Fidus Investment Corp.

  • Market Cap: Micro Cap
  • Industry: Capital Markets
  • ISIN: US3165001070
USD
19.75
0.06 (0.3%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

412.25 k

Shareholding (Mar 2025)

FII

3.46%

Held by 26 FIIs

DII

92.05%

Held by 6 DIIs

Promoter

0.00%

How big is Fidus Investment Corp.?

22-Jun-2025

As of Jun 18, Fidus Investment Corp. has a market capitalization of 692.01 million, with net sales of 171.18 million and a net profit of 77.83 million over the latest four quarters. The balance sheet shows shareholder's funds of 655.67 million and total assets of 1,164.11 million.

As of Jun 18, Fidus Investment Corp. has a market capitalization of 692.01 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the company reported net sales of 171.18 million and a net profit of 77.83 million for the latest four quarters.<BR><BR>As of Dec 24, the balance sheet shows shareholder's funds of 655.67 million and total assets of 1,164.11 million.

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What does Fidus Investment Corp. do?

22-Jun-2025

Fidus Investment Corporation is a closed-end investment company that offers customized debt and equity financing solutions to lower middle-market companies. It has a market cap of approximately $692 million, with a recent net profit of $20 million and a dividend yield of 10.43%.

Overview:<BR>Fidus Investment Corporation is a closed-end, non-diversified investment company that provides customized debt and equity financing solutions to lower middle-market companies, operating within the Capital Markets industry and classified as a Micro Cap.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 50 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 20 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 692.01 Million (Micro Cap)<BR><BR>Key Metrics:<BR>P/E: 9.00 <BR>Dividend Yield: 10.43% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 11.51% <BR>Price to Book: 1.02 <BR><BR>Contact Details:<BR>Address: 1603 Orrington Ave Ste 820, EVANSTON IL : 60201-3872 <BR>Tel: 1 847 8593940 <BR>Fax: 1 847 8593953 <BR>Website: http://www.fdus.com/

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Should I buy, sell or hold Fidus Investment Corp.?

22-Jun-2025

Who are in the management team of Fidus Investment Corp.?

22-Jun-2025

As of March 2022, the management team of Fidus Investment Corp. includes Edward Ross (Chairman and CEO), Thomas Lauer (President and Director), and Independent Directors Raymond Anstiss, Charles Hyman, and Edward Tune. They oversee the company's operations and strategic direction.

As of March 2022, the management team of Fidus Investment Corp. includes the following individuals:<BR><BR>- Mr. Edward Ross, who serves as the Chairman of the Board and Chief Executive Officer.<BR>- Mr. Thomas Lauer, who holds the position of President and Director.<BR>- Mr. Raymond Anstiss, who is an Independent Director.<BR>- Mr. Charles Hyman, also an Independent Director.<BR>- Mr. Edward Tune, who serves as an Independent Director.<BR><BR>This team is responsible for overseeing the company's operations and strategic direction.

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Is Fidus Investment Corp. technically bullish or bearish?

05-Nov-2025

As of October 31, 2025, Fidus Investment Corp. is in a bearish trend, with underperformance compared to the S&P 500, returning -1.95% year-to-date and 5.96% over the past year.

As of 31 October 2025, the technical trend for Fidus Investment Corp. has changed from mildly bearish to bearish. The weekly MACD is bearish, and the daily moving averages also indicate a bearish stance. The KST is bearish on a weekly basis, while the Bollinger Bands show a mildly bearish trend on the weekly and a sideways trend on the monthly. There are no signals from the RSI or trends indicated by Dow Theory or OBV.<BR><BR>In terms of performance, Fidus has underperformed the S&P 500 year-to-date with a return of -1.95% compared to the S&P 500's 16.30%. Over the past year, it has returned 5.96%, significantly lower than the S&P 500's 19.89%. Overall, the current technical stance is bearish, indicating weakness in the stock's performance.

