FDUS vs EVER

Comparison between Fidus Investment Corp (FDUS, Company) and EverQuote Inc - Class A (EVER, Company).

FDUS is from the Financial Services sector, while EVER is from the Communication Services sector.

5-Year PerformanceFDUS has outperformed EVER, delivering a return of +13.4% compared to -10.0%

FDUS vs EVER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	EVER(COMPANY)
Market Cap	$711M	$712M
Max Drawdown	78.82%	91.18%
Sharpe Ratio	-0.00	-0.05
5Y Beta	0.62	1.14
Industry	Asset Management	Internet Content & Information
P/E Ratio	8.34	12.46
Forward P/E	9.50	8.54
PEG Ratio	3.52	0.00
Dividend Yield	9.18%	N/A
5Y Dividends CAGR	15.13%	N/A
Debt to Equity	91.94%	0.00%
Free Cash Flow Yield	-18.19%	14.27%
P/S Ratio	4.24	0.96
P/B Ratio	0.95	2.85

Market Cap

FDUS

$711M

Winner

EVER

$712M

Max Drawdown

Winner

FDUS

78.82%

EVER

91.18%

Sharpe Ratio

Winner

FDUS

-0.00

EVER

-0.05

5Y Beta

Winner

FDUS

0.62

EVER

1.14

Industry

FDUS

Asset Management

EVER

Internet Content & Information

P/E Ratio

Winner

FDUS

8.34

EVER

12.46

Forward P/E

FDUS

9.50

Winner

EVER

8.54

PEG Ratio

FDUS

3.52

Winner

EVER

0.00

Dividend Yield

FDUS

9.18%

EVER

N/A

5Y Dividends CAGR

FDUS

15.13%

EVER

N/A

Debt to Equity

FDUS

91.94%

Winner

EVER

0.00%

Free Cash Flow Yield

FDUS

-18.19%

Winner

EVER

14.27%

P/S Ratio

FDUS

4.24

Winner

EVER

0.96

P/B Ratio

Winner

FDUS

0.95

EVER

2.85

FDUS vs EVER - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	EVER
1 month	-0.26%	+4.50%
3 months	+9.18%	+23.18%
6 months	-1.02%	-27.97%
1 year	+3.03%	-22.38%
5 years(CAGR)	+13.40%	-10.03%
10 years(CAGR)	+14.27%	N/A
Max(CAGR)	+12.93%	+1.31%

FDUS

-0.26%

Winner

EVER

+4.50%

FDUS

+9.18%

Winner

EVER

+23.18%

Winner

FDUS

-1.02%

EVER

-27.97%

Winner

FDUS

+3.03%

EVER

-22.38%

5Y(CAGR)

Winner

FDUS

+13.40%

EVER

-10.03%

10Y(CAGR)

FDUS

+14.27%

EVER

N/A

Max(CAGR)

Winner

FDUS

+12.93%

EVER

+1.31%

FDUS vs EVER - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	EVER
2026	-0.72%	-21.43%
2025	+0.79%	+33.33%
2024	+20.97%	+67.98%
2023	+18.93%	-13.56%
2022	+16.13%	-8.45%
2021	+54.52%	-57.65%
2020	+0.81%	+10.54%
2019	+38.22%	+650.00%
2018	-15.78%	-76.80%
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 EVER Drawdown Comparison

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

The maximum drawdown for EVER was -91.18%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current FDUS drawdown is -7.69%. The current EVER drawdown is -68.18%.

Rank	FDUS	EVER
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-91.18% Jul 9, 2020 - Oct 24, 2022
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	-77.64% Jul 3, 2018 - Aug 6, 2019
#3	-23.93% Feb 14, 2025 - Apr 8, 2025	-50.60% Feb 21, 2020 - May 5, 2020
#4	-23.45% Apr 19, 2017 - Feb 20, 2019	-28.83% Sep 16, 2019 - Nov 5, 2019
#5	-22.67% Jun 21, 2011 - Feb 13, 2012	-20.97% Dec 3, 2019 - Jan 23, 2020
#6	-18.89% Apr 25, 2022 - Aug 15, 2022	-17.39% Aug 21, 2019 - Sep 16, 2019
#7	-16.33% Aug 16, 2022 - Nov 7, 2022	-10.73% Nov 11, 2019 - Nov 20, 2019
#8	-14.36% Oct 1, 2012 - Nov 30, 2012	-9.58% May 7, 2020 - May 27, 2020
#9	-12.47% Jul 31, 2023 - Dec 19, 2023	-8.99% Jun 25, 2020 - Jul 9, 2020
#10	-11.27% Nov 26, 2013 - Dec 24, 2013	-7.27% Aug 13, 2019 - Aug 19, 2019
#11	-11.27% Jul 12, 2019 - Nov 29, 2019	-6.62% Jan 23, 2020 - Feb 6, 2020
#12	-10.42% Feb 17, 2023 - Jun 27, 2023	-6.15% Feb 10, 2020 - Feb 18, 2020
#13	-10.15% Dec 1, 2020 - Feb 16, 2021	-5.73% Jun 2, 2020 - Jun 16, 2020
#14	-9.77% Mar 28, 2013 - Jun 3, 2013	-3.38% Jun 22, 2020 - Jun 25, 2020
#15	-7.77% May 7, 2021 - Jun 7, 2021	-2.92% Nov 20, 2019 - Nov 22, 2019