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
Download Data| Date | Value |
|---|---|
| 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 |