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Fidus Investment Corporation(FDUS)Earnings, Financials & Key Ratios
FDUS•NASDAQ•Banking & Credit
$18.58
$705M mkt cap·8.0× P/E·Price updated May 6, 2026
AboutFidus 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.Show more
- Net Interest Income$112M-0.2%
- Total Revenue$159M+40.1%
- Net Income$82M+5.2%
- Return on Equity11.79%-6.2%
- Net Interest Margin7.84%-18.6%
- Efficiency Ratio-3.5%-143.4%
- ROA6.36%-8.4%
- Equity / Assets52.01%-7.7%
- Book Value per Share20.90+3.9%
- Tangible BV/Share20.90+3.9%
- Debt/Equity0.31-57.1%
FDUS Key Insights
Fidus Investment Corporation (FDUS) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Strong 5Y profit CAGR of 21.4%
- ✓Strong NIM of 7.8%
- ✓Efficient operations: -3.5% efficiency ratio
- ✓Well capitalized: 52.0% equity/assets
- ✓Trading at only 0.9x book value
✗Weaknesses
No significant weaknesses identified
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
FDUS Price & Volume
Fidus Investment Corporation (FDUS) stock price & volume — 10-year historical chart
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FDUS Growth Metrics
Fidus Investment Corporation (FDUS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years18.06%
5 Years22.65%
3 Years30.52%
TTM-
Profit CAGR
10 Years12.24%
5 Years21.42%
3 Years32.01%
TTM5.25%
EPS CAGR
10 Years3.79%
5 Years12.63%
3 Years16.69%
TTM-4.98%
Return on Capital
10 Years7.26%
5 Years8.74%
3 Years8.35%
Last Year9.49%
FDUS Recent Earnings
Fidus Investment Corporation (FDUS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 9/12 qtrs (75%)
Q1 2026Latest
Feb 26, 2026EPS
$0.52
Est $0.48
+8.3%
Revenue
$42M
Est $39M
+7.6%
Q4 2025
Nov 6, 2025EPS
$0.50
Est $0.50
+0.0%
Revenue
$30M
Est $39M
-24.5%
Q3 2025
Aug 7, 2025EPS
$0.57
Est $0.53
+7.5%
Revenue
$32M
Est $37M
-13.4%
Q2 2025
May 8, 2025EPS
$0.54
Est $0.53
+1.9%
Revenue
$36M
Est $36M
+2.2%
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 26, 2026 | $0.52vs $0.48+8.3% | $42Mvs $39M+7.6% |
| Q4 2025 | Nov 6, 2025 | $0.50vs $0.50+0.0% | $30Mvs $39M-24.5% |
| Q3 2025 | Aug 7, 2025 | $0.57vs $0.53+7.5% | $32Mvs $37M-13.4% |
| Q2 2025 | May 8, 2025 | $0.54vs $0.53+1.9% | $36Mvs $36M+2.2% |
Based on last 12 quarters of dataView full earnings history →
FDUS Peer Comparison
Fidus Investment Corporation (FDUS) competitors in Private credit and BDC lenders — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 GAIN | 665.43M | 16.71 | 9.39 | -12.88% | 21.89% | 0.91 | ||
 SLRC | 761.04M | 13.95 | 8.21 | 24.76% | 7.31% | 1.15 | ||
 CSWC | 1.44B | 24.19 | 16.46 | 7.67% | 10.32% | 1.08 | ||
 TPVG | 225.54M | 5.57 | 4.57 | 36.55% | 13.09% | 1.33 | ||
 MRCC | 110.06M | 5.08 | 9.58 | -39.74% | -2.9% | 1.15 | ||
 HRZN | 218.97M | 4.58 | 4.36 | 17.91% | 8.95% | 1.49 | ||
 PFLT | 913.8M | 9.21 | 12.79 | 2.2% | 3.23% | 1.65 | ||
 ARCC | 13.76B | 19.16 | 10.30 | 32.87% | 8.11% | 1.12 |
Compare FDUS vs Peers
