Fidus Investment Corporation logo

Fidus Investment Corporation

FDUS

NASDAQFinancial ServicesAsset Management

Previous close

$19.70

−$0.11 · -0.56%

Aug 21, 4:00 PM ET

FDUS company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

89

Deep Value

Momentum

51

Neutral

Sentiment

59

Mixed

Risk resilience

70

Moderate Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

Fidus 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 / TTM

Valuation & 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.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends92%77%62%46%Gross margin, FY2021: 88.42%Gross margin, FY2022: 76.88%Gross margin, FY2023: 81.03%Gross margin, FY2024: 80.39%Gross margin, FY2025: 72.61%Operating margin, FY2021: 81.05%Operating margin, FY2022: 66.53%Operating margin, FY2023: 73.50%Operating margin, FY2024: 72.32%Operating margin, FY2025: 76.11%Net margin, FY2021: 79.30%Net margin, FY2022: 50.02%Net margin, FY2023: 71.02%Net margin, FY2024: 68.87%Net margin, FY2025: 51.75%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 88.42%. Gross margin FY2022 76.88%. Gross margin FY2023 81.03%. Gross margin FY2024 80.39%. Gross margin FY2025 72.61%. Operating margin FY2021 81.05%. Operating margin FY2022 66.53%. Operating margin FY2023 73.50%. Operating margin FY2024 72.32%. Operating margin FY2025 76.11%. Net margin FY2021 79.30%. Net margin FY2022 50.02%. Net margin FY2023 71.02%. Net margin FY2024 68.87%. Net margin FY2025 51.75%.

Income trends

Revenue

159.25M USD+40.09%

Operating income

121.2M USD+47.42%

Net income

82.4M USD+5.25%
Income trends across reported periods171.59M USD122.22M USD72.85M USD23.48M USDRevenue, FY2021: 146.41M USDRevenue, FY2022: 71.62M USDRevenue, FY2023: 108.6M USDRevenue, FY2024: 113.68M USDRevenue, FY2025: 159.25M USDOperating income, FY2021: 118.67M USDOperating income, FY2022: 47.64M USDOperating income, FY2023: 79.83M USDOperating income, FY2024: 82.21M USDOperating income, FY2025: 121.2M USDNet income, FY2021: 116.1M USDNet income, FY2022: 35.82M USDNet income, FY2023: 77.13M USDNet income, FY2024: 78.29M USDNet income, FY2025: 82.4M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 146.41M USD. Revenue FY2022 71.62M USD. Revenue FY2023 108.6M USD. Revenue FY2024 113.68M USD. Revenue FY2025 159.25M USD. Operating income FY2021 118.67M USD. Operating income FY2022 47.64M USD. Operating income FY2023 79.83M USD. Operating income FY2024 82.21M USD. Operating income FY2025 121.2M USD. Net income FY2021 116.1M USD. Net income FY2022 35.82M USD. Net income FY2023 77.13M USD. Net income FY2024 78.29M USD. Net income FY2025 82.4M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue159.25M USD113.68M USD108.6M USD71.62M USD146.41M USD
Cost of goods sold43.63M USD22.29M USD20.6M USD16.56M USD16.95M USD
Gross profit115.62M USD91.39M USD88M USD55.06M USD129.47M USD
Selling, general, and administrative4.54M USD6.81M USD6.29M USD5.36M USD4.49M USD
Operating expenses−5.57M USD9.18M USD8.17M USD7.41M USD10.8M USD
Interest income140.67M USD134.34M USD119.45M USD84.54M USD77.38M USD
Interest expense28.84M USD22.29M USD20.6M USD16.56M USD16.95M USD
Depreciation and amortization65.7B USD
Operating income121.2M USD82.21M USD79.83M USD47.64M USD118.67M USD
Net income82.4M USD78.29M USD77.13M USD35.82M USD116.1M USD

Company facts updated Aug 24, 2026.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

12 ratings
Strong buy00%
Buy542%
Hold758%
Sell00%
Strong sell00%

FDUS news

FDUS peers

ETFs holding FDUS

Funds reporting this stock among their holdings, ordered by reported position size.

Continue in GoAI

Research FDUS

research.disclaimer