Fidus Investment Corporation (FDUS)

NASDAQ: FDUS · USD

$19.0

+0.04 (+0.2%)· Recorded snapshot

Market cap	756.8M
Revenue (ttm)	170.4M
Net income (ttm)	77.3M
EPS (ttm)	$2.08
Shares out	39.8M
P/E (trailing)	9.1x
P/E (forward)	9.5x
Dividend	$2.14 (11.24%)
Volume	175,666
Beta	0.73

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 170.4M
Net income (ttm): 77.3M
EPS (ttm): $2.08
P/E (trailing): 9.1x
P/E (forward): 9.5x
Market cap: 756.8M

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	强力买入
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	强力买入
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	持有

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E9.5

P25 n/aP50 n/aP75 n/a

Trailing P/E9.1

P25 n/aP50 n/aP75 n/a

ROE10.8

P25 n/aP50 n/aP75 n/a

ROIC8.4

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All FDUS indicators

Market & fundamental data

Available fields

240

Groups with data

Currency

USD

Showing 240 of 240 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001513363
Company name	Fidus Investment Corporation
Country	United States
Country code	US
CUSIP number	316500107
Earnings date	2026-11-09
Earnings time	amc
Enterprise value	$1.4B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	2011
Industry	Asset Management
IPO date	2011-06-21
Is primary listing	Yes
Is SPAC	No
ISIN number	US3165001070
Last 10-K release date	2026-02-26
Last earnings date	2026-08-06
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$756.8M
Market cap category	Small-Cap
Next earnings date	2026-11-09
Options	Yes
Price	$19.03
Price currency	USD
Sector	Financials
Stock price date	2026-10-28
Symbol	FDUS
Tags	business-development-company
U.S. state	Illinois
Website	https://www.fdus.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	8.89x
Average P/E ratio (10Y)	8.35x
Average P/E ratio (3Y)	8.27x
Average P/E ratio (5Y)	7.88x
Earnings yield	10.93%
EV/Earnings	18.66x
EV/EBIT	11.98x
EV/Sales	8.46x
FCF / EV yield	-14.65%
FCF yield	-27.93%
Forward EV/Sales	7.93x
Forward P/E	9.48x
Forward P/S	4.16x
Graham number	30.18006
Graham upside	58.68%
Industry forward P/E	12.81x
Industry P/E	27.37x
Lynch fair value	$10.40
Lynch upside	-45.31%
P/B ratio	0.98x
P/E ratio	9.15x
P/S ratio	4.44x
Price / tangible book value	1.02x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	70.64%
Effective tax rate	2.83%
Gross margin	100%
Operating margin	70.64%
Pretax margin	46.68%
Profit margin	45.36%
Profitable quarters	25
Profitable years	16
ROA	5.46%
ROA (5Y)	4.8%
ROCE	8.24%
ROE	10.81%
ROE (5Y)	14.41%
ROIC	8.4%
ROIC (5Y)	8.66%
Tax / revenue	1.32%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-10.1%
EPS growth (Q)	-26.87%
EPS growth (QoQ)	0.4%
EPS growth 10Y	0.23%
EPS growth 3Y	6.5%
EPS growth 5Y	-10.32%
EPS growth years	0
Gross profit growth	11.9%
Gross profit growth (Q)	8.84%
Gross profit growth 3Y	14.99%
Gross profit growth 5Y	13.67%
Net income growth	-2.16%
Net income growth (Q)	-21.05%
Net income growth (QoQ)	0.4%
Net income growth 3Y	22.02%
Net income growth 5Y	-2.48%
Net income growth years	3
Operating income growth	13.39%
Operating income growth (Q)	12.23%
Operating income growth 3Y	15.29%
Operating income growth 5Y	19.01%
Revenue growth	11.9%
Revenue growth (Q)	8.84%
Revenue growth (QoQ)	-8.46%
Revenue growth 10Y	11.54%
Revenue growth 3Y	14.99%
Revenue growth 5Y	13.67%
Revenue growth quarters	3
Revenue growth years	16

