Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.161
Sell
RSI(14)
37.892
Neutral
STOCH(KDJ)(9,3,3)
19.921
Neutral
ATR(14)
0.369
Low Volatility
CCI(14)
-128.082
Sell
Williams %R
82.222
Oversold
TRIX(12,20)
-0.104
Sell
StochRSI(14)
22.604
Buy
Fidus Investment Corp
FDUS18.860USD
+0.070+0.37%
Close 02/06, 16:00（ET）Quotes delayed by 15 min
685.52MMarket Cap
8.04P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Fidus Investment Corp
Currency: USD Updated: 2026-02-06Key Insights
Fidus Investment Corp's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 5 out of 28 in the Collective Investments industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 21.83.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Fidus Investment Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Positive
Fidus Investment Corp Highlights
StrengthsRisks
Fidus Investment Corporation operates as an externally managed, closed-end, non-diversified management 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 debt investments and capital appreciation from equity-related investments. It seeks to partner with business owners, management teams and financial sponsors by providing customized financing for change of ownership transactions, recapitalizations, strategic acquisitions, business expansion and other growth initiatives. The Company may invest in the equity securities of its portfolio companies, such as preferred stock, common stock, warrants and other equity interests, either directly or in conjunction with its debt investments. The Company’s investment activities are managed by Fidus Investment Advisors, LLC, its investment advisor.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 77.55% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 151.81M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 102.14%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 102.14%.
Undervalued
The company’s latest PB is 0.96, at a low 3-year percentile range.
Held by Invesco
Star Investor Invesco holds 497.92K shares of this stock.
Analyst Rating
Based on
6
analysts
Buy
Current Rating
21.833
Target Price
+16.20%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-02-06The current financial score of Fidus Investment Corp is 7.06, ranking 13 out of 28 in the Collective Investments industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 39.75M, representing a year-over-year increase of 18.83%, while its net profit experienced a year-over-year increase of 16.15%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.52
Operational Efficiency
3.73
Growth Potential
8.75
Shareholder Returns
7.30
Fidus Investment Corp's Company Valuation
Currency: USD Updated: 2026-02-06The current valuation score of Fidus Investment Corp is 8.49, ranking 6 out of 28 in the Collective Investments industry. Its current P/E ratio is 8.04, which is 73.96% below the recent high of 13.99 and 28.64% above the recent low of 5.74.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 5/28
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-02-06The current earnings forecast score of Fidus Investment Corp is 8.67, ranking 1 out of 28 in the Collective Investments industry. The average price target is 22.00, with a high of 22.50 and a low of 21.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
6
analysts
Buy
Current Rating
21.833
Target Price
+16.20%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
32
Total
5
Median
4
Average
Company name
Ratings
Analysts
Fidus Investment Corp
FDUS
6
FS KKR Capital Corp
FSK
11
Sixth Street Specialty Lending Inc
TSLX
11
SLR Investment Corp
SLRC
9
PennantPark Floating Rate Capital Ltd
PFLT
8
Pennantpark Investment Corp
PNNT
8
1
2
3
...
7
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-02-06The current price momentum score of Fidus Investment Corp is 6.61, ranking 17 out of 28 in the Collective Investments industry. Currently, the stock price is trading between the resistance level at 19.87 and the support level at 18.24, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
19.006
Sell
MA10
19.173
Sell
MA20
19.481
Sell
MA50
19.543
Sell
MA100
19.863
Sell
MA200
20.206
Sell
Institutional Confidence
Currency: USD Updated: 2026-02-06The current institutional shareholding score of Fidus Investment Corp is 3.00, ranking 6 out of 28 in the Collective Investments industry. The latest institutional shareholding proportion is 30.64%, representing a quarter-over-quarter decrease of 0.25%. The largest institutional shareholder is Invesco, holding a total of 497.92K shares, representing 1.37% of shares outstanding, with 9.37% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Van Eck Associates Corporation
Columbus Macro, LLC
Raymond James & Associates, Inc.
Cetera Investment Advisers LLC
UBS Financial Services, Inc.
Envestnet Asset Management, Inc.
Robert W. Baird & Co. Inc.
Muzinich & Co., Inc.
Two Sigma Investments, LP
1
2
Risk Assessment
Currency: USD Updated: 2026-02-06The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Collective Investments domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Fidus Investment Corp is 8.82, ranking 9 out of 28 in the Collective Investments industry. The company's beta value is 0.74. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
0.74
VaR
+1.85%
240-Day Maximum Drawdown
+25.63%
240-Day Volatility
+24.90%
Return
Best Daily Return
60 days
+2.96%
120 days
+2.96%
5 years
+7.91%
Worst Daily Return
60 days
-4.40%
120 days
-4.40%
5 years
-7.61%
Sharpe Ratio
60 days
-1.83
120 days
-1.38
5 years
+0.77
Risk Assessment
Maximum Drawdown
240 days
+25.63%
3 years
+25.89%
5 years
+25.89%
Return-to-Drawdown Ratio
240 days
-0.70
3 years
+0.04
5 years
+0.15
Skewness
240 days
-0.21
3 years
-0.20
5 years
-0.09
Volatility
Realised Volatility
240 days
+24.90%
5 years
+23.28%
Standardised True Range
240 days
+2.08%
5 years
+1.91%
Downside Risk-Adjusted Return
120 days
-172.90%
240 days
-172.90%
Maximum Daily Upside Volatility
60 days
+13.55%
Maximum Daily Downside Volatility
60 days
+14.27%
Liquidity
Average Turnover Rate
60 days
+0.49%
120 days
+0.59%
5 years
--
Turnover Deviation
20 days
-26.45%
60 days
-29.47%
120 days
-14.60%
Peer Comparison
Collective Investments
Fidus Investment Corp
FDUS
7.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Crescent Capital BDC Inc
CCAP
7.70 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Barings BDC Inc
BBDC
7.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLR Investment Corp
SLRC
7.33 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Horizon Technology Finance Corp
HRZN
7.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
FS KKR Capital Corp
FSK
7.25 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
