Fidus Investment Corporation (FDUS)

US — Financial Services Sector
Peers: NCDL  GAIN  MSIF  SLRC  TYG  BCSF  VINP  CGBD  PNNT 

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Key Metrics & Ratings

  • symbol FDUS
  • Rev/Share 4.2131
  • Book/Share 19.9049
  • PB 0.9872
  • Debt/Equity 0.2601
  • CurrentRatio 111.0094
  • ROIC 1.0252

 

  • MktCap 682271089.0
  • FreeCF/Share -0.1922
  • PFCF -99.355
  • PE 8.7847
  • Debt/Assets 0.1448
  • DivYield 0.115
  • ROE 0.1168

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 3
  • DCF Score 1
  • P/B Score 3
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade FDUS Keefe Bruyette Market Perform Outperform -- $21.5 Oct. 6, 2025
Downgrade FDUS B. Riley Securities Buy Neutral -- $22.5 Aug. 13, 2025
Resumed FDUS B. Riley Securities -- Buy -- $22 May 13, 2025

News

My Income Portfolio: Financial Awareness
ARCC, BST, CCAP, EOS, ETO, EVT, FDUS, GOF, HTD, JEPI, JEPQ, MCI, PCN, PDI, PDT, PTY, RQI, RVT, SPE, USOI, UTF, UTG, XYLD
Published: March 10, 2025 by: Seeking Alpha
Sentiment: Neutral

The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.

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image for news My Income Portfolio: Financial Awareness
Fidus Investment (FDUS) Q4 2024 Earnings Call Transcript
FDUS
Published: March 07, 2025 by: Seeking Alpha
Sentiment: Neutral

Fidus Investment Corporation (NASDAQ:FDUS ) Q4 2024 Earnings Conference Call March 7, 2025 9:00 AM ET Company Participants Ed Ross - Chairman, Chief Executive Officer Shelby Sherard - Chief Financial Officer Jody Burfening - Alliance Investors IR Conference Call Participants Mickey Schleien - Ladenburg Thalmann Sean-Paul Adams - Raymond James Operator Good day and welcome to the Fidus fourth quarter 2024 earnings conference call. All participants will be in listen-only mode.

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image for news Fidus Investment (FDUS) Q4 2024 Earnings Call Transcript
A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement
ADC, EPD, ET, FDUS, JEPQ, KBDC, MSDL, O, QYLD, SCHD
Published: March 07, 2025 by: Seeking Alpha
Sentiment: Positive

In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk and inflation-protected income. I also provide concrete investment ideas that tick the necessary boxes for being included in the portfolio.

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image for news A $5,000 Monthly Income Portfolio For A 'SWAN' Retirement
Fidus Investment: High Dividend Yield, Solid Financials And A Clear Long-Term Breakout
FDUS
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Positive

Fidus Investment is a long-term investment with a strong dividend yield, supported by its solid financials and well-structured portfolio. The company boasts a high net income margin and consistent revenue growth, with a conservative debt-to-equity ratio of 0.7x. FDUS stock remains undervalued despite reaching all-time highs, trading at just 8.3x earnings.

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image for news Fidus Investment: High Dividend Yield, Solid Financials And A Clear Long-Term Breakout

About Fidus Investment Corporation (FDUS)

  • IPO Date 2011-06-21
  • Website https://www.fdus.com
  • Industry Asset Management
  • CEO Edward H. Ross
  • Employees None

Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.