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Upturn AI SWOT - About
FDUS 
Fidus Investment Corp (FDUS)
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Upturn Advisory Summary
10/17/2025: FDUS (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $22.1
1 Year Target Price $22.1
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.6% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 705.83M USD | Price to earnings Ratio 8.67 | 1Y Target Price 22.1 |
Price to earnings Ratio 8.67 | 1Y Target Price 22.1 | ||
Volume (30-day avg) 4 | Beta 0.9 | 52 Weeks Range 15.82 - 21.73 | Updated Date 10/18/2025 |
52 Weeks Range 15.82 - 21.73 | Updated Date 10/18/2025 | ||
Dividends yield (FY) 8.71% | Basic EPS (TTM) 2.3 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 51.88% | Operating Margin (TTM) 66.21% |
Management Effectiveness
Return on Assets (TTM) 5.52% | Return on Equity (TTM) 11.8% |
Valuation
Trailing PE 8.67 | Forward PE 10.48 | Enterprise Value 1143715968 | Price to Sales(TTM) 4.63 |
Enterprise Value 1143715968 | Price to Sales(TTM) 4.63 | ||
Enterprise Value to Revenue 13.51 | Enterprise Value to EBITDA 10.82 | Shares Outstanding 35379900 | Shares Floating - |
Shares Outstanding 35379900 | Shares Floating - | ||
Percent Insiders 0.91 | Percent Institutions 27.83 |
Upturn AI SWOT
Fidus Investment Corp
Company Overview
History and Background
Fidus Investment Corp. was founded in 2007. It is a business development company (BDC) focused on providing customized debt and equity financing solutions to lower middle-market companies. Its evolution involved expanding its investment portfolio and managing its assets to generate income for its shareholders.
Core Business Areas
- Direct Lending: Provides debt financing (senior secured, unitranche, second lien) to lower middle-market companies.
- Equity Investments: Makes equity investments, often alongside debt, to participate in the growth of portfolio companies.
Leadership and Structure
Fidus Investment Corp. is led by its management team, including its CEO and CFO. The company's organizational structure includes investment professionals responsible for sourcing, underwriting, and managing investments. Board of Directors provide oversight and guidance.
Top Products and Market Share
Key Offerings
- Debt Financing: Provides senior secured, unitranche, and second lien debt financing to lower middle-market companies. Market share data not readily available. Competitors include other BDCs like Ares Capital and Main Street Capital and private credit funds.
- Equity Co-Investments: Invests in equity alongside debt to participate in portfolio companies' growth. Market share data not readily available. Competitors include private equity firms and other BDCs with equity strategies.
Market Dynamics
Industry Overview
The BDC industry is growing, driven by demand for alternative financing from middle-market companies. Increased regulation on banks and limited access to capital for smaller businesses fuels growth in the BDC sector. This is a highly fragmented market with many smaller BDCs.
Positioning
Fidus Investment Corp. is positioned as a provider of flexible capital solutions to lower middle-market companies, offering both debt and equity financing. Its competitive advantages include its experienced investment team and established relationships with intermediaries. Focus is on safety and providing a yield to investors through dividend payouts.
Total Addressable Market (TAM)
The total addressable market for lower middle-market financing is estimated in the hundreds of billions of dollars. Fidus is positioned to capture a small percentage of this TAM, focusing on companies with EBITDA between $5 million and $40 million.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible capital solutions (debt and equity)
- Established relationships with intermediaries
- Focus on lower middle-market companies
- History of dividend payouts
Weaknesses
- Sensitivity to interest rate fluctuations
- Dependence on deal flow
- Potential for credit losses
- Limited diversification of investments
- External Management Structure
Opportunities
- Growing demand for alternative financing in the middle market
- Expanding investment portfolio
- Strategic acquisitions
- Increased regulatory burden on banks
- Further geographic expansion
Threats
- Economic downturns
- Increased competition from other BDCs and private credit funds
- Changes in interest rates
- Regulatory changes
- Potential for portfolio company defaults
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCPC
- FSK
Competitive Landscape
Fidus Investment Corp faces competition from other BDCs and private credit funds. Its advantages include its experienced team and flexible capital solutions. Disadvantages include its relatively smaller size compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by its ability to deploy capital into attractive investment opportunities and generate income from its portfolio.
Future Projections: Future growth is dependent on economic conditions, investment opportunities, and the company's ability to manage its investments effectively. Analyst estimates vary.
Recent Initiatives: Recent strategic initiatives include expanding its investment portfolio, managing its balance sheet, and focusing on operational efficiency.
Summary
Fidus Investment Corp is a BDC providing debt and equity to lower middle-market companies. They are positioned well to continue providing dividends to investors if they can continue to execute on investments. The BDC business model is sensitive to interest rates. Credit losses are a risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Public Financial Data
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market share data is based on approximations and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Fidus Investment Corp
Exchange NASDAQ | Headquaters Evanston, IL, United States | ||
IPO Launch date 2011-06-21 | Chairman of the Board & CEO Mr. Edward H. Ross | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.fdus.com |
Full time employees - | Website https://www.fdus.com | ||
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.
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