PortfoliosStock ScreensStocksStockXcel

Fidus Investment Corporation

FDUS | US

18.44

USD

0.42

2.33%

FDUS | US
Loading StockChartView...

About Fidus Investment Corporation

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

14/04/2026

Close

18.44

Open

18.04

High

18.44

Low

18.04

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.

View Less

FDUS | US

Risk
24.7
Sharpe
0.50
Luna's Score
61/100
Recommendation
Hold

Luna says (FDUS | US)

What's Working

Positive Momentum

Low 6-Month Volatility (<30%)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

Smallcap (300M - 2B USD)

Risky Dividend Yield (> 12%). Dividend cuts imminent.

High Market Beta (> 0.8)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

Loading RiskMeterView...

10 days

18.1%

1 month

24.7%

3 months

22.2%

6 months

20.8%

Returns

Loading ReturnMeterView...

Fundamental Ratios

PE

6.01

Fwd. PE

8.73

Price to book

1.01

Debt to equity

0.72

Debt to assets

0.41

Ent. to EBITDA

10.82

Ent. to rev.

10.44

PEG

3.59

Other Fundamentals

EBITDA

-

MarketCap

611.49M

MarketCap(USD)

611.49M

Div. yield

12.77

Op. margin

64.90

Erngs. growth

71.40

Rev. growth

16.70

Ret. on equity

16.80

Short ratio

0.75

Short perc.

0.69

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

Loading MovingAverageView...

Range10D

1.36

Range1M

1.68

Range3M

3.38

Volumes: Market Activity

Volume Averages

Loading VolumeAverageView...

Rel. volume

0.51

Price X volume

3.05M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Energy Recovery IncERIIPollution & Treatment Controls11.29651.72M-1.05%53.915.64%
RSVRRSVREntertainment9.94646.88M-1.09%n/a93.63%
Nano Nuclear Energy Inc. Common StockNNESpecialty Industrial Machinery23.52529.54M7.54%n/a15.16%
374Water Inc. Common StockSCWOPollution & Treatment Controls3.3438.00M3.45%n/a0.00%
LVOLVOEntertainment4.31426.51M-5.90%n/a-217.69%
AerSale CorporationASLEAirports & Air Services7.06375.64M5.06%n/a24.26%
Perma-Pipe International Holdings IncPPIHPollution & Treatment Controls35.29281.54M1.26%6.9351.78%
UPUPAirports & Air Services0.4198271.96M-22.55%0.33-401.45%
ClearSign Combustion CorporationCLIRPollution & Treatment Controls5.38270.11M-0.19%n/a1.45%
Anghami Inc. Ordinary SharesANGHEntertainment3.79252.77M-3.81%n/a-1.32%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
The Marcus CorporationMCSMedia - Diversified19.39623.85M1.31%n/a83.32%
Ennis IncEBFBuilding Products & Equipment21.77566.10M-1.18%13.282.28%
AHGAHGMedical Distribution2.36562.10M-3.67%n/a1.45%
AMC Entertainment Holdings IncAMCMedia - Diversified1.54556.49M6.21%n/a-511.14%
AMC Networks IncAMCXMedia - Diversified7.69339.11M1.85%6.32236.34%
ACCO Brands CorporationACCOBuilding Products & Equipment3.14300.81M5.72%n/a174.23%
CPI Card Group IncPMTSBuilding Products & Equipment17.38193.92M-2.85%15.61-621.78%
Cosmos Group Holdings IncCOSGMedia - Diversified0.07160.51M25.00%n/a-91.95%
Kewaunee Scientific CorporationKEQUBuilding Products & Equipment34.4198.82M-0.81%5.1619.82%
Virco Mfg. CorporationVIRCBuilding Products & Equipment6.0698.71M3.59%9.0939.79%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA10.82332.92Cheaper
Ent. to Revenue10.4418.60Cheaper
PE Ratio6.0120.20Cheaper
Price to Book1.012.63Cheaper
Dividend Yield12.777.25Leader
Std. Deviation (3M)22.2021.97Par
Debt to Equity0.7250.50Cheaper
Debt to Assets0.4144.08Cheaper
Market Cap611.49M8.59BEmerging
  • 1

Unlock Your Investing Potential

Register with Xstocks

Join over 2,000+ Investors

Register now and embark on your journey to informed and successful investing.

Explore Industry Correlations

Explore Industry Correlations

Uncover Trading and Hedging Opportunities

Gain valuable insights into potential trading opportunities and discover strategic hedging possibilities

Discover Top-Performing Industries

Discover Top performing Industries

Explore Stocks for Short and Long-Term Gains

Uncover opportunities at both short-term and long-term horizons, allowing you to make informed investment decisions.

Follow us @XStocks007