Last 48 quarters of trend data · Financial Services · Asset Management
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 8.22 | 9.00 | 8.38 | 9.65 | 9.38 | 7.01 | 9.62 | 10.11 | 10.00 | 6.49 | 7.59 | 5.66 | 5.27 | 11.14 | 7.69 | 25.04 | 9.14 | 13.22 | 10.51 | 2.18 | 3.76 |
| — | +28.2% | -12.9% | -4.5% | -6.2% | +8.0% | +26.7% | +78.6% | +89.6% | -41.7% | -1.3% | -77.4% | -42.3% | -15.8% | -26.8% | +1047.5% | +143.1% | +229.7% | +27.1% | -19.4% | +29.7% | |
| P/S Ratio | 5.55 | 4.54 | 6.47 | 7.43 | 7.93 | 6.24 | 7.22 | 8.30 | 8.60 | 5.58 | 6.68 | 5.03 | 4.86 | 8.48 | 6.76 | 6.30 | 8.05 | 10.72 | 9.12 | 1.96 | 3.51 |
| — | -27.2% | -10.4% | -10.4% | -7.8% | +11.9% | +8.1% | +64.8% | +76.8% | -34.2% | -1.1% | -20.1% | -39.6% | -20.8% | -25.9% | +221.9% | +129.4% | +184.4% | +47.7% | -22.5% | +30.5% | |
| P/B Ratio | 0.91 | 0.98 | 0.89 | 0.96 | 1.02 | 1.03 | 1.02 | 1.09 | 0.99 | 0.97 | 1.00 | 1.02 | 0.93 | 1.01 | 0.98 | 0.97 | 0.89 | 0.88 | 1.01 | 0.90 | 0.95 |
| — | -4.5% | -13.1% | -11.5% | +2.5% | +5.6% | +2.6% | +6.9% | +6.6% | -4.3% | +2.3% | +4.5% | +5.3% | +15.2% | -3.7% | +8.0% | -7.1% | -8.9% | +10.2% | +15.6% | +54.1% | |
| P/FCF | — | — | 12.72 | — | — | 4.45 | — | 8.69 | 8.26 | 9.42 | 19.49 | 6.37 | 5.06 | — | — | 9.75 | — | — | — | 1.59 | 18.89 |
| — | — | — | — | — | -52.8% | — | +36.5% | +63.1% | — | — | -34.7% | — | — | — | +512.6% | — | — | — | -82.4% | +196.0% | |
| EV / EBITDA | 10.79 | 7.78 | 10.74 | 14.78 | 14.94 | 10.97 | 13.10 | 14.23 | 15.71 | 9.92 | 12.91 | 8.61 | 9.00 | 18.47 | 14.07 | 12.41 | 16.85 | 22.70 | 17.05 | 3.00 | 6.00 |
| — | -29.1% | -18.0% | +3.9% | -4.9% | +10.6% | +1.5% | +65.2% | +74.7% | -46.3% | -8.2% | -30.6% | -46.6% | -18.6% | -17.5% | +312.9% | +180.7% | +230.3% | +17.9% | -44.1% | -11.1% | |
| EV / EBIT | 10.71 | 7.78 | 10.74 | 14.78 | 14.97 | 11.29 | 13.50 | 14.64 | 15.71 | 10.12 | 12.91 | 8.61 | 9.00 | 18.47 | 14.07 | 12.41 | 16.85 | 22.70 | 17.05 | 3.00 | 6.00 |
| — | -31.0% | -20.4% | +0.9% | -4.7% | +11.5% | +4.6% | +70.0% | +74.7% | -45.2% | -8.2% | -30.6% | -46.6% | -18.6% | -17.5% | +312.9% | +180.7% | +230.3% | +17.9% | -44.1% | -11.1% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 88.7% | 95.6% | 93.2% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| — | -4.4% | -6.8% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Operating Margin | 92.9% | 79.1% | 117.0% | 90.7% | 87.4% | 89.4% | 89.4% | 89.9% | 89.6% | 91.7% | 88.2% | 92.3% | 92.6% | 86.3% | 88.7% | 88.5% | 87.5% | 82.0% | 86.2% | 94.3% | 93.1% |
| — | -11.6% | +30.9% | +1.0% | -2.5% | -2.5% | +1.4% | -2.7% | -3.3% | +6.3% | -0.6% | +4.3% | +5.8% | +5.2% | +3.0% | -6.1% | -6.0% | -12.8% | +14.9% | +0.4% | +0.7% | |
| Net Margin | 63.2% | 50.1% | 77.8% | 76.3% | 83.8% | 88.9% | 81.7% | 81.9% | 86.6% | 85.6% | 88.5% | 88.8% | 92.5% | 75.5% | 88.5% | 25.5% | 87.6% | 80.2% | 86.5% | 89.5% | 93.6% |
| — | -43.6% | -4.8% | -6.8% | -3.2% | +3.8% | -7.6% | -7.8% | -6.3% | +13.4% | -0.0% | +248.7% | +5.6% | -5.9% | +2.3% | -71.5% | -6.4% | -14.6% | +15.3% | -3.9% | +1.3% |
