FDUS vs EFSCP

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

Both FDUS and EFSCP are from the Financial Services sector.

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

FDUS vs EFSCP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

FDUS

$748M

EFSCP

$748M

Max Drawdown

FDUS

78.82%

Winner

EFSCP

46.54%

Sharpe Ratio

FDUS

0.01

Winner

EFSCP

0.24

5Y Beta

FDUS

0.62

Winner

EFSCP

0.21

Industry

FDUS

Asset Management

EFSCP

Banks - Regional

P/E Ratio

FDUS

8.76

Winner

EFSCP

3.82

Forward P/E

FDUS

10.10

EFSCP

N/A

PEG Ratio

FDUS

3.52

Winner

EFSCP

0.42

Dividend Yield

Winner

FDUS

8.75%

EFSCP

6.24%

5Y Dividends CAGR

FDUS

9.40%

EFSCP

N/A

5Y EPS CAGR

FDUS

N/A

EFSCP

12.51%

Debt to Equity

FDUS

91.94%

Winner

EFSCP

0.00%

Free Cash Flow Yield

FDUS

-17.31%

Winner

EFSCP

25.66%

P/S Ratio

FDUS

4.48

EFSCP

N/A

P/B Ratio

FDUS

1.01

EFSCP

N/A

FDUS vs EFSCP - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	EFSCP
1 month	+6.23%	+0.60%
3 months	+9.52%	+3.24%
6 months	+5.59%	+0.37%
1 year	+0.97%	+5.99%
5 years(CAGR)	+15.86%	+1.79%
10 years(CAGR)	+14.25%	N/A
Max(CAGR)	+13.31%	+1.79%

Winner

FDUS

+6.23%

EFSCP

+0.60%

Winner

FDUS

+9.52%

EFSCP

+3.24%

Winner

FDUS

+5.59%

EFSCP

+0.37%

FDUS

+0.97%

Winner

EFSCP

+5.99%

5Y(CAGR)

Winner

FDUS

+15.86%

EFSCP

+1.79%

10Y(CAGR)

FDUS

+14.25%

EFSCP

N/A

Max(CAGR)

Winner

FDUS

+13.31%

EFSCP

+1.79%

FDUS vs EFSCP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	EFSCP
2026	+5.96%	+4.79%
2025	+0.79%	+6.68%
2024	+20.97%	+22.33%
2023	+18.93%	+6.31%
2022	+16.13%	-30.37%
2021	+54.52%	+4.08%
2020	+0.81%	N/A
2019	+38.22%	N/A
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 EFSCP Drawdown Comparison

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

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

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

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

Correlation

Correlation between FDUS and EFSCP 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)

FDUS vs EFSCP dividend yield comparison.

Year	FDUS	EFSCP
2026	5.87%	3.11%
2025	11.14%	6.45%
2024	11.51%	6.33%
2023	14.63%	7.35%
2022	10.51%	7.95%
2021	8.90%	0.00%
2020	10.15%	0.00%
2019	10.78%	0.00%
2018	13.69%	0.00%
2017	10.54%	0.00%
2016	10.17%	0.00%
2015	11.69%	0.00%
2014	11.58%	0.00%
2013	8.92%	0.00%
2012	8.88%	0.00%
2011	4.93%	0.00%