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Fidus Investment (FDUS) Return On Assets

Annual ROA

7.61%
+3.70%+94.63%

December 31, 2023

Summary

Performance

1-Year Change

+94.63%

3-Year Change

+102.93%

5-Year Change

+3.12%

15-Year Change

+6.73%

FDUS ROA Chart

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Highlights

Sector Rank

76.78%
FDUS annual return on assets is higher than 76.78% of companies in Financial Services sector

High & Low

All-time High

13.10%
FDUS annual return on assets is currently -41.91% below its historical high of 13.10%

3-Year Low

3.91%
FDUS annual return on assets is currently +94.63% above its 3-year low

Earnings dates

Last Annual Earnings Report Date

Dec 31, 2023
FDUS previous annual earnings announcement was published on Dec 31, 2023

Next Annual Earnings Report Date

Feb 28, 2025
FDUS next annual earnings announcement is scheduled for Feb 28, 2025

OtherFDUSprofitabilitymetrics:

Annual Revenue

$88.00 M
FDUS annual revenue is $88.00 million

Annual Net Income

$77.13 M
FDUS annual net profit is $77.13 million

Annual EPS

$2.93
FDUS annual earnings per share is $2.93

Annual ROE

14.42%
FDUS annual return on equity is 14.42%

Quarterly ROA

7.90%
-1.00%-11.24%

September 30, 2024

Summary

Performance

3-Month Change

-11.24%

1-Year Change

+36.92%

3-Year Change

+36.92%

5-Year Change

+36.92%

FDUS Quarterly ROA Chart

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Highlights

Sector Rank

92.28%
FDUS quarterly return on assets is higher than 92.28% of companies in Financial Services sector

High & Low

All-time High

13.86%
FDUS quarterly return on assets is currently -43.00% below its historical high of 13.86%

3-Year Low

3.93%
FDUS quarterly return on assets is currently +101.02% above its 3-year low

Earnings dates

Last Quarterly Earnings Report Date

Sep 30, 2024
FDUS previous earnings announcement was published on Sep 30, 2024

Next Quarterly Earnings Report Date

Feb 28, 2025
FDUS next earnings announcement is scheduled for Feb 28, 2025

OtherFDUSprofitabilitymetrics:

Quarterly Revenue

$19.02 M
FDUS quarterly revenue is $19.02 million

Quarterly Net Income

$16.48 M
FDUS quarterly net profit is $16.48 million

Quarterly EPS

$0.49
FDUS quarterly earnings per share is $0.49

Quarterly ROE

14.27%
FDUS quarterly return on equity is 14.27%

ROA Formula

ROA =  Net Income
Total Assets ✕ 100%

Annual ROA

7.61%
FDUS annual return on assets is 7.61%

Annual Net Income

$77.13 M
FDUS annual net profit is $77.13 million

Annual Total Assets

$1.09 B
FDUS annual total assets is $1.09 billion

FDUS ROA Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+94.6%+36.9%
3 y3 years+102.9%+36.9%
5 y5 years+3.1%+36.9%

FDUS ROA Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-year-41.9%+94.6%-43.0%+101.0%
5 y5-year-41.9%+102.9%-43.0%+480.9%
alltimeall time-41.9%+718.7%-43.0%+480.9%

Fidus Investment ROA History

DateAnnualQuarterly
Sep 2024
-
7.90%(-11.2%)
Jun 2024
-
8.90%(+11.8%)
Mar 2024
-
7.96%(+2.8%)
Dec 2023
7.61%(+94.6%)
7.74%(+34.1%)
Sep 2023
-
5.77%(+27.1%)
Jun 2023
-
4.54%(+5.8%)
Mar 2023
-
4.29%(+9.2%)
Dec 2022
3.91%(-70.2%)
3.93%(-57.0%)
Sep 2022
-
9.13%(-19.2%)
Jun 2022
-
11.30%(-17.9%)
Mar 2022
-
13.77%(-0.6%)
Dec 2021
13.10%(+249.3%)
13.86%(+17.5%)
Sep 2021
-
11.80%(+7.0%)
Jun 2021
-
11.03%(+23.9%)
Mar 2021
-
8.90%(+123.6%)
Dec 2020
3.75%(-42.6%)
3.98%(+39.6%)
Sep 2020
-
2.85%(+44.7%)
Jun 2020
-
1.97%(+44.9%)
Mar 2020
-
1.36%(-79.4%)
Dec 2019
6.53%(-11.5%)
6.61%(+17.4%)
Sep 2019
-
5.63%(-4.3%)
Jun 2019
-
5.88%(-11.0%)
Mar 2019
-
6.61%(-9.0%)
Dec 2018
7.38%(+3.5%)
7.26%(-3.2%)
Sep 2018
-
7.50%(+2.6%)
Jun 2018
-
7.31%(-8.1%)
Mar 2018
-
7.95%(+9.4%)
Dec 2017
7.13%
7.27%(-4.7%)
DateAnnualQuarterly
Sep 2017
-
7.63%(+4.8%)
Jun 2017
-
7.28%(-11.1%)
Mar 2017
-
8.19%(+1.6%)
Dec 2016
7.79%(+37.4%)
8.06%(+7.3%)
Sep 2016
-
7.51%(+6.1%)
Jun 2016
-
7.08%(+20.0%)
Mar 2016
-
5.90%(+2.6%)
Dec 2015
5.67%(+16.9%)
5.75%(-2.2%)
Sep 2015
-
5.88%(-3.8%)
Jun 2015
-
6.11%(+8.0%)
Mar 2015
-
5.66%(+11.4%)
Dec 2014
4.85%(-37.5%)
5.08%(+12.6%)
Sep 2014
-
4.51%(+3.7%)
Jun 2014
-
4.35%(-38.6%)
Mar 2014
-
7.08%(-6.0%)
Dec 2013
7.76%(+16.5%)
7.53%(-4.0%)
Sep 2013
-
7.84%(-12.3%)
Jun 2013
-
8.94%(+35.2%)
Mar 2013
-
6.61%(-1.9%)
Dec 2012
6.66%(-14.3%)
6.74%(-2.6%)
Sep 2012
-
6.92%(+13.6%)
Jun 2012
-
6.09%(-11.2%)
Mar 2012
-
6.86%(-9.1%)
Dec 2011
7.77%(+114.0%)
7.55%(-17.3%)
Sep 2011
-
9.13%(-10.5%)
Jun 2011
-
10.20%(+31.8%)
Mar 2011
-
7.74%(+127.0%)
Dec 2010
3.63%(-395.1%)
3.41%
Dec 2009
-1.23%
-

FAQ

  • What is Fidus Investment annual return on assets?
  • What is the all time high annual ROA for Fidus Investment?
  • What is Fidus Investment annual ROA year-on-year change?
  • What is Fidus Investment quarterly return on assets?
  • What is the all time high quarterly ROA for Fidus Investment?
  • What is Fidus Investment quarterly ROA year-on-year change?

What is Fidus Investment annual return on assets?

The current annual ROA of FDUS is 7.61%

What is the all time high annual ROA for Fidus Investment?

Fidus Investment all-time high annual return on assets is 13.10%

What is Fidus Investment annual ROA year-on-year change?

Over the past year, FDUS annual return on assets has changed by +3.70% (+94.63%)

What is Fidus Investment quarterly return on assets?

The current quarterly ROA of FDUS is 7.90%

What is the all time high quarterly ROA for Fidus Investment?

Fidus Investment all-time high quarterly return on assets is 13.86%

What is Fidus Investment quarterly ROA year-on-year change?

Over the past year, FDUS quarterly return on assets has changed by +2.13% (+36.92%)