Fidus Investment (FDUS) Net Margin (2021 - 2023)
Fidus Investment's (FDUS) quarterly Net Margin came in at 72.79% in Q4 2023, up 5560.0% year-over-year from 1.29% in Q4 2022, and up 2.4% quarter-over-quarter from 71.08% in Q3 2023.
Analysis
Fidus Investment (FDUS) Net Margin (2021 - 2023) Analysis & Trends
Fidus Investment has disclosed Net Margin across 3 years of filings, most recently posting 72.79% for Q4 2023.
- In Q4 2023, Net Margin rose 5560.0% year-over-year to 72.79%; the TTM figure through Dec 2023 stood at 59.28% (up 2123.0% YoY), while the FY2023 annual figure was 59.28%, up 2123.0% from the prior year.
- Net Margin came in at 72.79% for Q4 2023 at Fidus Investment, up from 71.08% in the prior quarter.
- In the past five years, Net Margin ranged from a high of 208.45% in Q4 2021 to a low of 17.19% in Q4 2022.
- Average Net Margin over 3 years is 73.29%, with a median of 55.14% recorded in 2023.
- Year-over-year, Net Margin slumped 19126 bps in 2022 and surged 5560 bps in 2023.
- Over 3 years, Net Margin stood at 208.45% in 2021, then slumped by 92 bps to 17.19% in 2022, then soared by 323 bps to 72.79% in 2023.
- Per Business Quant data, the three most recent Net Margin figures were 72.79% in Q4 2023, 71.08% in Q3 2023, and 35.72% in Q2 2023.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Ares Capital | 14.12 Bn | 13.74 Bn | - | 18.88% |
| 2 | Blackstone Secured Lending Fund | 5.63 Bn | 5.37 Bn | - | 22.69% |
| 3 | Blue Owl Capital | 5.49 Bn | 5.25 Bn | - | 13.25% |
| 4 | Main Street Capital | 5.20 Bn | 5.15 Bn | - | 113.52% |
| 5 | Blue Owl Technology Finance | 4.94 Bn | 4.73 Bn | - | 8.83% |
| 6 | Hercules Capital | 4.66 Bn | 4.61 Bn | - | 39.56% |
| 7 | FS KKR Capital | 3.33 Bn | 3.22 Bn | - | - |
| 8 | Golub Capital Bdc | 3.31 Bn | 3.26 Bn | - | -2.12% |
| 9 | PennantPark Floating Rate Capital | 2.49 Bn | -118.08 Mn | - | -29.16% |
| 10 | Fidus Investment | 740.68 Mn | 701.40 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2023 | 72.79% |
| Sep 30, 2023 | 71.08% |
| Jun 30, 2023 | 35.72% |
| Mar 31, 2023 | 53.31% |
| Dec 31, 2022 | 17.19% |
| Sep 30, 2022 | 45.73% |
| Jun 30, 2022 | 37.73% |
| Mar 31, 2022 | 56.97% |
| Dec 31, 2021 | 208.45% |
| Sep 30, 2021 | 133.98% |