(FDUS) Fidus Investment - Ratings and Ratios

Fidus Investment Corporation (NASDAQ: FDUS) is a business development company (BDC) that specializes in providing tailored debt and equity capital to middle-market companies. The firm focuses on a wide range of investment strategies, including leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, and growth capital investments. It offers various debt structures such as mezzanine, subordinated and second lien loans, senior secured and unitranche debt, as well as preferred equity and warrants. The company avoids investments in distressed or turnaround situations, emphasizing stability and growth potential over high-risk restructuring opportunities.

The fund primarily targets companies in the lower middle market, with annual revenues between $10 million and $150 million and EBITDA ranging from $3 million to $20 million. While it typically invests between $5 million and $15 million per transaction, it occasionally considers larger or smaller investments. Fidus seeks minority equity stakes and board observation rights, allowing it to influence strategic decisions without taking full control of its portfolio companies. The company operates across a diverse range of sectors, including 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.

As of the latest data, Fidus Investment Corporation has a market capitalization of $778.00 million and trades on the NASDAQ under the ticker symbol FDUS. The stock is classified under the Asset Management & Custody Banks sub-industry. With a price-to-earnings (P/E) ratio of 8.11 and a forward P/E of 10.24, the company is valued at a moderate level relative to its earnings. The price-to-book (P/B) ratio of 1.19 indicates that the market values the company slightly above its book value, while the price-to-sales (P/S) ratio of 5.37 reflects a premium for its revenue streams. The return on equity (RoE) of 13.23% highlights the companys ability to generate profits from