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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Fidus Investment's 5-Year RORE % for the quarter that ended in Dec. 2024 was 29.55%.
The industry rank for Fidus Investment's 5-Year RORE % or its related term are showing as below:
The historical data trend for Fidus Investment's 5-Year RORE % 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 Annual Data | |||||||||||||||||||||
Trend | Dec15 | Dec16 | Dec17 | Dec18 | Dec19 | Dec20 | Dec21 | Dec22 | Dec23 | Dec24 | |||||||||||
5-Year RORE % | Get a 7-Day Free Trial |
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-51.85 | 61.88 | -12.94 | 22.04 | 29.55 |
Fidus Investment Quarterly Data | ||||||||||||||||||||
Mar20 | Jun20 | Sep20 | Dec20 | Mar21 | Jun21 | Sep21 | Dec21 | Mar22 | Jun22 | Sep22 | Dec22 | Mar23 | Jun23 | Sep23 | Dec23 | Mar24 | Jun24 | Sep24 | Dec24 | |
5-Year RORE % | Get a 7-Day Free Trial |
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22.04 | 60.72 | 57.55 | 44.78 | 29.55 |
For the Asset Management subindustry, Fidus Investment's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % 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.
For the Asset Management industry and Financial Services sector, Fidus Investment's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where Fidus Investment's 5-Year RORE % falls into.
Fidus Investment's 5-Year RORE % for the quarter that ended in Dec. 2024 is calculated as:
5-Year RORE % | = | ( Most Recent EPS (Diluted) | - | First Period EPS (Diluted) ) | / | ( Cumulative EPS (Diluted) for 5-year | - | Cumulative Dividends per Share for 5-year ) |
= | ( 2.41 | - | 1.29 ) | / | ( 12.83 | - | 9.04 ) | |
= | 1.12 | / | 3.79 | |||||
= | 29.55 % |
* 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.
In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2024 and 5-year before.
Fidus Investment (NAS:FDUS) 5-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Thank you for viewing the detailed overview of Fidus Investment's 5-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.
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 |
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