SG vs FDUS

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

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

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

SG vs FDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$748M

Winner

FDUS

$748M

Max Drawdown

91.13%

Winner

FDUS

78.82%

Sharpe Ratio

-0.84

Winner

FDUS

0.01

5Y Beta

1.59

Winner

FDUS

0.62

Industry

Restaurants

FDUS

Asset Management

P/E Ratio

18.28

Winner

FDUS

8.76

Forward P/E

12.59

Winner

FDUS

10.10

PEG Ratio

N/A

FDUS

3.52

Dividend Yield

N/A

FDUS

8.75%

5Y Dividends CAGR

N/A

FDUS

9.40%

Debt to Equity

Winner

0.00%

FDUS

91.94%

Free Cash Flow Yield

Winner

-15.90%

FDUS

-17.31%

P/S Ratio

Winner

1.06

FDUS

4.48

P/B Ratio

1.53

Winner

FDUS

1.01

SG vs FDUS - Historical Returns

Returns include dividend reinvestment.

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

-27.14%

Winner

FDUS

+6.23%

-9.04%

Winner

FDUS

+9.52%

-15.64%

Winner

FDUS

+5.59%

-62.85%

Winner

FDUS

+0.97%

5Y(CAGR)

-36.23%

Winner

FDUS

+15.86%

10Y(CAGR)

N/A

FDUS

+14.25%

Max(CAGR)

-36.23%

Winner

FDUS

+13.31%

SG vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SG	FDUS
2026	-12.84%	+5.96%
2025	-78.93%	+0.79%
2024	+189.61%	+20.97%
2023	+30.64%	+18.93%
2022	-72.78%	+16.13%
2021	-35.35%	+54.52%
2020	N/A	+0.81%
2019	N/A	+38.22%
2018	N/A	-15.78%
2017	N/A	+3.59%
2016	N/A	+24.51%
2015	N/A	+2.90%
2014	N/A	-22.99%
2013	N/A	+44.85%
2012	N/A	+41.01%
2011	N/A	-9.19%

SG vs FDUS Drawdown Comparison

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

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

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

Rank	SG	FDUS
#1	-91.13% Nov 19, 2021 - Mar 27, 2026	-68.51% Dec 4, 2019 - Nov 27, 2020
#2	N/A	-34.63% Dec 27, 2013 - Nov 25, 2016
#3	N/A	-23.93% Feb 14, 2025 - Jul 6, 2026
#4	N/A	-23.45% Apr 19, 2017 - Feb 20, 2019
#5	N/A	-22.67% Jun 21, 2011 - Feb 13, 2012
#6	N/A	-18.89% Apr 25, 2022 - Aug 15, 2022
#7	N/A	-16.33% Aug 16, 2022 - Nov 7, 2022
#8	N/A	-14.36% Oct 1, 2012 - Nov 30, 2012
#9	N/A	-12.47% Jul 31, 2023 - Dec 19, 2023
#10	N/A	-11.27% Nov 26, 2013 - Dec 24, 2013
#11	N/A	-11.27% Jul 12, 2019 - Nov 29, 2019
#12	N/A	-10.42% Feb 17, 2023 - Jun 27, 2023
#13	N/A	-10.15% Dec 1, 2020 - Feb 16, 2021
#14	N/A	-9.77% Mar 28, 2013 - Jun 3, 2013
#15	N/A	-7.77% May 7, 2021 - Jun 7, 2021