CSTL vs FDUS

Comparison between Castle Biosciences Inc (CSTL, Company) and Fidus Investment Corp (FDUS, Company).

CSTL is from the Healthcare sector, while FDUS is from the Financial Services sector.

5-Year PerformanceFDUS has outperformed CSTL, delivering a return of +15.9% compared to -18.0%

CSTL vs FDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSTL(COMPANY)	FDUS(COMPANY)
Market Cap	$752M	$748M
Max Drawdown	88.02%	78.82%
Sharpe Ratio	0.95	0.01
5Y Beta	0.84	0.62
Industry	Diagnostics & Research	Asset Management
P/E Ratio	-59.21	8.76
Forward P/E	N/A	10.10
PEG Ratio	-0.35	3.52
Dividend Yield	N/A	8.75%
5Y Dividends CAGR	N/A	9.40%
5Y EPS CAGR	-7.41%	N/A
Debt to Equity	2.18%	91.94%
Free Cash Flow Yield	0.60%	-17.31%
P/S Ratio	2.21	4.48
P/B Ratio	1.61	1.01

Market Cap

Winner

CSTL

$752M

FDUS

$748M

Max Drawdown

CSTL

88.02%

Winner

FDUS

78.82%

Sharpe Ratio

Winner

CSTL

0.95

FDUS

0.01

5Y Beta

CSTL

0.84

Winner

FDUS

0.62

Industry

CSTL

Diagnostics & Research

FDUS

Asset Management

P/E Ratio

Winner

CSTL

-59.21

FDUS

8.76

Forward P/E

CSTL

N/A

FDUS

10.10

PEG Ratio

Winner

CSTL

-0.35

FDUS

3.52

Dividend Yield

CSTL

N/A

FDUS

8.75%

5Y Dividends CAGR

CSTL

N/A

FDUS

9.40%

5Y EPS CAGR

CSTL

-7.41%

FDUS

N/A

Debt to Equity

Winner

CSTL

2.18%

FDUS

91.94%

Free Cash Flow Yield

Winner

CSTL

0.60%

FDUS

-17.31%

P/S Ratio

Winner

CSTL

2.21

FDUS

4.48

P/B Ratio

CSTL

1.61

Winner

FDUS

1.01

CSTL vs FDUS - Historical Returns

Returns include dividend reinvestment.

Period	CSTL	FDUS
1 month	+19.18%	+6.23%
3 months	+7.56%	+9.52%
6 months	-39.68%	+5.59%
1 year	+51.67%	+0.97%
5 years(CAGR)	-18.02%	+15.86%
10 years(CAGR)	N/A	+14.25%
Max(CAGR)	+2.53%	+13.31%

Winner

CSTL

+19.18%

FDUS

+6.23%

CSTL

+7.56%

Winner

FDUS

+9.52%

CSTL

-39.68%

Winner

FDUS

+5.59%

Winner

CSTL

+51.67%

FDUS

+0.97%

5Y(CAGR)

CSTL

-18.02%

Winner

FDUS

+15.86%

10Y(CAGR)

CSTL

N/A

FDUS

+14.25%

Max(CAGR)

CSTL

+2.53%

Winner

FDUS

+13.31%

CSTL vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CSTL	FDUS
2026	-33.89%	+5.96%
2025	+38.73%	+0.79%
2024	+21.36%	+20.97%
2023	-5.27%	+18.93%
2022	-48.41%	+16.13%
2021	-37.76%	+54.52%
2020	+98.55%	+0.81%
2019	+60.61%	+38.22%
2018	N/A	-15.78%
2017	N/A	+3.59%
2016	N/A	+24.51%
2015	N/A	+2.90%
2014	N/A	-22.99%
2013	N/A	+44.85%
2012	N/A	+41.01%
2011	N/A	-9.19%

CSTL vs FDUS Drawdown Comparison

The maximum drawdown for CSTL was -88.02%, occurring on Jun 5, 2023. This drawdown has not yet recovered.

The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.

The current CSTL drawdown is -73.82%. The current FDUS drawdown is -6.04%.

Rank	CSTL	FDUS
#1	-88.02% Feb 9, 2021 - Jun 5, 2023	-68.51% Dec 4, 2019 - Nov 27, 2020
#2	-43.62% Aug 30, 2019 - Nov 14, 2019	-34.63% Dec 27, 2013 - Nov 25, 2016
#3	-35.04% Jan 6, 2020 - May 12, 2020	-23.93% Feb 14, 2025 - Jul 6, 2026
#4	-21.13% Jul 29, 2019 - Aug 26, 2019	-23.45% Apr 19, 2017 - Feb 20, 2019
#5	-20.52% Oct 9, 2020 - Dec 8, 2020	-22.67% Jun 21, 2011 - Feb 13, 2012
#6	-20.48% Jan 20, 2021 - Feb 3, 2021	-18.89% Apr 25, 2022 - Aug 15, 2022
#7	-18.41% Jun 23, 2020 - Jul 9, 2020	-16.33% Aug 16, 2022 - Nov 7, 2022
#8	-15.07% Dec 6, 2019 - Dec 27, 2019	-14.36% Oct 1, 2012 - Nov 30, 2012
#9	-14.15% Jul 15, 2020 - Aug 19, 2020	-12.47% Jul 31, 2023 - Dec 19, 2023
#10	-8.51% Dec 28, 2020 - Jan 7, 2021	-11.27% Nov 26, 2013 - Dec 24, 2013
#11	-8.15% Jan 8, 2021 - Jan 20, 2021	-11.27% Jul 12, 2019 - Nov 29, 2019
#12	-7.89% Dec 16, 2020 - Dec 21, 2020	-10.42% Feb 17, 2023 - Jun 27, 2023
#13	-7.01% Nov 18, 2019 - Dec 3, 2019	-10.15% Dec 1, 2020 - Feb 16, 2021
#14	-6.75% May 12, 2020 - May 15, 2020	-9.77% Mar 28, 2013 - Jun 3, 2013
#15	-5.83% Jun 1, 2020 - Jun 15, 2020	-7.77% May 7, 2021 - Jun 7, 2021

Correlation

Correlation between CSTL and FDUS is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

-101