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Fidus Investment (FDUS) Competitors

Fidus Investment logo
$20.48 +0.20 (+0.99%)
(As of 12/20/2024 05:31 PM ET)

FDUS vs. PSEC, VRTS, OCSL, CSWC, SLRC, TCPC, GLAD, GAIN, 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), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), Gladstone Investment (GAIN), PennantPark Investment (PNNT), and Diamond Hill Investment Group (DHIL). These companies are all part of the "asset management & custody banks" industry.

Fidus Investment vs.

Prospect Capital (NASDAQ:PSEC) 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 profitability, valuation, risk, dividends, institutional ownership, media sentiment, community ranking, analyst recommendations and earnings.

Prospect Capital presently has a consensus price target of $4.50, indicating a potential upside of 7.40%. Fidus Investment has a consensus price target of $22.00, indicating a potential upside of 7.42%. Given Fidus Investment's stronger consensus rating and higher possible upside, analysts clearly believe Fidus Investment is more favorable than Prospect Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Prospect Capital
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Prospect Capital has higher earnings, but lower revenue 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
Prospect Capital$78.62M23.25$262.83M-$0.26-16.12
Fidus Investment$99.67M6.97$77.13M$2.807.31

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

In the previous week, Prospect Capital had 5 more articles in the media than Fidus Investment. MarketBeat recorded 7 mentions for Prospect Capital and 2 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 0.85 beat Prospect Capital's score of 0.33 indicating that Fidus Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Prospect Capital
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fidus Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

9.1% of Prospect Capital shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 27.1% of Prospect Capital shares are held by insiders. Comparatively, 1.4% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Prospect Capital pays an annual dividend of $0.54 per share and has a dividend yield of 12.9%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.4%. Prospect Capital pays out -207.7% of its earnings in the form of a dividend. Fidus Investment pays out 61.4% 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 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
Prospect Capital-2.23% 12.19% 5.73%
Fidus Investment 60.09%12.11%6.75%

Prospect Capital has a beta of 0.97, indicating that its share price is 3% less volatile than the S&P 500. Comparatively, Fidus Investment has a beta of 1.39, indicating that its share price is 39% more volatile than the S&P 500.

Summary

Fidus Investment beats Prospect Capital on 11 of the 19 factors compared between the two stocks.

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$694.58M$11.92B$11.19B$9.07B
Dividend Yield8.49%23.94%9.81%4.23%
P/E Ratio7.3132.2227.9517.17
Price / Sales6.975.7238.52116.95
Price / Cash8.7419.8318.6337.86
Price / Book0.994.342.754.78
Net Income$77.13M$297.73M$1.04B$225.60M
7 Day Performance-4.21%-4.29%-2.88%-1.23%
1 Month Performance-1.40%-4.60%-2.88%3.36%
1 Year Performance5.08%17.30%11.52%16.60%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
2.0328 of 5 stars
$20.48
+1.0%
$22.00
+7.4%
+5.0%$694.58M$99.67M7.31N/AEx-Dividend
News Coverage
PSEC
Prospect Capital
0.6607 of 5 stars
$4.41
-2.0%
$4.50
+2.0%
-31.3%$1.92B$861.66M-17.312,019
VRTS
Virtus Investment Partners
3.5141 of 5 stars
$240.12
+0.2%
$244.25
+1.7%
-6.3%$1.69B$884.28M14.57770Analyst Forecast
News Coverage
OCSL
Oaktree Specialty Lending
3.4241 of 5 stars
$15.40
-0.6%
$16.75
+8.8%
-24.9%$1.27B$57.61M22.28N/AAnalyst Upgrade
CSWC
Capital Southwest
2.2381 of 5 stars
$21.54
-0.9%
$25.67
+19.2%
-9.2%$1.03B$103.24M13.2527
SLRC
SLR Investment
1.3419 of 5 stars
$16.15
-1.8%
$15.25
-5.6%
+6.2%$881.06M$106.47M9.29N/ANews Coverage
Positive News
TCPC
BlackRock TCP Capital
0.6185 of 5 stars
$9.20
-3.3%
$9.00
-2.2%
-26.0%$787.43M$209.33M-19.0219,800Ex-Dividend
GLAD
Gladstone Capital
1.7002 of 5 stars
$27.49
-1.5%
$23.00
-16.3%
+31.4%$613.85M$98.55M7.3370News Coverage
GAIN
Gladstone Investment
0.6466 of 5 stars
$13.31
-1.8%
$13.75
+3.3%
-4.5%$488.33M$35.81M12.7870News Coverage
PNNT
PennantPark Investment
0.9876 of 5 stars
$6.80
-1.0%
$6.00
-11.8%
+5.8%$444.04M$143.82M40.88N/A
DHIL
Diamond Hill Investment Group
2.9068 of 5 stars
$160.64
+0.7%
N/A-10.7%$436.94M$136.72M9.03129Positive News

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This page (NASDAQ:FDUS) was last updated on 12/21/2024 by MarketBeat.com Staff
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