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
DateValue
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%