Company / Return on Equity (ROE)
FIDUS INVESTMENT Corp Return on Equity (ROE) History
FY2020-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
11.1%
FY2025
5-year range
7.3% / 13.1%
FY2021-FY2025
Trend
-7.0%
vs FY2024
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Declined from 13.1% to 11.1% over the past 2 years.
Based on SEC 10-K filings.
11.1% in FY2025 with a 5-year CAGR of +3.5%.
Declined from 13.1% to 11.1% over the past 2 years.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +3.7pp
- 5-Year Change
- +3.5pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 7.0% year-over-year.
- Peak return on equity (roe) was recorded in FY2023.
- Lowest return on equity (roe) in the period was in FY2021.
Company context
Key Data Points
- Low Piotroski F-Score: 1/9 (multiple financial health concerns)
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 11.1% | -7.0% |
| FY2024 | 11.9% | -8.8% |
| FY2023 | 13.1% | +75.5% |
| FY2022 | 7.5% | +1.6% |
| FY2021 | 7.3% | -3.4% |
| FY2020 | 7.6% | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026