EQS
Price
$1.43
Change
-$0.01 (-0.69%)
Updated
Jul 25 closing price
Capitalization
20.28M
FDUS
Price
$21.40
Change
-$0.06 (-0.28%)
Updated
Jul 25 closing price
Capitalization
620.35M
4 days until earnings call
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EQS vs FDUS

Header iconEQS vs FDUS Comparison
Open Charts EQS vs FDUSBanner chart's image
Equus Total Return
Price$1.43
Change-$0.01 (-0.69%)
Volume$11.56K
Capitalization20.28M
Fidus Investment
Price$21.40
Change-$0.06 (-0.28%)
Volume$112.42K
Capitalization620.35M
EQS vs FDUS Comparison Chart in %
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EQS
Daily Signalchanged days ago
Gain/Loss if bought
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FDUS
Daily Signalchanged days ago
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EQS vs. FDUS commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQS is a Hold and FDUS is a StrongBuy.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (EQS: $1.43 vs. FDUS: $21.40)
Brand notoriety: EQS and FDUS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: EQS: 105% vs. FDUS: 66%
Market capitalization -- EQS: $20.28M vs. FDUS: $620.35M
EQS [@Investment Managers] is valued at $20.28M. FDUS’s [@Investment Managers] market capitalization is $620.35M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

EQS’s FA Score shows that 1 FA rating(s) are green whileFDUS’s FA Score has 4 green FA rating(s).

  • EQS’s FA Score: 1 green, 4 red.
  • FDUS’s FA Score: 4 green, 1 red.
According to our system of comparison, FDUS is a better buy in the long-term than EQS.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

EQS’s TA Score shows that 4 TA indicator(s) are bullish while FDUS’s TA Score has 4 bullish TA indicator(s).

  • EQS’s TA Score: 4 bullish, 4 bearish.
  • FDUS’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, FDUS is a better buy in the short-term than EQS.

Price Growth

EQS (@Investment Managers) experienced а -1.38% price change this week, while FDUS (@Investment Managers) price change was -2.01% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.61%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +15.52%.

Reported Earning Dates

FDUS is expected to report earnings on Jul 31, 2025.

Industries' Descriptions

@Investment Managers (+0.61% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
FDUS($620M) has a higher market cap than EQS($20.3M). FDUS has higher P/E ratio than EQS: FDUS (6.69) vs EQS (1.85). EQS YTD gains are higher at: 30.000 vs. FDUS (7.319). EQS has less debt than FDUS: EQS (18M) vs FDUS (467M). FDUS has higher revenues than EQS: FDUS (88M) vs EQS (15.1M).
EQSFDUSEQS / FDUS
Capitalization20.3M620M3%
EBITDAN/AN/A-
Gain YTD30.0007.319410%
P/E Ratio1.856.6928%
Revenue15.1M88M17%
Total CashN/AN/A-
Total Debt18M467M4%
FUNDAMENTALS RATINGS
EQS vs FDUS: Fundamental Ratings
EQS
FDUS
OUTLOOK RATING
1..100
2192
VALUATION
overvalued / fair valued / undervalued
1..100
42
Fair valued
6
Undervalued
PROFIT vs RISK RATING
1..100
878
SMR RATING
1..100
9628
PRICE GROWTH RATING
1..100
4348
P/E GROWTH RATING
1..100
219
SEASONALITY SCORE
1..100
8521

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

FDUS's Valuation (6) in the null industry is somewhat better than the same rating for EQS (42). This means that FDUS’s stock grew somewhat faster than EQS’s over the last 12 months.

FDUS's Profit vs Risk Rating (8) in the null industry is significantly better than the same rating for EQS (87). This means that FDUS’s stock grew significantly faster than EQS’s over the last 12 months.

FDUS's SMR Rating (28) in the null industry is significantly better than the same rating for EQS (96). This means that FDUS’s stock grew significantly faster than EQS’s over the last 12 months.

EQS's Price Growth Rating (43) in the null industry is in the same range as FDUS (48). This means that EQS’s stock grew similarly to FDUS’s over the last 12 months.

EQS's P/E Growth Rating (2) in the null industry is in the same range as FDUS (19). This means that EQS’s stock grew similarly to FDUS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
EQSFDUS
RSI
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
53%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
84%
Bearish Trend 3 days ago
43%
Momentum
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
61%
MACD
ODDS (%)
Bearish Trend 3 days ago
84%
Bearish Trend 3 days ago
46%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
81%
Bearish Trend 3 days ago
36%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
55%
Advances
ODDS (%)
Bullish Trend 11 days ago
59%
Bullish Trend 5 days ago
60%
Declines
ODDS (%)
N/A
Bearish Trend 3 days ago
36%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
90%
Bearish Trend 3 days ago
49%
Aroon
ODDS (%)
Bullish Trend 3 days ago
53%
Bullish Trend 3 days ago
49%
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EQS
Daily Signalchanged days ago
Gain/Loss if bought
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FDUS
Daily Signalchanged days ago
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EQS and

Correlation & Price change

A.I.dvisor tells us that EQS and RMGOF have been poorly correlated (+22% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that EQS and RMGOF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EQS
1D Price
Change %
EQS100%
-0.69%
RMGOF - EQS
22%
Poorly correlated
N/A
AB - EQS
21%
Poorly correlated
+0.26%
VINP - EQS
20%
Poorly correlated
-1.01%
FDUS - EQS
9%
Poorly correlated
-0.28%
SCM - EQS
9%
Poorly correlated
+0.68%
More

FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS has been closely correlated with FSK. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDUS jumps, then FSK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
-0.28%
FSK - FDUS
83%
Closely correlated
-0.18%
GBDC - FDUS
81%
Closely correlated
N/A
ARCC - FDUS
80%
Closely correlated
+0.35%
GLAD - FDUS
80%
Closely correlated
+0.28%
NMFC - FDUS
79%
Closely correlated
-0.38%
More