Fidus Investment Corporation
Fidus Investment Corporation
Your view on FDUS
Overview
What the company does, where it operates, and who runs it.
About Fidus Investment Corporation
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Edward H. Ross
- Headquarters
- 1603 Orrington Avenue, Evanston, IL, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Edward H. Ross
- Headquarters
- 1603 Orrington Avenue, Evanston, IL, US
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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Fidus Investment Corporation, and the rating behind it. FDUS last traded at $19.57, 9.4× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Fidus Investment Corporation. Starting points for Fidus Investment Corporation: P/E 9.4, EPS $2.04, beta 0.72 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Fidus Investment Corporation. Fidus Investment Corporation paid $2.21 per share over the last year — a 11.3% yield at the current $19.57 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Fidus Investment Corporation. Trailing twelve-month EPS for Fidus Investment Corporation stands at $2.04. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Fidus Investment Corporation. Fidus Investment Corporation has reported as a listed company since 2011. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Fidus Investment Corporation valued side by side against its closest peers. Fidus Investment Corporation is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Fidus Investment Corporation, and how their positions are changing. At a $742.8M market value, institutional positions materially move Fidus Investment Corporation's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Fidus Investment Corporation executives and directors. Shares of Fidus Investment Corporation have traded between $16.70 and $23.55 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Fidus Investment Corporation. Fidus Investment Corporation is a $742.8M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Fidus Investment Corporation. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Fidus Investment Corporation. Coverage tracks Fidus Investment Corporation within Asset Management (Financial Services). Press releases and market coverage, newest first.