KPIs & Operating Metrics(New)
Balance Sheet
Cash Flow Statement
Daily Values
Growth Metrics
Income Statement
Amortization - Deferred ChargesEPS (Basic)EPS (Weighted Average and Diluted)Financial Services FeesInterest & Investment IncomeInterest ExpensesInterest ExpensesInterest Income - NetInterest Income - TotalInterest income - InvestmentsInvestment IncomeNon-Interest IncomeOperating ExpensesOther Non Operating IncomeOther Operating ExpensesProfit After TaxRestructuring CostsRevenueShares OutstandingShares Outstanding (Diluted Average)Shares Outstanding (Weighted Average)Tax ProvisionsWages, Salaries and Other
Others
Ratios

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

Fidus Investment recorded quarterly Tax Rate of 4.83% in Q1 2023, up 126.51% quarter-over-quarter from 18.22% in Q4 2022, and up 780.0% year-over-year from 0.55% in Q1 2022.

Fidus Investment's Tax Rate history runs 3 years deep, the most recent figure standing at 4.83% for Q1 2023.

  • In Q1 2023, Tax Rate rose 780.0% year-over-year to 4.83%; the TTM figure through Mar 2023 stood at 22.37% (changed N/A YoY), while the FY2022 annual figure 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.
  • A 3-year average of 2.9% and a median of 0.89% in 2022 frame the typical range for Tax Rate.
  • Across the five-year window, Tax Rate sank 1918 bps in 2022 and surged 780 bps in 2023, its largest moves.
  • Fidus Investment's Tax Rate stood at 0.97% in 2021, then sank by 1987 bps to 18.22% in 2022, then surged by 127 bps to 4.83% in 2023.
  • According to Business Quant data, Tax Rate over the past three periods registered 4.83%, 18.22%, and 0.89% for Q1 2023, Q4 2022, and Q3 2022 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 18.16
2 Blackstone 92.68 Bn 91.63 Bn - 13.55
3 Kkr 84.94 Bn 132.45 Bn - 40.05
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 15.80
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 598.59
6 State Street 44.42 Bn 18.75 Bn - 21.16
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 20.02
8 Northern Trust 31.21 Bn 31.21 Bn - 24.99
9 Ares Management 28.85 Bn 32.22 Bn - 19.13
10 Fidus Investment 720.37 Mn 669.85 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