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FDUS vs MRCC vs GAIN vs SLRC vs ARCC
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Asset Management
Asset Management
FDUS vs MRCC vs GAIN vs SLRC vs ARCC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Asset Management | Asset Management |
| Market Cap | $700M | $110M | $657M | $745M | $13.61B |
| Revenue (TTM) | $159M | $21M | $90M | $220M | $3.15B |
| Net Income (TTM) | $87M | $-5M | $130M | $73M | $1.15B |
| Gross Margin | 72.6% | 60.8% | 68.6% | 73.3% | 75.7% |
| Operating Margin | 76.1% | 51.7% | 72.7% | 72.9% | 69.7% |
| Forward P/E | 9.2x | 14.9x | 40.7x | 8.5x | 9.9x |
| Total Debt | $231M | $191M | $456M | $1.15B | $15.99B |
| Cash & Equiv. | $70M | $2M | $14M | $16M | $924M |
FDUS vs MRCC vs GAIN vs SLRC vs ARCC — 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 | 193.4 | +93.4% |
| Monroe Capital Corp… (MRCC) | 100 | 59.2 | -40.8% |
| Gladstone Investmen… (GAIN) | 100 | 148.9 | +48.9% |
| SLR Investment Corp. (SLRC) | 100 | 81.2 | -18.8% |
| Ares Capital Corpor… (ARCC) | 100 | 128.5 | +28.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FDUS vs MRCC vs GAIN vs SLRC vs ARCC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FDUS ranks third and is worth considering specifically for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.67, yield 11.5%
- 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 11.5%, 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.
- 319.3% 10Y total return vs FDUS's 140.4%
- Beta 0.53 vs ARCC's 0.77, lower leverage
- +30.8% vs MRCC's -6.8%
SLRC carries the broadest edge in this set and is the clearest fit for valuation efficiency.
- PEG 0.24 vs ARCC's 0.96
- Lower P/E (8.5x vs 9.9x), PEG 0.24 vs 0.96
- Efficiency ratio 0.0% vs MRCC's 0.1% (lower = leaner)
- 12.0% yield, vs GAIN's 10.0%
Among these 5 stocks, ARCC doesn't own a clear edge in any measured category.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 40.1% NII/revenue growth vs MRCC's -39.7% | |
| Value | Lower P/E (8.5x vs 9.9x), PEG 0.24 vs 0.96 | |
| Quality / Margins | Efficiency ratio 0.0% vs MRCC's 0.1% (lower = leaner) | |
| Stability / Safety | Beta 0.53 vs ARCC's 0.77, lower leverage | |
| Dividends | 12.0% yield, vs GAIN's 10.0% | |
| Momentum (1Y) | +30.8% vs MRCC's -6.8% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs MRCC's 0.1% |
FDUS vs MRCC vs GAIN vs SLRC vs ARCC — Financial Metrics
Side-by-side numbers across 5 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 • ARCC leads 0
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)
ARCC is the larger business by revenue, generating $3.1B annually — 148.3x MRCC's $21M. GAIN is the more profitable business, keeping 72.7% of every revenue dollar as net income compared to ARCC's 41.3%.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $159M | $21M | $90M | $220M | $3.1B |
| EBITDAEarnings before interest/tax | $99M | $11M | $58M | $73M | $2.0B |
| Net IncomeAfter-tax profit | $87M | -$5M | $130M | $73M | $1.1B |
| Free Cash FlowCash after capex | -$188M | $25M | -$82M | -$73M | $1.1B |
| Gross MarginGross profit ÷ Revenue | +72.6% | +60.8% | +68.6% | +73.3% | +75.7% |
| Operating MarginEBIT ÷ Revenue | +76.1% | +51.7% | +72.7% | +72.9% | +69.7% |
| Net MarginNet income ÷ Revenue | +51.7% | +53.8% | +72.7% | +42.0% | +41.3% |
| FCF MarginFCF ÷ Revenue | -92.3% | +5.5% | +126.8% | -32.7% | +36.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +22.6% | -51.5% | +58.1% | -100.0% | -63.9% |
Valuation Metrics
MRCC leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 8.0x trailing earnings, FDUS trades at a 22% valuation discount to ARCC's 10.2x P/E. Adjusting for growth (PEG ratio), MRCC offers better value at 0.21x vs ARCC's 0.99x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $700M | $110M | $657M | $745M | $13.6B |
| Enterprise ValueMkt cap + debt − cash | $861M | $108M | $1.1B | $1.9B | $28.7B |
| Trailing P/EPrice ÷ TTM EPS | 7.95x | 9.58x | 9.28x | 8.04x | 10.19x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.18x | 14.94x | 40.66x | 8.48x | 9.92x |
| PEG RatioP/E ÷ EPS growth rate | 0.63x | 0.21x | — | 0.23x | 0.99x |
| EV / EBITDAEnterprise value multiple | 7.16x | — | 16.82x | 11.47x | 13.09x |
| Price / SalesMarket cap ÷ Revenue | 4.40x | 3.55x | 7.31x | 3.39x | 4.33x |
| Price / BookPrice ÷ Book value/share | 0.88x | 0.66x | 1.22x | 0.75x | 0.93x |
| Price / FCFMarket cap ÷ FCF | — | 0.95x | 5.77x | — | 11.92x |
Profitability & Efficiency
FDUS leads this category, winning 4 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 | +12.1% | -2.9% | +21.9% | +7.3% | +8.1% |
| ROA (TTM)Return on assets | +6.5% | -1.3% | +10.5% | +2.9% | +3.8% |
| ROICReturn on invested capital | +8.6% | +2.0% | +5.3% | +5.8% | +5.7% |
| ROCEReturn on capital employed | +9.5% | +2.6% | +6.8% | +7.1% | +7.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 | 4 | 3 | 4 |
