Fidus Investment (FDUS) Debt/Equity Ratio: History & Chart

Fidus Investment Corporation(FDUS)

Asset Management · Evanston, IL

$19.13+0.00 (+0.02%)

Delayed quote: Oct 6, 2026, 9:35 AM EDT

About Fidus Investment Corporation

Fidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. These encompass management buyouts, debt restructuring, ownership transitions, capital reorganizations, strategic acquisitions, and initiatives for growth and business expansion, frequently employing mezzanine financing. The firm's financial instruments span a variety of debt options, including senior secured, unitranche, subordinated, junior secured, and second lien loans, in addition to senior subordinated notes, preferred equity, and warrants. Notably, Fidus explicitly refrains from investing in distressed companies or those undergoing turnarounds. The company prioritizes investments in sectors such as aerospace and defense, a broad spectrum of business services, consumer products and services (including retail, food, and beverage), healthcare products and services, industrial goods and services, information technology services, specialized manufacturing, transportation and logistics, and value-added distribution. Its geographic focus is exclusively on enterprises located within the United States. Fidus typically commits between $5 million and $15 million per transaction, targeting companies with annual revenues ranging from $10 million to $150 million and annual EBITDA between $3 million and $20 million; however, it retains the flexibility to pursue opportunities beyond these standard financial parameters. Furthermore, the firm aims to secure minority equity positions and board observation rights in conjunction with its capital deployments.

Evanston, IL

www.fdus.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Edward H. Ross

View full financials

FDUS Debt to Equity Ratio Metrics

DEBT TO EQUITY RATIO

0.39

DEBT TO EQUITY RATIO AVG TTM

0.73

DEBT TO EQUITY RATIO AVG 3Y

0.78

DEBT TO EQUITY RATIO AVG 5Y

0.80

DEBT TO EQUITY RATIO AVG 10Y

0.77

DEBT TO EQUITY RATIO AVG 15Y

0.76

DEBT TO EQUITY RATIO AVG 20Y

N/A

CURRENT VS TTM AVG

-46.90%

CURRENT VS 3Y AVG

-49.99%

CURRENT VS 5Y AVG

-50.95%

CURRENT VS 10Y AVG

-49.15%

CURRENT VS 15Y AVG

-48.87%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

0.34

median of 433 covered companies

CURRENT VS SECTOR MEDIAN

+14.73%

vs the sector median at left

NAME	MARKET CAP	DEBT TO EQUITY RATIO	TTM	3Y	5Y
Fidus Investment Corporation (FDUS)	$726.24M	0.39	0.73	0.78	0.80
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›	$726.90M	N/A	N/A	N/A	N/A
Washington Trust Bancorp, Inc. (WASH)vs ›	$732.04M	0.93	1.85	2.15	1.70
Carlyle Secured Lending, Inc. (CGBD)vs ›	$734.58M	1.21	1.19	1.16	1.14
Independent Bank Corporation (IBCP)vs ›	$744.09M	0.32	0.25	0.37	0.34
California BanCorp (BCAL)vs ›	$699.91M	0.09	0.15	0.25	0.22
Farmers National Banc Corp. (FMNB)vs ›	$681.87M	0.58	0.86	0.86	0.65
Carter Bankshares, Inc. (CARE)vs ›	$679.94M	0.00	0.30	0.58	0.41
Financial Institutions, Inc. (FISI)vs ›	$780.17M	0.45	0.49	0.63	0.48
Gladstone Investment Corporation (GAINI)vs ›	$671.96M	0.88	0.88	0.81	0.74

NAME

MARKET CAP

DEBT TO EQUITY RATIO

TTM

Fidus Investment Corporation (FDUS)

$726.24M

0.39

0.73

0.78

0.80

WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›

$726.90M

N/A

Washington Trust Bancorp, Inc. (WASH)vs ›

$732.04M

0.93

1.85

2.15

1.70

Carlyle Secured Lending, Inc. (CGBD)vs ›

$734.58M

1.21

1.19

1.16

1.14

Independent Bank Corporation (IBCP)vs ›

$744.09M

0.32

0.25

0.37

0.34

California BanCorp (BCAL)vs ›

$699.91M

0.09

0.15

0.25

0.22

Farmers National Banc Corp. (FMNB)vs ›

$681.87M

0.58

0.86

0.65

Carter Bankshares, Inc. (CARE)vs ›

$679.94M

0.00

0.30

0.58

0.41

Financial Institutions, Inc. (FISI)vs ›

$780.17M

0.45

0.49

0.63

0.48

Gladstone Investment Corporation (GAINI)vs ›

$671.96M

0.88

0.81

0.74

Debt to Equity Ratio FAQ

What is the debt to equity ratio for Fidus Investment Corporation (FDUS)?

The debt to equity ratio for FDUS stock is 0.39.

Is Fidus Investment Corporation's debt to equity ratio high or low?

The debt to equity ratio of 0.39 is 51% below its 5-year average of 0.80, near the low end of its 5-year range (0.39–0.97).

