Fidus Investment (FDUS) Tax Rate (2021 - 2023)

Fidus Investment's (FDUS) quarterly Tax Rate came in at 4.83% in Q1 2023, up 780.0% year-on-year from 0.55% in Q1 2022, and up 126.51% quarter-over-quarter from 18.22% in Q4 2022.

Fidus Investment (FDUS) Tax Rate (2021 - 2023) Analysis & Trends

Fidus Investment has disclosed Tax Rate across 3 years of filings, most recently posting 4.83% for Q1 2023.

  • Tax Rate for Q1 2023 came in at 4.83%, up 780.0% year-over-year; the trailing twelve-month figure through Mar 2023 was 22.37% (changed N/A YoY), and the FY2022 annual result was 13.48%, down 1401.0% from the prior year.
  • Tax Rate came in at 4.83% for Q1 2023 at Fidus Investment, up from 18.22% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 4.83% in Q1 2023 to a low of 18.22% in Q4 2022.
  • The 3-year median for Tax Rate is 0.89% (2022), against an average of 2.9%.
  • Across the five-year window, Tax Rate slumped 1918 bps in 2022 and jumped 780 bps in 2023, its largest moves.
  • Fidus Investment's Tax Rate stood at 0.97% in 2021, then slumped by 1987 bps to 18.22% in 2022, then jumped by 127 bps to 4.83% in 2023.
  • The last three Tax Rate figures came in at 4.83% (Q1 2023), 18.22% (Q4 2022), and 0.89% (Q3 2022), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Fidus Investment 696.27 Mn 645.75 Mn - -

Historic Data

Download Data
DateValue
Mar 31, 2023 4.83%
Mar 31, 2023 4.83%
Dec 31, 2022 -18.22%
Dec 31, 2022 -18.22%
Sep 30, 2022 0.89%
Sep 30, 2022 0.89%
Mar 31, 2022 -2.97%
Mar 31, 2022 -2.97%
Dec 31, 2021 0.97%
Dec 31, 2021 0.97%