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Fidus Investment (Fidus Investment) Shiller PE Ratio

: 7.99 (As of Today)
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As of today (2024-04-23), Fidus Investment's current share price is $20.125. Fidus Investment's E10 for the quarter that ended in Dec. 2023 was $2.52. Fidus Investment's Shiller PE Ratio for today is 7.99.

The historical rank and industry rank for Fidus Investment's Shiller PE Ratio or its related term are showing as below:

FDUS' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.01   Med: 7.91   Max: 9.02
Current: 7.98

During the past years, Fidus Investment's highest Shiller PE Ratio was 9.02. The lowest was 3.01. And the median was 7.91.

FDUS's Shiller PE Ratio is ranked better than
81.32% of 760 companies
in the Asset Management industry
Industry Median: 12.5 vs FDUS: 7.98

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Fidus Investment's adjusted earnings per share data for the three months ended in Dec. 2023 was $0.940. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.52 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


Fidus Investment Shiller PE Ratio Historical Data

The historical data trend for Fidus Investment's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Fidus Investment Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.05 6.77 7.64 7.91 7.82

Fidus Investment Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Shiller PE Ratio Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.91 7.74 8.15 7.76 7.82

Competitive Comparison

For the Asset Management subindustry, Fidus Investment's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Fidus Investment Shiller PE Ratio Distribution

For the Asset Management industry and Financial Services sector, Fidus Investment's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Fidus Investment's Shiller PE Ratio falls into.



Fidus Investment Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Fidus Investment's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=20.125/2.52
=7.99

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Fidus Investment's E10 for the quarter that ended in Dec. 2023 is calculated as:

For example, Fidus Investment's adjusted earnings per share data for the three months ended in Dec. 2023 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=0.94/129.4194*129.4194
=0.940

Current CPI (Dec. 2023) = 129.4194.

Fidus Investment Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 0.250 99.695 0.325
201406 0.250 100.560 0.322
201409 0.380 100.428 0.490
201412 0.480 99.070 0.627
201503 0.400 99.621 0.520
201506 0.390 100.684 0.501
201509 0.340 100.392 0.438
201512 0.480 99.792 0.623
201603 0.460 100.470 0.593
201606 0.740 101.688 0.942
201609 0.450 101.861 0.572
201612 0.620 101.863 0.788
201703 0.420 102.862 0.528
201706 0.440 103.349 0.551
201709 0.490 104.136 0.609
201712 0.510 104.011 0.635
201803 0.610 105.290 0.750
201806 0.310 106.317 0.377
201809 0.610 106.507 0.741
201812 0.490 105.998 0.598
201903 0.460 107.251 0.555
201906 0.130 108.070 0.156
201909 0.570 108.329 0.681
201912 0.820 108.420 0.979
202003 -1.100 108.902 -1.307
202006 0.330 108.767 0.393
202009 0.850 109.815 1.002
202012 1.210 109.897 1.425
202103 0.470 111.754 0.544
202106 1.060 114.631 1.197
202109 1.160 115.734 1.297
202112 2.060 117.630 2.266
202203 0.480 121.301 0.512
202206 0.330 125.017 0.342
202209 0.470 125.227 0.486
202212 0.190 125.222 0.196
202303 0.620 127.348 0.630
202306 0.440 128.729 0.442
202309 0.910 129.860 0.907
202312 0.940 129.419 0.940

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Fidus Investment  (NAS:FDUS) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Fidus Investment Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Fidus Investment's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Fidus Investment (Fidus Investment) Business Description

Traded in Other Exchanges
Address
1603 Orrington Avenue, Suite 1005, Evanston, IL, USA, 60201
Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies, which management generally defines as U.S. based companies with revenues between $10 million and $150 million. The company invests in companies that possess some or all of the following attributes: predictable revenues; positive cash flows; defensible market positions; diversified customer and supplier bases; and management teams with operating discipline.
Executives
Charles D Hyman director 224 PONTE VEDRA PARK DRIVE, SUITE 200, PONTE VEDRA BEACH FL 32082
Edward H Ross director, officer: See Remarks
Shelby E Sherard officer: See Remarks 2215 SANDERS ROAD, SUITE 400, NORTHBROOK IL 60062
Edward X. Tune director C/O FIDUS INVESTMENT CORPORATION, 1603 ORRINGTON AVENUE, SUITE 1005, EVANSTON IL 60201
Anstiss Raymond L. Jr. director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201
Thomas Charles Lauer director, officer: President 1919 PENNSYLVANIA AVENUE, NW, SUITE 300, WASHINGTON DC 20006
Cary L Schaefer officer: See Remarks 1603 ORRINGTON AVE, STE 820, EVANSTON IL 60201
John A. Mazzarino director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201
Pinebridge Secondary Partners Ii Holdings, L.p. 10 percent owner 399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022
Pinebridge Secondary Partners Ii Gp, L.p. 10 percent owner 399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022
Charles G Phillips director
Wayne F Robinson director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201