FDUS 📈 Fidus Investment - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3165001070

FDUS: Loans, Debt, Equity, Warrants, Investments

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. Web URL: https://www.fdus.com

Additional Sources for FDUS Stock

FDUS Stock Overview

Market Cap in USD 713m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2011-06-21

FDUS Stock Ratings

Growth 5y 92.5%
Fundamental -1.06%
Dividend 95.9%
Rel. Strength Industry -54
Analysts 4/5
Fair Price Momentum 23.39 USD
Fair Price DCF -

FDUS Dividends

Dividend Yield 12m 10.25%
Yield on Cost 5y 24.17%
Annual Growth 5y 18.88%
Payout Consistency 95.6%

FDUS Growth Ratios

Growth Correlation 3m 84.7%
Growth Correlation 12m 82%
Growth Correlation 5y 98.1%
CAGR 5y 18.66%
CAGR/Mean DD 5y 2.27
Sharpe Ratio 12m 0.84
Alpha -19.96
Beta 1.43
Volatility 22.90%
Current Volume 328.5k
Average Volume 20d 209.1k
What is the price of FDUS stocks?
As of December 21, 2024, the stock is trading at USD 20.48 with a total of 328,480 shares traded.
Over the past week, the price has changed by -1.35%, over one month by +1.89%, over three months by +8.00% and over the past year by +15.15%.
Is Fidus Investment a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Fidus Investment is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -1.06 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDUS as of December 2024 is 23.39. This means that FDUS is currently undervalued and has a potential upside of +14.21% (Margin of Safety).
Is FDUS a buy, sell or hold?
Fidus Investment has received a consensus analysts rating of 4.00. Therefor, it is recommend to buy FDUS.
  • Strong Buy: 2
  • Buy: 1
  • Hold: 2
  • Sell: 0
  • Strong Sell: 0
What are the forecast for FDUS stock price target?
According to ValueRays Forecast Model, FDUS Fidus Investment will be worth about 26.1 in December 2025. The stock is currently trading at 20.48. This means that the stock has a potential upside of +27.34%.
Issuer Forecast Upside
Wallstreet Target Price 21 2.5%
Analysts Target Price 20.9 2.1%
ValueRay Target Price 26.1 27.3%