Stock Scorecard



Stock Summary for Fidus Investment Corp (FDUS) - $19.00 as of 5/13/2026 7:05:36 PM EST

Total Score

14 out of 30

Safety Score

64 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for FDUS

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for FDUS

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for FDUS

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for FDUS

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for FDUS (64 out of 100)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 5
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 6
Book Value to Price (Max of 10) 6
Analyst Buy Ratings (Max of 5) 3
Analyst Strong Buy Ratings (Max of 5) 4
Dividend Yield Percentage (Max of 10) 2
Operating Margin (Max of 10) 9
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 9
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for FDUS

Fidus Investment 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:FDUS) 2026-05-12 5/13/2026 1:39:00 PM
Fidus Investment (NASDAQ:FDUS) Posts Quarterly Earnings Results, Beats Expectations By $0.12 EPS 5/10/2026 2:10:00 AM
Fidus Investment Corporation (NASDAQ:FDUS) Plans Special Dividend of $0.19 5/8/2026 1:39:00 PM
Fidus Investment: Q1 Earnings Snapshot 5/8/2026 8:38:00 AM
Fidus Investment Corporation Announces First Quarter 2026 Financial Results 5/8/2026 12:09:00 AM
Fidus Investment: Q1 Earnings Snapshot 5/7/2026 9:27:00 PM
Fidus lifts next payout to $0.62 after first-quarter income climbed 35% 5/7/2026 8:09:00 PM
Press Release: Fidus Investment Corporation Announces First Quarter 2026 Financial Results 5/7/2026 8:09:00 PM
Higher income and $0.62 Q2 dividend at Fidus Investment (NASDAQ: FDUS) 5/7/2026 8:09:00 PM
Fidus Investment: Q1 Earnings Snapshot 5/7/2026 3:27:00 PM

Financial Details for FDUS

Company Overview

Ticker FDUS
Company Name Fidus Investment Corp
Country USA
Description Fidus Investment Corp (FDUS) is a publicly-traded business development company that specializes in providing tailored debt and equity investment solutions to lower middle-market enterprises across diverse industries. The firm employs a disciplined investment strategy focused on generating high current income and capital appreciation while maintaining a rigorous emphasis on credit quality and active portfolio management. As a regulated investment company, Fidus prioritizes transparency and compliance, positioning itself as a dependable partner for growth-oriented businesses. This strategic focus, alongside its commitment to delivering consistent returns, makes FDUS a compelling option for institutional investors seeking to optimize yield in today’s competitive financial landscape.
Sector Name FINANCIAL SERVICES
Industry Name ASSET MANAGEMENT
Most Recent Quarter 3/31/2026
Next Earnings Date N/A

Stock Price History

Last Day Price 19.00
Price 4 Years Ago 12.69
Last Day Price Updated 5/13/2026 7:05:36 PM EST
Last Day Volume 264,225
Average Daily Volume 254,149
52-Week High 20.56
52-Week Low 16.86
Last Price to 52 Week Low 12.69%

Valuation Measures

Trailing PE 8.76
Industry PE 30.45
Sector PE 20.66
5-Year Average PE 11.51
Free Cash Flow Ratio 14.50
Industry Free Cash Flow Ratio 287.78
Sector Free Cash Flow Ratio 64.38
Current Ratio Most Recent Quarter 36.57
Total Cash Per Share 1.31
Book Value Per Share Most Recent Quarter 19.55
Price to Book Ratio 1.01
Industry Price to Book Ratio 1.68
Sector Price to Book Ratio 2.02
Price to Sales Ratio Twelve Trailing Months 4.50
Industry Price to Sales Ratio Twelve Trailing Months 17.24
Sector Price to Sales Ratio Twelve Trailing Months 5.35
Analyst Buy Ratings 3
Analyst Strong Buy Ratings 2

Share Statistics

Total Shares Outstanding 37,954,400
Market Capitalization 721,133,600
Institutional Ownership 28.63%

Dividends

Ex-Dividend Date 6/16/2026
Previous Dividend Amount 0.5200
Current Dividend Amount 0.6200
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 2.13
Trailing Annual Dividend Yield 11.54%
Forward Annual Dividend Rate 2.48
Forward Annual Dividend Yield 13.44%
5-Year Dividend Payments Count 32
3-Year Average Dividend Yield 11.48%
5-Year Average Dividend Yield 13.38%
1-Year Dividend Growth Rate Percentage 15.35%
3-Year Dividend Growth Rate Percentage 7.40%
5-Year Dividend Growth Rate Percentage 11.75%
All-Time Dividend Growth Rate Percentage 3.02%
Dividend Payout Ratio 91.81%

Income Statement

Quarterly Earnings Growth YOY -9.20%
Annual Earnings Growth 5.25%
Reported EPS 12 Trailing Months 2.26
Reported EPS Past Year 0.62
Reported EPS Prior Year 2.13
Net Income Twelve Trailing Months 82,628,000
Net Income Past Year 82,402,000
Net Income Prior Year 78,292,000
Quarterly Revenue Growth YOY 30.20%
5-Year Revenue Growth 31.85%
Operating Margin Twelve Trailing Months 72.50%

Balance Sheet

Total Cash Most Recent Quarter 49,684,000
Total Cash Past Year 69,995,000
Total Cash Prior Year 57,159,000
Net Cash Position Most Recent Quarter -429,341,000
Net Cash Position Past Year -405,885,000
Long Term Debt Past Year 475,880,000
Long Term Debt Prior Year 419,880,000
Total Debt Most Recent Quarter 479,025,000
Equity to Debt Ratio Past Year 0.61
Equity to Debt Ratio Most Recent Quarter 0.61
Total Stockholder Equity Past Year 741,899,000
Total Stockholder Equity Prior Year 655,666,000
Total Stockholder Equity Most Recent Quarter 742,047,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months -83,812,000
Free Cash Flow Per Share Twelve Trailing Months -2.21
Free Cash Flow Past Year -147,005,000
Free Cash Flow Prior Year 62,365,000

Options

Put/Call Ratio 0.11
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.33
MACD Signal 0.27
20-Day Bollinger Lower Band 0.00
20-Day Bollinger Middle Band 0.00
20-Day Bollinger Upper Band 0.00
Beta 0.74
RSI 65.75
50-Day SMA 18.72
150-Day SMA 16.97
200-Day SMA 15.92

System

Modified 5/11/2026 10:59:25 PM EST