` Comparison: FDUS vs BLK - Alpha Spread

FDUS
vs
BLK

Over the past 12 months, FDUS has underperformed BLK, delivering a return of -17% compared to the BLK's +12% growth.

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FDUS
BLK
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Valuation Comparison

FDUS Intrinsic Value
20.601 USD
Undervaluation 7%
Intrinsic Value
Price
BLK Intrinsic Value
852.17 USD
Overvaluation 22%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Fidus Investment Corp
NASDAQ:FDUS
19.065 USD
BlackRock Inc
NYSE:BLK
1 088.79 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
FDUS, BLK

FDUS
BLK
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Fidus Investment Corp
Revenue
BlackRock Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
FDUS, BLK

FDUS
BLK
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Fidus Investment Corp
NASDAQ:FDUS
BlackRock Inc
NYSE:BLK
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What is Free Cash Flow?

Gross Margin

FDUS
53.3%
BLK
81.6%

Operating Margin

FDUS
49.7%
BLK
29.8%

Net Margin

FDUS
54%
BLK
22.9%

FCF Margin

FDUS
-14.3%
BLK
16.2%

ROE

FDUS
11.9%
BLK
10.8%

ROA

FDUS
6.7%
BLK
3.7%

ROIC

FDUS
6.3%
BLK
4.1%

ROCE

FDUS
7%
BLK
5%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
FDUS, BLK

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Performance Gap
FDUS, BLK

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FDUS
BLK
Difference
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Performance By Year
FDUS, BLK

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FDUS
BLK
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