BCSF
Price
$16.77
Change
-$0.19 (-1.12%)
Updated
Nov 12, 03:10 PM (EDT)
112 days until earnings call
FDUS
Price
$20.29
Change
-$0.00 (-0.00%)
Updated
Nov 12, 03:18 PM (EDT)
107 days until earnings call
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BCSF vs FDUS

Header iconBCSF vs FDUS Comparison
Open Charts BCSF vs FDUSBanner chart's image
Bain Capital Specialty Finance
Price$16.77
Change-$0.19 (-1.12%)
Volume$200
CapitalizationN/A
Fidus Investment
Price$20.29
Change-$0.00 (-0.00%)
Volume$308
CapitalizationN/A
BCSF vs FDUS Comparison Chart
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BCSF
Daily Signalchanged days ago
Gain/Loss if shorted
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FDUS
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
BCSF vs. FDUS commentary
Nov 12, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a Buy and FDUS is a StrongBuy.

COMPARISON
Comparison
Nov 12, 2024
Stock price -- (BCSF: $16.96 vs. FDUS: $20.30)
Brand notoriety: BCSF and FDUS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 158% vs. FDUS: 165%
Market capitalization -- BCSF: $1B vs. FDUS: $620.35M
BCSF [@Investment Managers] is valued at $1B. FDUS’s [@Investment Managers] market capitalization is $620.35M. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.91B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 2 FA rating(s) are green whileFDUS’s FA Score has 3 green FA rating(s).

  • BCSF’s FA Score: 2 green, 3 red.
  • FDUS’s FA Score: 3 green, 2 red.
According to our system of comparison, BCSF is a better buy in the long-term than FDUS.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 6 TA indicator(s) are bullish while FDUS’s TA Score has 6 bullish TA indicator(s).

  • BCSF’s TA Score: 6 bullish, 2 bearish.
  • FDUS’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, BCSF is a better buy in the short-term than FDUS.

Price Growth

BCSF (@Investment Managers) experienced а +3.41% price change this week, while FDUS (@Investment Managers) price change was +5.73% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.67%. For the same industry, the average monthly price growth was +3.65%, and the average quarterly price growth was +6.64%.

Reported Earning Dates

BCSF is expected to report earnings on Mar 04, 2025.

FDUS is expected to report earnings on Feb 27, 2025.

Industries' Descriptions

@Investment Managers (+2.67% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BCSF($1B) has a higher market cap than FDUS($620M). BCSF has higher P/E ratio than FDUS: BCSF (8.14) vs FDUS (6.69). BCSF YTD gains are higher at: 22.208 vs. FDUS (13.041). FDUS has less debt than BCSF: FDUS (467M) vs BCSF (1.26B). BCSF has higher revenues than FDUS: BCSF (138M) vs FDUS (88M).
BCSFFDUSBCSF / FDUS
Capitalization1B620M162%
EBITDAN/AN/A-
Gain YTD22.20813.041170%
P/E Ratio8.146.69122%
Revenue138M88M157%
Total Cash43MN/A-
Total Debt1.26B467M269%
FUNDAMENTALS RATINGS
BCSF vs FDUS: Fundamental Ratings
BCSF
FDUS
OUTLOOK RATING
1..100
7279
VALUATION
overvalued / fair valued / undervalued
1..100
10
Undervalued
3
Undervalued
PROFIT vs RISK RATING
1..100
4114
SMR RATING
1..100
2326
PRICE GROWTH RATING
1..100
4850
P/E GROWTH RATING
1..100
5085
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

FDUS's Valuation (3) in the null industry is in the same range as BCSF (10) in the Investment Trusts Or Mutual Funds industry. This means that FDUS’s stock grew similarly to BCSF’s over the last 12 months.

FDUS's Profit vs Risk Rating (14) in the null industry is in the same range as BCSF (41) in the Investment Trusts Or Mutual Funds industry. This means that FDUS’s stock grew similarly to BCSF’s over the last 12 months.

BCSF's SMR Rating (23) in the Investment Trusts Or Mutual Funds industry is in the same range as FDUS (26) in the null industry. This means that BCSF’s stock grew similarly to FDUS’s over the last 12 months.

BCSF's Price Growth Rating (48) in the Investment Trusts Or Mutual Funds industry is in the same range as FDUS (50) in the null industry. This means that BCSF’s stock grew similarly to FDUS’s over the last 12 months.

BCSF's P/E Growth Rating (50) in the Investment Trusts Or Mutual Funds industry is somewhat better than the same rating for FDUS (85) in the null industry. This means that BCSF’s stock grew somewhat faster than FDUS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFFDUS
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
47%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 2 days ago
53%
Momentum
ODDS (%)
Bullish Trend 2 days ago
50%
Bullish Trend 2 days ago
63%
MACD
ODDS (%)
Bullish Trend 2 days ago
54%
Bullish Trend 2 days ago
53%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
51%
Bullish Trend 2 days ago
57%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
49%
Bullish Trend 2 days ago
54%
Advances
ODDS (%)
Bullish Trend 5 days ago
54%
Bullish Trend 2 days ago
61%
Declines
ODDS (%)
Bearish Trend 9 days ago
43%
Bearish Trend 8 days ago
40%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
53%
Bearish Trend 2 days ago
51%
Aroon
ODDS (%)
Bullish Trend 2 days ago
53%
Bullish Trend 2 days ago
49%
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BCSF
Daily Signalchanged days ago
Gain/Loss if shorted
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FDUS
Daily Signalchanged days ago
Gain/Loss if shorted
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BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been loosely correlated with NXDT. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if BCSF jumps, then NXDT could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
-0.47%
NXDT - BCSF
60%
Loosely correlated
-1.81%
HTGC - BCSF
58%
Loosely correlated
+1.53%
MAIN - BCSF
57%
Loosely correlated
+1.04%
ARCC - BCSF
57%
Loosely correlated
+0.28%
GBDC - BCSF
55%
Loosely correlated
+0.26%
More

FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS has been loosely correlated with GLAD. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if FDUS jumps, then GLAD could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
+1.25%
GLAD - FDUS
59%
Loosely correlated
+1.47%
NMFC - FDUS
55%
Loosely correlated
+0.49%
BCSF - FDUS
54%
Loosely correlated
-0.47%
MAIN - FDUS
54%
Loosely correlated
+1.04%
PNNT - FDUS
54%
Loosely correlated
-0.14%
More