Fidus Investment Corporation (FDUS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FDUS Income Statement
Fidus Investment Corporation (FDUS) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | -9.89M | 56.27M | 56.14M | 60.76M | 60.43M | 67.98M | 98.84M | 112.05M | 111.82M |
| NII Growth % | 6.62% | 668.75% | -0.23% | 8.23% | -0.54% | 12.49% | 45.4% | 13.36% | -0.21% |
| Net Interest Margin % | -1.53% | 8.11% | 7.11% | 6.94% | 6.74% | 7.26% | 9.06% | 9.63% | 7.84% |
| Interest Income | 0 | 67.56M | 71.36M | 78.16M | 77.38M | 84.54M | 119.44M | 134.34M | 140.66M |
| Interest Expense | 9.89M | 11.29M | 15.22M | 17.41M | 16.95M | 16.56M | 20.6M | 22.29M | 28.84M |
| Loan Loss Provision | -105K | 76K | 0 | 0 | 0 | 0 | 0 | 0 | 14.78M |
| Non-Interest Income | 51.69M | -10.69M | -348K | -20.79M | 69.03M | -12.93M | -10.85M | -20.66M | 18.58M |
| Non-Interest Income % | 100% | -18.79% | -0.49% | -36.23% | 47.15% | -18.05% | -9.99% | -18.18% | 11.67% |
| Total Revenue | 51.69M▲ 0% | 56.87M▲ 10.0% | 71.01M▲ 24.9% | 57.38M▼ 19.2% | 146.41M▲ 155.2% | 71.62M▼ 51.1% | 108.6M▲ 51.6% | 113.68M▲ 4.7% | 159.25M▲ 40.1% |
| Revenue Growth % | 9.28% | 10.02% | 24.87% | -19.2% | 155.18% | -51.09% | 51.64% | 4.67% | 40.09% |
| Non-Interest Expense | 8M | -2.93M | 6.7M | 7.3M | 10.79M | 7.41M | 8.17M | 9.18M | -5.57M |
| Efficiency Ratio | 15.48% | -5.16% | 9.44% | 12.73% | 7.37% | 10.35% | 7.52% | 8.07% | -3.5% |
| Operating Income | 33.9M▲ 0% | 48.44M▲ 42.9% | 49.09M▲ 1.3% | 32.66M▼ 33.5% | 118.67M▲ 263.3% | 47.64M▼ 59.9% | 79.83M▲ 67.5% | 82.21M▲ 3.0% | 121.19M▲ 47.4% |
| Operating Margin % | 65.58% | 85.17% | 69.13% | 56.93% | 81.05% | 66.53% | 73.5% | 72.32% | 76.11% |
| Operating Income Growth % | 25.42% | 42.89% | 1.34% | -33.45% | 263.29% | -59.85% | 67.55% | 2.99% | 47.42% |
| Pretax Income | 46.38M▲ 0% | 50.93M▲ 9.8% | 49.09M▼ 3.6% | 32.66M▼ 33.5% | 118.67M▲ 263.3% | 47.64M▼ 59.9% | 79.83M▲ 67.5% | 82.21M▲ 3.0% | 88.68M▲ 7.9% |
| Pretax Margin % | 89.72% | 89.56% | 69.13% | 56.93% | 81.05% | 66.53% | 73.5% | 72.32% | 55.69% |
| Income Tax | 2.42M | 1.48M | 621K | 1.44M | 2.57M | 11.82M | 2.69M | 3.92M | 6.28M |
| Effective Tax Rate % | 5.23% | 2.9% | 1.27% | 4.41% | 2.16% | 24.81% | 3.37% | 4.77% | 7.08% |
| Net Income | 43.95M▲ 0% | 49.45M▲ 12.5% | 48.47M▼ 2.0% | 31.23M▼ 35.6% | 116.1M▲ 271.8% | 35.82M▼ 69.1% | 77.13M▲ 115.3% | 78.29M▲ 1.5% | 82.4M▲ 5.2% |
| Net Margin % | 85.03% | 86.96% | 68.25% | 54.42% | 79.3% | 50.02% | 71.02% | 68.87% | 51.75% |
| Net Income Growth % | 5.73% | 12.52% | -1.99% | -35.57% | 271.82% | -69.15% | 115.32% | 1.5% | 5.25% |
| Net Income (Continuing) | 43.95M | 49.45M | 48.47M | 31.23M | 116.1M | 35.82M | 77.13M | 78.29M | 82.4M |
| EPS (Diluted) | 1.87▲ 0% | 2.02▲ 8.0% | 1.98▼ 2.0% | 1.28▼ 35.4% | 4.75▲ 271.1% | 1.46▼ 69.3% | 2.93▲ 100.7% | 2.40▼ 18.1% | 2.32▼ 3.3% |
| EPS Growth % | -17.62% | 8.02% | -1.98% | -35.35% | 271.09% | -69.26% | 100.68% | -18.09% | -3.33% |
