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EFSCP vs FDUS

Comparison between Enterprise Financial Services Corp (EFSCP, Company) and Fidus Investment Corp (FDUS, Company).

Both EFSCP and FDUS are from the Financial Services sector.

5-Year PerformanceFDUS has outperformed EFSCP, delivering a return of +15.9% compared to +1.8%

EFSCP vs FDUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
EFSCP
$748M
Winner
FDUS
$748M
Max Drawdown
Winner
EFSCP
46.54%
FDUS
78.82%
Sharpe Ratio
Winner
EFSCP
0.24
FDUS
0.01
5Y Beta
Winner
EFSCP
0.21
FDUS
0.62
Industry
EFSCP
Banks - Regional
FDUS
Asset Management
P/E Ratio
Winner
EFSCP
3.82
FDUS
8.76
Forward P/E
EFSCP
N/A
FDUS
10.10
PEG Ratio
Winner
EFSCP
0.42
FDUS
3.52
Dividend Yield
EFSCP
6.24%
Winner
FDUS
8.75%
5Y Dividends CAGR
EFSCP
N/A
FDUS
9.40%
5Y EPS CAGR
EFSCP
12.51%
FDUS
N/A
Debt to Equity
Winner
EFSCP
0.00%
FDUS
91.94%
Free Cash Flow Yield
Winner
EFSCP
25.66%
FDUS
-17.31%
P/S Ratio
EFSCP
N/A
FDUS
4.48
P/B Ratio
EFSCP
N/A
FDUS
1.01

EFSCP vs FDUS - Historical Returns

Returns include dividend reinvestment.

1M
EFSCP
+0.60%
Winner
FDUS
+6.23%
3M
EFSCP
+3.24%
Winner
FDUS
+9.52%
6M
EFSCP
+0.37%
Winner
FDUS
+5.59%
1Y
Winner
EFSCP
+5.99%
FDUS
+0.97%
5Y(CAGR)
EFSCP
+1.79%
Winner
FDUS
+15.86%
10Y(CAGR)
EFSCP
N/A
FDUS
+14.25%
Max(CAGR)
EFSCP
+1.79%
Winner
FDUS
+13.31%

EFSCP vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearEFSCPFDUS
2026+4.79%+5.96%
2025+6.68%+0.79%
2024+22.33%+20.97%
2023+6.31%+18.93%
2022-30.37%+16.13%
2021+4.08%+54.52%
2020N/A+0.81%
2019N/A+38.22%
2018N/A-15.78%
2017N/A+3.59%
2016N/A+24.51%
2015N/A+2.90%
2014N/A-22.99%
2013N/A+44.85%
2012N/A+41.01%
2011N/A-9.19%

EFSCP vs FDUS Drawdown Comparison

The maximum drawdown for EFSCP was -40.27%, occurring on May 4, 2023. Recovery took 702 trading sessions.

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

The current EFSCP drawdown is -4.79%. The current FDUS drawdown is -6.04%.

RankEFSCPFDUS
#1-40.27%
Dec 30, 2021 - Oct 16, 2024
-68.51%
Dec 4, 2019 - Nov 27, 2020
#2-19.59%
Oct 18, 2024 - Sep 8, 2025
-34.63%
Dec 27, 2013 - Nov 25, 2016
#3-11.03%
Sep 16, 2025 - Jan 8, 2026
-23.93%
Feb 14, 2025 - Jul 6, 2026
#4-7.92%
May 14, 2026 - Jun 30, 2026
-23.45%
Apr 19, 2017 - Feb 20, 2019
#5-6.70%
Mar 4, 2026 - May 7, 2026
-22.67%
Jun 21, 2011 - Feb 13, 2012
#6-3.17%
Jan 8, 2026 - Mar 4, 2026
-18.89%
Apr 25, 2022 - Aug 15, 2022
#7-2.75%
Nov 22, 2021 - Dec 20, 2021
-16.33%
Aug 16, 2022 - Nov 7, 2022
#8-2.63%
Sep 8, 2025 - Sep 16, 2025
-14.36%
Oct 1, 2012 - Nov 30, 2012
#9-2.05%
Dec 20, 2021 - Dec 27, 2021
-12.47%
Jul 31, 2023 - Dec 19, 2023
#10-2.02%
May 8, 2026 - May 14, 2026
-11.27%
Nov 26, 2013 - Dec 24, 2013
#11-0.08%
Nov 15, 2021 - Nov 18, 2021
-11.27%
Jul 12, 2019 - Nov 29, 2019
#12N/A-10.42%
Feb 17, 2023 - Jun 27, 2023
#13N/A-10.15%
Dec 1, 2020 - Feb 16, 2021
#14N/A-9.77%
Mar 28, 2013 - Jun 3, 2013
#15N/A-7.77%
May 7, 2021 - Jun 7, 2021

Correlation

Correlation between EFSCP and FDUS is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (2011 - 2026)

EFSCP vs FDUS dividend yield comparison.

YearEFSCPFDUS
20263.11%5.87%
20256.45%11.14%
20246.33%11.51%
20237.35%14.63%
20227.95%10.51%
20210.00%8.90%
20200.00%10.15%
20190.00%10.78%
20180.00%13.69%
20170.00%10.54%
20160.00%10.17%
20150.00%11.69%
20140.00%11.58%
20130.00%8.92%
20120.00%8.88%
20110.00%4.93%

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