Fidus Investment Corp
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 16.90 $ to 21.10 $ · Last price: 19.20 $ (As of: September 25, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/25/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Asset Management
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| Fidus Investment Corp FDUS | 0.7 | 9.3 | 10.9 | 100.0 | 72.5 | 40.1 | 4.6 |
| BlackRock Inc BLK | 183.2 | 27.3 | 14.9 | 47.2 | 35.6 | 18.7 | -3.3 |
| Blackstone Group Inc BX | 148.6 | 30.3 | 15.7 | 100.0 | 38.0 | 21.6 | -29.8 |
| KKR & Co. Inc. KKR | 93.4 | 32.6 | 1.1 | 54.8 | 11.0 | -11.0 | -30.2 |
| Apollo Global Management, Inc. APO | 72.6 | 76.7 | 7.9 | 36.1 | 13.5 | 16.0 | -10.6 |
| Brookfield Asset Management Ltd. BAM | 71.7 | 28.5 | 18.2 | 74.4 | 64.5 | 15.8 | -20.1 |
| State Street Corp STT | 50.4 | 18.4 | 0.0 | 100.0 | 27.8 | 3.0 | 64.4 |
| Ameriprise Financial Inc AMP | 44.8 | 12.4 | 0.0 | 54.9 | 37.2 | 9.6 | -0.1 |
| Ares Management LP ARES | 41.9 | 56.1 | 18.4 | 37.4 | 18.4 | 66.6 | -21.8 |
| Median of companies shown | 71.7 | 28.5 | 10.9 | 54.9 | 35.6 | 16.0 | -10.6 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 47 | 27 | 42 | 2.27 | -34 | 354 | 587 |
| 2017 | 52 | 34 | 44 | 1.87 | -28 | 393 | 646 |
| 2018 | 57 | 48 | 49 | 2.02 | 8 | 403 | 694 |
| 2019 | 54 | 49 | 48 | 1.98 | -69 | 412 | 789 |
| 2020 | 40 | 33 | 31 | 1.28 | 56 | 411 | 876 |
| 2021 | 127 | 119 | 116 | 4.75 | 168 | 488 | 897 |
| 2022 | 72 | 48 | 36 | 1.46 | -106 | 480 | 936 |
| 2023 | 109 | 80 | 77 | 2.93 | 48 | 589,474 | 1,090,898 |
| 2024 | 114 | 82 | 78 | 2.40 | 62 | 656 | 1,164 |
| 2025 | 159 | 121 | 82 | 2.32 | -147 | 742 | 1,427 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q3 | 0.61 | -10.30 | 25 | -22.70 | 67.20 | 20 | 20 |
| 2024: Q4 | 0.54 | -16.90 | 27 | -22.70 | 64.60 | 21 | 21 |
| 2025: Q1 | 0.54 | -8.50 | 30 | 7.10 | 65.00 | -50 | -50 |
| 2025: Q2 | 0.57 | 0.00 | 36 | 5.30 | 71.20 | 40 | 40 |
| 2025: Q3 | 0.50 | -18.00 | 30 | 21.40 | 64.30 | -32 | -32 |
| 2025: Q4 | 0.52 | -3.70 | 33 | 20.10 | 56.10 | -105 | -105 |
| 2026: Q1 | 0.62 | 14.80 | 35 | 16.80 | 56.30 | 13 | 13 |
| 2026: Q2 | 0.50 | -12.30 | 50 | 40.70 | 37.40 | -75 | -75 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 1 of our scanner strategies — each hit links to the scanner.
Risk & Weakness
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 2.13 | 2.12 – 2.15 | 181 | 0.1% | 5 |
| 12/31/2027 | 1.97 | 1.88 – 2.03 | 184 | -7.4% | 5 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Free cash flow over the past twelve months is negative, which rules out a serious reverse calculation. Any growth rate only makes a negative cash flow more negative; no present value comes out of it. What the price reflects here is therefore not a stream of cash flows, but the expectation that there will be one at all.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available.