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
EBIT	$120.4M
EPS	$2.08
FCF per share	$-5.31
Financing cash flow	$159.3M
Free cash flow	$-211.3M
Gross profit	$170.4M
Income taxes	$2.3M
Net borrowing	$199.5M
Net cash flow	$-51.9M
Net income	$77.3M
Operating income	$120.4M
Revenue	$170.4M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	1.05
Book value per share	$19.46
Debt / equity	0.98
Interest coverage	3.18
Long-term assets	$1.4B
Long-term liabilities	$723.4M
Net cash (debt)	$-685.8M
Net cash / market cap	-90.66%
Net debt / equity	0.93
Piotroski F-Score	2
Shareholders' equity	$738.5M
Tangible book value	$738.5M
Tangible book value per share	$19.46
Total assets	$1.5B
Total cash	$37.6M
Total debt	$723.4M
Total liabilities	$762.6M
WACC	6.71%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.12
Current assets	$68.2M
Current liabilities	$39.2M
Current ratio	1.74
Net working capital	$-8.6M
Quick ratio	1.66
Working capital	$29M
Working capital turnover	3.37

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	-8.84%
Dividend growth	-5.31%
Dividend growth (10Y)	2.95%
Dividend growth (3Y)	-7.34%
Dividend growth (5Y)	6.94%
Dividend growth years	0
Dividend payment date	2026-09-29
Dividend payment years	16
Dividend payout frequency	Quarterly
Dividend per share	$2.14
Dividend yield	11.24%
Ex-dividend date	2026-09-15
Last dividend	$0.50
Payout ratio	102.86%
Shareholder yield	2.41%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	22.85%
10Y return CAGR	14.13%
10Y total return	274.82%
150-day SMA	$19.07
15Y price change	47.41%
15Y return CAGR	14.26%
15Y total return	639.09%
1D price change	0.21%
1M price change	-0.63%
1M total return	-0.63%
1W price change	4.05%
1W total return	4.05%
1Y price change	-9.08%
1Y return CAGR	1.98%
1Y total return	1.98%
20-day SMA	$18.93
200-day SMA	$18.97
3M price change	-3.79%
3M total return	-1.26%
3Y price change	7.58%
3Y return CAGR	15.41%
3Y total return	53.72%
50-day SMA	$19.28
50-day SMA vs 200-day SMA	50over200
52-week high	$21.15
52-week high date	2025-10-28
52-week low	$16.87
52-week low date	2026-03-27
5Y price change	8.06%
5Y return CAGR	14.26%
5Y total return	94.73%
6M price change	3.48%
6M total return	9.86%
All-time high	$23.55
All-time high date	2025-02-18
All-time low	$4.45
All-time low date	2020-03-23
Average true range (ATR)	$0.36
Average volume	238.7K
Beta (1Y)	0.76
Beta (2Y)	0.65
Beta (5Y)	0.73
Change from 52-week high	-10.02%
Change from 52-week low	12.84%
Change from all-time high	-19.18%
Change from all-time low	327.64%
Change from open	-0.16%
Day's gap	0.37%
Dollar volume	$3.3M
High price	$19.08
Low price	$18.94
Monthly RSI	47.19
Open price	$19.06
Position in 52-week range	64.29%
Premarket change	0%
Premarket close	$18.99
Premarket price	$18.99
Previous close	$18.99
Price vs 150-day SMA	-0.21%
Price vs 20-day SMA	0.51%
Price vs 200-day SMA	0.32%
Price vs 50-day SMA	-1.28%
Relative volume	0.75
RSI	50.7
Sharpe ratio	0.03
Sharpe ratio (3Y)	0.61
Sharpe ratio (5Y)	0.56
Sortino ratio	0.29
Sortino ratio (3Y)	1.21
Sortino ratio (5Y)	1.1
Volume	175.7K
Weekly RSI	47.81
YTD price change	-1.4%
YTD total return	7.78%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Shares change (QoQ)	0%
Shares change (YoY)	8.84%
Shares held by insiders	0.81%
Shares held by institutions	27.31%
Shares outstanding	39.8M
Short % of shares	4.14%
Short ratio	4.8 days

Deeper analysis on FDUS

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

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Frequently asked questions

About this FDUS report

Is a complete FDUS research report available?

No complete published report is available for Fidus Investment Corporation (FDUS) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Fidus Investment Corporation (FDUS)

Price

Financial snapshot

Fair-value bridge

Latest news · FDUS

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All FDUS indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on FDUS

Frequently asked questions