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FIDUS INVESTMENT Corp vs CAPITAL SOUTHWEST CORP — Side-by-side quantitative comparison
CSWC and FDUS are remarkably close in our quantitative rankings. CAPITAL SOUTHWEST CORP holds a slight edge with a composite score of 50.5/100 (Hold) versus FIDUS INVESTMENT Corp at 50.1/100 (Hold). With a spread of just 0.4 points, the difference is marginal — investors should weigh qualitative factors like management quality, competitive positioning, and industry outlook to make a final decision.
On the Quality factor, which measures profitability and business quality through metrics like ROE, gross margins, and capital efficiency, these stocks are closely matched (FDUS: 31/100, CSWC: 29/100). The narrow 3-point spread suggests similar quality profiles, so this factor alone is unlikely to be a decisive differentiator.
On the Value factor, which evaluates whether a stock is cheap or expensive relative to its earnings, book value, and cash flows, these stocks are closely matched (FDUS: 41/100, CSWC: 36/100). The narrow 5-point spread suggests similar value profiles, so this factor alone is unlikely to be a decisive differentiator.
For the Momentum factor — which captures price trends and institutional sentiment over the trailing 3-12 months — CSWC leads at 93/100, while FDUS trails at 64/100 (CSWC: 93/100, FDUS: 64/100). The 30-point gap indicates a meaningful difference in momentum characteristics between these stocks.
On the Investment factor, which assesses capital allocation quality including reinvestment rates and asset growth, these stocks are closely matched (FDUS: 27/100, CSWC: 23/100). The narrow 4-point spread suggests similar investment profiles, so this factor alone is unlikely to be a decisive differentiator.
For the Stability factor — which measures financial health through leverage ratios and price volatility — FDUS leads at 78/100, while CSWC trails at 64/100 (FDUS: 78/100, CSWC: 64/100). The 14-point gap indicates a meaningful difference in stability characteristics between these stocks.
For the Short Interest factor — which tracks institutional bearish positioning and potential risk from elevated short selling — FDUS leads at 91/100, while CSWC trails at 15/100 (FDUS: 91/100, CSWC: 15/100). The 77-point gap indicates a meaningful difference in short interest characteristics between these stocks.
Based on our 6-factor model, CAPITAL SOUTHWEST CORP (CSWC) is utilizing a stronger overall profile than FDUS, with a Composite Score of 51 vs 50. The comparison is extremely close. While CSWC leads slightly on Momentum, FDUS remains a competitive alternative.
| Overall Rating | ||
| Composite Score | 51 | 50 |
| Rank | #1,928 | #1,994 |
| Stars | 3 / 5 | 3 / 5 |
| Action | Hold | Hold |
| Factor Scores | ||
| Quality | 29 | 31 |
| Value | 36 | 41 |
| Momentum | 93 | 64 |
| Stability | 64 | 78 |
| Investment | 23 | 27 |
| Short Interest | 15 | 91 |
| Valuation | ||
| P/E Ratio | 9.59 | 9.36 |
| P/B Ratio | 1.27 | 1.01 |
| P/S Ratio | 5.14 | 4.54 |
| EV/EBITDA | 9.96 | 10.39 |
| Dividend Yield | 11.7% | 11.2% |
| Profitability | ||
| ROE | 14.5% | 11.3% |
| ROA | 6.2% | 6.3% |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 53.5% | 48.5% |
| Growth & Risk | ||
| Revenue Growth | 18.2% | 17.9% |
| Debt/Equity | 108.00 | 75.00 |
| Beta | 0.82 | 0.69 |
| Market | ||
| Market Cap | $1.26B | $717M |
Based on our 6-factor quantitative model, CSWC currently has the higher composite score (50.5/100, Hold) and ranks #1928 in our universe. However, the "better" stock depends on your investment goals, risk tolerance, and time horizon. We recommend reviewing the full factor breakdown above before making a decision.
Our comparison analyzes six quantitative factors: Quality (profitability and business strength, 30% weight), Momentum (price trends, 25%), Value (valuation attractiveness, 15%), Investment (capital allocation, 10%), Stability (financial health, 10%), and Short Interest (institutional positioning, 10%). Each factor is scored 0-100 and combined into a composite score.
FDUS has the higher value score at 41/100 compared to CSWC at 36/100. A higher value score indicates the stock trades at a more attractive valuation relative to its earnings, book value, and cash flows.
Our stock rankings and comparisons are updated daily using the latest available market data, financial statements, and price information. Factor scores reflect the most recent quarterly filings and trailing price data.