FDUS vs SG

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

FDUS is from the Financial Services sector, while SG is from the Consumer Cyclical sector.

5-Year PerformanceFDUS has outperformed SG, delivering a return of +15.9% compared to -36.2%

FDUS vs SG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	SG(COMPANY)
Market Cap	$748M	$748M
Max Drawdown	78.82%	91.13%
Sharpe Ratio	0.01	-0.84
5Y Beta	0.62	1.59
Industry	Asset Management	Restaurants
P/E Ratio	8.76	18.28
Forward P/E	10.10	12.59
PEG Ratio	3.52	N/A
Dividend Yield	8.75%	N/A
5Y Dividends CAGR	9.40%	N/A
Debt to Equity	91.94%	0.00%
Free Cash Flow Yield	-17.31%	-15.90%
P/S Ratio	4.48	1.06
P/B Ratio	1.01	1.53

Market Cap

Winner

FDUS

$748M

Max Drawdown

Winner

FDUS

78.82%

91.13%

Sharpe Ratio

Winner

FDUS

0.01

-0.84

5Y Beta

Winner

FDUS

0.62

1.59

Industry

FDUS

Asset Management

Restaurants

P/E Ratio

Winner

FDUS

8.76

18.28

Forward P/E

Winner

FDUS

10.10

12.59

PEG Ratio

FDUS

3.52

N/A

Dividend Yield

FDUS

8.75%

N/A

5Y Dividends CAGR

FDUS

9.40%

N/A

Debt to Equity

FDUS

91.94%

Winner

0.00%

Free Cash Flow Yield

FDUS

-17.31%

Winner

-15.90%

P/S Ratio

FDUS

4.48

Winner

1.06

P/B Ratio

Winner

FDUS

1.01

1.53

FDUS vs SG - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	SG
1 month	+6.23%	-27.14%
3 months	+9.52%	-9.04%
6 months	+5.59%	-15.64%
1 year	+0.97%	-62.85%
5 years(CAGR)	+15.86%	-36.23%
10 years(CAGR)	+14.25%	N/A
Max(CAGR)	+13.31%	-36.23%

Winner

FDUS

+6.23%

-27.14%

Winner

FDUS

+9.52%

-9.04%

Winner

FDUS

+5.59%

-15.64%

Winner

FDUS

+0.97%

-62.85%

5Y(CAGR)

Winner

FDUS

+15.86%

-36.23%

10Y(CAGR)

FDUS

+14.25%

N/A

Max(CAGR)

Winner

FDUS

+13.31%

-36.23%

FDUS vs SG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	SG
2026	+5.96%	-12.84%
2025	+0.79%	-78.93%
2024	+20.97%	+189.61%
2023	+18.93%	+30.64%
2022	+16.13%	-72.78%
2021	+54.52%	-35.35%
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 SG Drawdown Comparison

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

The maximum drawdown for SG was -91.13%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current FDUS drawdown is -6.04%. The current SG drawdown is -88.60%.

Rank	FDUS	SG
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-91.13% Nov 19, 2021 - Mar 27, 2026
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	N/A
#3	-23.93% Feb 14, 2025 - Jul 6, 2026	N/A
#4	-23.45% Apr 19, 2017 - Feb 20, 2019	N/A
#5	-22.67% Jun 21, 2011 - Feb 13, 2012	N/A
#6	-18.89% Apr 25, 2022 - Aug 15, 2022	N/A
#7	-16.33% Aug 16, 2022 - Nov 7, 2022	N/A
#8	-14.36% Oct 1, 2012 - Nov 30, 2012	N/A
#9	-12.47% Jul 31, 2023 - Dec 19, 2023	N/A
#10	-11.27% Nov 26, 2013 - Dec 24, 2013	N/A
#11	-11.27% Jul 12, 2019 - Nov 29, 2019	N/A
#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