Fidus Investment (FDUS) Equity Ratio (2021 - 2026)
Fidus Investment's (FDUS) quarterly Equity Ratio came in at 0.51 in Q1 2026, down 5.87% year-on-year from 0.55 in Q1 2025, and down 1.2% quarter-over-quarter from 0.52 in Q4 2025.
Fidus Investment (FDUS) Equity Ratio (2021 - 2026) Analysis & Trends
Fidus Investment has disclosed Equity Ratio across 6 years of filings, most recently posting 0.51 for Q1 2026.
- Equity Ratio for Q1 2026 came in at 0.51, down 5.87% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.51 (down 5.87% YoY), and the FY2025 annual result 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.
- The 5-year median for Equity Ratio is 0.54 (2023), against an average of 0.54.
- Across the five-year window, Equity Ratio climbed 14.71% in 2024 and decreased 7.66% in 2025, its largest moves.
- Fidus Investment's Equity Ratio stood at 0.51 in 2022, then climbed by 5.29% to 0.54 in 2023, then gained by 4.23% to 0.56 in 2024, then dropped by 7.66% to 0.52 in 2025, then decreased by 1.2% to 0.51 in 2026.
- The last three Equity Ratio figures came in at 0.51 (Q1 2026), 0.52 (Q4 2025), and 0.56 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | Fidus Investment | 696.27 Mn | 645.75 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 |