FDUS - Fidus Investment - Stock Price & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3165001070
Debt Investments, Equity Investments, Loans
Fidus Investment Corporation is a business development company that specializes in providing customized financing solutions to lower middle market companies. It focuses on investments that support growth, expansion, and recapitalization, rather than turnaround or distressed situations.
The company's investment portfolio is diversified across various industries, including aerospace and defense, business services, consumer products and services, healthcare, industrial products and services, information technology, niche manufacturing, transportation and logistics, and value-added distribution. This diversified approach allows Fidus to tap into growth opportunities across multiple sectors.
In terms of investment size, Fidus typically invests between $5 million and $15 million per transaction in companies with annual revenues ranging from $10 million to $150 million and an annual EBITDA of $3 million to $20 million. However, the company is flexible and can occasionally invest in larger or smaller companies that demonstrate strong growth potential.
Fidus seeks to acquire minority equity stakes and board observation rights in conjunction with its investments, allowing it to provide strategic guidance and support to its portfolio companies. This approach enables the company to build strong relationships with its investees and contribute to their long-term success.
Headquartered in the United States, Fidus Investment Corporation is a trusted partner for lower middle market companies seeking growth capital and strategic guidance. For more information, please visit their website at https://www.fdus.com.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for FDUS - Fidus Investment - Stock Price & Dividends](https://www.valueray.com/images/drawdown_chart/FDUS.NASDAQ_drawdown.png)
FDUS Stock Overview
Market Cap in USD | 612m |
Sector | Financial Services |
Industry | Asset Management |
GiC SubIndustry | Asset Management & Custody Banks |
TER | 0.00% |
IPO / Inception | 2011-06-21 |
FDUS Stock Ratings
Growth 5y | 78.5 |
Fundamental | 12.0 |
Dividend | 93.0 |
Rel. Performance vs Sector | -0.55 |
Analysts | 4.00/5 |
Fair Price Momentum | 22.64 USD |
Fair Price DCF | 40.44 USD |
FDUS Dividends
Dividend Yield 12m | 14.06% |
Yield on Cost 5y | 29.65% |
Dividends CAGR 5y | 18.88% |
Payout Consistency | 95.9% |
FDUS Growth Ratios
Growth 12m | 8.36% |
Growth Correlation 12m | 72% |
Growth Correlation 3m | 21% |
CAGR 5y | 16.05% |
CAGR/Mean DD 5y | 1.78 |
Sharpe Ratio 12m | 0.23 |
Alpha vs SP500 12m | -17.49 |
Beta vs SP500 5y weekly | 1.33 |
ValueRay RSI | 42.07 |
Volatility GJR Garch 1y | 13.92% |
Price / SMA 50 | 0.72% |
Price / SMA 200 | 5.83% |
Current Volume | 109k |
Average Volume 20d | 139.6k |
External Links for FDUS Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of July 27, 2024, the stock is trading at USD 19.60 with a total of 109,006 shares traded.
Over the past week, the price has changed by +2.03%, over one month by +1.14%, over three months by -1.05% and over the past year by +7.63%.
According to ValueRays Forecast Model, FDUS Fidus Investment will be worth about 24.7 in July 2025. The stock is currently trading at 19.60. This means that the stock has a potential upside of +25.82%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 21 | 7.14 |
Analysts Target Price | 20.9 | 6.73 |
ValueRay Target Price | 24.7 | 25.8 |