Fidus Investment (FDUS) Enterprise Value (2021 - 2026)
Fidus Investment (FDUS) posted Enterprise Value of -$50.4 million for Q1 2026, up 28.0% sequentially from -$70.0 million in Q4 2025, and up 25.31% YoY from -$40.2 million in Q1 2025.
Fidus Investment (FDUS) Enterprise Value (2021 - 2026) Analysis & Trends
Fidus Investment has reported Enterprise Value for 6 years, with the latest figure at -$50.4 million in Q1 2026.
- Quarterly Enterprise Value rose 25.31% year-over-year to -$50.4 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$50.4 million (up 25.31% YoY) and the FY2025 annual result came in at -$70.0 million, down 22.46% from the prior year.
- Enterprise Value climbed to -$50.4 million in Q1 2026 per FDUS's latest filing, from -$70.0 million in the prior quarter.
- Over five years, Enterprise Value peaked at -$27.1 million in Q1 2024 and troughed at -$119.1 million in Q4 2023.
- A 5-year average of -$60.3 million and a median of -$57.2 million in 2024 frame the typical range for Enterprise Value.
- The sharpest annual moves came in 2022 and 2025: Enterprise Value jumped 63.2% in 2022, then tumbled 148.79% in 2025.
- Over 5 years, Enterprise Value stood at -$62.4 million in 2022, then tumbled by 91.07% to -$119.1 million in 2023, then soared by 52.02% to -$57.2 million in 2024, then declined by 22.46% to -$70.0 million in 2025, then advanced by 28.0% to -$50.4 million in 2026.
- According to Business Quant data, Enterprise Value over the past three periods registered -$50.4 million, -$70.0 million, and -$62.3 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Enterprise Value (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | -13.64 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | -1.14 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | -277.07 Bn |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | -47.40 Bn |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | -265.00 Mn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | -4.90 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | - |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | -11.05 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | - |
| 10 | Fidus Investment | 752.64 Mn | 713.36 Mn | - | -39.28 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -39.28 Mn |
| Mar 31, 2026 | -50.40 Mn |
| Dec 31, 2025 | -70.00 Mn |
| Sep 30, 2025 | -62.32 Mn |
| Jun 30, 2025 | -91.21 Mn |
| Mar 31, 2025 | -67.48 Mn |
| Dec 31, 2024 | -57.16 Mn |
| Sep 30, 2024 | -54.44 Mn |
| Jun 30, 2024 | -48.32 Mn |
| Mar 31, 2024 | -27.12 Mn |
| Dec 31, 2023 | -119.13 Mn |
| Sep 30, 2023 | -80.34 Mn |
| Jun 30, 2023 | -37.98 Mn |
| Mar 31, 2023 | -36.42 Mn |
| Dec 31, 2022 | -62.35 Mn |
| Sep 30, 2022 | -40.41 Mn |
| Dec 31, 2021 | -169.42 Mn |