Fidus Investment (FRA:8QP) ROE % Adjusted to Book Value: 12.26% (As of Mar. 2026)


FRA:8QP Fidus Investment Corp FRA:8QP
64 GF Score
Price €16.79
GF Value €19.78
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Fidus Investment ROE % Adjusted to Book Value?

Fidus Investment FRA:8QP -3.56% 64 ROE % Adjusted to Book Value is 12.26% as of Mar. 2026. GuruFocus rates FRA:8QP with a GF Score™ of 64/100 and a GF Value™ of €19.78 (Modestly Undervalued). The stock has 8 warning signs investors should review.

Fidus Investment's ROE % for the quarter that ended in Mar. 2026 was 10.79%. Fidus Investment's PB Ratio for the quarter that ended in Mar. 2026 was 0.88. Fidus Investment's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 12.26%.


Fidus Investment ROE % Adjusted to Book Value Related Terms


Fidus Investment ROE % Adjusted to Book Value Historical Data

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The historical data trend for Fidus Investment's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Fidus Investment Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 30.01 7.88 14.37 11.98 11.88

Fidus Investment Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value 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 11.16 14.43 10.40 10.74 12.26

FRA:8QP vs CCD, JQC, BIT: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Fidus Investment's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidus Investment's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Fidus Investment's ROE % Adjusted to Book Value falls into.


FRA:8QP
64GF Score
Fidus Investment Corp FRA:8QP
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidus Investment ROE % Adjusted to Book Value Calculation

Fidus Investment's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=11.17% / 0.94
=11.88%

Fidus Investment's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=10.79% / 0.88
=12.26%

* 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.

What does a ROE % Adjusted to Book Value of 12.26% mean?
Fidus Investment (FRA:8QP) has a ROE % Adjusted to Book Value of 12.26% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Fidus Investment and its competitors.
Is Fidus Investment's ROE % Adjusted to Book Value too high?
Fidus Investment's current ROE % Adjusted to Book Value is 12.26%. Overall, Fidus Investment has a GF Score™ of 64/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fidus Investment's ROE % Adjusted to Book Value compare to CCD and JQC?
Fidus Investment's ROE % Adjusted to Book Value of 12.26% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Fidus Investment and its competitors. Fidus Investment's current ROE % Adjusted to Book Value is 12.26%. 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 Modestly Undervalued. The stock's GF Value™ is €19.78, compared to a current price of €16.79 — trading 15.1% below its estimated fair value. The current ROE % Adjusted to Book Value is 12.26%. 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 ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Fidus Investment (FRA:8QP), the current ROE % Adjusted to Book Value is 12.26% 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 €16.79 is trading 15.1% below its estimated GF Value™ of €19.78. GuruFocus considers Fidus Investment to be Modestly Undervalued.

Key valuation signals for FRA:8QP:

  • ROE % Adjusted to Book Value: 12.26%
  • GF Value™: €19.78 vs. price of €16.79 (15.1% below fair value)
  • GF Score™: 64/100 with 8 warning signs

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

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€16.79
Price
€19.78
GF Value