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FDUS vs MRCC vs GAIN vs SLRC
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
FDUS vs MRCC vs GAIN vs SLRC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management |
| Market Cap | $705M | $110M | $665M | $761M |
| Revenue (TTM) | $159M | $21M | $90M | $220M |
| Net Income (TTM) | $82M | $-5M | $130M | $73M |
| Gross Margin | 72.6% | 60.8% | 68.6% | 73.3% |
| Operating Margin | 76.1% | 51.7% | 72.7% | 72.9% |
| Forward P/E | 9.2x | 14.9x | 41.2x | 8.7x |
| Total Debt | $231M | $191M | $456M | $1.15B |
| Cash & Equiv. | $70M | $2M | $14M | $16M |
FDUS vs MRCC vs GAIN vs SLRC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Fidus Investment Co… (FDUS) | 100 | 194.8 | +94.8% |
| Monroe Capital Corp… (MRCC) | 100 | 59.2 | -40.8% |
| Gladstone Investmen… (GAIN) | 100 | 150.7 | +50.7% |
| SLR Investment Corp. (SLRC) | 100 | 82.9 | -17.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FDUS vs MRCC vs GAIN vs SLRC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FDUS is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.67, yield 11.4%
- Rev growth 40.1%, EPS growth -3.3%
- Lower volatility, beta 0.67, Low D/E 31.1%, current ratio 25.62x
- Beta 0.67, yield 11.4%, current ratio 25.62x
MRCC lags the leaders in this set but could rank higher in a more targeted comparison.
GAIN is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 322.9% 10Y total return vs FDUS's 143.6%
- Beta 0.53 vs SLRC's 0.76, lower leverage
- +31.8% vs MRCC's -7.6%
SLRC carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 0.24 vs FDUS's 0.73
- Lower P/E (8.7x vs 41.2x)
- Efficiency ratio 0.0% vs MRCC's 0.1% (lower = leaner)
- 11.8% yield, vs GAIN's 9.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 40.1% NII/revenue growth vs MRCC's -39.7% | |
| Value | Lower P/E (8.7x vs 41.2x) | |
| Quality / Margins | Efficiency ratio 0.0% vs MRCC's 0.1% (lower = leaner) | |
| Stability / Safety | Beta 0.53 vs SLRC's 0.76, lower leverage | |
| Dividends | 11.8% yield, vs GAIN's 9.9% | |
| Momentum (1Y) | +31.8% vs MRCC's -7.6% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs MRCC's 0.1% |
FDUS vs MRCC vs GAIN vs SLRC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GAIN leads in 3 of 6 categories
MRCC leads 1 • FDUS leads 1 • SLRC leads 1
Explore the data ↓Income & Cash Flow (Last 12 Months)
GAIN leads this category, winning 2 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
SLRC is the larger business by revenue, generating $220M annually — 10.4x MRCC's $21M. GAIN is the more profitable business, keeping 72.7% of every revenue dollar as net income compared to SLRC's 42.0%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $159M | $21M | $90M | $220M |
| EBITDAEarnings before interest/tax | $120M | $11M | $58M | $73M |
| Net IncomeAfter-tax profit | $82M | -$5M | $130M | $73M |
| Free Cash FlowCash after capex | -$147M | $25M | -$82M | -$73M |
| Gross MarginGross profit ÷ Revenue | +72.6% | +60.8% | +68.6% | +73.3% |
| Operating MarginEBIT ÷ Revenue | +76.1% | +51.7% | +72.7% | +72.9% |
| Net MarginNet income ÷ Revenue | +51.7% | +53.8% | +72.7% | +42.0% |
| FCF MarginFCF ÷ Revenue | -92.3% | +5.5% | +126.8% | -32.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -3.8% | -51.5% | +58.1% | -100.0% |
Valuation Metrics
MRCC leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 8.0x trailing earnings, FDUS trades at a 16% valuation discount to MRCC's 9.6x P/E. Adjusting for growth (PEG ratio), MRCC offers better value at 0.21x vs FDUS's 0.63x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $705M | $110M | $665M | $761M |
| Enterprise ValueMkt cap + debt − cash | $866M | $108M | $1.1B | $1.9B |
| Trailing P/EPrice ÷ TTM EPS | 8.01x | 9.58x | 9.39x | 8.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.24x | 14.94x | 41.16x | 8.66x |
