Fidus Investment (FDUS) Equity Ratio (2021 - 2026)

Fidus Investment recorded quarterly Equity Ratio of 0.51 in Q1 2026, down 1.2% quarter-over-quarter from 0.52 in Q4 2025, and down 5.87% year-over-year from 0.55 in Q1 2025.

Fidus Investment's Equity Ratio history runs 6 years deep, the most recent figure standing at 0.51 for Q1 2026.

  • In Q1 2026, Equity Ratio fell 5.87% year-over-year to 0.51; the TTM figure through Mar 2026 stood at 0.51 (down 5.87% YoY), while the FY2025 annual figure was 0.52, down 7.66% from the prior year.
  • Equity Ratio came in at 0.51 for Q1 2026 at Fidus Investment, down from 0.52 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.57 in Q3 2024 to a low of 0.49 in Q2 2023.
  • A 5-year average of 0.54 and a median of 0.54 in 2023 frame the typical range for Equity Ratio.
  • Across the five-year window, Equity Ratio grew 14.71% in 2024 and slipped 7.66% in 2025, its largest moves.
  • Fidus Investment's Equity Ratio stood at 0.51 in 2022, then grew by 5.29% to 0.54 in 2023, then advanced by 4.23% to 0.56 in 2024, then declined by 7.66% to 0.52 in 2025, then slipped by 1.2% to 0.51 in 2026.
  • According to Business Quant data, Equity Ratio over the past three periods registered 0.51, 0.52, and 0.56 for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Fidus Investment 720.37 Mn 669.85 Mn - 0.51

Historic Data

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DateValue
Mar 31, 2026 0.51
Dec 31, 2025 0.52
Sep 30, 2025 0.56
Jun 30, 2025 0.55
Mar 31, 2025 0.55
Dec 31, 2024 0.56
Sep 30, 2024 0.57
Jun 30, 2024 0.56
Mar 31, 2024 0.56
Dec 31, 2023 0.54
Sep 30, 2023 0.54
Jun 30, 2023 0.49
Mar 31, 2023 0.51
Dec 31, 2022 0.51
Sep 30, 2022 0.52
Dec 31, 2021 0.54