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Fidus Investment (FDUS) Competitors

Fidus Investment logo
$20.65 -0.05 (-0.24%)
(As of 10:31 AM ET)

FDUS vs. GBDC, PSEC, VRTS, OCSL, CSWC, SLRC, TCPC, GLAD, GAIN, and DHIL

Should you be buying Fidus Investment stock or one of its competitors? The main competitors of Fidus Investment include Golub Capital BDC (GBDC), 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), and Diamond Hill Investment Group (DHIL). These companies are all part of the "asset management & custody banks" industry.

Fidus Investment vs.

Golub Capital BDC (NASDAQ:GBDC) and Fidus Investment (NASDAQ:FDUS) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, valuation, earnings, analyst recommendations, profitability, risk, community ranking and dividends.

In the previous week, Golub Capital BDC had 13 more articles in the media than Fidus Investment. MarketBeat recorded 14 mentions for Golub Capital BDC and 1 mentions for Fidus Investment. Fidus Investment's average media sentiment score of 1.05 beat Golub Capital BDC's score of 0.47 indicating that Fidus Investment is being referred to more favorably in the news media.

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

Golub Capital BDC pays an annual dividend of $1.56 per share and has a dividend yield of 10.3%. Fidus Investment pays an annual dividend of $1.72 per share and has a dividend yield of 8.3%. Golub Capital BDC pays out 110.6% 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 61.4% of its earnings in the form of a dividend.

42.4% of Golub Capital BDC shares are held by institutional investors. Comparatively, 28.1% of Fidus Investment shares are held by institutional investors. 2.7% of Golub Capital BDC shares are held by insiders. Comparatively, 1.4% of Fidus Investment shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock 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$724.68M3.59$258.63M$1.4110.74
Fidus Investment$130.11M5.38$77.13M$2.807.38

Golub Capital BDC has a beta of 0.54, meaning that its stock price is 46% less volatile than the S&P 500. Comparatively, Fidus Investment has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

Golub Capital BDC received 17 more outperform votes than Fidus Investment when rated by MarketBeat users. However, 60.98% of users gave Fidus Investment an outperform vote while only 55.80% of users gave Golub Capital BDC an outperform vote.

CompanyUnderperformOutperform
Golub Capital BDCOutperform Votes
303
55.80%
Underperform Votes
240
44.20%
Fidus InvestmentOutperform Votes
286
60.98%
Underperform Votes
183
39.02%

Fidus Investment has a net margin of 60.09% compared to Golub Capital BDC's net margin of 37.78%. Golub Capital BDC's return on equity of 12.77% beat Fidus Investment's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC37.78% 12.77% 5.85%
Fidus Investment 60.09%12.11%6.75%

Golub Capital BDC currently has a consensus target price of $16.40, indicating a potential upside of 8.25%. Fidus Investment has a consensus target price of $22.00, indicating a potential upside of 6.54%. Given Golub Capital BDC's stronger consensus rating and higher possible upside, equities analysts clearly 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)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Fidus Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Golub Capital BDC beats Fidus Investment on 12 of the 20 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$700.45M$12.27B$10.51B$8.80B
Dividend Yield8.27%23.92%10.13%4.07%
P/E Ratio7.3829.2646.2813.60
Price / Sales5.385.223,473.7987.40
Price / Cash8.4919.5730.6036.27
Price / Book1.063.744.086.33
Net Income$77.13M$298.28M$1.02B$225.93M
7 Day Performance0.98%-0.27%0.04%-0.96%
1 Month Performance4.66%4.43%7.24%1.06%
1 Year Performance5.57%35.19%24.26%26.59%

Fidus Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FDUS
Fidus Investment
1.6409 of 5 stars
$20.65
-0.2%
$22.00
+6.5%
+5.7%$700.45M$130.11M7.38N/APositive News
GBDC
Golub Capital BDC
2.276 of 5 stars
$15.15
-0.5%
$16.40
+8.3%
+1.4%$2.60B$724.68M10.79N/ADividend Announcement
Analyst Forecast
News Coverage
PSEC
Prospect Capital
1.2614 of 5 stars
$4.59
flat
$4.50
-2.0%
-21.0%$2.00B$861.66M0.002,019Insider Trade
News Coverage
Positive News
VRTS
Virtus Investment Partners
1.8441 of 5 stars
$237.32
+1.2%
$233.50
-1.6%
+19.0%$1.67B$845.27M9.31770
OCSL
Oaktree Specialty Lending
2.9581 of 5 stars
$15.64
-0.3%
$16.75
+7.1%
-21.1%$1.29B$381.67M21.78N/ADividend Announcement
Analyst Downgrade
Analyst Revision
News Coverage
CSWC
Capital Southwest
2.4339 of 5 stars
$23.02
+0.1%
$25.67
+11.5%
+2.2%$1.10B$178.13M14.0227
SLRC
SLR Investment
0.918 of 5 stars
$16.37
-0.4%
$15.25
-6.8%
+10.3%$893.15M$229.31M9.28N/A
TCPC
BlackRock TCP Capital
1.5677 of 5 stars
$9.00
+0.4%
$9.00
-24.1%$770.31M$209.33M0.0019,800Analyst Upgrade
GLAD
Gladstone Capital
1.468 of 5 stars
$26.41
+0.9%
$23.00
-12.9%
+30.5%$589.74M$96.62M6.8970
GAIN
Gladstone Investment
0.5512 of 5 stars
$13.53
+0.4%
$13.75
+1.6%
-8.6%$496.42M$87.31M12.7270
DHIL
Diamond Hill Investment Group
3.8539 of 5 stars
$170.00
+0.2%
N/A+4.9%$462.40M$136.72M9.61129Positive News

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This page (NASDAQ:FDUS) was last updated on 11/21/2024 by MarketBeat.com Staff
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