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iScoreScore
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Strong Sell
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Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.28%

 
2

Flat results in Jun 25

3

With ROE of 11.51%, it has a very attractive valuation with a 1.05 Price to Book Value

4

High Institutional Holdings at 31.11%

5

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 761 Million (Micro Cap)

stock-summary
P/E

9.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

7.52%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

11.46%

stock-summary
Price to Book

1.10

Revenue and Profits:
Net Sales:
32 Million
(Quarterly Results - Jun 2025)
Net Profit:
25 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-7.62%
0%
-7.62%
6 Months
-2.37%
0%
-2.37%
1 Year
-6.75%
0%
-6.75%
2 Years
1.13%
0%
1.13%
3 Years
1.54%
0%
1.54%
4 Years
12.54%
0%
12.54%
5 Years
47.06%
0%
47.06%

Fidus Investment Corp. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
7.15%
EBIT Growth (5y)
25.26%
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
31.11%
ROCE (avg)
19.53%
ROE (avg)
12.28%
Valuation key factors
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
1.05
EV to EBIT
5.90
EV to EBITDA
5.90
EV to Capital Employed
1.05
EV to Sales
3.76
PEG Ratio
NA
Dividend Yield
8.22%
ROCE (Latest)
17.87%
ROE (Latest)
11.51%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 6 Schemes (4.48%)

Foreign Institutions

Held by 26 Foreign Institutions (3.46%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -34.94% vs 34.96% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 28.43% vs 11.93% in Mar 2025",
        "dir": 1
      }
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    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
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          "field": "Net Sales",
          "val1": "32.40",
          "val2": "49.80",
          "chgp": "-34.94%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "33.30",
          "val2": "28.50",
          "chgp": "16.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "7.80",
          "val2": "6.80",
          "chgp": "14.71%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-0.10",
          "val2": "-0.30",
          "chgp": "66.67%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "25.30",
          "val2": "19.70",
          "chgp": "28.43%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "1,026.90%",
          "val2": "572.70%",
          "chgp": "45.42%",
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    "link": "annual",
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    "rhs": [
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        "prefix": "Net Sales ",
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        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 1.56% vs 115.36% in Dec 2023",
        "dir": -1
      }
    ],
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      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
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          "val2": "154.20",
          "chgp": "2.27%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "107.10",
          "val2": "102.60",
          "chgp": "4.39%",
          "chgp_class": "positive"
        },
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          "field": "Interest",
          "val1": "24.40",
          "val2": "22.70",
          "chgp": "7.49%",
          "chgp_class": "negative"
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        {
          "field": "Exceptional Items",
          "val1": "-0.50",
          "val2": "-0.00",
          "chgp": "",
          "chgp_class": "neutral"
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          "field": "Consolidate Net Profit",
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          "chgp": "1.56%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "679.20%",
          "val2": "665.40%",
          "chgp": "1.38%",
          "chgp_class": "positive"
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
32.40
49.80
-34.94%
Operating Profit (PBDIT) excl Other Income
33.30
28.50
16.84%
Interest
7.80
6.80
14.71%
Exceptional Items
-0.10
-0.30
66.67%
Consolidate Net Profit
25.30
19.70
28.43%
Operating Profit Margin (Excl OI)
1,026.90%
572.70%
45.42%
USD in Million.
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -34.94% vs 34.96% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 28.43% vs 11.93% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
157.70
154.20
2.27%
Operating Profit (PBDIT) excl Other Income
107.10
102.60
4.39%
Interest
24.40
22.70
7.49%
Exceptional Items
-0.50
-0.00
Consolidate Net Profit
78.30
77.10
1.56%
Operating Profit Margin (Excl OI)
679.20%
665.40%
1.38%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 2.27% vs -3.50% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 1.56% vs 115.36% in Dec 2023

stock-summaryCompany CV
About Fidus Investment Corp. stock-summary
stock-summary
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 stock-summary
Company Details
1603 Orrington Ave Ste 820 , EVANSTON IL : 60201-3872
stock-summary
Tel: 1 847 8593940
stock-summary
Registrar Details