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Fidus Investment (FRA:8QP) Shiller PE Ratio : 7.69 (As of May. 27, 2024)


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What is Fidus Investment Shiller PE Ratio?

As of today (2024-05-27), Fidus Investment's current share price is €18.00. Fidus Investment's E10 for the quarter that ended in Mar. 2024 was €2.34. Fidus Investment's Shiller PE Ratio for today is 7.69.

The historical rank and industry rank for Fidus Investment's Shiller PE Ratio or its related term are showing as below:

FRA:8QP' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.01   Med: 7.89   Max: 9.02
Current: 7.67

During the past years, Fidus Investment's highest Shiller PE Ratio was 9.02. The lowest was 3.01. And the median was 7.89.

FRA:8QP's Shiller PE Ratio is ranked better than
83.49% of 757 companies
in the Asset Management industry
Industry Median: 12.9 vs FRA:8QP: 7.67

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Fidus Investment's adjusted earnings per share data for the three months ended in Mar. 2024 was €0.598. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is €2.34 for the trailing ten years ended in Mar. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Fidus Investment Shiller PE Ratio Historical Data

The historical data trend for Fidus Investment's Shiller PE Ratio 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.

* Premium members only.

Fidus Investment Shiller PE Ratio Chart

Fidus Investment Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.05 6.77 7.64 7.91 7.82

Fidus Investment Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.74 8.15 7.76 7.82 7.61

Competitive Comparison of Fidus Investment's Shiller PE Ratio

For the Asset Management subindustry, Fidus Investment's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio 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.


Fidus Investment's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidus Investment's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Fidus Investment's Shiller PE Ratio falls into.



Fidus Investment Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Fidus Investment's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=18.00/2.34
=7.69

* 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's E10 for the quarter that ended in Mar. 2024 is calculated as:

For example, Fidus Investment's adjusted earnings per share data for the three months ended in Mar. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2024 (Change)*Current CPI (Mar. 2024)
=0.598/131.7762*131.7762
=0.598

Current CPI (Mar. 2024) = 131.7762.

Fidus Investment Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.184 100.560 0.241
201409 0.295 100.428 0.387
201412 0.389 99.070 0.517
201503 0.370 99.621 0.489
201506 0.347 100.684 0.454
201509 0.303 100.392 0.398
201512 0.441 99.792 0.582
201603 0.413 100.470 0.542
201606 0.659 101.688 0.854
201609 0.401 101.861 0.519
201612 0.588 101.863 0.761
201703 0.393 102.862 0.503
201706 0.392 103.349 0.500
201709 0.411 104.136 0.520
201712 0.431 104.011 0.546
201803 0.495 105.290 0.620
201806 0.265 106.317 0.328
201809 0.523 106.507 0.647
201812 0.431 105.998 0.536
201903 0.407 107.251 0.500
201906 0.115 108.070 0.140
201909 0.518 108.329 0.630
201912 0.738 108.420 0.897
202003 -0.995 108.902 -1.204
202006 0.293 108.767 0.355
202009 0.722 109.815 0.866
202012 0.995 109.897 1.193
202103 0.395 111.754 0.466
202106 0.880 114.631 1.012
202109 0.986 115.734 1.123
202112 1.823 117.630 2.042
202203 0.436 121.301 0.474
202206 0.312 125.017 0.329
202209 0.475 125.227 0.500
202212 0.179 125.222 0.188
202303 0.579 127.348 0.599
202306 0.406 128.729 0.416
202309 0.853 129.860 0.866
202312 0.862 129.419 0.878
202403 0.598 131.776 0.598

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Fidus Investment  (FRA:8QP) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Fidus Investment Shiller PE Ratio Related Terms

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Fidus Investment (FRA:8QP) Business Description

Traded in Other Exchanges
Address
1603 Orrington Avenue, Suite 1005, Evanston, IL, USA, 60201
Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies, which management generally defines as U.S. based companies with revenues between $10 million and $150 million. The company invests in companies that possess some or all of the following attributes: predictable revenues; positive cash flows; defensible market positions; diversified customer and supplier bases; and management teams with operating discipline.

Fidus Investment (FRA:8QP) Headlines

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