Fidus Investment (FRA:8QP) Pretax Margin %: 86.36% (As of Mar. 2026) — Near Median


FRA:8QP Fidus Investment Corp FRA:8QP
64 GF Score
Price €17.41
GF Value €19.03
Valuation Fairly Valued
! 8 Warning Signs
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What is Fidus Investment Pretax Margin %?

Fidus Investment FRA:8QP +6.29% 64 Pretax Margin % is 86.36% as of Mar. 2026, which is 3% below its 10-year median of 89.42. GuruFocus rates FRA:8QP with a GF Score™ of 64/100 and a GF Value™ of €19.03 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,570 Asset Management companies, Fidus Investment ranks worse than 51.27% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Fidus Investment's Pre-Tax Income for the three months ended in Mar. 2026 was €17.30 Mil. Fidus Investment's Revenue for the three months ended in Mar. 2026 was €20.04 Mil. Therefore, Fidus Investment's pretax margin for the quarter that ended in Mar. 2026 was 86.36%.

The historical rank and industry rank for Fidus Investment's Pretax Margin % or its related term are showing as below:

FRA:8QP' s Pretax Margin % Range Over the Past 10 Years
Min: 81.72   Med: 89.42   Max: 91.66
Current: 88.55


FRA:8QP's Pretax Margin % is ranked worse than
51.27% of 1570 companies
in the Asset Management industry
Industry Median: 89.62 vs FRA:8QP: 88.55

Fidus Investment  (FRA:8QP) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Fidus Investment Pretax Margin % Related Terms


Fidus Investment Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Fidus Investment's Pretax Margin % 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.

Fidus Investment Pretax Margin % Chart

Fidus Investment Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 91.66 86.54 90.71 89.96 89.28

Fidus Investment Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % Get a 7-Day Free Trial 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 89.45 89.41 87.42 90.74 86.36

FRA:8QP vs CCD, JQC, BIT: Pretax Margin % Comparison

For the Asset Management subindustry, Fidus Investment's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidus Investment's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Fidus Investment's Pretax Margin % falls into.


FRA:8QP
64GF Score
Fidus Investment Corp FRA:8QP
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidus Investment Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Fidus Investment's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=75.734/84.827
=89.28 %

Fidus Investment's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=17.304/20.038
=86.36 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 86.36% mean?
Fidus Investment (FRA:8QP) has a Pretax Margin % of 86.36% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Fidus Investment and its competitors. This is near median its historical median of 89.42. Over the past decade, Fidus Investment's Pretax Margin % has ranged from 81.72 to 91.66. According to the industry distribution chart, Fidus Investment ranks #805 out of 1570 companies in the Asset Management industry, placing it in the top 51.3%.
Is Fidus Investment's Pretax Margin % too high?
Fidus Investment's current Pretax Margin % of 86.36% is near median its 10-year median of 89.42. Over the past 10 years, this metric has ranged from a low of 81.72 to a high of 91.66. The Asset Management industry median Pretax Margin % is 89.62. Fidus Investment's value of 86.36% is 3.6% below this industry median. Based on the distribution chart, Fidus Investment ranks #805 out of 1570 companies in the Asset Management industry, which is below the industry midpoint. Overall, Fidus Investment has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Fidus Investment's Pretax Margin % compare to CCD and JQC?
According to the Asset Management industry distribution chart, Fidus Investment ranks #805 out of 1570 companies for Pretax Margin %. This places Fidus Investment in the lower half of its industry. The industry median Pretax Margin % is 89.62. Fidus Investment's value of 86.36% is 3.6% below this benchmark. Historically, Fidus Investment's own Pretax Margin % has ranged from 81.72 to 91.66 over the past decade. While the company's 10-year median is 89.42 vs. the industry median of 89.62, Fidus Investment has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,570 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fidus Investment's current Pretax Margin % of 86.36% is 3.6% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Fidus Investment and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidus Investment's current Pretax Margin % is 86.36%, which is near median its own 10-year median of 89.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidus Investment stock overvalued right now?
Based on GuruFocus' analysis, Fidus Investment (FRA:8QP) is currently considered Fairly Valued. The stock's GF Value™ is €19.03, compared to a current price of €17.41 — trading 8.5% below its estimated fair value. The current Pretax Margin % is 86.36%, which is near median its 10-year median of 89.42 and 3.6% below the Asset Management industry median of 89.62. Fidus Investment's overall GF Score™ is 64/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Fidus Investment (FRA:8QP), the current Pretax Margin % is 86.36% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Fidus Investment (FRA:8QP) Overvalued in 2026?

Based on GuruFocus' analysis, Fidus Investment stock appears to be undervalued. The current stock price of €17.41 is trading 8.5% below its estimated GF Value™ of €19.03. GuruFocus considers Fidus Investment to be Fairly Valued.

Key valuation signals for FRA:8QP:

  • Pretax Margin %: 86.36% (near median its 10-year median of 89.42)
  • GF Value™: €19.03 vs. price of €17.41 (8.5% below fair value)
  • GF Score™: 64/100 with 8 warning signs
  • Industry Position: 3.6% below the Asset Management median (#805 of 1570)

No single metric tells the full story. See the FRA:8QP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Fidus Investment Business Description

Other Exchanges FDUS:USA
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. Its investment objective is to provide attractive risk-adjusted returns by generating both current income from debt investments and capital appreciation from equity related investments. The company's portfolio of investment is comprised of securities of companies from different industries such as, Information Technology Services, Business Services, Healthcare Products among others.
64GF Score

Get the complete analysis for FRA:8QP

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€17.41
Price
€19.03
GF Value