| PEG RatioP/E ÷ EPS growth rate | 0.63x | 0.21x | — | 0.23x |
| EV / EBITDAEnterprise value multiple | 7.20x | — | 16.95x | 11.56x |
| Price / SalesMarket cap ÷ Revenue | 4.43x | 3.55x | 7.40x | 3.46x |
| Price / BookPrice ÷ Book value/share | 0.89x | 0.66x | 1.23x | 0.76x |
| Price / FCFMarket cap ÷ FCF | — | 0.95x | 5.84x | — |
Profitability & Efficiency
FDUS leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GAIN delivers a 21.9% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $-3 for MRCC. FDUS carries lower financial leverage with a 0.31x debt-to-equity ratio, signaling a more conservative balance sheet compared to SLRC's 1.15x. On the Piotroski fundamental quality scale (0–9), MRCC scores 6/9 vs SLRC's 3/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +11.7% | -2.9% | +21.9% | +7.3% |
| ROA (TTM)Return on assets | +6.3% | -1.3% | +10.5% | +2.9% |
| ROICReturn on invested capital | +8.6% | +2.0% | +5.3% | +5.8% |
| ROCEReturn on capital employed | +9.5% | +2.6% | +6.8% | +7.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 4 | 3 |
| Debt / EquityFinancial leverage | 0.31x | 1.15x | 0.91x | 1.15x |
| Net DebtTotal debt minus cash | $161M | $189M | $441M | $1.1B |
| Cash & Equiv.Liquid assets | $70M | $2M | $14M | $16M |
| Total DebtShort + long-term debt | $231M | $191M | $456M | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | 3.40x | 0.69x | 1.58x | 1.06x |
Total Returns (Dividends Reinvested)
GAIN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GAIN five years ago would be worth $17,388 today (with dividends reinvested), compared to $9,840 for MRCC. Over the past 12 months, GAIN leads with a +31.8% total return vs MRCC's -7.6%. The 3-year compound annual growth rate (CAGR) favors GAIN at 16.5% vs MRCC's 5.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -2.2% | -11.4% | +22.2% | -6.9% |
| 1-Year ReturnPast 12 months | +9.9% | -7.6% | +31.8% | +0.5% |
| 3-Year ReturnCumulative with dividends | +39.8% | +18.0% | +57.9% | +33.0% |
| 5-Year ReturnCumulative with dividends | +70.9% | -1.6% | +73.9% | +17.8% |
| 10-Year ReturnCumulative with dividends | +143.6% | +22.9% | +322.9% | +64.1% |
| CAGR (3Y)Annualised 3-year return | +11.8% | +5.7% | +16.5% | +10.0% |
Risk & Volatility
GAIN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GAIN is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than SLRC's 0.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GAIN currently trades 97.5% from its 52-week high vs MRCC's 65.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.67x | 0.74x | 0.53x | 0.76x |
| 52-Week HighHighest price in past year | $22.09 | $7.76 | $17.14 | $17.20 |
| 52-Week LowLowest price in past year | $16.86 | $4.04 | $13.11 | $13.62 |
| % of 52W HighCurrent price vs 52-week peak | +84.1% | +65.5% | +97.5% | +81.1% |
| RSI (14)Momentum oscillator 0–100 | 63.0 | 50.4 | 79.2 | 61.7 |
| Avg Volume (50D)Average daily shares traded | 299K | 155K | 369K | 380K |
Analyst Outlook
SLRC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: FDUS as "Buy", MRCC as "Hold", GAIN as "Hold", SLRC as "Buy". Consensus price targets imply 57.5% upside for MRCC (target: $8) vs -10.2% for GAIN (target: $15). For income investors, SLRC offers the higher dividend yield at 11.76% vs MRCC's 0.24%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy |
| Price TargetConsensus 12-month target | — | $8.00 | $15.00 | $16.25 |
| # AnalystsCovering analysts | 12 | 11 | 7 | 15 |
| Dividend YieldAnnual dividend ÷ price | +11.4% | +0.2% | +9.9% | +11.8% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 0 | 0 |
| Dividend / ShareAnnual DPS | $2.13 | $0.93 | $1.66 | $1.64 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
GAIN leads in 3 of 6 categories (Income & Cash Flow, Total Returns). MRCC leads in 1 (Valuation Metrics).