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 30.5%
- More than 10% revenue growth is expected for the coming year -72.2%
- Share count grows by less than 3% a year 13.2%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -52.2%
- Gross margin at 40% or higher and without meaningful erosion 72.6%
- Goodwill from acquisitions does not grow faster than revenue 0.0%
- Net debt below twice EBITDA 4.8 x EBITDA
- Operating cash flow covers the profits of the last three years -274 m
- Return on capital at 15% or higher, or up versus two years ago 8.7%
- Insiders hold at least 10% or are net buyers 0.9%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
4/10The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 14.4%
- Exp. sales growth 3Y > 5% 7.6%
- EBIT growth 10Y > 5% 18.1%
- Exp. EBIT growth 3Y > 5% -7.8%
- Net debt < 4x EBIT 4.7x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 59.9%
- Return on equity > 15% 11.1%
- ROCE > 15% 8.7%
- Expected return > 10% -26.4%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
The company
About the Company
Fidus Investment Corporation ist eine Business Development Company. Sie ist spezialisiert auf Leveraged Buyouts, Refinanzierungen, Eigentümerwechsel, Rekapitalisierungen, strategische Übernahmen, Mezzanine-Kapital, Wachstumskapital, Geschäftsausweitung, Investitionen im unteren Mid-Market, Fremdkapitalinvestitionen, nachrangige und zweitrangig besicherte Kredite, vorrangig besicherte und Unitranche-Kredite, Vorzugsaktien, Warrants, nachrangige Schuldtitel, nachrangige Senior-Notes, nachrangig besicherte Kredite und Unitranche-Kredite. Sie investiert nicht in Sanierungsfälle oder notleidende Situationen. Der Fonds bevorzugt Investitionen in den Bereichen Luft- und Raumfahrt sowie Verteidigung, Unternehmensdienstleistungen, Konsumgüter und -dienstleistungen einschließlich Einzelhandel, Lebensmittel und Getränke, Gesundheitsprodukte und -dienstleistungen, Industrieprodukte und -dienstleistungen, IT-Dienstleistungen, Nischenfertigung, Transport und Logistik sowie Mehrwertdistribution. Er strebt Investitionen in Unternehmen mit Sitz in den Vereinigten Staaten an. Der Fonds investiert typischerweise zwischen 5 und 30 Millionen US-Dollar pro Transaktion in Unternehmen mit einem Jahresumsatz zwischen 10 und 150 Millionen US-Dollar und einem Jahres-EBITDA zwischen 5 und 30 Millionen US-Dollar, kann aber gelegentlich auch in größere oder kleinere Unternehmen investieren. Der Fonds investiert typischerweise zwischen 5 und 15 Millionen US-Dollar in Fremdkapitalinvestitionen. Er strebt an, im Zusammenhang mit seinen Investitionen Minderheitsbeteiligungen und Board-Beobachterrechte zu erwerben.
- Headquarters
- Evanston, IL
- Address
- 1603 Orrington Avenue, 60201 Evanston, United States
- Phone
- 847-859-3940
- Website
- fdus.com
- IPO Date
- 06/21/2011
- ISIN
- US3165001070
- Stock Split
- 1:1 on 09/10/2013
Management
| Name | Title | Birth Year |
|---|---|---|
| Edward H. Ross | Chairman of the Board & CEO | 1966 |
| Thomas C. Lauer | President, MD & Director | 1968 |
| Michael J. Miller | MD & Head of Business Development | – |
| Robert G. Lesley Jr., C.F.A. | Managing Director | – |
| J. Connor Hoesley | Managing Director | – |
| Matthew Culbertson | Managing Director | – |
| Will Brown CPA, CPA | Managing Director | – |
| Shelby Elizabeth Sherard CPA | CFO, Chief Compliance Officer & Corporate Secretary | 1970 |
| Amanda Armstrong | Accounting Manager | – |
| Jody Burfening | Investor Relations Contact | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Data as of: September 25, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.