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Fidus Investment (FDUS) Return On Equity

Annual ROE

14.42%
+7.02%+94.86%

December 31, 2023

Summary

Performance

1-Year Change

+94.86%

3-Year Change

+89.99%

5-Year Change

+16.1%

15-Year Change

+22.51%

FDUS ROE Chart

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Highlights

Sector Rank

75.36%
FDUS annual return on equity is higher than 75.36% of companies in Financial Services sector

High & Low

All-time High

25.84%
FDUS annual return on equity is currently -44.20% below its historical high of 25.84%

3-Year Low

7.40%
FDUS annual return on equity is currently +94.86% 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 ROA

7.61%
FDUS annual return on assets is 7.61%

Quarterly ROE

14.27%
-2.23%-13.52%

September 30, 2024

Summary

Performance

3-Month Change

-13.52%

1-Year Change

+27.3%

3-Year Change

+27.3%

5-Year Change

+27.3%

FDUS Quarterly ROE Chart

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Highlights

Sector Rank

79.49%
FDUS quarterly return on equity is higher than 79.49% of companies in Financial Services sector

High & Low

All-time High

26.53%
FDUS quarterly return on equity is currently -46.21% below its historical high of 26.53%

3-Year Low

7.42%
FDUS quarterly return on equity is currently +92.32% 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 ROA

7.90%
FDUS quarterly return on assets is 7.90%

ROE Formula

ROE =  Net Income
Shareholders Equity ✕ 100%

Annual ROE

14.42%
FDUS annual return on equity is 14.42%

Annual Net Income

$77.13 M
FDUS annual net profit is $77.13 million

Annual Shareholders Equity

$589.47 M
FDUS annual stockholders equity is $589.47 million

FDUS ROE Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+94.9%+27.3%
3 y3 years+90.0%+27.3%
5 y5 years+16.1%+27.3%

FDUS ROE Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-year-44.2%+94.9%-46.2%+92.3%
5 y5-year-44.2%+94.9%-46.2%+461.8%
alltimeall time-44.2%+539.6%-46.2%+461.8%

Fidus Investment ROE History

DateAnnualQuarterly
Sep 2024
-
14.27%(-13.5%)
Jun 2024
-
16.50%(+9.6%)
Mar 2024
-
15.06%(+1.0%)
Dec 2023
14.42%(+94.9%)
14.91%(+33.0%)
Sep 2023
-
11.21%(+26.8%)
Jun 2023
-
8.84%(+7.5%)
Mar 2023
-
8.22%(+10.8%)
Dec 2022
7.40%(-71.4%)
7.42%(-56.6%)
Sep 2022
-
17.09%(-18.9%)
Jun 2022
-
21.06%(-18.0%)
Mar 2022
-
25.67%(-3.2%)
Dec 2021
25.84%(+240.4%)
26.53%(+16.3%)
Sep 2021
-
22.82%(+5.1%)
Jun 2021
-
21.71%(+22.4%)
Mar 2021
-
17.74%(+123.1%)
Dec 2020
7.59%(-36.2%)
7.95%(+43.2%)
Sep 2020
-
5.55%(+46.4%)
Jun 2020
-
3.79%(+49.2%)
Mar 2020
-
2.54%(-78.8%)
Dec 2019
11.89%(-4.3%)
11.99%(+19.2%)
Sep 2019
-
10.06%(-2.5%)
Jun 2019
-
10.32%(-9.7%)
Mar 2019
-
11.43%(-7.9%)
Dec 2018
12.42%(+5.5%)
12.41%(-1.4%)
Sep 2018
-
12.59%(+5.1%)
Jun 2018
-
11.98%(-6.7%)
Mar 2018
-
12.84%(+9.9%)
Dec 2017
11.77%
11.68%(-5.5%)
DateAnnualQuarterly
Sep 2017
-
12.36%(+2.8%)
Jun 2017
-
12.02%(-14.2%)
Mar 2017
-
14.01%(-2.4%)
Dec 2016
13.83%(+30.6%)
14.36%(+4.7%)
Sep 2016
-
13.72%(+5.0%)
Jun 2016
-
13.07%(+19.0%)
Mar 2016
-
10.98%(+3.9%)
Dec 2015
10.59%(+23.4%)
10.57%(+1.3%)
Sep 2015
-
10.43%(-2.4%)
Jun 2015
-
10.69%(+9.0%)
Mar 2015
-
9.81%(+12.1%)
Dec 2014
8.58%(-37.8%)
8.75%(+14.1%)
Sep 2014
-
7.67%(+2.7%)
Jun 2014
-
7.47%(-38.3%)
Mar 2014
-
12.10%(-7.0%)
Dec 2013
13.80%(+15.0%)
13.01%(-4.5%)
Sep 2013
-
13.63%(-14.0%)
Jun 2013
-
15.84%(+32.7%)
Mar 2013
-
11.94%(-3.1%)
Dec 2012
12.00%(-25.0%)
12.32%(-1.4%)
Sep 2012
-
12.49%(+13.9%)
Jun 2012
-
10.97%(-13.7%)
Mar 2012
-
12.71%(-13.5%)
Dec 2011
15.99%(+59.9%)
14.70%(-20.1%)
Sep 2011
-
18.39%(-17.6%)
Jun 2011
-
22.31%(+8.2%)
Mar 2011
-
20.62%(+113.5%)
Dec 2010
10.00%(-404.9%)
9.66%
Dec 2009
-3.28%
-

FAQ

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

What is Fidus Investment annual return on equity?

The current annual ROE of FDUS is 14.42%

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

Fidus Investment all-time high annual return on equity is 25.84%

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

Over the past year, FDUS annual return on equity has changed by +7.02% (+94.86%)

What is Fidus Investment quarterly return on equity?

The current quarterly ROE of FDUS is 14.27%

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

Fidus Investment all-time high quarterly return on equity is 26.53%

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

Over the past year, FDUS quarterly return on equity has changed by +3.06% (+27.30%)