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6.47%Return on Invested Capital
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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 Invested Capital Chart Analysis (TTM)
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FDUS - ROIC Historical data
| Date | Invested Capital | Net Income Common Stock | Return on Invested Capital |
|---|---|---|---|
| 6/30/2025 | $ 1.22B | $ 79.01M | 6.47% |
| 3/31/2025 | $ 1.21B | $ 77.83M | 6.42% |
| 12/31/2024 | $ 1.13B | $ 78.29M | 6.93% |
| 9/30/2024 | $ 1.13B | $ 87.13M | 7.71% |
| 6/30/2024 | $ 1.11B | $ 94.95M | 8.54% |
| 3/31/2024 | $ 1.06B | $ 81.77M | 7.69% |
| 12/31/2023 | $ 1.06B | $ 77.13M | 7.3% |
| 9/30/2023 | $ 993.56M | $ 55.43M | 5.58% |
| 6/30/2023 | $ 952.46M | $ 42.55M | 4.47% |
| 3/31/2023 | $ 921.73M | $ 39.62M | 4.3% |
Key Performance Insights, Last 5 Years
- FIDUS INVESTMENT CORP's latest trailing twelve months (TTM) ROIC stands at 2.96%.
- Over the past 5 years, FIDUS INVESTMENT CORP's average ROIC has been 7.8%.
- The median ROIC for FIDUS INVESTMENT CORP during this period was 7.5%
- FIDUS INVESTMENT CORP reached its highest ROIC over the past 5 years at 13.6%.
- The lowest ROIC recorded by FIDUS INVESTMENT CORP in the same timeframe 2.96%
FIDUS INVESTMENT CORP's ROIC vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROIC Benchmarks
Similar metrics to ROIC:
- Cash Return on Invested Capital - [Calculation] Cash Return on Invested Capital (CROIC) measures how well a company uses its invested capital to produce cash. It is calculated as Free Cash Flow [FCF] divided by invested capital [InvCapital].
- Invested Capital - [Calculation] Invested Capital is the total amount of money raised by a business in the form [Equity] and/or [Debt].
- 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 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.
- Capital Expenditures to Operating Cash Flow - [Calculation] The CapEx to Operating Cash Flow ratio, measures how much of a company’s operating cash flow is reinvested into productive [Assets]. It is capital expenditures [CapEx] divided by net operating cash flow [NCFO].
Definition of 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].Net Inc. Cmn. / Inv. Capital
(=) ROIC ROIC for FIDUS INVESTMENT CORP is calculated as follows: Net Inc. Cmn. [ $ 21.71M ] / Inv. Capital [ $ 733.14M ]
(=) ROIC [ 2.96% ] FDUS - Return on Invested Capital, Last 5 years
2.96%
Minimum
Sep 30, 2020
13.6%
Maximum
Dec 31, 2021
7.8%
Average
7.5%
Median
ROIC Benchmark AnalysisMarket
The chart above depicts the distribution of ROIC for companies in the Total Stock Market. The average ROIC of the companies is 0.68% with a standard deviation of 15.21%.
The following table provides additional summary stats:
ROIC in the Market:
| filtered constituents | 3.36K |
|---|---|
| min | -46.36% |
| max | 48.66% |
| average | 0.68% |
| median | 3.38% |
| std | 15.21% |