FDUS vs SSII

Comparison between Fidus Investment Corp (FDUS, Company) and SS Innovations International Inc (SSII, Company).

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

5-Year PerformanceFDUS has outperformed SSII, delivering a return of +14.6% compared to -24.2%

FDUS vs SSII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	SSII(COMPANY)
Market Cap	$696M	$694M
Max Drawdown	78.82%	100.00%
Sharpe Ratio	0.13	0.55
5Y Beta	0.61	1.11
Industry	Asset Management	Medical Devices
P/E Ratio	8.16	-67.83
Forward P/E	9.35	N/A
Dividend Yield	9.38%	N/A
5Y Dividends CAGR	9.40%	N/A
5Y EPS CAGR	N/A	-17.56%
Debt to Equity	91.94%	0.00%
Free Cash Flow Yield	-18.58%	-2.53%

Market Cap

Winner

FDUS

$696M

SSII

$694M

Max Drawdown

Winner

FDUS

78.82%

SSII

100.00%

Sharpe Ratio

FDUS

0.13

Winner

SSII

0.55

5Y Beta

Winner

FDUS

0.61

SSII

1.11

Industry

FDUS

Asset Management

SSII

Medical Devices

P/E Ratio

FDUS

8.16

Winner

SSII

-67.83

Forward P/E

FDUS

9.35

SSII

N/A

Dividend Yield

FDUS

9.38%

SSII

N/A

5Y Dividends CAGR

FDUS

9.40%

SSII

N/A

5Y EPS CAGR

FDUS

N/A

SSII

-17.56%

Debt to Equity

FDUS

91.94%

Winner

SSII

0.00%

Free Cash Flow Yield

FDUS

-18.58%

Winner

SSII

-2.53%

FDUS vs SSII - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	SSII
1 month	+1.66%	-13.25%
3 months	+7.39%	-31.83%
6 months	+2.21%	-36.79%
1 year	+2.93%	-28.89%
5 years(CAGR)	+14.59%	-24.24%
10 years(CAGR)	+14.45%	N/A
Max(CAGR)	+12.97%	-17.38%

Winner

FDUS

+1.66%

SSII

-13.25%

Winner

FDUS

+7.39%

SSII

-31.83%

Winner

FDUS

+2.21%

SSII

-36.79%

Winner

FDUS

+2.93%

SSII

-28.89%

5Y(CAGR)

Winner

FDUS

+14.59%

SSII

-24.24%

10Y(CAGR)

FDUS

+14.45%

SSII

N/A

Max(CAGR)

Winner

FDUS

+12.97%

SSII

-17.38%

FDUS vs SSII - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	SSII
2026	+0.07%	-38.58%
2025	+0.79%	-27.18%
2024	+20.97%	+8.83%
2023	+18.93%	-27.50%
2022	+16.13%	+126150.00%
2021	+54.52%	-99.83%
2020	+0.81%	-55.40%
2019	+38.22%	-67.74%
2018	-15.78%	+99.33%
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 SSII Drawdown Comparison

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

The maximum drawdown for SSII was -100.00%, occurring on Dec 3, 2021. This drawdown has not yet recovered.

The current FDUS drawdown is -6.96%. The current SSII drawdown is -89.32%.

Rank	FDUS	SSII
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-100.00% Jan 23, 2019 - Dec 3, 2021
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	-28.57% Oct 19, 2018 - Nov 21, 2018
#3	-23.93% Feb 14, 2025 - Apr 8, 2025	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

Correlation

Correlation between FDUS and SSII is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101