Fidus Investment (FDUS) EBT Margin (2021 - 2023)

Fidus Investment recorded quarterly EBT Margin of 2.64% in Q1 2023, up 109.33% quarter-over-quarter from 28.25% in Q4 2022, and down 492.0% year-over-year from 0.67% in Q1 2022.

Fidus Investment's EBT Margin history runs 3 years deep, the most recent figure standing at 2.64% for Q1 2023.

  • In Q1 2023, EBT Margin fell 492.0% year-over-year to 2.64%; the TTM figure through Mar 2023 stood at 6.51% (changed N/A YoY), while the FY2022 annual figure was 11.13%, down 11644.0% from the prior year.
  • EBT Margin came in at 2.64% for Q1 2023 at Fidus Investment, up from 28.25% in the prior quarter.
  • In the past five years, EBT Margin ranged from a high of 205.02% in Q4 2021 to a low of 28.25% in Q4 2022.
  • A 3-year average of 49.01% and a median of 5.1% in 2022 frame the typical range for EBT Margin.
  • Across the five-year window, EBT Margin sank 23327 bps in 2022 and plunged 492 bps in 2023, its largest moves.
  • Fidus Investment's EBT Margin stood at 205.02% in 2021, then plunged by 114 bps to 28.25% in 2022, then jumped by 109 bps to 2.64% in 2023.
  • According to Business Quant data, EBT Margin over the past three periods registered 2.64%, 28.25%, and 4.95% for Q1 2023, Q4 2022, and Q3 2022 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) EBT Margin (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 42.43%
2 Blackstone 92.68 Bn 91.63 Bn - 40.22%
3 Kkr 84.94 Bn 132.45 Bn - 10.72%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 52.02%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 5.59%
6 State Street 44.42 Bn 18.75 Bn - 25.53%
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 23.41%
8 Northern Trust 31.21 Bn 31.21 Bn - 52.23%
9 Ares Management 28.85 Bn 32.22 Bn - 22.41%
10 Fidus Investment 720.37 Mn 669.85 Mn - -

Historic Data

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DateValue
Mar 31, 2023 2.64%
Dec 31, 2022 -28.25%
Sep 30, 2022 -4.95%
Mar 31, 2022 7.55%
Dec 31, 2021 205.02%
Sep 30, 2021 112.04%