FDUS

BuyFull HouseFLAG

Fidus Investment Corporation · Financial Services · United States · $759M · Avg Vol: $6M/d

Full House: Strong business, sensible price, market agrees. The rare full house.

67
StockRank
Get insider-trade alerts
Quality
56
Value
53
Momentum
52
P/E (TTM)
9.4x
peers 12.7x
ROE
10.8%
peers 9.6%
D/E
1.0x
peers 0.3x
Dividend %
11.1%
trailing yield
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Fidus Investment Corporation: fails the quant gate on momentum (Q56/V54/M48; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT FIDUS INVESTMENT CORPORATION

Read

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%170.4M115.2M117.5M8.8%
EPS1.462.932.402.3216.7%2.072.322.15-3.7%
Shares24.7M30.4M33.9M38.0M+53.5%39.8M———
Debt410.1M466.5M474.9M644.1M16.2%723.4M———
Equity480.3M589.5M655.7M741.9M15.6%————
Op CF-105.5M-29.5M-55.3M-147.0M—-211.3M———
Inv CF—————————
Fin CF-1.5M86.2M-6.7M169.5M—————
Loading 1Y...
PRICE (1Y)-3.5%
19.0819.2619.4519.6319.8213 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$19.09
RSI (14)
50.4
52-Week Range-5.7% from high
Low $15.89High $20.25

SCORE BREAKDOWN

Quality
56
ROIC (ROA)
5.5%*75.1
ROE
10.8%53.6
GP/Assets
11.9%76.8
Op. Margin
68.3%83.6
FCF/Assets
n/mN/A
Piotroski
11.5
Int. Cover
—N/A
D/E Ratio
0.98x30.0
Current Ratio
1.74x52.3
Value
53
P/E (TTM)
9.4x69.9
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
1.0x59.4
P/S
4.5x37.4
Div Yield
11.1%91.4
Momentum
52
52W High %
94%74.3
RS 6M
-1%57.5
SMA 50/200
1.07x66.3
EPS Rev 4W
+0.3%61.3
EPS Rev 12W
+1.1%54.6
EPS Improve
-5%18.1
Q Growth
-21%15.1

FUNDAMENTALS

Market Cap
$759M
P/E (Forward)
9.8x
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)$759M67Buy
FFCFlaherty & Crumrine Preferred Securities Income Fund Inc.$733M64Hold
JQCNuveen Credit Strategies Income Fund$702M64Hold
VRTSVirtus Investment Partners, Inc.$848M69Buy
BOEBlackRock Enhanced Global Dividend Trust$662M65Buy
PEOAdams Natural Resources Fund, Inc.$787M63Hold
CGBDCarlyle Secured Lending, Inc.$772M72Buy
EMDWestern Asset Emerging Markets Debt Fund Inc.$609M65Buy
PDTJohn Hancock Premium Dividend Fund$634M70Buy
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1.0B67Buy

Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

Fidus Investment Corporation (FDUS): Stock Score Summary

Fidus Investment Corporation (FDUS) has a MoatMap StockRank of 67/100 based on Quality (56/100), Value (53/100), and Momentum (52/100) factor scores. The current signal is BUY. Insufficient evidence for a screen-pass. Fidus Investment Corporation: fails the quant gate on momentum (Q56/V54/M48; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

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$19.09
Market Cap$759M
P/E (TTM)9.35
P/E (Forward)9.81
Price/Book1.00
Return on Equity10.8%
Debt/Equity0.98x
Gross Margin100.0%
Operating Margin68.3%
Revenue Growth8.8%
Dividend Yield11.1%
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 67/100, with a Buy signal. It is a composite of Quality (56), Value (53), and Momentum (52) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Fidus Investment Corporation have an economic moat?
Fidus Investment Corporation (FDUS) has a Quality factor score of 56/100. 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 67/100. 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).