Fidus Investment Corp (FDUS)vsJPMorgan Chase & Co (JPM)
FDUS
Fidus Investment Corp
$18.86
-0.89%
FINANCIAL SERVICES · Cap: $696.46M
JPM
JPMorgan Chase & Co
$312.37
-2.47%
FINANCIAL SERVICES · Cap: $855.84B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 103890% more annual revenue ($173.56B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.70. JPM earns a higher WallStSmart Score of 73/100 (B).
FDUS
Buy61
out of 100
Grade: C+
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 72.5%
Revenue surging 30.2% year-over-year
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.2%
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
FDUS profiles as a growth stock while JPM is a mature play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.00 — expect wider price swings.
FDUS is growing revenue faster at 30.2% — sustainability is the question.
FDUS generates stronger free cash flow (13M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 61/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fidus Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fidus Investment Corp (FDUS) is a publicly-traded business development company specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.
Visit Website →JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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