Fidus Investment (FDUS) Return on Equity [ROE] (2022 - 2026)
Fidus Investment's Return on Equity [ROE] came in at 10.44% for Q2 2026, down 1.09 percentage points from 11.53% a year earlier and down 0.69 percentage points from the prior quarter.
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Analysis
Fidus Investment (FDUS) Return on Equity [ROE] (2022 - 2026) Analysis & Trends
For FY2025, Fidus Investment's Return on Equity [ROE] was 11.79%, down 0.78 percentage points from FY2024.
- Return on Equity [ROE] carries a four-year change of +3.82 percentage points (FY2021 to FY2025).
- Going back by year, Return on Equity [ROE] was 12.58% in FY2024 (-1.84 pp), 14.42% in FY2023 (+7.02 pp), 7.40% in FY2022 (-0.57 pp) and 7.97% in FY2021.
- The Q2 2026 figure represents the lowest quarterly Return on Equity [ROE] since Q4 2022.
- Year-over-year, Return on Equity [ROE] has declined for eight consecutive quarters, with an average year-over-year change of -1.88 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q3 2023 (a gain of 14.36 percentage points), and the weakest in Q3 2024 (a drop of 3.95 percentage points).
- Business Quant data shows FDUS's Return on Equity [ROE] at 11.14% (Q1 2026), 11.34% (Q4 2025) and 11.64% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 2.01% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 13.99% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 13.69% |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 13.17% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 41.65% |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 21.08% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.87% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 17.89% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Fidus Investment | 731.38 Mn | 499.77 Mn | - | 10.44% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.44% |
| Mar 31, 2026 | 11.14% |
| Dec 31, 2025 | 11.34% |
| Sep 30, 2025 | 11.64% |
| Jun 30, 2025 | 11.53% |
| Mar 31, 2025 | 11.67% |
| Dec 31, 2024 | 11.91% |
| Sep 30, 2024 | 13.35% |
| Jun 30, 2024 | 15.13% |
| Mar 31, 2024 | 13.65% |
| Dec 31, 2023 | 13.55% |
| Sep 30, 2023 | 17.30% |
| Jun 30, 2023 | 13.16% |
| Mar 31, 2023 | 11.26% |
| Dec 31, 2022 | 6.04% |
| Sep 30, 2022 | 2.94% |
API Access
Fidus Investment Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=FDUS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=FDUS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();