FDUS vs MRCC vs GAIN vs SLRC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is FDUS or MRCC or GAIN or SLRC a better buy right now?
For growth investors, Fidus Investment Corporation (FDUS) is the stronger pick with 40.
1% revenue growth year-over-year, versus -39. 7% for Monroe Capital Corporation (MRCC). Fidus Investment Corporation (FDUS) offers the better valuation at 8. 0x trailing P/E (9. 2x forward), making it the more compelling value choice. Analysts rate Fidus Investment Corporation (FDUS) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FDUS or MRCC or GAIN or SLRC?
On trailing P/E, Fidus Investment Corporation (FDUS) is the cheapest at 8.
0x versus Monroe Capital Corporation at 9. 6x. On forward P/E, SLR Investment Corp. is actually cheaper at 8. 7x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: SLR Investment Corp. wins at 0. 24x versus Fidus Investment Corporation's 0. 73x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — FDUS or MRCC or GAIN or SLRC?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +73.
9%, compared to -1. 6% for Monroe Capital Corporation (MRCC). Over 10 years, the gap is even starker: GAIN returned +322. 9% versus MRCC's +22. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FDUS or MRCC or GAIN or SLRC?
By beta (market sensitivity over 5 years), Gladstone Investment Corporation (GAIN) is the lower-risk stock at 0.
53β versus SLR Investment Corp. 's 0. 76β — meaning SLRC is approximately 43% more volatile than GAIN relative to the S&P 500. On balance sheet safety, Fidus Investment Corporation (FDUS) carries a lower debt/equity ratio of 31% versus 115% for SLR Investment Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — FDUS or MRCC or GAIN or SLRC?
By revenue growth (latest reported year), Fidus Investment Corporation (FDUS) is pulling ahead at 40.
1% versus -39. 7% for Monroe Capital Corporation (MRCC). On earnings-per-share growth, the picture is similar: Monroe Capital Corporation grew EPS 17. 8% year-over-year, compared to -27. 9% for Gladstone Investment Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FDUS or MRCC or GAIN or SLRC?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 72.
7% net margin versus 42. 0% for SLR Investment Corp. — meaning it keeps 72. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FDUS leads at 76. 1% versus 51. 7% for MRCC. At the gross margin level — before operating expenses — SLRC leads at 73. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FDUS or MRCC or GAIN or SLRC more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, SLR Investment Corp. (SLRC) is the more undervalued stock at a PEG of 0. 24x versus Fidus Investment Corporation's 0. 73x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, SLR Investment Corp. (SLRC) trades at 8. 7x forward P/E versus 41. 2x for Gladstone Investment Corporation — 32. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MRCC: 57. 5% to $8. 00.
08Which pays a better dividend — FDUS or MRCC or GAIN or SLRC?
All stocks in this comparison pay dividends.
SLR Investment Corp. (SLRC) offers the highest yield at 11. 8%, versus 0. 2% for Monroe Capital Corporation (MRCC).
09Is FDUS or MRCC or GAIN or SLRC better for a retirement portfolio?
For long-horizon retirement investors, Gladstone Investment Corporation (GAIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
53), 9. 9% yield, +322. 9% 10Y return). Both have compounded well over 10 years (GAIN: +322. 9%, MRCC: +22. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FDUS and MRCC and GAIN and SLRC?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: FDUS is a small-cap high-growth stock; MRCC is a small-cap deep-value stock; GAIN is a small-cap deep-value stock; SLRC is a small-cap high-growth stock. FDUS, GAIN, SLRC pay a dividend while MRCC does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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