Fidus Investment Corp (FDUS)vsSun Life Financial Inc. (SLF)
FDUS
Fidus Investment Corp
$20.47
+1.44%
FINANCIAL SERVICES · Cap: $736.69M
SLF
Sun Life Financial Inc.
$82.27
-0.23%
FINANCIAL SERVICES · Cap: $46.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 20809% more annual revenue ($34.90B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. FDUS earns a higher WallStSmart Score of 61/100 (C+).
FDUS
Buy61
out of 100
Grade: C+
SLF
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 72.5%
Revenue surging 30.2% year-over-year
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.2%
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
FDUS profiles as a growth stock while SLF is a value play — different risk/reward profiles.
SLF carries more volatility with a beta of 0.82 — expect wider price swings.
FDUS is growing revenue faster at 30.2% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
FDUS scores higher overall (61/100 vs 49/100), backed by strong 49.5% margins and 30.2% revenue growth. Both earn "Buy" and "Hold" 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.
Visit Website →Sun Life Financial Inc.
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada.
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