Fidus Investment Corp (FDUS)vsSun Life Financial Inc. (SLF)
FDUS
Fidus Investment Corp
$18.86
-0.89%
FINANCIAL SERVICES · Cap: $696.46M
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $41.00B
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 1.42. FDUS earns a higher WallStSmart Score of 61/100 (C+).
FDUS
Buy61
out of 100
Grade: C+
SLF
Buy51
out of 100
Grade: C-
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%
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. PEG of 1.42 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 : SLF
The primary concerns for SLF are 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 0.83 — 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 51/100), backed by strong 49.5% margins and 30.2% revenue growth. Both earn "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 specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.
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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?