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Company Analysis

Fidus Investment Corporation FDUS

A comprehensive view of key metrics, scores, and financial health for Fidus Investment Corporation

Overview of Fidus Investment Corporation

FDUS NMS
Financial Services Asset Management Small Cap
Fidus Investment Corporation (FDUS), is a Small Cap company, in the Asset Management industry, last closed at $17.67, about 16.6% undervalued vs fair value, -16.5% 1Y return, ranked 640/1004 in sector.
$17.67
-0.51%
As of March 13, 2026
Previous close • Vol 90d: 21.0%
52-Week Range
Market Cap
$670.65M
Enterprise Value
$831.22M
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.fdus.com
HQ Evanston, IL
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$11
$21
$39
Current: $17.67 +17% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$134.3M
12.5%%
Interest Expense
$31.6M
Net Interest Income
$112.1M
13.4%%
Total Revenue
$126.4M
38.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
11.9%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$16.5B
21028.8% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
0/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Fidus Investment Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
65
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
83
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing FDUS's balance between Growth (33.7%), Profitability (31.0%), and Safety (35.2%). Growth 34% Safety 35% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

57th percentile vs peers
58
Key Signals
Rev Growth YoY 38.3% 77p Revenue CAGR 3Y 31.9% 73p EPS Growth YoY -17.9% 37p EPS CAGR 3Y -20.3% 30p TSR -6.8% 41p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • Current Ratio in top 20% of peers (25.62, 86th percentile)
  • Quick Ratio in top 20% of peers (15.93, 87th percentile)
  • Consistently strong margins across 4 metrics
Risks

No significant risks identified for this axis.

Profitability

53th percentile vs peers
53
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
60
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Fidus Investment Corporation.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$20.61
- - -
+16.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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