FDUS
Price
$20.48
Change
+$0.20 (+0.99%)
Updated
Dec 20 closing price
67 days until earnings call
GBDC
Price
$15.08
Change
+$0.19 (+1.28%)
Updated
Dec 20 closing price
45 days until earnings call
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FDUS vs GBDC

Header iconFDUS vs GBDC Comparison
Open Charts FDUS vs GBDCBanner chart's image
Fidus Investment
Price$20.48
Change+$0.20 (+0.99%)
Volume$328.48K
CapitalizationN/A
Golub Capital BDC
Price$15.08
Change+$0.19 (+1.28%)
Volume$1.43M
CapitalizationN/A
FDUS vs GBDC Comparison Chart
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FDUS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
GBDC
Daily Signalchanged days ago
Gain/Loss if bought
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VS
FDUS vs. GBDC commentary
Dec 23, 2024

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 FDUS is a Hold and GBDC is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (FDUS: $20.48 vs. GBDC: $15.08)
Brand notoriety: FDUS and GBDC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: FDUS: 145% vs. GBDC: 114%
Market capitalization -- FDUS: $620.35M vs. GBDC: $2.84B
FDUS [@Investment Managers] is valued at $620.35M. GBDC’s [@Investment Managers] market capitalization is $2.84B. 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 $5.91B.

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).

FDUS’s FA Score shows that 3 FA rating(s) are green whileGBDC’s FA Score has 2 green FA rating(s).

  • FDUS’s FA Score: 3 green, 2 red.
  • GBDC’s FA Score: 2 green, 3 red.
According to our system of comparison, GBDC is a better buy in the long-term than FDUS.

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.

FDUS’s TA Score shows that 4 TA indicator(s) are bullish while GBDC’s TA Score has 7 bullish TA indicator(s).

  • FDUS’s TA Score: 4 bullish, 4 bearish.
  • GBDC’s TA Score: 7 bullish, 2 bearish.
According to our system of comparison, GBDC is a better buy in the short-term than FDUS.

Price Growth

FDUS (@Investment Managers) experienced а -1.35% price change this week, while GBDC (@Investment Managers) price change was +0.20% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.17%. For the same industry, the average monthly price growth was +0.69%, and the average quarterly price growth was +9.08%.

Reported Earning Dates

FDUS is expected to report earnings on Feb 27, 2025.

GBDC is expected to report earnings on Feb 05, 2025.

Industries' Descriptions

@Investment Managers (-2.17% 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
GBDC($2.84B) has a higher market cap than FDUS($620M). GBDC has higher P/E ratio than FDUS: GBDC (9.09) vs FDUS (6.69). FDUS YTD gains are higher at: 17.450 vs. GBDC (12.584). FDUS has less debt than GBDC: FDUS (467M) vs GBDC (3.07B). GBDC has higher revenues than FDUS: GBDC (334M) vs FDUS (88M).
FDUSGBDCFDUS / GBDC
Capitalization620M2.84B22%
EBITDAN/AN/A-
Gain YTD17.45012.584139%
P/E Ratio6.699.0974%
Revenue88M334M26%
Total CashN/A65.6M-
Total Debt467M3.07B15%
FUNDAMENTALS RATINGS
FDUS vs GBDC: Fundamental Ratings
FDUS
GBDC
OUTLOOK RATING
1..100
9284
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
4
Undervalued
PROFIT vs RISK RATING
1..100
1342
SMR RATING
1..100
2512
PRICE GROWTH RATING
1..100
4649
P/E GROWTH RATING
1..100
7741
SEASONALITY SCORE
1..100
50n/a

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 (4) in the null industry is in the same range as GBDC (4). This means that FDUS’s stock grew similarly to GBDC’s over the last 12 months.

FDUS's Profit vs Risk Rating (13) in the null industry is in the same range as GBDC (42). This means that FDUS’s stock grew similarly to GBDC’s over the last 12 months.

GBDC's SMR Rating (12) in the null industry is in the same range as FDUS (25). This means that GBDC’s stock grew similarly to FDUS’s over the last 12 months.

FDUS's Price Growth Rating (46) in the null industry is in the same range as GBDC (49). This means that FDUS’s stock grew similarly to GBDC’s over the last 12 months.

GBDC's P/E Growth Rating (41) in the null industry is somewhat better than the same rating for FDUS (77). This means that GBDC’s stock grew somewhat faster than FDUS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
FDUSGBDC
RSI
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
69%
Bullish Trend 3 days ago
43%
Momentum
ODDS (%)
Bearish Trend 3 days ago
41%
Bullish Trend 3 days ago
49%
MACD
ODDS (%)
Bearish Trend 3 days ago
43%
Bearish Trend 3 days ago
37%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
40%
Bullish Trend 3 days ago
45%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
56%
Bullish Trend 3 days ago
48%
Advances
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
46%
Declines
ODDS (%)
Bearish Trend 5 days ago
40%
Bearish Trend 5 days ago
34%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
46%
Aroon
ODDS (%)
Bullish Trend 3 days ago
52%
Bullish Trend 3 days ago
53%
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FDUS
Daily Signalchanged days ago
Gain/Loss if bought
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GBDC
Daily Signalchanged days ago
Gain/Loss if bought
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FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS has been loosely correlated with GLAD. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if FDUS jumps, then GLAD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
+0.99%
GLAD - FDUS
59%
Loosely correlated
-0.38%
NMFC - FDUS
59%
Loosely correlated
+0.81%
BCSF - FDUS
56%
Loosely correlated
+1.65%
MAIN - FDUS
56%
Loosely correlated
+1.42%
GBDC - FDUS
56%
Loosely correlated
+1.28%
More

GBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, GBDC has been loosely correlated with ARCC. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if GBDC jumps, then ARCC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GBDC
1D Price
Change %
GBDC100%
+1.28%
ARCC - GBDC
65%
Loosely correlated
+1.18%
BCSF - GBDC
58%
Loosely correlated
+1.65%
TSLX - GBDC
56%
Loosely correlated
+0.96%
FDUS - GBDC
56%
Loosely correlated
+0.99%
MAIN - GBDC
55%
Loosely correlated
+1.42%
More