FDUS - Fidus Investment - Stock Price & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3165001070
Loans, Debt, Equity, Warrants, Investments
Fidus Investment Corporation is a business development company that specializes in providing customized financing solutions to middle-market companies. Its investment portfolio includes a range of debt and equity instruments, such as mezzanine, growth capital, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, and junior secured loans.
The company focuses on investing in companies that are undergoing significant events, such as leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, and business expansions. However, it avoids investing in turnarounds or distressed situations.
In terms of industry focus, Fidus Investment Corporation prefers to invest in companies operating in sectors such as aerospace and defense, business services, consumer products and services, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution.
The company's investment strategy is centered around investing in companies based in the United States, with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million. While it typically invests between $5 million and $15 million per transaction, it can occasionally invest in larger or smaller companies.
In addition to providing capital, Fidus Investment Corporation also seeks to acquire minority equity stakes and board observation rights in conjunction with its investments, allowing it to play an active role in guiding the growth and development of its portfolio companies.
For more information about Fidus Investment Corporation, please visit its website at https://www.fdus.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
FDUS Stock Overview
Market Cap in USD | 648m |
Sector | Financial Services |
Industry | Asset Management |
GiC SubIndustry | Asset Management & Custody Banks |
TER | 0.00% |
IPO / Inception | 2011-06-21 |
FDUS Stock Ratings
Growth 5y | 91.2 |
Fundamental | 26.0 |
Dividend | 96.0 |
Rel. Performance vs Sector | -2.06 |
Analysts | 4.00/5 |
Fair Price Momentum | 23.60 USD |
Fair Price DCF | 36.42 USD |
FDUS Dividends
Dividend Yield 12m | 12.49% |
Yield on Cost 5y | 28.79% |
Dividends CAGR 5y | 18.88% |
Payout Consistency | 95.6% |
FDUS Growth Ratios
Growth Correlation 3m | 59.7% |
Growth Correlation 12m | 92.7% |
Growth Correlation 5y | 97.3% |
CAGR 5y | 18.17% |
CAGR/Mean DD 5y | 2.09 |
Sharpe Ratio 12m | 1.46 |
Alpha vs SP500 12m | -33.78 |
Beta vs SP500 5y weekly | 1.44 |
ValueRay RSI | 43.66 |
Volatility GJR Garch 1y | 12.64% |
Price / SMA 50 | 0.56% |
Price / SMA 200 | 4.19% |
Current Volume | 143.2k |
Average Volume 20d | 192.5k |
External Links for FDUS Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
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Fund Manager Positions
Dataroma • Stockcircle
As of October 29, 2024, the stock is trading at USD 19.66 with a total of 143,249 shares traded.
Over the past week, the price has changed by -0.35%, over one month by +0.51%, over three months by +3.10% and over the past year by +23.20%.
According to ValueRays Forecast Model, FDUS Fidus Investment will be worth about 25.7 in October 2025. The stock is currently trading at 19.66. This means that the stock has a potential upside of +30.87%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 21 | 6.82 |
Analysts Target Price | 20.9 | 6.41 |
ValueRay Target Price | 25.7 | 30.9 |