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FDUS

BUY

Fidus Investment Corporation · Financial Services · United States · $737M · Avg Vol: $8M/d

73
StockRank
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Q
60
V
51
M
56
P/E (TTM)
9.0x
ROE
11.6%
D/E
0.9x
Dividend %
8.4%

COMPANY DESCRIPTION

Fidus Investment Corporation is a business development company (BDC) that provides customized debt and equity financing solutions to lower middle-market companies across various industries in the United States. It specializes in flexible capital solutions for underserved businesses, often acting as a sole or lead lender, with its BDC structure allowing for high dividend payouts. Fidus is a BDC focused on private credit, offering investors exposure to debt and equity investments in privately held companies.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue55.1M88.0M91.4M99.3M21.7%166.9M113.0M114.4M7.3%
EPS1.462.932.402.3216.7%2.182.322.15-3.8%
Shares24.7M30.4M33.9M38.0M+53.5%38.0M
Debt410.1M466.5M474.9M644.1M16.2%668.1M
Equity480.3M589.5M655.7M741.9M15.6%
Op CF-105.5M-29.5M-55.3M-147.0M-129.4M
Inv CF
Fin CF-1.5M86.2M-6.7M169.5M
Loading 1Y...
PRICE (1Y)+7.6%
17.9418.6319.3120.0020.68Jun 18Jul 13Jul 31
SMA 50SMA 200
Close
$19.74
RSI (14)
44.8
52W High
$20.78
From 52W High
0.9%

SCORE BREAKDOWN

Quality
60
ROIC (ROA)
5.5%*75.2
ROE
11.6%61.3
GP/Assets
11.7%77.2
Op. Margin
72.5%85.6
FCF/Assets
3.8%71.5
Piotroski
11.0
Int. Cover
N/A
D/E Ratio
0.90x30.0
Current Ratio
2.20x60.8
Value
51
P/E (TTM)
9.0x75.0
EV/EBITDA
N/A
P/FCF
13.8x42.3
P/B
1.0x59.4
P/S
4.5x41.9
Div Yield
8.4%85.9
Momentum
56
52W High %
95%71.6
RS 6M
0%63.3
SMA 50/200
1.04x54.7
EPS Rev 4W
+0.2%80.5
EPS Rev 12W
+0.2%59.3
EPS Improve
-10%15.5
Q Growth
1%31.5

FUNDAMENTALS

Market Cap
$737M
P/E (Forward)
10.1x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FDUS are excluded.

TickerCompanyMkt CapStockRankSignal
FDUSFidus Investment Corporation(you)$737M73BUY
RTW.LRTW Biotech Opportunities Ltd$752M71BUY
GAINGladstone Investment Corporation$635M79BUY
PFNPIMCO Income Strategy Fund II$695M65BUY
BOEBlackRock Enhanced Global Dividend Trust$662M66BUY
BCSFBain Capital Specialty Finance, Inc.$802M65HOLD
VMOInvesco Municipal Opportunity Trust$647M65HOLD
EMDWestern Asset Emerging Markets Debt Fund Inc.$609M81STRONG BUY
PDTJohn Hancock Premium Dividend Fund$634M83STRONG BUY
CIIBlackRock Enhanced Large Cap Core Fund, Inc.$1.0B66BUY

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Fidus Investment Corporation (FDUS): Stock Score Summary

Fidus Investment Corporation (FDUS) has a MoatMap StockRank of 73/100 based on Quality (60/100), Value (51/100), and Momentum (56/100) factor scores. The current signal is BUY.

Fidus Investment Corporation is a business development company (BDC) that provides customized debt and equity financing solutions to lower middle-market companies across various industries in the United States. It specializes in flexible capital solutions for underserved businesses, often acting as a sole or lead lender, with its BDC structure allowing for high dividend payouts. Fidus is a BDC focused on private credit, offering investors exposure to debt and equity investments in privately held companies.

Key Financial Metrics

Price$19.74
Market Cap$737M
P/E (TTM)9.02
P/E (Forward)10.05
Price/Book1.01
Return on Equity11.6%
Debt/Equity0.90x
Gross Margin100.0%
Operating Margin72.5%
Revenue Growth30.2%
Dividend Yield8.4%
Free Cash Flow$54M

Fidus Investment Corporation operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Fidus Investment Corporation’s (FDUS) StockRank?
MoatMap’s StockRank for Fidus Investment Corporation (FDUS) is 73/100, with a Buy signal. It is a composite of Quality (60), Value (51), and Momentum (56) factor ranks across MoatMap’s 20,000+ stock universe.
Does Fidus Investment Corporation have an economic moat?
Fidus Investment Corporation (FDUS) has a Quality factor score of 60/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Fidus Investment Corporation a buy, hold, or sell?
MoatMap’s current signal for Fidus Investment Corporation (FDUS) is Buy, based on a StockRank of 73/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Fidus Investment Corporation in?
Fidus Investment Corporation (FDUS) operates in the Financial Services sector, specifically the Asset Management industry (United States).