| EPS (Basic) | 1.87 | 2.02 | 1.98 | 1.28 | 4.75 | 1.46 | 2.93 | 2.40 | 2.32 |
| Diluted Shares Outstanding | 23.53M | 24.47M | 24.46M | 24.44M | 24.44M | 24.47M | 26.37M | 32.59M | 35.49M |
FDUS Balance Sheet
Fidus Investment Corporation (FDUS) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 41.57M | 42.02M | 15.01M | 124.31M | 169.42M | 62.35M | 119.13M | 57.16M | 70M |
| Cash & Due from Banks | 41.57M | 42.02M | 15.01M | 124.31M | 169.42M | 62.35M | 119.13M | 57.16M | 70M |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 596.31M | 642.98M | 0 | 0 | 0 | 0 | 957.91M | 1.09B | 1.33B |
| Investments Growth % | 13.7% | 7.83% | -100% | - | - | - | - | 13.84% | 22.36% |
| Long-Term Investments | 596.31M | 642.98M | 0 | 0 | 0 | 0 | 957.91M | 1.09B | 1.2B |
| Accounts Receivables | 0 | 0 | 6.33M | 7.55M | 8.23M | 11.83M | 11.96M | 15.12M | 21.41M |
| Goodwill & Intangibles | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets | -646.26M | -692.52M | 766.92M | 742.87M | 719.12M | 860.33M | 0 | 0 | 766K |
| Total Current Assets | 49.95M | 49.54M | 22.52M | 132.87M | 178.06M | 75.63M | 132.99M | 72.28M | 91.41M |
| Total Non-Current Assets | 596.31M | 644.33M | 766.92M | 742.87M | 719.12M | 860.33M | 957.91M | 1.09B | 1.2B |
| Total Assets | 646.26M▲ 0% | 693.88M▲ 7.4% | 789.44M▲ 13.8% | 875.74M▲ 10.9% | 897.18M▲ 2.4% | 935.96M▲ 4.3% | 1.09B▲ 16.6% | 1.16B▲ 6.7% | 1.43B▲ 22.5% |
| Asset Growth % | 10.14% | 7.37% | 13.77% | 10.93% | 2.45% | 4.32% | 16.55% | 6.71% | 22.54% |
| Return on Assets (ROA) | 7.13% | 7.38% | 6.53% | 3.75% | 13.1% | 3.91% | 7.61% | 6.94% | 6.36% |
| Accounts Payable | 164K | 172K | 3.5M | 3.5M | 4.67M | 4.75M | 6.67M | 5.78M | 7.45M |
| Total Debt | 237.84M | 271.5M | 354.6M | 443.25M | 366.04M | 410.1M | 466.51M | 474.89M | 230.56M |
| Net Debt | 196.26M | 229.49M | 339.59M | 318.94M | 196.62M | 347.75M | 347.38M | 417.73M | 160.56M |
| Long-Term Debt | 237.84M | 271.5M | 354.6M | 443.25M | 366.04M | 410.1M | 466.51M | 474.89M | 230.56M |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Liabilities | 0 | 0 | 19.02M | 18.23M | 38.72M | 40.77M | 0 | 0 | 450.51M |
| Total Current Liabilities | 15.15M | 19.39M | 3.5M | 3.5M | 4.67M | 4.75M | 34.91M | 33.56M | 3.57M |
| Total Non-Current Liabilities | 237.84M | 271.5M | 373.62M | 461.48M | 404.75M | 450.87M | 466.51M | 474.89M | 681.07M |
| Total Liabilities | 252.99M | 290.89M | 377.13M | 464.98M | 409.42M | 455.62M | 501.42M | 508.45M | 684.64M |
| Total Equity | 589.54M▲ 0% | 632.47M▲ 7.3% | 412.31M▼ 34.8% | 410.76M▼ 0.4% | 487.76M▲ 18.7% | 480.34M▼ 1.5% | 589.47M▲ 22.7% | 655.67M▲ 11.2% | 741.9M▲ 13.2% |
| Equity Growth % | 14.22% | 7.28% | -34.81% | -0.38% | 18.75% | -1.52% | 22.72% | 11.23% | 13.15% |
| Equity / Assets (Capital Ratio) | 91.22% | 91.15% | 52.23% | 46.9% | 54.37% | 51.32% | 54.04% | 56.32% | 52.01% |
| Return on Equity (ROE) | 7.95% | 8.09% | 9.28% | 7.59% | 25.84% | 7.4% | 14.42% | 12.58% | 11.79% |