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 11.8% | 2.7% | 2.7% | 2.5% | 2.7% | 3.7% | 2.9% | 2.7% | 2.5% | 3.8% | 3.4% | 4.6% | 4.7% | 2.3% | 3.2% | 1.0% | 2.4% | 1.6% | 2.4% | 10.7% | 6.5% |
| — | -26.9% | -9.1% | -5.8% | +8.1% | -3.9% | -12.3% | -42.4% | -46.4% | +70.3% | +4.7% | +369.4% | +97.5% | +37.1% | +33.8% | -90.8% | -63.2% | -73.2% | -14.3% | +45.6% | +19.9% | |
| ROA | 6.4% | 1.4% | 1.4% | 1.4% | 1.5% | 2.0% | 1.6% | 1.5% | 1.4% | 2.2% | 1.8% | 2.5% | 2.4% | 1.1% | 1.6% | 0.5% | 1.3% | 0.9% | 1.3% | 5.8% | 3.5% |
| — | -33.0% | -15.2% | -10.5% | +5.7% | -6.0% | -11.3% | -39.5% | -41.1% | +90.5% | +12.2% | +388.6% | +92.9% | +28.7% | +27.0% | -91.2% | -63.9% | -73.1% | -7.1% | +60.2% | +26.8% | |
| ROIC | 7.2% | 1.9% | 1.6% | 1.2% | 1.2% | 1.6% | 1.4% | 1.3% | 1.1% | 1.8% | 1.4% | 2.0% | 1.9% | 1.0% | 1.3% | 1.4% | 1.0% | 0.7% | 1.0% | 4.8% | 2.7% |
| — | +23.6% | +16.4% | -3.0% | +6.5% | -11.9% | -2.9% | -36.3% | -39.2% | +78.3% | +10.4% | +43.3% | +90.1% | +42.3% | +27.1% | -70.8% | -63.3% | -72.2% | -5.6% | +70.7% | +28.1% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.87 | 0.39 | 0.90 | 0.87 | 0.75 | 0.76 | 0.79 | 0.72 | 0.72 | 0.72 | 0.75 | 0.79 | 0.81 | 0.97 | 0.90 | 0.85 | 0.82 | 0.80 | 0.80 | 0.75 | 0.79 |
| — | -49.0% | +14.3% | +19.9% | +4.9% | +6.3% | +5.4% | -8.5% | -11.8% | -25.9% | -17.1% | -7.3% | -1.4% | +21.4% | +13.4% | +13.8% | +4.5% | -2.3% | -5.5% | -30.5% | -10.7% | |
| Debt / EBITDA | 5.35 | 9.21 | 22.43 | 29.57 | 26.68 | 20.23 | 24.10 | 23.90 | 27.66 | 17.66 | 22.69 | 16.97 | 18.28 | 37.61 | 28.15 | 24.97 | 34.18 | 47.43 | 33.24 | 6.92 | 12.45 |
| — | -54.5% | -6.9% | +23.7% | -3.5% | +14.5% | +6.2% | +40.8% | +51.3% | -53.0% | -19.4% | -32.0% | -46.5% | -20.7% | -15.3% | +260.9% | +174.5% | +249.8% | +10.3% | -53.6% | -25.0% | |
| Current Ratio | 1.81 | 220.58 | 1.51 | 1.81 | 1.97 | 2.63 | 2.36 | 2.15 | 19.86 | 11.90 | 1.51 | 3.81 | 28.73 | 10.30 | 15.54 | 15.93 | 3.90 | 13.57 | 26.84 | 38.15 | 49.34 |
| — | +8278.7% | -35.8% | -16.1% | -90.1% | -77.9% | +56.0% | -43.5% | -30.9% | +15.6% | -90.3% | -76.1% | +636.8% | -24.1% | -42.1% | -58.2% | -92.1% | +15.7% | +15.4% | +0.5% | +218.3% | |
| Quick Ratio | 1.81 | 220.58 | 1.51 | 1.81 | 1.97 | 2.63 | 2.36 | 2.15 | 19.86 | 11.90 | 1.51 | 3.81 | 28.73 | 10.30 | 15.54 | 15.93 | 3.90 | 13.57 | 26.84 | 38.15 | 49.34 |
| — | +8278.7% | -35.8% | -16.1% | -90.1% | -77.9% | +56.0% | -43.5% | -30.9% | +15.6% | -90.3% | -76.1% | +636.8% | -24.1% | -42.1% | -58.2% | -92.1% | +15.7% | +15.4% | +0.5% | +218.3% | |
| Interest Coverage | 4.17 | 3.09 | 3.05 | 2.51 | 2.88 | 3.61 | 3.48 | 3.36 | 3.09 | 4.64 | 3.66 | 5.06 | 4.48 | 2.46 | 3.33 | 3.72 | 2.75 | 1.99 | 2.99 | 12.64 | 6.86 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying FDUS stock.
Fidus Investment Corporation's current P/E is 8.2x. The average P/E over the last 4 quarters is 9.1x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Fidus Investment Corporation's current operating margin is 92.9%. Margins have been compressing over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Fidus Investment Corporation's business trajectory between earnings reports.