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Fidus Investment Corp (FDUS)

Upturn stock ratingUpturn stock rating
$21.44
Last Close (24-hour delay)
Profit since last BUY8.06%
upturn advisory
Consider higher Upturn Star rating
BUY since 70 days
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Upturn Advisory Summary

08/28/2025: FDUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$22.1 Target price
52w Low $16.26
Current$21.44
52w High $22.34

Analysis of Past Performance

Type Stock
Historic Profit 28.31%
Avg. Invested days 64
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 758.55M USD
Price to earnings Ratio 9.32
1Y Target Price 22.1
Price to earnings Ratio 9.32
1Y Target Price 22.1
Volume (30-day avg) 4
Beta 0.99
52 Weeks Range 16.26 - 22.34
Updated Date 08/28/2025
52 Weeks Range 16.26 - 22.34
Updated Date 08/28/2025
Dividends yield (FY) 8.04%
Basic EPS (TTM) 2.3

Earnings Date

Report Date 2025-07-30
When Before Market
Estimate 0.522
Actual 0.57

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 9.32
Forward PE 10.64
Enterprise Value 1196432000
Price to Sales(TTM) 4.98
Enterprise Value 1196432000
Price to Sales(TTM) 4.98
Enterprise Value to Revenue 13.82
Enterprise Value to EBITDA 10.82
Shares Outstanding 35379900
Shares Floating -
Shares Outstanding 35379900
Shares Floating -
Percent Insiders 0.91
Percent Institutions 27.26

ai summary icon Upturn AI SWOT

Fidus Investment Corp

stock logo

Company Overview

overview logo History and Background

Fidus Investment Corp. was founded in 2007 and is based in Chicago, Illinois. It is a business development company (BDC) that provides customized debt and equity financing solutions to lower middle-market companies, primarily located in the United States.

business area logo Core Business Areas

  • Debt Investments: Primarily first lien senior secured debt, second lien senior secured debt and unitranche debt.
  • Equity Investments: Investments in preferred and common equity, warrants and other equity securities.

leadership logo Leadership and Structure

Edward H. Ross serves as the Chairman and Chief Executive Officer. The company operates as a publicly traded BDC, managed by its investment advisor, Fidus Investment Advisors, LLC.

Top Products and Market Share

overview logo Key Offerings

  • Equity Investments: Minority equity investments alongside debt. Market share data specific to Fidus is not publicly available. Competitors include other BDCs like Ares Capital (ARCC), Main Street Capital (MAIN) and Golub Capital BDC (GBDC).
  • Senior Secured Debt: Provides first and second lien debt financing to lower middle-market companies. Market share data specific to Fidus is not publicly available. Competitors include other BDCs like Ares Capital (ARCC), Main Street Capital (MAIN) and Golub Capital BDC (GBDC).
  • Unitranche Debt: Provides unitranche debt financing to lower middle-market companies. Market share data specific to Fidus is not publicly available. Competitors include other BDCs like Ares Capital (ARCC), Main Street Capital (MAIN) and Golub Capital BDC (GBDC).

Market Dynamics

industry overview logo Industry Overview

The BDC industry is highly competitive and provides capital to smaller businesses that may not have access to traditional lending sources. Interest rates, economic conditions, and regulatory changes significantly impact the industry.

Positioning

Fidus focuses on lower middle-market companies, seeking opportunities that offer attractive risk-adjusted returns. Its competitive advantage lies in its experience and established relationships within the industry.

Total Addressable Market (TAM)

The TAM for lower middle-market lending is estimated to be in the hundreds of billions of dollars. Fidus is positioned to capture a portion of this market through its targeted investment strategy.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Focus on lower middle-market lending
  • Strong relationships with deal sources
  • Proven track record of generating returns

Weaknesses

  • Reliance on external financing
  • Sensitivity to interest rate fluctuations
  • Exposure to credit risk in lower middle-market companies
  • Small market capitalization compared to larger BDCs

Opportunities

  • Increasing demand for capital from lower middle-market companies
  • Expansion into new geographic regions
  • Diversification of investment portfolio
  • Strategic partnerships with other financial institutions

Threats

  • Economic downturns
  • Increased competition from other BDCs and private credit funds
  • Regulatory changes
  • Rising interest rates

Competitors and Market Share

competitor logo Key Competitors

  • ARCC
  • MAIN
  • GBDC
  • TCPC
  • OXSQ

Competitive Landscape

Fidus competes with other BDCs and private credit funds for investment opportunities. Its smaller size can be both an advantage (more nimble) and disadvantage (less access to capital).

Growth Trajectory and Initiatives

Historical Growth: Fidus's growth has been driven by its ability to source and execute attractive investment opportunities in the lower middle-market. Historical growth data requires reference to past company SEC filings.

Future Projections: Future growth is dependent on economic conditions and the availability of attractive investment opportunities. Analyst estimates vary.

Recent Initiatives: Recent initiatives may include portfolio company investments and capital raising activities. Please refer to recent company presentations and press releases for specific details.

Summary

Fidus Investment Corp. is a BDC focused on lower middle-market lending. Its experienced management team and established relationships are key strengths. However, its smaller size and reliance on external financing pose challenges. Future success depends on its ability to navigate economic fluctuations and capitalize on investment opportunities.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • Company Investor Relations
  • Financial News Outlets

Disclaimers:

This analysis is based on publicly available information and is not financial advice. Market share data is difficult to obtain and may not be precise.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 -
Full time employees -

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.