Fidus Investment (FDUS) Net Margin (2021 - 2023)
Fidus Investment recorded quarterly Net Margin of 2.51% in Q1 2023, up 107.51% quarter-over-quarter from 33.4% in Q4 2022, and down 527.0% year-over-year from 0.59% in Q1 2022.
Fidus Investment's Net Margin history runs 3 years deep, the most recent figure standing at 2.51% for Q1 2023.
- In Q1 2023, Net Margin fell 527.0% year-over-year to 2.51%; the TTM figure through Dec 2023 stood at 0.56% (up 991.0% YoY), while the FY2022 annual figure 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.
- A 3-year average of 47.84% and a median of 5.14% in 2023 frame the typical range for Net Margin.
- Across the five-year window, Net Margin sank 23644 bps in 2022 and slumped 527 bps in 2023, its largest moves.
- Fidus Investment's Net Margin stood at 203.05% in 2021, then plunged by 116 bps to 33.4% in 2022, then surged by 108 bps to 2.51% in 2023.
- According to Business Quant data, Net Margin over the past three periods registered 2.51%, 33.4%, and 4.91% for Q1 2023, Q4 2022, and Q3 2022 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 34.73% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 34.77% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 8.45% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 46.11% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -38.15% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 18.57% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.73% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 37.97% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.40% |
| 10 | Fidus Investment | 720.37 Mn | 669.85 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% |