Fidus Investment Corp Stock One Year Return

FDUS Stock

USD 21.18 0.10 0.47%

Fidus Investment Corp fundamentals help investors to digest information that contributes to Fidus Investment's financial success or failures. It also enables traders to predict the movement of Fidus Stock. The fundamental analysis module provides a way to measure Fidus Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidus Investment stock.

Short Long Term Debt Total Total Assets

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Fidus Investment Corp Company One Year Return Analysis

Fidus Investment's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

(Mean of Monthly Returns - 1)

X

100%

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Fidus One Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Fidus Investment is extremely important. It helps to project a fair market value of Fidus Stock properly, considering its historical fundamentals such as One Year Return. Since Fidus Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Fidus Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Fidus Investment's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Total Liab	Total Current Assets	Common Stock	Short Term Investments	Short Term Debt	Net Tangible Assets	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Net Working Capital	Current Deferred Revenue	Capital Stock
Total Assets		1.0	1.0	0.5	0.4	0.2	1.0	1.0	1.0	-0.1	-0.15	0.35	0.48	-0.95	0.52	0.57	0.44	0.48	0.7	-0.72	-0.59	0.94
Total Stockholder Equity	1.0		1.0	0.5	0.4	0.2	1.0	1.0	1.0	-0.1	-0.15	0.35	0.48	-0.95	0.52	0.57	0.44	0.48	0.7	-0.72	-0.59	0.94
Net Debt	1.0	1.0		0.5	0.4	0.2	1.0	1.0	1.0	-0.11	-0.16	0.35	0.48	-0.95	0.52	0.57	0.45	0.48	0.7	-0.72	-0.59	0.94
Retained Earnings	0.5	0.5	0.5		0.77	0.56	0.5	0.5	0.5	-0.24	-0.36	0.32	0.84	-0.47	0.82	0.65	0.51	0.77	0.87	-0.85	-0.55	0.51
Accounts Payable	0.4	0.4	0.4	0.77		0.78	0.4	0.4	0.4	-0.5	-0.73	0.64	0.84	-0.26	0.83	0.76	0.48	0.8	0.79	-0.66	-0.57	0.54
Long Term Debt	0.2	0.2	0.2	0.56	0.78		0.2	0.2	0.2	-0.53	-0.7	0.57	0.76	-0.12	0.78	0.8	0.7	0.78	0.54	-0.61	-0.54	0.27
Net Receivables	1.0	1.0	1.0	0.5	0.4	0.2		1.0	1.0	-0.1	-0.15	0.35	0.48	-0.95	0.52	0.57	0.44	0.48	0.7	-0.72	-0.59	0.94
Total Liab	1.0	1.0	1.0	0.5	0.4	0.2	1.0		1.0	-0.1	-0.15	0.35	0.48	-0.95	0.52	0.57	0.44	0.48	0.7	-0.72	-0.59	0.94
Total Current Assets	1.0	1.0	1.0	0.5	0.4	0.2	1.0	1.0		-0.1	-0.15	0.35	0.48	-0.95	0.52	0.57	0.44	0.48	0.7	-0.72	-0.59	0.94
Common Stock	-0.1	-0.1	-0.11	-0.24	-0.5	-0.53	-0.1	-0.1	-0.1		0.68	-0.33	-0.3	0.1	-0.29	-0.35	-0.19	-0.31	-0.21	0.23	0.18	-0.11
Short Term Investments	-0.15	-0.15	-0.16	-0.36	-0.73	-0.7	-0.15	-0.15	-0.15	0.68		-0.48	-0.44	0.14	-0.43	-0.51	-0.27	-0.45	-0.31	0.34	0.27	-0.16
Short Term Debt	0.35	0.35	0.35	0.32	0.64	0.57	0.35	0.35	0.35	-0.33	-0.48		0.45	-0.25	0.62	0.5	0.58	0.47	0.62	-0.5	-0.85	0.46
Net Tangible Assets	0.48	0.48	0.48	0.84	0.84	0.76	0.48	0.48	0.48	-0.3	-0.44	0.45		-0.38	0.97	0.84	0.61	0.98	0.86	-0.82	-0.64	0.57
Deferred Long Term Liab	-0.95	-0.95	-0.95	-0.47	-0.26	-0.12	-0.95	-0.95	-0.95	0.1	0.14	-0.25	-0.38		-0.42	-0.47	-0.41	-0.39	-0.59	0.7	0.54	-0.79
Long Term Investments	0.52	0.52	0.52	0.82	0.83	0.78	0.52	0.52	0.52	-0.29	-0.43	0.62	0.97	-0.42		0.84	0.71	0.95	0.91	-0.87	-0.8	0.62
Short Long Term Debt	0.57	0.57	0.57	0.65	0.76	0.8	0.57	0.57	0.57	-0.35	-0.51	0.5	0.84	-0.47	0.84		0.56	0.86	0.73	-0.73	-0.59	0.62
Long Term Debt Total	0.44	0.44	0.45	0.51	0.48	0.7	0.44	0.44	0.44	-0.19	-0.27	0.58	0.61	-0.41	0.71	0.56		0.6	0.6	-0.7	-0.75	0.44
Capital Surpluse	0.48	0.48	0.48	0.77	0.8	0.78	0.48	0.48	0.48	-0.31	-0.45	0.47	0.98	-0.39	0.95	0.86	0.6		0.83	-0.82	-0.67	0.55
Net Invested Capital	0.7	0.7	0.7	0.87	0.79	0.54	0.7	0.7	0.7	-0.21	-0.31	0.62	0.86	-0.59	0.91	0.73	0.6	0.83		-0.9	-0.81	0.78
Net Working Capital	-0.72	-0.72	-0.72	-0.85	-0.66	-0.61	-0.72	-0.72	-0.72	0.23	0.34	-0.5	-0.82	0.7	-0.87	-0.73	-0.7	-0.82	-0.9		0.79	-0.69
Current Deferred Revenue	-0.59	-0.59	-0.59	-0.55	-0.57	-0.54	-0.59	-0.59	-0.59	0.18	0.27	-0.85	-0.64	0.54	-0.8	-0.59	-0.75	-0.67	-0.81	0.79		-0.61
Capital Stock	0.94	0.94	0.94	0.51	0.54	0.27	0.94	0.94	0.94	-0.11	-0.16	0.46	0.57	-0.79	0.62	0.62	0.44	0.55	0.78	-0.69	-0.61

