Compare Fidus Investment Corp. with Similar Stocks
Dashboard
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.28%
2
Flat results in Sep 25
3
With ROE of 11.57%, it has a very attractive valuation with a 0.95 Price to Book Value
4
High Institutional Holdings at 32.02%
5
Consistent Underperformance against the benchmark over the last 3 years
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-8.41%
0%
-8.41%
6 Months
-14.56%
0%
-14.56%
1 Year
-16.0%
0%
-16.0%
2 Years
-8.02%
0%
-8.02%
3 Years
-6.39%
0%
-6.39%
4 Years
-12.41%
0%
-12.41%
5 Years
16.82%
0%
16.82%
Fidus Investment Corp. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
8.39%
EBIT Growth (5y)
21.71%
EBIT to Interest (avg)
4.41
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
6.99%
Dividend Payout Ratio
71.59%
Pledged Shares
0
Institutional Holding
32.02%
ROCE (avg)
19.53%
ROE (avg)
12.28%
Valuation key factors
Factor
Value
P/E Ratio
8
Industry P/E
Price to Book Value
0.95
EV to EBIT
4.11
EV to EBITDA
4.11
EV to Capital Employed
0.93
EV to Sales
3.05
PEG Ratio
NA
Dividend Yield
8.06%
ROCE (Latest)
22.64%
ROE (Latest)
11.57%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
Shareholding Snapshot : Dec 2025
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 6 Schemes (4.38%)
Foreign Institutions
Held by 26 Foreign Institutions (4.62%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ
Dec'25
Sep'25
Change(%)
Net Sales
40.70
36.30
12.12%
Operating Profit (PBDIT) excl Other Income
31.50
27.90
12.90%
Interest
9.40
7.60
23.68%
Exceptional Items
-0.30
-0.30
Consolidate Net Profit
18.30
19.10
-4.19%
Operating Profit Margin (Excl OI)
773.50%
768.40%
0.51%
USD in Million.
Net Sales
QoQ Growth in quarter ended Dec 2025 is 12.12% vs 12.04% in Sep 2025
Consolidated Net Profit
QoQ Growth in quarter ended Dec 2025 is -4.19% vs -24.51% in Sep 2025
Annual Results Snapshot (Consolidated) - Dec'25
Dec'25
Dec'24
Change(%)
Net Sales
159.20
157.70
0.95%
Operating Profit (PBDIT) excl Other Income
121.20
107.10
13.17%
Interest
31.60
24.40
29.51%
Exceptional Items
-0.90
-0.50
-80.00%
Consolidate Net Profit
82.40
78.30
5.24%
Operating Profit Margin (Excl OI)
761.10%
679.20%
8.19%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2025 is 0.95% vs 2.27% in Dec 2024
Consolidated Net Profit
YoY Growth in year ended Dec 2025 is 5.24% vs 1.56% in Dec 2024
About Fidus Investment Corp. 
Fidus Investment Corp.
Capital Markets
Fidus Investment Corporation is a closed-end, non-diversified investment company. The Company provides customized debt and equity financing solutions to lower middle-market companies. The Company's investment objective is to provide attractive risk-adjusted returns by generating both current income from its debt investments and capital appreciation from its equity-related investments. The Company typically invests in mezzanine debt, which includes senior subordinated notes and junior secured loans. The Company structures some of its debt investments as senior secured or unitranche loans. The Company's equity securities typically consist of either a direct minority equity investment in common or preferred stock or membership/partnership interests of a portfolio company, or it may receive warrants to buy a minority equity interest in a portfolio company in connection with a debt investment. Its investment activities are managed by Fidus Investment Advisors, LLC, its investment advisor.
Company Coordinates 
Company Details
1603 Orrington Ave Ste 820 , EVANSTON IL : 60201-3872
Registrar Details






