WallStSmart

Fidus Investment Corp (FDUS)vsHartford Financial Services Group (HIG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 17259% more annual revenue ($29.59B vs $170.43M). FDUS leads profitability with a 45.4% profit margin vs 15.6%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 79/100 (B+).

FDUS

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 5.7Quality: 6.5
Piotroski: 2/9Altman Z: 1.17

HIG

Strong Buy

79

out of 100

Grade: B+

Growth: 6.0Profit: 7.5Value: 8.3Quality: 6.5
Piotroski: 6/9Altman Z: 1.23

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FDUS4 strengths · Avg: 10.0/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.4%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
68.3%10/10

Strong operational efficiency at 68.3%

HIG6 strengths · Avg: 9.0/10
PEG RatioValuation
0.1210/10

Growing faster than its price suggests

P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.6%8/10

Strong operational efficiency at 22.6%

Areas to Watch

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$774.73M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-26.9%2/10

Earnings declined 26.9%

HIG2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.9%4/10

3.9% revenue growth

Altman Z-ScoreHealth
1.232/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : FDUS

The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.4% and operating margin at 68.3%.

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 15.6% and operating margin at 22.6%. PEG of 0.12 suggests the stock is reasonably priced for its growth.

Bear Case : FDUS

The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.

Bear Case : HIG

The primary concerns for HIG are Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

FDUS profiles as a mature stock while HIG is a value play — different risk/reward profiles.

FDUS carries more volatility with a beta of 0.75 — expect wider price swings.

FDUS is growing revenue faster at 8.8% — sustainability is the question.

HIG generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (79/100 vs 54/100), backed by strong 15.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Fidus Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to offering tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. The firm employs a disciplined investment strategy that emphasizes high current income and capital appreciation while maintaining a strong focus on credit quality and proactive portfolio management. As a regulated investment company, FDUS is committed to transparency and compliance, positioning itself as a trusted partner for growth-oriented businesses. With a robust track record of consistent returns, FDUS represents an attractive opportunity for institutional investors looking to enhance yield amidst a competitive market landscape.

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Hartford Financial Services Group

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

The Hartford Financial Services Group, Inc., usually known as The Hartford, is a United States-based investment and insurance company.

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