Fidus Investment (FDUS) Net Margin (2021 - 2023)
Fidus Investment's (FDUS) quarterly Net Margin came in at 2.51% in Q1 2023, down 527.0% year-on-year from 0.59% in Q1 2022, and up 107.51% quarter-over-quarter from 33.4% in Q4 2022.
Fidus Investment (FDUS) Net Margin (2021 - 2023) Analysis & Trends
Fidus Investment has disclosed Net Margin across 3 years of filings, most recently posting 2.51% for Q1 2023.
- Net Margin for Q1 2023 came in at 2.51%, down 527.0% year-over-year; the trailing twelve-month figure through Dec 2023 was 0.56% (up 991.0% YoY), and the FY2022 annual result was 12.63%, down 11737.0% from the prior year.
- Net Margin came in at 2.51% for Q1 2023 at Fidus Investment, up from 33.4% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 203.05% in Q4 2021 to a low of 33.4% in Q4 2022.
- The 3-year median for Net Margin is 5.14% (2023), against an average of 47.84%.
- Across the five-year window, Net Margin slumped 23644 bps in 2022 and tumbled 527 bps in 2023, its largest moves.
- Fidus Investment's Net Margin stood at 203.05% in 2021, then sank by 116 bps to 33.4% in 2022, then jumped by 108 bps to 2.51% in 2023.
- The last three Net Margin figures came in at 2.51% (Q1 2023), 33.4% (Q4 2022), and 4.91% (Q3 2022), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 34.73% |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 34.77% |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 8.45% |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | -38.15% |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 18.57% |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 18.73% |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 37.97% |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.72% |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 8.40% |
| 10 | Fidus Investment | 696.27 Mn | 645.75 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2023 | 2.51% |
| Dec 31, 2022 | -33.40% |
| Sep 30, 2022 | -4.91% |
| Mar 31, 2022 | 7.78% |
| Dec 31, 2021 | 203.05% |
| Sep 30, 2021 | 112.04% |