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Upturn AI SWOT - About
FDUS 
Fidus Investment Corp (FDUS)
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Upturn Advisory Summary
06/30/2025: FDUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $21.25
1 Year Target Price $21.25
| 2 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.89% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 696.39M USD | Price to earnings Ratio 8.54 | 1Y Target Price 21.25 |
Price to earnings Ratio 8.54 | 1Y Target Price 21.25 | ||
Volume (30-day avg) 4 | Beta 0.98 | 52 Weeks Range 16.26 - 22.34 | Updated Date 06/29/2025 |
52 Weeks Range 16.26 - 22.34 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 10.87% | Basic EPS (TTM) 2.33 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 52.59% | Operating Margin (TTM) 68.49% |
Management Effectiveness
Return on Assets (TTM) 5.51% | Return on Equity (TTM) 12.1% |
Valuation
Trailing PE 8.54 | Forward PE 9.38 | Enterprise Value 1162988288 | Price to Sales(TTM) 4.71 |
Enterprise Value 1162988288 | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 13.27 | Enterprise Value to EBITDA 10.82 | Shares Outstanding 35011900 | Shares Floating - |
Shares Outstanding 35011900 | Shares Floating - | ||
Percent Insiders 0.92 | Percent Institutions 26.8 |
Analyst Ratings
Rating 2 | Target Price 21.25 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Fidus Investment Corp
Company Overview
History and Background
Fidus Investment Corp (FDUS) was founded in 2007 and is a specialty finance company focused on providing customized debt and equity financing solutions to lower middle-market companies, primarily based in the United States. They operate as a business development company (BDC).
Core Business Areas
- Direct Lending: Provides customized debt financing, including first lien, second lien, and unitranche debt, to lower middle-market companies.
- Equity Investments: Makes equity investments, often in conjunction with debt financing, to provide additional growth capital and participate in the potential upside of portfolio companies.
Leadership and Structure
Fidus Investment Corp is led by Edward Ross, CEO. The company is structured as a publicly traded business development company (BDC), managed by Fidus Investment Advisors, LLC, a registered investment advisor.
Top Products and Market Share
Key Offerings
- Senior Secured Debt: Primarily offers senior secured debt to lower middle-market companies. Market share data is not publicly available, but as a BDC, they compete with other BDCs, private credit funds, and banks. Competitors include Ares Capital (ARCC), Main Street Capital (MAIN), and Prospect Capital (PSEC).
- Subordinated Debt: Provides subordinated debt as part of their financing solutions. Market share data is not publicly available. Competitors include Ares Capital (ARCC), Main Street Capital (MAIN), and Prospect Capital (PSEC).
- Equity Co-Investments: Makes equity investments alongside their debt investments. Market share data is not publicly available. Competitors include other BDCs and private equity funds.
Market Dynamics
Industry Overview
The lower middle-market lending space is characterized by high demand for capital from companies underserved by traditional banks. It is a competitive landscape with many BDCs and private credit funds.
Positioning
Fidus Investment Corp focuses on providing customized financing solutions, aiming to build long-term relationships with portfolio companies. Their competitive advantages include experience in lower middle-market lending and ability to offer flexible financing structures.
Total Addressable Market (TAM)
The total addressable market for lower middle-market lending is estimated to be in the billions of dollars. Fidus Investment Corp's positioning is focused on capturing a share of this market by providing tailored financial solutions to growing businesses, representing a small but significant portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on the underserved lower middle-market
- Customized financing solutions
- Diversified investment portfolio
- Strong relationships with portfolio companies
Weaknesses
- Reliance on external financing
- Sensitivity to interest rate changes
- Credit risk associated with lower middle-market lending
- Small market capitalization compared to larger BDCs
- Fluctuations in net asset value
Opportunities
- Growing demand for capital in the lower middle-market
- Expansion into new sectors or geographic regions
- Increased deal flow from private equity sponsors
- Potential for strategic acquisitions
- Rising interest rate environment
Threats
- Economic downturn impacting portfolio companies
- Increased competition from other lenders
- Regulatory changes affecting BDCs
- Rising interest rates increasing borrowing costs
- Default risk on portfolio company loans
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- PSEC
- TCPC
Competitive Landscape
Fidus Investment Corp competes with other BDCs and private credit funds. It's smaller than some competitors, requiring careful capital deployment. It focuses on the lower middle-market, offering flexible financing options.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on capital deployment and investment performance and requires review of financial statements over the years.
Future Projections: Future projections require analyst estimates that are subject to change and not available in real-time.
Recent Initiatives: Recent initiatives can be determined by reviewing recent reports.
Summary
Fidus Investment Corp is a BDC focused on the lower middle-market. It offers customized debt and equity financing solutions, seeking to build long-term relationships. The company faces credit and interest rate risks but also has opportunities to capitalize on the growing demand for capital in its target market. The company must manage its portfolio companies to achieve consistent profitability and growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Press releases, Third-party financial data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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