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Upturn AI SWOT - About
FDUS 
Fidus Investment Corp (FDUS)
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Upturn Advisory Summary
08/08/2025: 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 $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 27.89% | Avg. Invested days 62 | 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 08/08/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 748.20M USD | Price to earnings Ratio 9.17 | 1Y Target Price 21.25 |
Price to earnings Ratio 9.17 | 1Y Target Price 21.25 | ||
Volume (30-day avg) 4 | Beta 0.99 | 52 Weeks Range 16.26 - 22.34 | Updated Date 08/8/2025 |
52 Weeks Range 16.26 - 22.34 | Updated Date 08/8/2025 | ||
Dividends yield (FY) 8.38% | Basic EPS (TTM) 2.33 |
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 0.522 | Actual 0.57 |
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 9.17 | Forward PE 9.68 | Enterprise Value 1214805888 | Price to Sales(TTM) 5.06 |
Enterprise Value 1214805888 | Price to Sales(TTM) 5.06 | ||
Enterprise Value to Revenue 13.52 | Enterprise Value to EBITDA 10.82 | Shares Outstanding 35011900 | Shares Floating - |
Shares Outstanding 35011900 | Shares Floating - | ||
Percent Insiders 0.92 | Percent Institutions 28 |
Upturn AI SWOT
Fidus Investment Corp
Company Overview
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.
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 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
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
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
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.
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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