SSII vs FDUS

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

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

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

SSII vs FDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

SSII

$694M

Winner

FDUS

$696M

Max Drawdown

SSII

100.00%

Winner

FDUS

78.82%

Sharpe Ratio

Winner

SSII

0.55

FDUS

0.13

5Y Beta

SSII

1.11

Winner

FDUS

0.61

Industry

SSII

Medical Devices

FDUS

Asset Management

P/E Ratio

Winner

SSII

-67.83

FDUS

8.16

Forward P/E

SSII

N/A

FDUS

9.35

Dividend Yield

SSII

N/A

FDUS

9.38%

5Y Dividends CAGR

SSII

N/A

FDUS

9.40%

5Y EPS CAGR

SSII

-17.56%

FDUS

N/A

Debt to Equity

Winner

SSII

0.00%

FDUS

91.94%

Free Cash Flow Yield

Winner

SSII

-2.53%

FDUS

-18.58%

SSII vs FDUS - Historical Returns

Returns include dividend reinvestment.

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

SSII

-13.25%

Winner

FDUS

+1.66%

SSII

-31.83%

Winner

FDUS

+7.39%

SSII

-36.79%

Winner

FDUS

+2.21%

SSII

-28.89%

Winner

FDUS

+2.93%

5Y(CAGR)

SSII

-24.24%

Winner

FDUS

+14.59%

10Y(CAGR)

SSII

N/A

FDUS

+14.45%

Max(CAGR)

SSII

-17.38%

Winner

FDUS

+12.97%

SSII vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

SSII vs FDUS Drawdown Comparison

The maximum drawdown for SSII was -100.00%, occurring on Dec 3, 2021. 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 SSII drawdown is -89.32%. The current FDUS drawdown is -6.96%.

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

Correlation

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

-0.36

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