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SHBI vs FDUS

Comparison between Shore Bancshares Inc (SHBI, Company) and Fidus Investment Corp (FDUS, Company).

Both SHBI and FDUS are from the Financial Services sector.

5-Year PerformanceFDUS has outperformed SHBI, delivering a return of +17.3% compared to +10.0%

SHBI vs FDUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SHBI
$770M
Winner
FDUS
$771M
Max Drawdown
SHBI
87.26%
Winner
FDUS
78.82%
Sharpe Ratio
Winner
SHBI
1.54
FDUS
0.31
5Y Beta
SHBI
0.88
Winner
FDUS
0.62
Industry
SHBI
Banks - Regional
FDUS
Asset Management
P/E Ratio
SHBI
12.24
Winner
FDUS
9.04
Forward P/E
Winner
SHBI
10.09
FDUS
10.27
PEG Ratio
Winner
SHBI
0.46
FDUS
3.52
Dividend Yield
SHBI
2.09%
Winner
FDUS
8.42%
5Y Dividends CAGR
SHBI
0.82%
Winner
FDUS
9.40%
5Y EPS CAGR
SHBI
17.24%
FDUS
N/A
Debt to Equity
Winner
SHBI
14.77%
FDUS
91.94%
Free Cash Flow Yield
Winner
SHBI
9.21%
FDUS
-16.77%
P/S Ratio
Winner
SHBI
3.38
FDUS
4.65
P/B Ratio
SHBI
1.26
Winner
FDUS
1.03

SHBI vs FDUS - Historical Returns

Returns include dividend reinvestment.

1M
SHBI
+6.54%
Winner
FDUS
+12.76%
3M
Winner
SHBI
+22.73%
FDUS
+15.25%
6M
Winner
SHBI
+31.11%
FDUS
+10.63%
1Y
Winner
SHBI
+48.40%
FDUS
+7.12%
5Y(CAGR)
SHBI
+10.02%
Winner
FDUS
+17.26%
10Y(CAGR)
SHBI
+10.58%
Winner
FDUS
+15.10%
Max(CAGR)
SHBI
+5.61%
Winner
FDUS
+13.80%

SHBI vs FDUS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearSHBIFDUS
2026+37.51%+12.78%
2025+16.69%+0.79%
2024+16.77%+20.97%
2023-14.89%+18.93%
2022-14.44%+16.13%
2021+51.45%+54.52%
2020-10.62%+0.81%
2019+18.92%+38.22%
2018-10.43%-15.78%
2017+9.29%+3.59%
2016+42.83%+24.51%
2015+17.24%+2.90%
2014+2.54%-22.99%
2013+74.79%+44.85%
2012+6.29%+41.01%
2011-51.47%-9.19%
2010-26.03%N/A
2009-37.72%N/A
2008+10.01%N/A
2007-25.31%N/A
2006+49.23%N/A
2005-9.20%N/A
2004-0.21%N/A
2003+64.40%N/A
2002+34.07%N/A
2001+18.87%N/A

SHBI vs FDUS Drawdown Comparison

The maximum drawdown for SHBI was -85.58%, occurring on Sep 20, 2011. Recovery took 4884 trading sessions.

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

RankSHBIFDUS
#1-85.58%
Dec 26, 2006 - May 28, 2026
-68.51%
Dec 4, 2019 - Nov 27, 2020
#2-40.79%
Nov 26, 2003 - May 15, 2006
-34.63%
Dec 27, 2013 - Nov 25, 2016
#3-17.95%
Apr 4, 2003 - Aug 29, 2003
-23.93%
Feb 14, 2025 - Jul 6, 2026
#4-14.85%
Jun 29, 2006 - Oct 17, 2006
-23.45%
Apr 19, 2017 - Feb 20, 2019
#5-14.85%
Aug 15, 2001 - Feb 8, 2002
-22.67%
Jun 21, 2011 - Feb 13, 2012
#6-13.53%
Sep 19, 2003 - Oct 7, 2003
-18.89%
Apr 25, 2022 - Aug 15, 2022
#7-11.27%
May 29, 2002 - Sep 16, 2002
-16.33%
Aug 16, 2022 - Nov 7, 2022
#8-9.37%
Nov 14, 2006 - Dec 26, 2006
-14.36%
Oct 1, 2012 - Nov 30, 2012
#9-8.60%
Oct 19, 2006 - Nov 14, 2006
-12.47%
Jul 31, 2023 - Dec 19, 2023
#10-8.56%
May 4, 2001 - Jun 29, 2001
-11.27%
Nov 26, 2013 - Dec 24, 2013
#11-8.10%
Oct 7, 2003 - Nov 6, 2003
-11.27%
Jul 12, 2019 - Nov 29, 2019
#12-7.55%
Feb 21, 2003 - Mar 19, 2003
-10.42%
Feb 17, 2023 - Jun 27, 2023
#13-7.02%
May 18, 2006 - Jun 8, 2006
-10.15%
Dec 1, 2020 - Feb 16, 2021
#14-6.44%
May 24, 2002 - May 29, 2002
-9.77%
Mar 28, 2013 - Jun 3, 2013
#15-6.38%
Nov 13, 2003 - Nov 25, 2003
-7.77%
May 7, 2021 - Jun 7, 2021

Correlation

Correlation between SHBI and FDUS is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2001 - 2026)

SHBI vs FDUS dividend yield comparison.

YearSHBIFDUS
20261.10%5.51%
20252.71%11.14%
20243.03%11.51%
20233.37%14.63%
20222.75%10.51%
20212.30%8.90%
20203.29%10.15%
20192.42%10.78%
20182.20%13.69%
20171.32%10.54%
20160.92%10.17%
20150.37%11.69%
20140.00%11.58%
20130.00%8.92%
20120.19%8.88%
20111.75%4.93%
20102.28%0.00%
20094.41%0.00%
20082.67%0.00%
20072.92%0.00%
20061.95%0.00%
20052.52%0.00%
20041.98%0.00%
20031.73%0.00%
20022.56%0.00%
20012.50%0.00%

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