone Capital (GLAD), 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 finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, media sentiment, institutional ownership, risk, valuation, dividends, community ranking and profitability.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fidus Investment$93.24M6.77$77.13M$2.916.87
Prospect Capital$852.21M2.75-$101.64M$0.3416.53

Fidus Investment has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500. Comparatively, Prospect Capital has a beta of 1, suggesting that its share price has a similar volatility profile to the S&P 500.

Fidus Investment has a net margin of 60.25% compared to Prospect Capital's net margin of 25.13%. Prospect Capital's return on equity of 13.32% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment60.25% 12.69% 6.76%
Prospect Capital 25.13%13.32%6.34%

Fidus Investment presently has a consensus target price of $22.00, suggesting a potential upside of 10.00%. Prospect Capital has a consensus target price of $5.00, suggesting a potential downside of 11.03%. Given Fidus Investment's stronger consensus rating and higher possible upside, equities 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)
0 Strong Buy rating(s)
2.00
Prospect Capital
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Fidus Investment and Fidus Investment both had 4 articles in the media. Fidus Investment's average media sentiment score of 1.15 beat Prospect Capital's score of 0.58 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)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Prospect Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

28.1% of Fidus Investment shares are owned by institutional investors. Comparatively, 9.1% of Prospect Capital shares are owned by institutional investors. 1.4% of Fidus Investment shares are owned by company insiders. Comparatively, 26.7% of Prospect Capital shares are owned by company 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.

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.6%. Prospect Capital pays an annual dividend of $0.72 per share and has a dividend yield of 12.8%. Fidus Investment pays out 59.1% of its earnings in the form of a dividend. Prospect Capital pays out 211.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Prospect Capital received 33 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 61.11% of users gave Fidus Investment an outperform vote while only 52.12% of users gave Prospect Capital an outperform vote.

CompanyUnderperformOutperform
Fidus InvestmentOutperform Votes
286
61.11%
Underperform Votes
182
38.89%
Prospect CapitalOutperform Votes
319
52.12%
Underperform Votes
293
47.88%

Summary

Fidus Investment beats Prospect Capital on 12 of the 18 factors compared between the two stocks.

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$631.08M$9.28B$9.72B$7.96B
Dividend Yield8.63%24.06%5.96%4.01%
P/E Ratio6.8744.7945.5118.57
Price / Sales6.775.31109.7891.65
Price / Cash8.2115.8416.4131.51
Price / Book1.043.433.304.59
Net Income$77.13M$308.03M$1.01B$213.90M
7 Day Performance0.55%-2.00%0.39%0.87%
1 Month Performance-2.30%1.06%3.04%3.60%
1 Year Performance5.71%21.79%17.32%7.91%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PSEC
Prospect Capital
0.5952 of 5 stars
$5.62
+0.5%
$5.00
-11.0%
-9.6%$2.34B$852.21M16.532,019Analyst Downgrade
VRTS
Virtus Investment Partners
2.2564 of 5 stars
$228.59
+0.8%
$247.00
+8.1%
+17.4%$1.62B$845.27M13.77824Analyst Forecast
High Trading Volume
OCSL
Oaktree Specialty Lending
1.3726 of 5 stars
$19.52
+0.2%
$20.67
+5.9%
+4.2%$1.59B$379.29M14.57N/APositive News
CSWC
Capital Southwest
1.1935 of 5 stars
$25.58
+0.9%
$25.50
-0.3%
+37.7%$1.15B$178.13M12.4826Short Interest ↑
TCPC
BlackRock TCP Capital
1.2362 of 5 stars
$11.08
+0.8%
$10.67
-3.7%
+5.3%$940.65M$209.33M31.6619,800Analyst Downgrade
Short Interest ↑
News Coverage
SLRC
SLR Investment
1.8474 of 5 stars
$16.44
+0.6%
$14.88
-9.5%
+15.9%$891.97M$229.31M9.24N/AShort Interest ↓
Positive News
GAIN
Gladstone Investment
0.9006 of 5 stars
$14.03
+0.6%
$14.00
-0.2%
+7.3%$514.76M$87.31M5.66N/APositive News
GLAD
Gladstone Capital
0.8477 of 5 stars
$22.40
+0.3%
$22.00
-1.8%
+18.9%$487.20M$86.43M8.12N/AShort Interest ↑
PNNT
PennantPark Investment
0.5405 of 5 stars
$7.49
+0.9%
$6.94
-7.4%
+35.4%$483.97M$145.37M8.14N/A
DHIL
Diamond Hill Investment Group
2.2817 of 5 stars
$150.04
+0.1%
N/A-7.5%$415.61M$136.72M10.17129Short Interest ↑

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This page (NASDAQ:FDUS) was last updated on 6/2/2024 by MarketBeat.com Staff

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