| Book Value per Share | 25.06 | 25.85 | 16.85 | 16.81 | 19.96 | 19.63 | 22.36 | 20.12 | 20.90 |
| Tangible BV per Share | 25.06 | 25.85 | 16.85 | 16.81 | 19.96 | 19.63 | 22.36 | 20.12 | 20.90 |
| Common Stock | 24K | 24K | 24K | 24K | 24K | 25K | 31K | 34K | 38K |
| Additional Paid-in Capital | 370.55M | 366.69M | 366.06M | 363.98M | 361.81M | 395.92M | 504.3M | 567.16M | 641.38M |
| Retained Earnings | 5.69M | 36.68M | 46.23M | 46.75M | 125.93M | 84.4M | 85.14M | 88.47M | 100.48M |
| Accumulated OCI | 17.02M | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 5.69M | 36.68M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
FDUS Cash Flow Statement
Fidus Investment Corporation (FDUS) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | -28.2M | 8.15M | -68.73M | 55.96M | 167.9M | -105.54M | 48.41M | 62.37M | 63.16M |
| Operating CF Growth % | 16.14% | 128.89% | -943.5% | 181.43% | 200.03% | -162.86% | 145.87% | 28.83% | 1.27% |
| Net Income | 43.95M | 49.45M | 48.47M | 31.23M | 116.1M | 35.82M | 77.13M | 78.29M | 73.85M |
| Depreciation & Amortization | 5.43M | -25.72M | 0 | 6.58M | -41.5B | 65.7B | 0 | 0 | -10.11M |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | -76.03M | -19.29M | -121.69M | 20.04M | 41.53B | -65.84B | -17.48M | -12.27M | -1.61M |
| Working Capital Changes | -1.54M | 3.7M | 4.49M | -1.88M | 21.57M | -2.51M | -11.24M | -3.66M | 1.02M |
| Cash from Investing | -51.02M | -24.01M | -98.57M | 20.78M | 126.05B | -139.87B | -77.87M | -117.67M | -210.16M |
| Purchase of Investments | -214.68M | -212.26M | -219.17M | -190M | -346.74B | -333.85B | -336.74M | -394.53M | -498.16M |
| Sale/Maturity of Investments | 163.66M | 188.25M | 120.6M | 210.77M | 472.78B | 193.98B | 258.88M | 276.86M | 288M |
| Net Investment Activity | -51.02M | -24.01M | -98.57M | 20.78M | 126.05B | -139.87B | -77.87M | -117.67M | -210.16M |
| Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Investing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash from Financing | 12.69M | -7.71M | 41.73M | 53.33M | -122.79M | -1.53M | 86.24M | -6.67M | 169.45M |
| Dividends Paid | -36.79M | -39.16M | -39.14M | -32.51M | -39.1M | -49.05M | -78.33M | -78.37M | -75.47M |
| Share Repurchases | 0 | -582K | 0 | -268K | 0 | 0 | 0 | 0 | 0 |
| Stock Issued | 32.33M | 0 | 0 | 0 | 0 | 5.81M | 110.33M | 66.27M | 79.3M |
| Net Stock Activity | 32.33M | -582K | 0 | -268K | 0 | 5.81M | 110.33M | 66.27M | 79.3M |
| Debt Issuance (Net) | 1000K | 1000K | 1000K | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K |
| Other Financing | 30.68M | -2.67M | -6.38M | -3.39M | -4.08M | -3.53M | 0 | 0 | 0 |
| Net Change in Cash | -15.51M▲ 0% | 443K▲ 102.9% | -27M▼ 6195.5% | 109.3M▲ 504.8% | 45.11M▼ 58.7% | -107.07M▼ 337.4% | 56.78M▲ 153.0% | -61.97M▼ 209.1% | 22.45M▲ 136.2% |
| Exchange Rate Effect | 51.02M | 24.01M | 98.57M | -20.78M | -126.05B | 139.87B | 0 | 0 | -9.61M |
