FDUS
Price
$18.98
Change
+$0.08 (+0.42%)
Updated
May 1, 12:26 PM (EDT)
Capitalization
620.35M
Earnings call today
PFLT
Price
$10.05
Change
-$0.05 (-0.49%)
Updated
May 1, 12:43 PM (EDT)
Capitalization
690.23M
11 days until earnings call
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FDUS vs PFLT

Header iconFDUS vs PFLT Comparison
Open Charts FDUS vs PFLTBanner chart's image
Fidus Investment
Price$18.98
Change+$0.08 (+0.42%)
Volume$740
Capitalization620.35M
PennantPark Floating Rate Capital
Price$10.05
Change-$0.05 (-0.49%)
Volume$100
Capitalization690.23M
FDUS vs PFLT Comparison Chart
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FDUS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PFLT
Daily Signalchanged days ago
Gain/Loss if bought
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VS
FDUS vs. PFLT commentary
May 01, 2025

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 FDUS is a StrongBuy and PFLT is a StrongBuy.

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COMPARISON
Comparison
May 01, 2025
Stock price -- (FDUS: $18.88 vs. PFLT: $10.11)
Brand notoriety: FDUS and PFLT are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: FDUS: 58% vs. PFLT: 51%
Market capitalization -- FDUS: $620.35M vs. PFLT: $690.23M
FDUS [@Investment Managers] is valued at $620.35M. PFLT’s [@Investment Managers] market capitalization is $690.23M. 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 $5.99B.

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).

FDUS’s FA Score shows that 4 FA rating(s) are green whilePFLT’s FA Score has 3 green FA rating(s).

  • FDUS’s FA Score: 4 green, 1 red.
  • PFLT’s FA Score: 3 green, 2 red.
According to our system of comparison, FDUS is a better buy in the long-term than PFLT.

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.

FDUS’s TA Score shows that 5 TA indicator(s) are bullish while PFLT’s TA Score has 4 bullish TA indicator(s).

  • FDUS’s TA Score: 5 bullish, 3 bearish.
  • PFLT’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, FDUS is a better buy in the short-term than PFLT.

Price Growth

FDUS (@Investment Managers) experienced а +0.27% price change this week, while PFLT (@Investment Managers) price change was +3.27% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.51%. For the same industry, the average monthly price growth was -0.80%, and the average quarterly price growth was -1.27%.

Reported Earning Dates

FDUS is expected to report earnings on Jul 31, 2025.

PFLT is expected to report earnings on Aug 06, 2025.

Industries' Descriptions

@Investment Managers (+2.51% 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
PFLT($690M) has a higher market cap than FDUS($620M). PFLT has higher P/E ratio than FDUS: PFLT (9.41) vs FDUS (6.69). PFLT YTD gains are higher at: -3.858 vs. FDUS (-7.825). FDUS has less debt than PFLT: FDUS (467M) vs PFLT (671M). FDUS has higher revenues than PFLT: FDUS (88M) vs PFLT (65.9M).
FDUSPFLTFDUS / PFLT
Capitalization620M690M90%
EBITDAN/AN/A-
Gain YTD-7.825-3.858203%
P/E Ratio6.699.4171%
Revenue88M65.9M134%
Total CashN/A15.1M-
Total Debt467M671M70%
FUNDAMENTALS RATINGS
FDUS vs PFLT: Fundamental Ratings
FDUS
PFLT
OUTLOOK RATING
1..100
53
VALUATION
overvalued / fair valued / undervalued
1..100
5
Undervalued
6
Undervalued
PROFIT vs RISK RATING
1..100
811
SMR RATING
1..100
1212
PRICE GROWTH RATING
1..100
5973
P/E GROWTH RATING
1..100
3374
SEASONALITY SCORE
1..100
2950

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 (5) in the null industry is in the same range as PFLT (6). This means that FDUS’s stock grew similarly to PFLT’s over the last 12 months.

FDUS's Profit vs Risk Rating (8) in the null industry is in the same range as PFLT (11). This means that FDUS’s stock grew similarly to PFLT’s over the last 12 months.

FDUS's SMR Rating (12) in the null industry is in the same range as PFLT (12). This means that FDUS’s stock grew similarly to PFLT’s over the last 12 months.

FDUS's Price Growth Rating (59) in the null industry is in the same range as PFLT (73). This means that FDUS’s stock grew similarly to PFLT’s over the last 12 months.

FDUS's P/E Growth Rating (33) in the null industry is somewhat better than the same rating for PFLT (74). This means that FDUS’s stock grew somewhat faster than PFLT’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
FDUSPFLT
RSI
ODDS (%)
Bullish Trend 1 day ago
36%
Bullish Trend 1 day ago
67%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
38%
Bearish Trend 1 day ago
44%
Momentum
ODDS (%)
Bullish Trend 1 day ago
68%
Bullish Trend 1 day ago
57%
MACD
ODDS (%)
Bullish Trend 1 day ago
52%
Bullish Trend 1 day ago
54%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
58%
Bullish Trend 1 day ago
51%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
37%
Bearish Trend 1 day ago
37%
Advances
ODDS (%)
Bullish Trend 4 days ago
61%
Bullish Trend 4 days ago
52%
Declines
ODDS (%)
Bearish Trend 1 day ago
38%
Bearish Trend 1 day ago
42%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
55%
Bearish Trend 1 day ago
51%
Aroon
ODDS (%)
Bearish Trend 1 day ago
25%
N/A
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FDUS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PFLT
Daily Signalchanged days ago
Gain/Loss if bought
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FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS has been closely correlated with FSK. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if FDUS jumps, then FSK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
-1.05%
FSK - FDUS
83%
Closely correlated
-1.14%
NMFC - FDUS
82%
Closely correlated
-1.78%
ARCC - FDUS
81%
Closely correlated
+0.02%
GLAD - FDUS
80%
Closely correlated
-2.09%
BCSF - FDUS
79%
Closely correlated
-1.03%
More

PFLT and

Correlation & Price change

A.I.dvisor indicates that over the last year, PFLT has been closely correlated with FDUS. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFLT jumps, then FDUS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFLT
1D Price
Change %
PFLT100%
-0.49%
FDUS - PFLT
76%
Closely correlated
-1.05%
CSWC - PFLT
75%
Closely correlated
-0.75%
NMFC - PFLT
74%
Closely correlated
-1.78%
GLAD - PFLT
72%
Closely correlated
-2.09%
GBDC - PFLT
72%
Closely correlated
+0.14%
More