FDUS vs CSTL

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

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

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

FDUS vs CSTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

FDUS

$748M

Winner

CSTL

$752M

Max Drawdown

Winner

FDUS

78.82%

CSTL

88.02%

Sharpe Ratio

FDUS

0.01

Winner

CSTL

0.95

5Y Beta

Winner

FDUS

0.62

CSTL

0.84

Industry

FDUS

Asset Management

CSTL

Diagnostics & Research

P/E Ratio

FDUS

8.76

Winner

CSTL

-59.21

Forward P/E

FDUS

10.10

CSTL

N/A

PEG Ratio

FDUS

3.52

Winner

CSTL

-0.35

Dividend Yield

FDUS

8.75%

CSTL

N/A

5Y Dividends CAGR

FDUS

9.40%

CSTL

N/A

5Y EPS CAGR

FDUS

N/A

CSTL

-7.41%

Debt to Equity

FDUS

91.94%

Winner

CSTL

2.18%

Free Cash Flow Yield

FDUS

-17.31%

Winner

CSTL

0.60%

P/S Ratio

FDUS

4.48

Winner

CSTL

2.21

P/B Ratio

Winner

FDUS

1.01

CSTL

1.61

FDUS vs CSTL - Historical Returns

Returns include dividend reinvestment.

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

FDUS

+6.23%

Winner

CSTL

+19.18%

Winner

FDUS

+9.52%

CSTL

+7.56%

Winner

FDUS

+5.59%

CSTL

-39.68%

FDUS

+0.97%

Winner

CSTL

+51.67%

5Y(CAGR)

Winner

FDUS

+15.86%

CSTL

-18.02%

10Y(CAGR)

FDUS

+14.25%

CSTL

N/A

Max(CAGR)

Winner

FDUS

+13.31%

CSTL

+2.53%

FDUS vs CSTL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

FDUS vs CSTL Drawdown Comparison

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

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

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

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

Correlation

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

-0.47

-101