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| Date | Value |
|---|---|
| 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% |