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.
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 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
| 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 |
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_KEY
import 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();