Stock comparison
Fidus Investment
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
FDUS
Fidus Investment
Market cap
$707.09M
Sector
Financials
MSCI
MSCI
Market cap
$42.85B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | FDUS | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 41D | 80A | MSCI |
| Benjamin Graham | 47D | 71B | MSCI |
| Philip Fisher | 45D | 82A | MSCI |
| Peter Lynch | 25F | 70B | MSCI |
| Joel Greenblatt | 66B | 80A | MSCI |
| Charlie Munger | 64C | 87C | MSCI |
| Terry Smith | 54C | 88C | MSCI |
Side-by-side metrics
| Metric | FDUS | MSCI |
|---|---|---|
| Market cap | $707.09M | $42.85B |
| P/E (TTM) | 8.1x | 31.2x |
| EV/EBIT | 7.5x | 27.5x |
| ROIC (TTM) | 129.6% | 38.53% |
| Gross margin | 74.35% | 82.86% |
| Net margin | 65.57% | 40.74% |
| Revenue CAGR 5y | 2.12% | 11.29% |
| EPS CAGR 5y | -16.4% | 15.35% |
| Debt / Equity | 0.3x | - |
| Dividend yield | 8.61% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
FDUS leads on
- Dividend yield8.61%vs 1.37%+84%
- P/E (TTM)8.1xvs 31.2x+74%
- EV/EBIT7.5xvs 27.5x+73%
- ROIC (TTM)129.6%vs 38.53%+70%
MSCI leads on
- EPS CAGR 5y15.35%vs -16.4%+194%
- Debt / Equity-vs 0.3x+114%
- Market cap$42.85Bvs $707.09M+98%
- Revenue CAGR 5y11.29%vs 2.12%+81%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.