| Debt / EquityFinancial leverage | 0.31x | 1.15x | 0.91x | 1.15x | 1.12x |
| Net DebtTotal debt minus cash | $161M | $189M | $441M | $1.1B | $15.1B |
| Cash & Equiv.Liquid assets | $70M | $2M | $14M | $16M | $924M |
| Total DebtShort + long-term debt | $231M | $191M | $456M | $1.1B | $16.0B |
| Interest CoverageEBIT ÷ Interest expense | 2.36x | 0.69x | 1.58x | 1.06x | 2.98x |
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 $17,205 today (with dividends reinvested), compared to $9,905 for MRCC. Over the past 12 months, GAIN leads with a +30.8% total return vs MRCC's -6.8%. The 3-year compound annual growth rate (CAGR) favors GAIN at 16.1% vs MRCC's 5.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -2.9% | -11.4% | +20.7% | -8.8% | -4.9% |
| 1-Year ReturnPast 12 months | +9.5% | -6.8% | +30.8% | -1.0% | +0.4% |
| 3-Year ReturnCumulative with dividends | +39.1% | +18.0% | +56.5% | +31.0% | +34.2% |
| 5-Year ReturnCumulative with dividends | +66.8% | -0.9% | +72.0% | +16.2% | +47.0% |
| 10-Year ReturnCumulative with dividends | +140.4% | +22.8% | +319.3% | +64.4% | +139.2% |
| CAGR (3Y)Annualised 3-year return | +11.6% | +5.7% | +16.1% | +9.4% | +10.3% |
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 ARCC's 0.77 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GAIN currently trades 96.3% 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 | 0.77x |
| 52-Week HighHighest price in past year | $22.09 | $7.76 | $17.14 | $17.20 | $23.42 |
| 52-Week LowLowest price in past year | $16.86 | $4.04 | $13.11 | $13.41 | $17.40 |
| % of 52W HighCurrent price vs 52-week peak | +83.5% | +65.5% | +96.3% | +79.4% | +81.0% |
| RSI (14)Momentum oscillator 0–100 | 51.2 | 50.4 | 69.9 | 33.0 | 56.7 |
| Avg Volume (50D)Average daily shares traded | 301K | 156K | 371K | 404K | 7.5M |
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", ARCC as "Buy". Consensus price targets imply 57.5% upside for MRCC (target: $8) vs -9.1% for GAIN (target: $15). For income investors, SLRC offers the higher dividend yield at 12.01% vs MRCC's 0.24%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | $8.00 | $15.00 | $16.25 | $21.88 |
| # AnalystsCovering analysts | 12 | 11 | 7 | 15 | 32 |
| Dividend YieldAnnual dividend ÷ price | +11.5% | +0.2% | +10.0% | +12.0% | +2.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 0 | 0 | 0 |
| Dividend / ShareAnnual DPS | $2.13 | $0.93 | $1.66 | $1.64 | $0.38 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 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 vs ARCC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is FDUS or MRCC or GAIN or SLRC or ARCC 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 or ARCC?
On trailing P/E, Fidus Investment Corporation (FDUS) is the cheapest at 8.
0x versus Ares Capital Corporation at 10. 2x. On forward P/E, SLR Investment Corp. is actually cheaper at 8. 5x — 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 Ares Capital Corporation's 0. 96x — 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 or ARCC?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +72.
0%, compared to -0. 9% for Monroe Capital Corporation (MRCC). Over 10 years, the gap is even starker: GAIN returned +319. 3% versus MRCC's +22. 8%. 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 or ARCC?
By beta (market sensitivity over 5 years), Gladstone Investment Corporation (GAIN) is the lower-risk stock at 0.
53β versus Ares Capital Corporation's 0. 77β — meaning ARCC is approximately 44% 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 or ARCC?
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 or ARCC?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 72.
7% net margin versus 41. 3% for Ares Capital Corporation — 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 — ARCC leads at 75. 7%, 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 or ARCC 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 Ares Capital Corporation's 0. 96x. 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. 5x forward P/E versus 40. 7x for Gladstone Investment Corporation — 32. 2x 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 or ARCC?
All stocks in this comparison pay dividends.
SLR Investment Corp. (SLRC) offers the highest yield at 12. 0%, versus 0. 2% for Monroe Capital Corporation (MRCC).
09Is FDUS or MRCC or GAIN or SLRC or ARCC 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), 10. 0% yield, +319. 3% 10Y return). Both have compounded well over 10 years (GAIN: +319. 3%, MRCC: +22. 8%), 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 and ARCC?
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; ARCC is a mid-cap high-growth stock. FDUS, GAIN, SLRC, ARCC 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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