Fidus Investment Corp Stock Performance
| FDUS Stock | USD 20.69 0.24 1.17% |
Fidus Investment has a performance score of 11 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.35, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidus Investment's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidus Investment is expected to be smaller as well. Fidus Investment Corp right now shows a risk of 0.72%. Please confirm Fidus Investment Corp potential upside, and the relationship between the jensen alpha and accumulation distribution , to decide if Fidus Investment Corp will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Fidus Investment Corp are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively abnormal basic indicators, Fidus Investment may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.17 | Five Day Return 1.92 | Year To Date Return 5.4 | Ten Year Return 25.09 | All Time Return 37.93 |
Forward Dividend Yield 0.1193 | Payout Ratio 0.8678 | Last Split Factor 1:1 | Forward Dividend Rate 2.44 | Dividend Date 2024-12-27 |
1 | Fidus Investment Shares Gap Down to 20.34 - MarketBeat | 09/19/2024 |
| Fidus Investment dividend paid on 26th of September 2024 | 09/26/2024 |
2 | Fidus Investment Corp Q2 2024 Earnings Call Highlights Strong Income Growth Amidst ... | 10/09/2024 |
3 | Fidus Investment Corporation Schedules Third Quarter 2024 Earnings Release and Conference Call | 10/25/2024 |
4 | Fidus Investment NII of 0.61 beats by 0.04 | 10/31/2024 |
5 | Earnings call Fidus Investment Corporation reports robust Q3 growth | 11/01/2024 |
6 | Fidus Investment declares 0.43 dividend supplemental dividend of 0.14share | 11/04/2024 |
| Begin Period Cash Flow | 62.4 M |
Fidus |
Fidus Investment Relative Risk vs. Return Landscape
If you would invest 1,940 in Fidus Investment Corp on August 21, 2024 and sell it today you would earn a total of 129.00 from holding Fidus Investment Corp or generate 6.65% return on investment over 90 days. Fidus Investment Corp is currently generating 0.1048% in daily expected returns and assumes 0.7221% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of stocks are less volatile than Fidus, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Fidus Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Fidus Investment's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fidus Investment Corp, and traders can use it to determine the average amount a Fidus Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1451
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Fidus Investment is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidus Investment by adding it to a well-diversified portfolio.
Fidus Investment Fundamentals Growth
Fidus Stock prices reflect investors' perceptions of the future prospects and financial health of Fidus Investment, and Fidus Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidus Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0565 | ||||
| Profit Margin | 0.60 % | ||||
| Operating Margin | 0.73 % | ||||
| Current Valuation | 1.11 B | ||||
| Shares Outstanding | 33.91 M | ||||
| Price To Earning | 15.91 X | ||||
| Price To Book | 1.05 X | ||||
| Price To Sales | 4.84 X | ||||
| Revenue | 154.18 M | ||||
| Gross Profit | 94.14 M | ||||
| EBITDA | 102.6 M | ||||
| Net Income | 77.13 M | ||||
| Cash And Equivalents | 72.47 M | ||||
| Cash Per Share | 2.96 X | ||||
| Total Debt | 204.47 B | ||||
| Debt To Equity | 0.80 % | ||||
| Current Ratio | 2.58 X | ||||
| Book Value Per Share | 19.42 X | ||||
| Cash Flow From Operations | 48.41 M | ||||
| Earnings Per Share | 2.83 X | ||||
| Market Capitalization | 701.7 M | ||||
| Total Asset | 1.09 T | ||||
| Retained Earnings | 85.14 M | ||||
About Fidus Investment Performance
Assessing Fidus Investment's fundamental ratios provides investors with valuable insights into Fidus Investment's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Fidus Investment is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.05 | |
| Return On Capital Employed | 0.10 | 0.05 | |
| Return On Assets | 0.07 | 0.05 | |
| Return On Equity | 0.13 | 0.09 |
Things to note about Fidus Investment Corp performance evaluation
Checking the ongoing alerts about Fidus Investment for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fidus Investment Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 26th of September 2024 Fidus Investment paid $ 0.43 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: Fidus Investment declares 0.43 dividend supplemental dividend of 0.14share |
- Analyzing Fidus Investment's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidus Investment's stock is overvalued or undervalued compared to its peers.
- Examining Fidus Investment's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidus Investment's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidus Investment's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Fidus Investment's stock. These opinions can provide insight into Fidus Investment's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Fidus Stock Analysis
When running Fidus Investment's price analysis, check to measure Fidus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidus Investment is operating at the current time. Most of Fidus Investment's value examination focuses on studying past and present price action to predict the probability of Fidus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidus Investment's price. Additionally, you may evaluate how the addition of Fidus Investment to your portfolios can decrease your overall portfolio volatility.