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.

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Total return — FDUS vs NMFCZ

growth of $100 · dividends reinvested · last 3y
FDUS +38.9% (+11.6%/yr)NMFCZ +25.0% (+7.7%/yr)FDUS compounded faster over this window
100110120130140150Start $100202420252026$139$125
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

MetricFDUSNMFCZ
P/E ratio9.20N/A
Forward P/E9.0223.30
PEG ratio0.73N/A
P/S ratio4.944.25
P/B ratio0.990.71

Profitability

MetricFDUSNMFCZ
Gross margin73.60%10.71%
Operating margin69.82%18.79%
Net margin52.34%-28.24%
ROE10.47%-4.70%

Dividends

MetricFDUSNMFCZ
Dividend yield11.19%8.13%
Payout ratio102.39%N/A

Growth (annualized)

MetricFDUSNMFCZ
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%.

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.