Click cells to compare fundamentals

Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

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Fidus Return On Tangible Assets

Return On Tangible Assets

0.0458

At this time, Fidus Investment's Return On Tangible Assets are comparatively stable compared to the past year.

Based on the recorded statements, Fidus Investment Corp has an One Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Fidus One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidus Investment's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Fidus Investment could also be used in its relative valuation, which is a method of valuing Fidus Investment by comparing valuation metrics of similar companies.

Fidus Investment is currently under evaluation in one year return category among its peers.

Fidus Investment Current Valuation Drivers

We derive many important indicators used in calculating different scores of Fidus Investment from analyzing Fidus Investment's financial statements. These drivers represent accounts that assess Fidus Investment's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Fidus Investment's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	286.1M	363.0M	320.2M	465.6M	519.1M	545.1M
Enterprise Value	515.6M	702.6M	639.1M	813.4M	866.5M	909.8M

Fidus Investment ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Fidus Investment's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Fidus Investment's managers, analysts, and investors.

Environmental

Governance

Social

Fidus Fundamentals

	Return On Equity	0.14
	Return On Asset	0.0565
	Profit Margin	0.60 %
	Operating Margin	0.73 %
	Current Valuation	1.13 B
	Shares Outstanding	33.91 M
	Shares Owned By Insiders	1.02 %
	Shares Owned By Institutions	24.06 %
	Number Of Shares Shorted	212.88 K
	Price To Earning	15.91 X
	Price To Book	1.10 X
	Price To Sales	4.93 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
	Short Ratio	0.88 X
	Earnings Per Share	2.80 X
	Price To Earnings To Growth	3.59 X
	Target Price	21.0
	Beta	1.44
	Market Capitalization	714.92 M
	Total Asset	1.09 T
	Retained Earnings	85.14 M
	Annual Yield	0.11 %
	Five Year Return	10.25 %
	Net Asset	1.09 T
	Last Dividend Paid	1.72

About Fidus Investment Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Fidus Investment Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidus Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidus Investment Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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.

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