
Fidus Investment Corporation
FDUSNASDAQFinancial ServicesAsset Management
Previous close
$19.70
−$0.11 · -0.56%
FDUS company overview
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GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
89
Deep Value
Momentum
51
Neutral
Sentiment
59
Mixed
Risk resilience
70
Moderate Risk
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Company profile
Company websiteFidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. These encompass management buyouts, debt restructuring, ownership transitions, capital reorganizations, strategic acquisitions, and initiatives for growth and business expansion, frequently employing mezzanine financing. The firm's financial instruments span a variety of debt options, including senior secured, unitranche, subordinated, junior secured, and second lien loans, in addition to senior subordinated notes, preferred equity, and warrants. Notably, Fidus explicitly refrains from investing in distressed companies or those undergoing turnarounds. The company prioritizes investments in sectors such as aerospace and defense, a broad spectrum of business services, consumer products and services (including retail, food, and beverage), healthcare products and services, industrial goods and services, information technology services, specialized manufacturing, transportation and logistics, and value-added distribution. Its geographic focus is exclusively on enterprises located within the United States. Fidus typically commits between $5 million and $15 million per transaction, targeting companies with annual revenues ranging from $10 million to $150 million and annual EBITDA between $3 million and $20 million; however, it retains the flexibility to pursue opportunities beyond these standard financial parameters. Furthermore, the firm aims to secure minority equity positions and board observation rights in conjunction with its capital deployments.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- Edward H. Ross
- Listed since
- Jun 21, 2011
- Employees
- 0
Market position
Day range
Current $19.70
52-week range
Current $19.70
- Open
- $19.795
- Previous close
- $19.81
- Volume
- 245.42K
- 0.73× average
- Average volume
- 334.27K
- Average daily volume
- Market cap
- 747.7M USD
- Beta
- 0.72
- Market reference 1
- 50-day average
- $19.529
- +0.88% above average
- 200-day average
- $19.063
- +3.34% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- P/E (TTM)
- 9.43×
- P/B (TTM)
- 1.01×
- P/S (TTM)
- 5.06×
- Dividend yield
- 11.22%
Profitability & efficiency
- Gross margin
- 73.60%
- Operating margin
- 69.82%
- Net margin
- 52.34%
Financial health
- Debt / equity
- 0.39×
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 159.25M USD | 113.68M USD | 108.6M USD | 71.62M USD | 146.41M USD |
| Cost of goods sold | 43.63M USD | 22.29M USD | 20.6M USD | 16.56M USD | 16.95M USD |
| Gross profit | 115.62M USD | 91.39M USD | 88M USD | 55.06M USD | 129.47M USD |
| Selling, general, and administrative | 4.54M USD | 6.81M USD | 6.29M USD | 5.36M USD | 4.49M USD |
| Operating expenses | −5.57M USD | 9.18M USD | 8.17M USD | 7.41M USD | 10.8M USD |
| Interest income | 140.67M USD | 134.34M USD | 119.45M USD | 84.54M USD | 77.38M USD |
| Interest expense | 28.84M USD | 22.29M USD | 20.6M USD | 16.56M USD | 16.95M USD |
| Depreciation and amortization | — | — | — | 65.7B USD | — |
| Operating income | 121.2M USD | 82.21M USD | 79.83M USD | 47.64M USD | 118.67M USD |
| Net income | 82.4M USD | 78.29M USD | 77.13M USD | 35.82M USD | 116.1M USD |
Company facts updated Aug 24, 2026.
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
12 ratingsFDUS news
FDUS peers
ETFs holding FDUS
Funds reporting this stock among their holdings, ordered by reported position size.
VanEck BDC Income ETFBIZD14.69M0.87%1.69B USD9.69%$13.290.00%
Putnam BDC Income ETFPBDC4.46M1.43%311.84M USD13.49%$28.07-0.07%
Virtus Private Credit Strategy ETFVPC407.55K1.36%30.68M USD10.60%$15.745+0.19%
Sound Enhanced Fixed Income ETFFXED142.83K0.36%45.22M USD2.51%$17.28-0.23%
Simplify VettaFi Private Credit Strategy ETFPCR44.09K1.79%2.46M USD0.76%$19.705-0.04%
WHITEWOLF Publicly Listed Private Equity ETFLBO4.65K0.06%9.66M USD6.71%$27.215+1.06%
ProShares - UltraPro Russell2000URTY13.40.00%340.71M USD1.08%$85.08+2.19%
VanEck BDC Income ETFBIZD- Market value
- 14.69M
- Weight
- 0.87%
- AUM
- 1.69B USD
- Expense ratio
- 9.69%
- Price / 1D
- $13.290.00%
Putnam BDC Income ETFPBDC- Market value
- 4.46M
- Weight
- 1.43%
- AUM
- 311.84M USD
- Expense ratio
- 13.49%
- Price / 1D
- $28.07-0.07%
Virtus Private Credit Strategy ETFVPC- Market value
- 407.55K
- Weight
- 1.36%
- AUM
- 30.68M USD
- Expense ratio
- 10.60%
- Price / 1D
- $15.745+0.19%
Sound Enhanced Fixed Income ETFFXED- Market value
- 142.83K
- Weight
- 0.36%
- AUM
- 45.22M USD
- Expense ratio
- 2.51%
- Price / 1D
- $17.28-0.23%
Simplify VettaFi Private Credit Strategy ETFPCR- Market value
- 44.09K
- Weight
- 1.79%
- AUM
- 2.46M USD
- Expense ratio
- 0.76%
- Price / 1D
- $19.705-0.04%
WHITEWOLF Publicly Listed Private Equity ETFLBO- Market value
- 4.65K
- Weight
- 0.06%
- AUM
- 9.66M USD
- Expense ratio
- 6.71%
- Price / 1D
- $27.215+1.06%
ProShares - UltraPro Russell2000URTY- Market value
- 13.4
- Weight
- 0.00%
- AUM
- 340.71M USD
- Expense ratio
- 1.08%
- Price / 1D
- $85.08+2.19%
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