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Screener Weekly Summary Pricing

Fidus Investment Corporation (FDUS) vs Virtus Investment Partners, Inc. (VRTS)

Fidus Investment Corporation and Virtus Investment Partners, Inc. are both Asset Management companies. Virtus Investment Partners, Inc. is the larger, with a market value of $859.8M against $759.2M — 1.1× the size. Virtus Investment Partners, Inc. trades at the lower P/E: 7.3× against 9.2×. Fidus Investment Corporation grew revenue faster over the last twelve months: 11.9% against −7.16%. Fidus Investment Corporation has the higher net margin (45.4% vs 14.5%) and the higher return on invested capital (5.23% vs 0.00%). Both pay a dividend; Fidus Investment Corporation yields more (8.57% vs 3.41%). Across the 20 metrics below, Virtus Investment Partners, Inc. leads on 11 and Fidus Investment Corporation on 9.

Valuation

Metric FDUS VRTS Asset Management median
P/E 9.16 7.32 14.62
P/S 4.26 1.06 2.97
P/B 0.98 0.92 0.94
Price to free cash flow n/m n/m 8.93
EV/EBITDA 7.90 n/m 10.32
EV/Sales 5.72 (1.78) 5.72
Earnings yield 10.91% 13.66% 4.53%
Free cash flow yield (29.07%) (5.96%) 4.65%

Profitability

Metric FDUS VRTS Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 70.64% 15.71% 33.03%
Net margin 45.36% 14.52% 13.53%
Free cash flow margin (123.96%) (6.29%) 12.44%
Return on equity 10.81% 12.99% 4.83%
Return on assets 5.60% 2.91% 1.57%
Return on invested capital 5.23% 0.00% 3.04%

Growth

Metric FDUS VRTS Asset Management median
Revenue growth (TTM) 11.90% (7.16%) 6.97%
EPS growth (last fiscal year) (3.33%) 18.24% —
Revenue growth, 5-year CAGR 12.86% 7.15% 12.13%
Net income growth, 5-year CAGR 21.42% 11.60% 0.00%

Health

Metric FDUS VRTS Asset Management median
Debt to equity 0.39 0.44 0.42
Current ratio 0.09 10.54 1.28
Net debt to EBITDA 1.36 (12.38) 1.06

Dividend

Metric FDUS VRTS Asset Management median
Dividend yield 8.57% 3.41% 6.92%
Payout ratio 1.18 0.35 0.77

Size

Metric FDUS VRTS Asset Management median
Market cap 759.22m 859.76m 721.34m

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