Fidus Investment Corp Stock Beta
| FDUS Stock | USD 20.29 0.31 1.55% |
Fidus Investment Corp fundamentals help investors to digest information that contributes to Fidus Investment's financial success or failures. It also enables traders to predict the movement of Fidus Stock. The fundamental analysis module provides a way to measure Fidus Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Fidus Investment stock.
Fidus | Beta |
Fidus Investment Corp Company Beta Analysis
Fidus Investment's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Fidus Investment Beta | 1.43 |
Most of Fidus Investment's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Fidus Investment Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fidus Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Fidus Investment is extremely important. It helps to project a fair market value of Fidus Stock properly, considering its historical fundamentals such as Beta. Since Fidus Investment's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Fidus Investment's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Fidus Investment's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Fidus Investment Corp has a Beta of 1.425. This is 73.78% higher than that of the Capital Markets sector and 16.8% higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Fidus Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Fidus Investment's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Fidus Investment could also be used in its relative valuation, which is a method of valuing Fidus Investment by comparing valuation metrics of similar companies.Fidus Investment is currently under evaluation in beta category among related companies.
Fidus Investment Current Valuation Drivers
We derive many important indicators used in calculating different scores of Fidus Investment from analyzing Fidus Investment's financial statements. These drivers represent accounts that assess Fidus Investment's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Fidus Investment's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 286.1M | 363.0M | 320.2M | 465.6M | 519.1M | 545.1M | |
| Enterprise Value | 515.6M | 702.6M | 639.1M | 813.4M | 866.5M | 909.8M |
Fidus Investment Institutional Holders
Institutional Holdings refers to the ownership stake in Fidus Investment that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Fidus Investment's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Fidus Investment's value.| Shares | Citadel Advisors Llc | 2023-09-30 | 184.8 K | Novare Capital Management Llc | 2023-12-31 | 182.3 K | Quadrature Capital Llp | 2023-12-31 | 179.2 K | Pfg Advisors | 2023-12-31 | 171.8 K | Envestnet Asset Management Inc | 2023-12-31 | 170 K | Acadian Asset Management Llc | 2023-12-31 | 159.7 K | Goldman Sachs Group Inc | 2023-12-31 | 155.3 K | Cetera Investment Advisers | 2023-12-31 | 139.2 K | Goss Wealth Management Llc | 2023-12-31 | 104.1 K | Melia Wealth Llc | 2023-12-31 | 687.2 K | Raymond James & Associates | 2023-12-31 | 581.6 K |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Fidus Investment will likely underperform.
Fidus Fundamentals
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0548 | ||||
| Profit Margin | 0.59 % | ||||
| Operating Margin | 0.66 % | ||||
| Current Valuation | 969.2 M | ||||
| Shares Outstanding | 31.43 M | ||||
| Shares Owned By Insiders | 1.11 % | ||||
| Shares Owned By Institutions | 26.74 % | ||||
| Number Of Shares Shorted | 159.34 K | ||||
| Price To Earning | 15.91 X | ||||
| Price To Book | 1.04 X | ||||
| Price To Sales | 4.71 X | ||||
| Revenue | 154.18 M | ||||
| Gross Profit | 94.14 M | ||||
| EBITDA | 102.6 M | ||||
| Net Income | 77.13 M | ||||
| Cash And Equivalents | 72.47 M | ||||
| Cash Per Share | 2.96 X | ||||
| Total Debt | 204.47 B | ||||
| Debt To Equity | 0.80 % | ||||
| Current Ratio | 2.58 X | ||||
| Book Value Per Share | 19.37 X | ||||
| Cash Flow From Operations | 48.41 M | ||||
| Short Ratio | 0.57 X | ||||
| Earnings Per Share | 2.93 X | ||||
| Price To Earnings To Growth | 3.59 X | ||||
| Target Price | 21.0 | ||||
| Beta | 1.43 | ||||
| Market Capitalization | 627.89 M | ||||
| Total Asset | 1.09 T | ||||
| Retained Earnings | 85.14 M | ||||
| Annual Yield | 0.13 % | ||||
| Five Year Return | 10.25 % | ||||
| Net Asset | 1.09 T | ||||
| Last Dividend Paid | 1.66 |
About Fidus Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Fidus Investment Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Fidus Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Fidus Investment Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Fidus Investment in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Fidus Investment's short interest history, or implied volatility extrapolated from Fidus Investment options trading.
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Try AI Portfolio ArchitectCheck out Fidus Investment Piotroski F Score and Fidus Investment Altman Z Score analysis. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Complementary Tools for Fidus Stock analysis
When running Fidus Investment's price analysis, check to measure Fidus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidus Investment is operating at the current time. Most of Fidus Investment's value examination focuses on studying past and present price action to predict the probability of Fidus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidus Investment's price. Additionally, you may evaluate how the addition of Fidus Investment to your portfolios can decrease your overall portfolio volatility.
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Is Fidus Investment's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Fidus Investment. If investors know Fidus will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Fidus Investment listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 3.745 | Dividend Share 1.66 | Earnings Share 2.93 | Revenue Per Share 4.935 | Quarterly Revenue Growth 0.322 |
The market value of Fidus Investment Corp is measured differently than its book value, which is the value of Fidus that is recorded on the company's balance sheet. Investors also form their own opinion of Fidus Investment's value that differs from its market value or its book value, called intrinsic value, which is Fidus Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fidus Investment's market value can be influenced by many factors that don't directly affect Fidus Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fidus Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidus Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidus Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.