Fidus Investment (FDUS) Return on Assets [ROA] (2022 - 2026)
Fidus Investment's Return on Assets [ROA] came in at 5.25% for Q2 2026, down 1.07 percentage points from 6.32% a year earlier and down 0.51 percentage points from the prior quarter.
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Analysis
Fidus Investment (FDUS) Return on Assets [ROA] (2022 - 2026) Analysis & Trends
For FY2025, Fidus Investment's Return on Assets [ROA] was 6.36%, down 0.58 percentage points from FY2024.
- Return on Assets [ROA] carries a three-year change of +2.45 percentage points (FY2022 to FY2025).
- Going back by year, Return on Assets [ROA] was 6.94% in FY2024 (-0.67 pp), 7.61% in FY2023 (+3.70 pp) and 3.91% in FY2022.
- The Q2 2026 figure represents the lowest quarterly Return on Assets [ROA] since Q4 2022.
- Year-over-year, Return on Assets [ROA] has declined for eight consecutive quarters, with an average year-over-year change of -1.08 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q4 2023 (a gain of 4.17 percentage points), and the weakest in Q2 2025 (a drop of 2.16 percentage points).
- Business Quant data shows FDUS's Return on Assets [ROA] at 5.76% (Q1 2026), 6.09% (Q4 2025) and 6.44% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 0.78% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 3.61% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 6.81% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 0.35% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 13.34% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 2.89% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 7.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 2.11% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Fidus Investment | 731.38 Mn | 499.77 Mn | - | 5.25% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.25% |
| Mar 31, 2026 | 5.76% |
| Dec 31, 2025 | 6.09% |
| Sep 30, 2025 | 6.44% |
| Jun 30, 2025 | 6.32% |
| Mar 31, 2025 | 6.47% |
| Dec 31, 2024 | 6.73% |
| Sep 30, 2024 | 7.55% |
| Jun 30, 2024 | 8.48% |
| Mar 31, 2024 | 7.49% |
| Dec 31, 2023 | 7.30% |
| Sep 30, 2023 | 8.90% |
| Jun 30, 2023 | 6.60% |
| Mar 31, 2023 | 5.77% |
| Dec 31, 2022 | 3.12% |
API Access
Fidus Investment Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=FDUS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=FDUS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();