What is the TTM average debt to equity ratio for Fidus Investment Corporation (FDUS)?

The TTM average debt to equity ratio for FDUS stock is 0.73.

What is the 3Y average debt to equity ratio for Fidus Investment Corporation (FDUS)?

The 3Y average debt to equity ratio for FDUS stock is 0.78.

What is the 5Y average debt to equity ratio for Fidus Investment Corporation (FDUS)?

The 5Y average debt to equity ratio for FDUS stock is 0.80.

What is the 10Y average debt to equity ratio for Fidus Investment Corporation (FDUS)?

The 10Y average debt to equity ratio for FDUS stock is 0.77.

What is the 15Y average debt to equity ratio for Fidus Investment Corporation (FDUS)?

The 15Y average debt to equity ratio for FDUS stock is 0.76.

DATE	DEBT TO EQUITY RATIO
2026-06-30	0.39
2026-03-31	0.90
2025-12-31	0.87
2025-09-30	0.75
2025-06-30	0.76
2025-03-31	0.79
2024-12-31	0.72
2024-09-30	0.72
2024-06-30	0.72
2024-03-31	0.75
2023-12-31	0.79
2023-09-30	0.81
2023-06-30	0.97
2023-03-31	0.90
2022-12-31	0.85
2022-09-30	0.82
2022-06-30	0.80
2022-03-31	0.80
2021-12-31	0.75
2021-09-30	0.79
2021-06-30	0.82
2021-03-31	0.84
2020-12-31	1.08
2020-09-30	0.88
2020-06-30	0.99
2020-03-31	0.97
2019-12-31	0.86
2019-09-30	0.83
2019-06-30	0.78
2019-03-31	0.70
2018-12-31	0.67
2018-09-30	0.73
2018-06-30	0.67
2018-03-31	0.65
2017-12-31	0.60
2017-09-30	0.54
2017-06-30	0.55
2017-03-31	0.55
2016-12-31	0.62
2016-09-30	0.70
2016-06-30	0.70
2016-03-31	0.89
2015-12-31	0.93
2015-09-30	0.83
2015-06-30	0.77
2015-03-31	0.77
2014-12-31	0.75
2014-09-30	0.60
2014-06-30	0.70
2014-03-31	0.69
2013-12-31	0.68
2013-09-30	0.66
2013-06-30	0.66
2013-03-31	0.68
2012-12-31	0.79
2012-09-30	0.78
2012-06-30	0.86
2012-03-31	0.86
2011-12-31	0.76
2011-09-30	0.70
2011-06-30	0.75
2011-03-31	1.51
2010-12-31	1.80
2010-09-30	0.00
2010-06-30	0.00
2010-03-31	0.00

DATE

DEBT TO EQUITY RATIO

2026-06-30

0.39

2026-03-31

0.90

2025-12-31

0.87

2025-09-30

0.75

2025-06-30

0.76

2025-03-31

0.79

2024-12-31

0.72

2024-09-30

0.72

2024-06-30

0.72

2024-03-31

0.75

2023-12-31

0.79

2023-09-30

0.81

2023-06-30

0.97

2023-03-31

0.90

2022-12-31

0.85

2022-09-30

0.82

2022-06-30

0.80

2022-03-31

0.80

2021-12-31

0.75

2021-09-30

0.79

2021-06-30

0.82

2021-03-31

0.84

2020-12-31

1.08

2020-09-30

0.88

2020-06-30

0.99

2020-03-31

0.97

2019-12-31

0.86

2019-09-30

0.83

2019-06-30

0.78

2019-03-31

0.70

2018-12-31

0.67

2018-09-30

0.73

2018-06-30

0.67

2018-03-31

0.65

2017-12-31

0.60

2017-09-30

0.54

2017-06-30

0.55

2017-03-31

0.55

2016-12-31

0.62

2016-09-30

0.70

2016-06-30

0.70

2016-03-31

0.89

2015-12-31

0.93

2015-09-30

0.83

2015-06-30

0.77

2015-03-31

0.77

2014-12-31

0.75

2014-09-30

0.60

2014-06-30

0.70

2014-03-31

0.69

2013-12-31

0.68

2013-09-30

0.66

2013-06-30

0.66

2013-03-31

0.68

2012-12-31

0.79

2012-09-30

0.78

2012-06-30

0.86

2012-03-31

0.86

2011-12-31

0.76

2011-09-30

0.70

2011-06-30

0.75

2011-03-31

1.51

2010-12-31

1.80

2010-09-30

0.00

2010-06-30

0.00

2010-03-31

0.00

Debt to Equity Ratio: 0.39

FDUS Debt to Equity Ratio

FDUS Average Debt to Equity Ratio Chart

FDUS Current vs Average Debt to Equity Ratio Chart

FDUS Debt to Equity Ratio Metrics

FDUS Competitors' Debt to Equity Ratio

Financial Health

Debt to Equity Ratio Formula & Definition

Debt to Equity Ratio FAQ

FDUS Debt to Equity Ratio History

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