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Fidus Investment (FDUS) Competitors

Fidus Investment logo
$21.70 +0.08 (+0.37%)
As of 01/17/2025 04:00 PM Eastern

FDUS vs. PSEC, VRTS, OCSL, CSWC, SLRC, TCPC, GLAD, PNNT, GAIN, 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), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), PennantPark Investment (PNNT), Gladstone Investment (GAIN), 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 small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, community ranking, analyst recommendations, media sentiment, dividends, valuation, risk, profitability and institutional ownership.

28.1% of Fidus Investment shares are owned by institutional investors. Comparatively, 9.1% of Prospect Capital shares are owned by institutional investors. 1.1% of Fidus Investment shares are owned by insiders. Comparatively, 27.1% of Prospect Capital shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Prospect Capital received 33 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 60.98% of users gave Fidus Investment an outperform vote while only 51.79% of users gave Prospect Capital an outperform vote.

CompanyUnderperformOutperform
Fidus InvestmentOutperform Votes
286
60.98%
Underperform Votes
183
39.02%
Prospect CapitalOutperform Votes
319
51.79%
Underperform Votes
297
48.21%

Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 7.9%. Prospect Capital pays an annual dividend of $0.54 per share and has a dividend yield of 12.5%. Fidus Investment pays out 61.4% of its earnings in the form of a dividend. Prospect Capital pays out -207.7% 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.

Fidus Investment has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500. Comparatively, Prospect Capital has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500.

Fidus Investment has a net margin of 60.09% compared to Prospect Capital's net margin of -2.23%. Prospect Capital's return on equity of 12.19% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Fidus Investment60.09% 12.11% 6.75%
Prospect Capital -2.23%12.19%5.73%

In the previous week, Fidus Investment had 5 more articles in the media than Prospect Capital. MarketBeat recorded 5 mentions for Fidus Investment and 0 mentions for Prospect Capital. Fidus Investment's average media sentiment score of 0.76 beat Prospect Capital's score of 0.00 indicating that Fidus Investment is being referred to more favorably in the media.

Company Overall Sentiment
Fidus Investment Positive
Prospect Capital Neutral

Prospect Capital has a consensus price target of $4.50, suggesting a potential upside of 3.93%. Given Prospect Capital's higher possible upside, analysts plainly believe Prospect 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)
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

Prospect Capital has higher revenue and earnings 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
Fidus Investment$130.11M5.66$77.13M$2.807.75
Prospect Capital$861.66M2.19$262.83M-$0.26-16.65

Summary

Fidus Investment beats Prospect Capital on 11 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 {thisCompany.Symbol} 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$736.06M$12.52B$11.78B$9.14B
Dividend Yield8.23%24.60%6.02%4.02%
P/E Ratio7.7532.9925.2417.36
Price / Sales5.665.7828.3677.11
Price / Cash8.5318.1017.2635.97
Price / Book1.054.122.654.79
Net Income$77.13M$306.53M$1.04B$225.00M
7 Day Performance3.14%3.61%1.94%2.37%
1 Month Performance5.96%1.06%0.90%4.40%
1 Year Performance10.32%18.67%14.70%20.10%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.8481 of 5 stars
$21.70
+0.4%
N/A+10.3%$736.06M$130.11M7.75N/A
PSEC
Prospect Capital
0.6184 of 5 stars
$4.22
flat
$4.50
+6.6%
-28.7%$1.84B$78.62M-16.232,019
VRTS
Virtus Investment Partners
2.9255 of 5 stars
$204.01
-0.2%
$247.00
+21.1%
-12.9%$1.43B$884.28M12.40770Positive News
OCSL
Oaktree Specialty Lending
2.8562 of 5 stars
$15.03
+0.5%
$16.75
+11.4%
-26.6%$1.24B$57.61M20.88N/ANews Coverage
CSWC
Capital Southwest
2.8681 of 5 stars
$21.60
-1.0%
$25.67
+18.8%
-9.8%$1.03B$103.24M13.1720
SLRC
SLR Investment
1.4064 of 5 stars
$16.21
+0.2%
$15.25
-5.9%
+10.8%$884.34M$106.47M9.16N/APositive News
TCPC
BlackRock TCP Capital
1.9587 of 5 stars
$8.52
flat
$9.00
+5.6%
-22.6%$729.24M$-21,832,249.00-17.0419,800Positive News
GLAD
Gladstone Capital
1.6176 of 5 stars
$27.94
-1.3%
$23.00
-17.7%
+34.4%$623.90M$98.55M7.3570Dividend Announcement
PNNT
PennantPark Investment
1.423 of 5 stars
$7.08
-0.4%
$6.00
-15.3%
-3.2%$462.30M$58.51M41.65N/AGap Down
GAIN
Gladstone Investment
0.8211 of 5 stars
$12.60
-0.9%
$13.75
+9.1%
-8.6%$462.28M$35.81M11.8970Dividend Announcement
DHIL
Diamond Hill Investment Group
3.8765 of 5 stars
$144.85
+0.2%
N/A-6.7%$394.43M$147.73M8.20130Positive News

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This page (NASDAQ:FDUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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