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Upturn AI SWOT - About
FDUS 
Fidus Investment Corp (FDUS)
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Upturn Advisory Summary
09/15/2025: 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
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 26.57% | Avg. Invested days 66 | 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 09/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 759.61M USD | Price to earnings Ratio 9.33 | 1Y Target Price 22.1 |
Price to earnings Ratio 9.33 | 1Y Target Price 22.1 | ||
Volume (30-day avg) 4 | Beta 0.93 | 52 Weeks Range 16.26 - 22.34 | Updated Date 09/14/2025 |
52 Weeks Range 16.26 - 22.34 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 8.00% | 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 9.33 | Forward PE 10.95 | Enterprise Value 1197493504 | Price to Sales(TTM) 4.99 |
Enterprise Value 1197493504 | Price to Sales(TTM) 4.99 | ||
Enterprise Value to Revenue 13.86 | Enterprise Value to EBITDA 10.82 | Shares Outstanding 35379900 | Shares Floating - |
Shares Outstanding 35379900 | Shares Floating - | ||
Percent Insiders 0.91 | Percent Institutions 27.25 |
Upturn AI SWOT
Fidus Investment Corp
Company Overview
History and Background
Fidus Investment Corporation was founded in 2007 and is a specialty finance company that provides customized debt and equity financing solutions to lower middle-market companies, primarily in the United States.
Core Business Areas
- Investment: Providing debt and equity financing to lower middle-market companies, typically in the form of first and second lien debt, mezzanine debt, and equity co-investments.
- Portfolio Management: Actively managing a portfolio of investments, monitoring financial performance, and working with portfolio companies to enhance value.
Leadership and Structure
Fidus Investment Corp is led by a management team with experience in private equity, leveraged finance, and investment banking. The company operates as a business development company (BDC).
Top Products and Market Share
Key Offerings
- First Lien Debt: Providing senior secured debt financing to lower middle-market companies. Market share data is not publicly disclosed at the product level. Competitors include other BDCs and private credit funds.
- Second Lien Debt: Offering subordinated debt financing to companies with a higher risk profile. Market share data is not publicly disclosed at the product level. Competitors include other BDCs and private credit funds.
- Mezzanine Debt and Equity: Providing a combination of debt and equity investments to support growth, acquisitions, or recapitalizations. Market share data is not publicly disclosed at the product level. Competitors include other BDCs and private equity funds.
Market Dynamics
Industry Overview
The BDC industry is highly competitive. Lower middle-market companies are increasingly seeking alternative sources of capital. Interest rates and regulatory changes significantly impact the industry.
Positioning
Fidus Investment Corp focuses on the lower middle-market segment. The company differentiates itself through its flexible financing solutions and active portfolio management.
Total Addressable Market (TAM)
The total addressable market for lower middle-market financing is substantial, estimated in the billions of dollars annually. Fidus Investment Corp aims to capture a segment of this market.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Flexible financing solutions
- Active portfolio management
- Access to capital markets
Weaknesses
- High operating expenses
- Sensitivity to economic cycles
- Reliance on external financing
- High cost of capital
Opportunities
- Growing demand for alternative financing
- Expansion into new markets
- Strategic acquisitions
- Increase investment in portfolio companies
Threats
- Increased competition
- Rising interest rates
- Economic downturn
- Regulatory changes
Competitors and Market Share
Key Competitors
- ARCC
- TCPC
- MAIN
- OAK
- TCRD
Competitive Landscape
Fidus Investment Corp competes with other BDCs and private credit funds. The company differentiates itself through its focus on the lower middle-market and flexible financing solutions.
Major Acquisitions
None reported at this time
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: N/A
Growth Trajectory and Initiatives
Historical Growth: Fidus Investment Corp's growth has been dependent on its ability to deploy capital effectively and manage its portfolio. Growth has been affected by overall market conditions.
Future Projections: Future growth projections depend on macroeconomic factors, interest rates, and the company's ability to source and manage investments.
Recent Initiatives: Consult the company's latest earnings calls and SEC filings for recent strategic initiatives.
Summary
Fidus Investment Corp. operates in a competitive BDC market. They offer flexible financing to lower middle-market companies and actively manages investments to enhance shareholder value. Potential challenges include interest rate sensitivity and market volatility. FDUS must stay adaptable to industry changes and maintain strong risk management practices to sustain growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Earnings Call Transcripts
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share estimates are approximate and may vary. Please 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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