Fidus Investment (FDUS) Invested Capital (2021 - 2026)
Fidus Investment (FDUS) reported Invested Capital of $1.03 billion for Q2 2026, up 15.6% from $887.88 million a year earlier and up 3.1% from the prior quarter.
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Analysis
Fidus Investment (FDUS) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025, Fidus Investment posted Invested Capital of $972.46 million, up 17.9% from FY2024.
- Invested Capital has increased for four consecutive years, with a four-year compound annual growth rate of 13.2% (FY2021 to FY2025).
- By year, Invested Capital came in at $824.57 million in FY2024 (+3.9%), $793.95 million in FY2023 (+26.3%), $628.82 million in FY2022 (+6.3%) and $591.74 million in FY2021.
- The Q2 2026 figure ranks as the highest quarterly Invested Capital in data going back to Q4 2021.
- Year over year, Invested Capital has now increased in each of the last 12 quarters, with growth averaging 11.7% over the last eight quarters.
- The year-over-year growth in Invested Capital has ranged between 3.9% (Q4 2024) and 26.3% (Q4 2023) over the last five years.
- Per Business Quant data, the three quarters before Q2 2026 came in at $995.23 million (Q1 2026), $972.46 million (Q4 2025) and $896.01 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Fidus Investment | 731.38 Mn | 499.77 Mn | - | 1.03 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.03 Bn |
| Mar 31, 2026 | 995.23 Mn |
| Dec 31, 2025 | 972.46 Mn |
| Sep 30, 2025 | 896.01 Mn |
| Jun 30, 2025 | 887.88 Mn |
| Mar 31, 2025 | 853.80 Mn |
| Dec 31, 2024 | 824.57 Mn |
| Sep 30, 2024 | 829.23 Mn |
| Jun 30, 2024 | 817.09 Mn |
| Mar 31, 2024 | 778.52 Mn |
| Dec 31, 2023 | 793.95 Mn |
| Sep 30, 2023 | 731.44 Mn |
| Jun 30, 2023 | 660.46 Mn |
| Mar 31, 2023 | 645.00 Mn |
| Dec 31, 2022 | 628.82 Mn |
| Sep 30, 2022 | 603.19 Mn |
| Dec 31, 2021 | 591.74 Mn |
API Access
Fidus Investment Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=FDUS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "FDUS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=FDUS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();