| Cash at Beginning | 57.08M | 41.57M | 42.02M | 15.01M | 124.31M | 169.42M | 62.35M | 119.13M | 57.16M |
| Cash at End | 41.57M | 42.02M | 15.01M | 124.31M | 169.42M | 62.35M | 119.13M | 57.16M | 79.61M |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Income Taxes Paid | 2.48M | 1.18M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Free Cash Flow | -28.2M▲ 0% | 8.15M▲ 128.9% | -68.73M▼ 943.5% | 55.96M▲ 181.4% | 167.9M▲ 200.0% | -105.54M▼ 162.9% | 48.41M▲ 145.9% | 62.37M▲ 28.8% | -147M▼ 335.7% |
| FCF Growth % | 16.14% | 128.89% | -943.5% | 181.43% | 200.03% | -162.86% | 145.87% | 28.83% | -335.72% |
FDUS Banking Ratios
Fidus Investment Corporation (FDUS) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 10.89% | 7.95% | 8.09% | 9.28% | 7.59% | 25.84% | 7.4% | 14.42% | 12.58% | 11.79% |
| Return on Assets (ROA) | 7.75% | 7.13% | 7.38% | 6.53% | 3.75% | 13.1% | 3.91% | 7.61% | 6.94% | 6.36% |
| Net Interest Margin | -1.81% | -1.53% | 8.11% | 7.11% | 6.94% | 6.74% | 7.26% | 9.06% | 9.63% | 7.84% |
| Efficiency Ratio | 25.41% | 15.48% | -5.16% | 9.44% | 12.73% | 7.37% | 10.35% | 7.52% | 8.07% | -3.5% |
| Equity / Assets | 87.97% | 91.22% | 91.15% | 52.23% | 46.9% | 54.37% | 51.32% | 54.04% | 56.32% | 52.01% |
| Book Value / Share | 28.23 | 25.06 | 25.85 | 16.85 | 16.81 | 19.96 | 19.63 | 22.36 | 20.12 | 20.9 |
| NII Growth | -12.37% | 6.62% | 668.75% | -0.23% | 8.23% | -0.54% | 12.49% | 45.4% | 13.36% | -0.21% |
| Dividend Payout | 71.83% | 83.71% | 79.18% | 80.76% | 104.11% | 26.52% | 136.93% | - | - | 91.59% |
FDUS SEC Filings & Documents
Fidus Investment Corporation (FDUS) SEC filings — annual & quarterly reports (10-K, 10-Q)
FDUS Frequently Asked Questions
Fidus Investment Corporation (FDUS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
Fidus Investment Corporation (FDUS) grew revenue by 40.1% over the past year. This is strong growth.
Yes, Fidus Investment Corporation (FDUS) is profitable, generating $82.4M in net income for fiscal year 2025 (51.7% net margin).
Dividend & Returns
Yes, Fidus Investment Corporation (FDUS) pays a dividend with a yield of 11.45%. This makes it attractive for income-focused investors.
Fidus Investment Corporation (FDUS) has a return on equity (ROE) of 11.8%. This is reasonable for most industries.
Industry Metrics
Fidus Investment Corporation (FDUS) has a net interest margin (NIM) of 7.8%. This indicates healthy earnings from lending activities.
Fidus Investment Corporation (FDUS) has an efficiency ratio of -3.5%. This is excellent, indicating strong cost control.
Explore More FDUS
Fidus Investment Corporation (FDUS) financial analysis — history, returns, DCA and operating performance tools
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Earnings History
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Long-term charts & historical price data
Revenue History
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Valuation
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