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Upturn AI Summary - About
Fidus Investment Corp(FDUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FDUS
10/28/2026: FDUS (3-star) is currently NOT-A-BUY. Pass it for now.
Fidus Investment Corp is a business development company (BDC) that focuses on providing customized debt and equity financing to lower middle-market U.S. businesses. Its primary strength lies in its disciplined underwriting approach and ability to generate consistent income, which is often distributed to shareholders via dividends. The main investment story centers on capturing yield in the private credit market while maintaining a defensive portfolio. However, investors face risks related to credit quality, interest rate sensitivity, and competition in the private lending space. Fidus is generally well-suited for income-oriented investors, though they should carefully monitor portfolio credit performance and the impact of the external management fee structure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Fidus prioritizes income generation and capital preservation over aggressive capital appreciation. |
| Momentum investor | Mixed fit | Momentum investors may find better opportunities in higher-growth tech sectors, though positive market sentiment for BDCs can influence this. |
| Value investor | Strong fit | The company often trades at valuations that value-oriented investors find attractive relative to its underlying asset base. |
| Dividend investor | Strong fit | The BDC structure is specifically designed to provide high levels of recurring income through dividends. |
| Low-risk investor | Mixed fit | While BDCs offer steady income, they are subject to credit and market risks inherent in lending to smaller private companies. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | BDC stock prices can fluctuate based on interest rate expectations and broader market credit concerns. |
| Valuation risk | Medium | The valuation of the underlying private loan portfolio involves estimates that may differ from realized market values. |
| Competition risk (Private credit competition) | Medium / high | Increased capital flowing into private credit can compress spreads and pressure yield targets. |
| Business quality | Medium | The quality is tied to the financial health of the lower middle-market borrowers in the portfolio. |
| Dividend income | Medium / high | Dividends are dependent on the portfolio's ability to generate sufficient NII and avoid credit losses. |
| Execution risk | Medium | Successful management depends on the ability to originate quality loans and effectively manage portfolio risk. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 29.77% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 755.24M USD | Price to earnings Ratio 9.13 | 1Y Target Price 21.5 |
Price to earnings Ratio 9.13 | 1Y Target Price 21.5 | ||
Volume (30-day avg) 266.4K shares | Beta 0.73 | 52 Weeks Range 15.95 - 20.32 | Updated Date 10/28/2026 |
52 Weeks Range 15.95 - 20.32 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 9.21% | Basic EPS (TTM) 2.08 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Debt Investments | Interest income from senior secured and unitranche loans to lower middle-market companies. | The company acts as a bank for small businesses, earning interest on loans it makes. |
| Equity Investments | Dividends and capital gains from minority equity stakes held in portfolio companies. | The company occasionally owns a small slice of its borrowers, profiting if those businesses succeed. |
Earnings Date
Report Date 2026-11-05 | When After Market | Estimate 0.51 | Actual - |
Profitability
Profit Margin 45.36% | Operating Margin (TTM) 68.28% |
Management Effectiveness
Return on Assets (TTM) 5.46% | Return on Equity (TTM) 10.81% |
Valuation
Trailing PE 9.13 | Forward PE 9.53 | Enterprise Value 1.41B | Price to Sales(TTM) 4.43 |
Enterprise Value 1.41B | Price to Sales(TTM) 4.43 | ||
Enterprise Value to Revenue 15.59 | Enterprise Value to EBITDA 10.87 | Shares Outstanding 39.77M | Shares Floating - |
Shares Outstanding 39.77M | Shares Floating - | ||
Percent Insiders 0.81 | Percent Institutions 30.2 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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