Financial Services
Fidus Investment Corporation(FDUS)
Live Price
Offline$18.82
+0.53% today
1Y Change
-7.42%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $710.00M
- Revenue Growth
- +40.1%
- EPS Growth
- -3.3%
- Dividend Yield
- 11.5%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Fidus Investment Corporation (FDUS) is a Financial Services stock with a market cap of $710.00M and listed on NASDAQ. The stock last traded around $18.82 and down 7.4% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +40.1%, EPS growth of -3.3%, a dividend yield of 11.5%. What stands out right now is revenue +40.1%, EPS -3.3%, free cash flow -335.7% with operating margin 72.2% and ROIC 104.1%. The dividend matters to the case here, with a current yield around 11.5%. Valuation is more restrained than many high-expectation growth names at P/E 8.3 and price/sales 5.2. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines FDUS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+40.1% vs +3.4% peer median
Operating Margin
Above sector median
+72.2% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 14, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +40.1% and EPS is at -3.3%, with operating margin around 72.2%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 11.5%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -1.8% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | โ | -0.1% | -0.4% | +0.1% |
2026 Feb 26, 2026 | +8.3% | -3.7% | -0.1% | -6.0% |
2025 Nov 6, 2025 | +0.0% | -4.4% | -4.8% | -4.5% |
Benchmark Edge
FDUS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
FDUS
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
FDUS Max Drawdown
-23.06%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for FDUS and SPY.
Company Overview
Fidus Investment Corporation
NASDAQ Global Select
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
- Leadership
- Edward H. Ross
- IPO Date
- Jun 21, 2011
- Street Address
- 1603 Orrington Avenue
- Mailing
- Evanston, IL, 60201
- Region
- Evanston, IL, US
- Reporting Currency
- USD
- Investor Line
- 847-859-3940
- Last Updated
- Apr 28, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 8.3
- EV/EBITDA
- 7.2
- Price/Sales
- 5.2
- Price/Book
- 0.9
Growth
- Revenue
- +40.1%
- EPS
- -3.3%
- Free Cash Flow
- -335.7%
Profitability
- Gross Margin
- 84.9%
- Operating Margin
- 72.2%
- Net Margin
- 60.5%
- ROE
- 11.7%
- ROIC
- 104.1%
Balance Sheet
- Debt/Equity
- 0.31
- Current Ratio
- 25.62
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.