FDUS
Price
$21.39
Change
+$0.01 (+0.05%)
Updated
Sep 4 closing price
Capitalization
756.78M
55 days until earnings call
NMFC
Price
$10.63
Change
+$0.10 (+0.95%)
Updated
Sep 4, 04:59 PM (EDT)
Capitalization
1.13B
54 days until earnings call
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FDUS vs NMFC

Header iconFDUS vs NMFC Comparison
Open Charts FDUS vs NMFCBanner chart's image
Fidus Investment
Price$21.39
Change+$0.01 (+0.05%)
Volume$177.78K
Capitalization756.78M
New Mountain Finance
Price$10.63
Change+$0.10 (+0.95%)
Volume$2.68K
Capitalization1.13B
FDUS vs NMFC Comparison Chart in %
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FDUS
Daily Signalchanged days ago
Gain/Loss if bought
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NMFC
Daily Signalchanged days ago
Gain/Loss if bought
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FDUS vs. NMFC commentary
Sep 05, 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 FDUS is a StrongBuy and NMFC is a Hold.

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COMPARISON
Comparison
Sep 05, 2025
Stock price -- (FDUS: $21.39 vs. NMFC: $10.64)
Brand notoriety: FDUS and NMFC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: FDUS: 116% vs. NMFC: 74%
Market capitalization -- FDUS: $756.78M vs. NMFC: $1.13B
FDUS [@Investment Managers] is valued at $756.78M. NMFC’s [@Investment Managers] market capitalization is $1.13B. The market cap for tickers in the [@Investment Managers] industry ranges from $171.7B to $0. The average market capitalization across the [@Investment Managers] industry is $7.62B.

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 whileNMFC’s FA Score has 3 green FA rating(s).

  • FDUS’s FA Score: 3 green, 2 red.
  • NMFC’s FA Score: 3 green, 2 red.
According to our system of comparison, both FDUS and NMFC are a good buy in the long-term.

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 3 TA indicator(s) are bullish while NMFC’s TA Score has 6 bullish TA indicator(s).

  • FDUS’s TA Score: 3 bullish, 4 bearish.
  • NMFC’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, both FDUS and NMFC are a good buy in the short-term.

Price Growth

FDUS (@Investment Managers) experienced а -0.23% price change this week, while NMFC (@Investment Managers) price change was +0.95% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.50%. For the same industry, the average monthly price growth was +2.83%, and the average quarterly price growth was +38.22%.

Reported Earning Dates

FDUS is expected to report earnings on Oct 30, 2025.

NMFC is expected to report earnings on Oct 29, 2025.

Industries' Descriptions

@Investment Managers (-0.50% 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
NMFC($1.13B) has a higher market cap than FDUS($757M). NMFC has higher P/E ratio than FDUS: NMFC (14.00) vs FDUS (9.30). FDUS YTD gains are higher at: 7.269 vs. NMFC (-0.625). FDUS has less debt than NMFC: FDUS (529M) vs NMFC (1.77B). FDUS (93M) and NMFC (89M) have equivalent revenues.
FDUSNMFCFDUS / NMFC
Capitalization757M1.13B67%
EBITDAN/AN/A-
Gain YTD7.269-0.625-1,162%
P/E Ratio9.3014.0066%
Revenue93M89M104%
Total CashN/AN/A-
Total Debt529M1.77B30%
FUNDAMENTALS RATINGS
FDUS vs NMFC: Fundamental Ratings
FDUS
NMFC
OUTLOOK RATING
1..100
119
VALUATION
overvalued / fair valued / undervalued
1..100
3
Undervalued
3
Undervalued
PROFIT vs RISK RATING
1..100
1022
SMR RATING
1..100
3943
PRICE GROWTH RATING
1..100
5158
P/E GROWTH RATING
1..100
1527
SEASONALITY SCORE
1..100
6565

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 (3) in the null industry is in the same range as NMFC (3). This means that FDUS’s stock grew similarly to NMFC’s over the last 12 months.

FDUS's Profit vs Risk Rating (10) in the null industry is in the same range as NMFC (22). This means that FDUS’s stock grew similarly to NMFC’s over the last 12 months.

FDUS's SMR Rating (39) in the null industry is in the same range as NMFC (43). This means that FDUS’s stock grew similarly to NMFC’s over the last 12 months.

FDUS's Price Growth Rating (51) in the null industry is in the same range as NMFC (58). This means that FDUS’s stock grew similarly to NMFC’s over the last 12 months.

FDUS's P/E Growth Rating (15) in the null industry is in the same range as NMFC (27). This means that FDUS’s stock grew similarly to NMFC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
FDUSNMFC
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
39%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
41%
Bearish Trend 2 days ago
37%
Momentum
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 2 days ago
36%
MACD
ODDS (%)
Bearish Trend 1 day ago
48%
Bullish Trend 2 days ago
35%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
59%
Bullish Trend 2 days ago
35%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
55%
Bullish Trend 2 days ago
33%
Advances
ODDS (%)
Bullish Trend 7 days ago
60%
Bullish Trend 7 days ago
39%
Declines
ODDS (%)
Bearish Trend 2 days ago
35%
Bearish Trend 21 days ago
37%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
38%
Bearish Trend 2 days ago
24%
Aroon
ODDS (%)
Bullish Trend 1 day ago
48%
Bullish Trend 2 days ago
28%
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FDUS
Daily Signalchanged days ago
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NMFC
Daily Signalchanged days ago
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FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS has been closely correlated with GBDC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDUS jumps, then GBDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
+0.05%
GBDC - FDUS
77%
Closely correlated
+0.89%
ARCC - FDUS
75%
Closely correlated
+0.22%
SLRC - FDUS
74%
Closely correlated
+0.85%
BCSF - FDUS
74%
Closely correlated
+0.38%
NMFC - FDUS
73%
Closely correlated
+0.95%
More

NMFC and

Correlation & Price change

A.I.dvisor indicates that over the last year, NMFC has been closely correlated with BCSF. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if NMFC jumps, then BCSF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NMFC
1D Price
Change %
NMFC100%
N/A
BCSF - NMFC
76%
Closely correlated
-0.06%
TSLX - NMFC
73%
Closely correlated
+0.24%
MFIC - NMFC
73%
Closely correlated
-0.84%
FDUS - NMFC
73%
Closely correlated
-0.19%
ARCC - NMFC
73%
Closely correlated
N/A
More