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6.28%Return on Assets
VS
Market
Sector
Industry
History
$ 19.91Close
$ 17.32 - $ 23.37 52-Week Range
Ticker Information
Ticker
FDUSCompany Name
FIDUS INVESTMENT CORPSector
Financial ServicesIndustry
Asset ManagementExchange
NASDAQFIDUS INVESTMENT CORP - Return on Assets Chart Analysis (TTM)
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FDUS - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 1.26B | $ 79.01M | 6.28% |
| 3/31/2025 | $ 1.24B | $ 77.83M | 6.27% |
| 12/31/2024 | $ 1.16B | $ 78.29M | 6.73% |
| 9/30/2024 | $ 1.16B | $ 87.13M | 7.5% |
| 6/30/2024 | $ 1.15B | $ 94.95M | 8.29% |
| 3/31/2024 | $ 1.09B | $ 81.77M | 7.48% |
| 12/31/2023 | $ 1.09B | $ 77.13M | 7.07% |
| 9/30/2023 | $ 1.02B | $ 55.43M | 5.42% |
| 6/30/2023 | $ 982.41M | $ 42.55M | 4.33% |
| 3/31/2023 | $ 949.02M | $ 39.62M | 4.17% |
Key Performance Insights, Last 5 Years
- FIDUS INVESTMENT CORP's latest trailing twelve months (TTM) ROA stands at 2.9%.
- Over the past 5 years, FIDUS INVESTMENT CORP's average ROA has been 7.53%.
- The median ROA for FIDUS INVESTMENT CORP during this period was 7.28%
- FIDUS INVESTMENT CORP reached its highest ROA over the past 5 years at 12.94%.
- The lowest ROA recorded by FIDUS INVESTMENT CORP in the same timeframe 2.9%
FIDUS INVESTMENT CORP's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for FIDUS INVESTMENT CORP is calculated as follows: Net Inc. Cmn. [ $ 21.71M ] / Assets [ $ 748.3M ]
(=) ROA [ 2.9% ] FDUS - Return on Assets, Last 5 years
2.9%
Minimum
Sep 30, 2020
12.94%
Maximum
Dec 31, 2021
7.53%
Average
7.28%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.57%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.33% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.57% |