FDUS

Based on Fidus Investment Corporation's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does Fidus Investment Corporation do?

Fidus Investment Corporation is a business development company that provides debt and equity capital to lower middle market businesses in the United States. It focuses on sectors like healthcare, business services, and niche manufacturing, deploying capital through senior secured loans, mezzanine debt, and preferred equity.

Does FDUS pay dividends?

Yes, FDUS pays a regular dividend. As a BDC structured as a regulated investment company, Fidus is required to distribute the majority of its taxable income to shareholders. This makes dividend income a core part of the investment thesis for FDUS holders.

When does FDUS report earnings?

Fidus Investment reports earnings quarterly, in line with standard US-listed company requirements. Each report covers net investment income, portfolio credit quality, and net asset value. Check Fidus's investor relations page for the most current schedule.

Is FDUS a good stock to buy?

UQS Score rates FDUS as Good overall. The Quality and Risk pillars are both Good, and Valuation is Attractive. However, the Moat pillar is Weak and Growth is Neutral, which are important considerations. The complete pillar breakdown is available to UQS Pro members.

Is FDUS overvalued?

The UQS Valuation pillar for FDUS is rated Attractive, suggesting the stock is not trading at a premium relative to the value the business generates. That said, valuation should always be considered alongside quality and risk factors — all of which are detailed in the full UQS analysis.

How does FDUS compare to its competitors?

FDUS focuses specifically on the US lower middle market, which differentiates it from peers like Nuveen Churchill, which targets larger companies, and Noah Holdings, which operates primarily in China. Each competitor brings a different geographic or market-segment focus to private credit.

What is FDUS's market cap bracket?

FDUS is classified as a small-cap stock. This places it among smaller publicly traded BDCs, which can mean less analyst coverage and lower trading liquidity compared to large-cap financial services companies.

Who founded Fidus Investment Corporation?

Fidus Investment Corporation was founded in 2011. For detailed information on its founding team and corporate history, the company's official investor relations materials and SEC filings are the most reliable sources.

Is FDUS a long-term quality investment?

From a quality indicator perspective, FDUS scores Good on the UQS composite — driven by Good ratings on Quality and Risk, and an Attractive Valuation. The Weak Moat rating is a consideration for long-term holders, as BDCs rely on relationship-driven deal flow rather than structural competitive advantages.

What is the main competitive advantage of Fidus Investment?

Fidus's edge lies in its specialization within the lower middle market — a segment often underserved by larger lenders. Its sector focus and board observation rights help it maintain close relationships with portfolio companies, though the UQS Moat pillar reflects that these advantages are not structurally durable.

What sector does FDUS belong to?

FDUS belongs to the Financial Services sector, specifically within the business development company sub-category. BDCs are regulated investment vehicles that provide financing to small and mid-sized businesses, combining characteristics of private equity and fixed-income lending.

Is FDUS a growth stock or value stock?

FDUS leans toward the value and income side of the spectrum. Its Growth pillar is rated Neutral and its Valuation pillar is Attractive, suggesting it is not priced for rapid expansion. Income-oriented investors typically find BDCs like FDUS more relevant than pure growth seekers.

Fidus Investment Corporation shows solid profitability with healthy returns on capital and reasonable margins.

Fidus Investment Corporation shows steady but unspectacular growth, typical for mature companies.

Fidus Investment Corporation has some risk factors including moderate leverage or solvency concerns.

Fidus Investment Corporation appears attractively valued relative to its earnings, cash flows, and sector peers.

Fidus Investment Corporation operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for FDUS.

The UQS (Unified Quality Score) for Fidus Investment Corporation is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Fidus Investment Corporation's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Fidus Investment Corporation is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.