WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hartford Financial Services Group generates 18371% more annual revenue ($28.79B vs $155.87M). FDUS leads profitability with a 52.9% profit margin vs 14.1%. HIG appears more attractively valued with a PEG of 0.12. HIG earns a higher WallStSmart Score of 77/100 (B+).

FDUS

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 5.7Quality: 7.3
Piotroski: 3/9

HIG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 8.3Quality: 8.3
Piotroski: 6/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FDUS5 strengths · Avg: 9.8/10
P/E RatioValuation
8.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
52.9%10/10

Keeps 53 of every $100 in revenue as profit

Operating MarginProfitability
73.1%10/10

Strong operational efficiency at 73.1%

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

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

Growing faster than its price suggests

P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
41.4%8/10

Earnings expanding 41.4% YoY

Areas to Watch

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$728.34M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-4.5%2/10

Earnings declined 4.5%

HIG0 concerns · Avg: 0/10

No major concerns identified

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 52.9% and operating margin at 73.1%. Revenue growth of 12.5% demonstrates continued momentum.

Bull Case : HIG

The strongest argument for HIG centers on PEG Ratio, P/E Ratio, Return on Equity. 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

No major red flags identified for HIG, but monitor valuation.

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 0.74 — expect wider price swings.

FDUS is growing revenue faster at 12.5% — sustainability is the question.

HIG generates stronger free cash flow (1.0B), providing more financial flexibility.

Bottom Line

HIG scores higher overall (77/100 vs 57/100). 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 that specializes in providing tailored debt and equity investment solutions to lower middle-market enterprises across diverse industries. The firm employs a disciplined investment strategy focused on generating high current income and capital appreciation while maintaining a rigorous emphasis on credit quality and active portfolio management. As a regulated investment company, Fidus prioritizes transparency and compliance, positioning itself as a dependable partner for growth-oriented businesses. This strategic focus, alongside its commitment to delivering consistent returns, makes FDUS a compelling option for institutional investors seeking to optimize yield in today’s competitive financial landscape.

Visit Website →

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.

Visit Website →

Want to dig deeper into these stocks?