Fidus Investment (FDUS) Debt Ratio (2021 - 2026)
Fidus Investment (FDUS) posted Debt Ratio of 0.4 for Q1 2026, up 2.89% sequentially from 0.39 in Q4 2025, and up 160.72% YoY from 0.15 in Q1 2025.
Fidus Investment (FDUS) Debt Ratio (2021 - 2026) Analysis & Trends
Fidus Investment has reported Debt Ratio for 6 years, with the latest figure at 0.4 in Q1 2026.
- Quarterly Debt Ratio rose 160.72% year-over-year to 0.4 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.4 (up 160.72% YoY) and the FY2025 annual result came in at 0.39, up 7.85% from the prior year.
- Debt Ratio climbed to 0.4 in Q1 2026 per FDUS's latest filing, from 0.39 in the prior quarter.
- Over five years, Debt Ratio peaked at 0.43 in Q2 2023 and troughed at 0.15 in Q1 2025.
- A 5-year average of 0.35 and a median of 0.4 in 2025 frame the typical range for Debt Ratio.
- The sharpest annual moves came in 2024 and 2026: Debt Ratio plunged 60.33% in 2024, then surged 160.72% in 2026.
- Over 5 years, Debt Ratio stood at 0.42 in 2022, then sank by 52.09% to 0.2 in 2023, then soared by 77.45% to 0.36 in 2024, then gained by 7.85% to 0.39 in 2025, then climbed by 2.89% to 0.4 in 2026.
- According to Business Quant data, Debt Ratio over the past three periods registered 0.4, 0.39, and 0.4 for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Debt Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.70 Bn | 165.83 Bn | - | 0.12 |
| 2 | Blackstone | 115.90 Bn | 113.40 Bn | - | 0.26 |
| 3 | Kkr | 97.92 Bn | -179.15 Bn | - | - |
| 4 | Brookfield | 93.87 Bn | 46.47 Bn | - | 0.03 |
| 5 | Brookfield Asset Management | 84.05 Bn | 82.55 Bn | - | 0.17 |
| 6 | Apollo Global Management | 79.25 Bn | 53.88 Bn | 10.54 Bn | 0.03 |
| 7 | State Street | 51.57 Bn | 51.57 Bn | - | - |
| 8 | Ameriprise Financial | 51.53 Bn | 40.49 Bn | 4.72 Bn | 0.00 |
| 9 | Northern Trust | 34.15 Bn | 34.15 Bn | - | 0.05 |
| 10 | Fidus Investment | 749.79 Mn | 710.51 Mn | - | 0.40 |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.40 |
| Mar 31, 2026 | 0.40 |
| Dec 31, 2025 | 0.39 |
| Sep 30, 2025 | 0.40 |
| Jun 30, 2025 | 0.41 |
| Mar 31, 2025 | 0.15 |
| Dec 31, 2024 | 0.36 |
| Sep 30, 2024 | 0.36 |
| Jun 30, 2024 | 0.36 |
| Mar 31, 2024 | 0.17 |
| Dec 31, 2023 | 0.20 |
| Sep 30, 2023 | 0.42 |
| Jun 30, 2023 | 0.43 |
| Mar 31, 2023 | 0.43 |
| Dec 31, 2022 | 0.42 |
| Sep 30, 2022 | 0.41 |
| Dec 31, 2021 | 0.39 |