Fidus Investment (FDUS) EBITDA Margin (2021 - 2026)
Fidus Investment (FDUS) reported EBITDA Margin of 51.85% for Q1 2026, up 192.0% on a YoY basis from 17.76% in Q1 2025, and up 11.33% sequentially from 46.57% in Q4 2025.
Fidus Investment (FDUS) EBITDA Margin (2021 - 2026) Analysis & Trends
Fidus Investment (FDUS) has 6 years of EBITDA Margin data on file, last reported at 51.85% in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin rose 192.0% year-over-year to 51.85%; the trailing twelve-month figure through Mar 2026 stood at 48.09% (down 274.0% YoY), and the FY2025 full-year result was 47.38%, down 369.0% from the prior year.
- EBITDA Margin advanced to 51.85% in Q1 2026, from 46.57% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 55.78% in Q3 2024 to a low of 10.45% in Q4 2022.
- A 5-year average of 38.78% and a median of 46.62% in 2025 frame the typical range for EBITDA Margin.
- Across the five-year window, EBITDA Margin slumped 23090 bps in 2022 and jumped 2727 bps in 2024, its largest moves.
- Tracing FDUS's EBITDA Margin over 5 years: stood at 10.45% in 2022, then jumped by 326 bps to 23.6% in 2023, then surged by 111 bps to 49.79% in 2024, then slipped by 6 bps to 46.57% in 2025, then increased by 11 bps to 51.85% in 2026.
- Business Quant data shows FDUS's EBITDA Margin at 51.85% in Q1 2026, 46.57% in Q4 2025, and 46.62% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | 175.98% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 42.01% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 44.01% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 24.88% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 72.52% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 18.44% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 170.02% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 31.56% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 36.65% |
| 10 | Fidus Investment | 737.45 Mn | 687.05 Mn | - | 51.85% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 51.85% |
| Dec 31, 2025 | 46.57% |
| Sep 30, 2025 | 46.62% |
| Jun 30, 2025 | 46.60% |
| Mar 31, 2025 | 49.93% |
| Dec 31, 2024 | 49.79% |
| Sep 30, 2024 | 55.78% |
| Jun 30, 2024 | 47.53% |
| Mar 31, 2024 | 50.87% |
| Mar 31, 2023 | 23.60% |
| Dec 31, 2022 | -10.45% |
| Sep 30, 2022 | 13.80% |
| Mar 31, 2022 | 31.64% |
| Dec 31, 2021 | 220.46% |
| Sep 30, 2021 | 134.00% |