Fidus Investment Corporation (FDUS) vs New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)
A side-by-side comparison of Fidus Investment Corporation and New Mountain Finance Corporation 8.250% Notes due 2028 across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
FDUS
Fidus Investment Corporation
$19.22Financial ServicesDelayed quote: Oct 6, 2026, 11:45 AM EDT
NMFCZ
New Mountain Finance Corporation 8.250% Notes due 2028
$25.37Financial ServicesDelayed quote: Oct 6, 2026, 11:43 AM EDT
Total return — FDUS vs NMFCZ
growth of $100 · dividends reinvested · last 3yFDUS +38.9% (+11.6%/yr)NMFCZ +25.0% (+7.7%/yr)FDUS compounded faster over this window
FDUS NMFCZ
FDUS vs NMFCZ: by the numbers
- •FDUS is the larger company ($729M vs $727M market cap).
- •FDUS is profitable (52.34% net margin) while NMFCZ runs a net loss (-28.24%).
- •FDUS grew revenue faster over the past five years (5.25% vs -10.60% CAGR).
- •FDUS pays the higher dividend yield (11.19% vs 8.13%).
Metrics side by side
Valuation
| Metric | FDUS | NMFCZ |
|---|---|---|
| P/E ratio | 9.20 | N/A |
| Forward P/E | 9.02 | 23.30 |
| PEG ratio | 0.73 | N/A |
| P/S ratio | 4.94 | 4.25 |
| P/B ratio | 0.99 | 0.71 |
Profitability
| Metric | FDUS | NMFCZ |
|---|---|---|
| Gross margin | 73.60% | 10.71% |
| Operating margin | 69.82% | 18.79% |
| Net margin | 52.34% | -28.24% |
| ROE | 10.47% | -4.70% |
Dividends
| Metric | FDUS | NMFCZ |
|---|---|---|
| Dividend yield | 11.19% | 8.13% |
| Payout ratio | 102.39% | N/A |
Growth (annualized)
| Metric | FDUS | NMFCZ |
|---|---|---|
| Revenue CAGR (5Y) | 5.25% | -10.60% |
| EPS CAGR (5Y) | 12.63% | -23.23% |
| Total return CAGR (5Y) | 14.50% | N/A |
Frequently asked
- Which has grown faster, FDUS or NMFCZ?
- Over the past five years, FDUS grew revenue faster — FDUS at a 5.25% CAGR versus NMFCZ at -10.60%.
- Does FDUS or NMFCZ pay a bigger dividend?
- FDUS yields 11.19% and NMFCZ yields 8.13% based on trailing dividends and the latest price.
- Is FDUS or NMFCZ more profitable?
- FDUS runs the higher net margin — FDUS at 52.34% versus NMFCZ at -28.24%.
Go deeper
Dig into the metrics
Fidus Investment P/E ratioFidus Investment dividend yieldNew Mountain Finance Corporation 8.250% Notes due 2028 dividend yieldFidus Investment ROENew Mountain Finance Corporation 8.250% Notes due 2028 ROEFidus Investment operating marginNew Mountain Finance Corporation 8.250% Notes due 2028 operating marginFidus Investment revenue growthNew Mountain Finance Corporation 8.250% Notes due 2028 revenue growth
Fidus Investment & New Mountain Finance Corporation 8.250% Notes due 2028 appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.