Fidus Investment (FDUS) Metrics: History & Chart

Fidus Investment Corporation(FDUS)

Asset Management · Evanston, IL

$19.15+0.02 (+0.10%)

Delayed quote: Oct 6, 2026, 12:40 PM 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

Third-Party DCF Estimate (FMP)	N/A
Price Gap vs Third-Party Estimate	N/A

7D Total Return	0.00%
30D Total Return	0.00%
YTD Total Return	+8.33%
1Y Total Return	+5.36%
3Y Total Return	+50.44%
5Y Total Return	+96.78%
10Y Total Return	+273.92%
15Y Total Return	+635.77%
20Y Total Return	N/A

2026	+8.33%
2025	+2.15%
2024	+20.60%
2023	+19.87%
2022	+17.16%
2021	+50.74%
2020

CAGR TTM	+5.34%
CAGR 3Y	+14.58%
CAGR 5Y	+14.50%
CAGR 10Y	+14.10%
CAGR 15Y	+14.23%
CAGR 20Y	N/A

PE Ratio	9.15
PE Ratio Avg TTM	8.52
PE Ratio Avg 3Y	8.19
Current VS TTM Avg	+7.39%
Current VS 3Y Avg	+11.79%
Current VS 5Y Avg	+19.30%

All Metrics

FDUS Valuation Metrics

FDUS Stock Price Metrics

FDUS Dividend Metrics

FDUS Growth Rate Metrics

FDUS Discounted Cash Flow Metrics

FDUS Returns By Period

FDUS Yearly Returns

FDUS Average Annual Returns By Period (CAGR)

FDUS Revenue Metrics

FDUS PE Ratio Metrics

FDUS PS Ratio Metrics

FDUS PB Ratio Metrics

FDUS Debt to Equity Ratio Metrics

FDUS PEG Ratio Metrics

FDUS Earnings Yield

FDUS EBITDA Yield

FDUS OCF Yield

FDUS ROIC Metrics

FDUS Return on Assets Metrics

FDUS Return on Equity Metrics

FDUS Net Profit Margin Metrics

FDUS Gross Profit Margin Metrics

FDUS Tax Rate Metrics

PS Ratio	4.92
PS Ratio Avg TTM	5.46
PS Ratio Avg 3Y	5.57
Current VS TTM Avg	-9.89%
Current VS 3Y Avg	-11.64%
Current VS 5Y Avg	-4.02%

PB Ratio	0.98
PB Ratio Avg TTM	0.97
PB Ratio Avg 3Y	1.00
Current VS TTM Avg	+0.74%
Current VS 3Y Avg	-1.54%
Current VS 5Y Avg	-1.21%

Debt/Equity Ratio	0.39
Debt/Equity Ratio Avg TTM	0.73
Debt/Equity Ratio Avg 3Y	0.78
Current VS TTM Avg	-46.90%
Current VS 3Y Avg	-49.99%
Current VS 5Y Avg	-50.95%

PEG Ratio	0.73
PEG Ratio Avg TTM	1.27
PEG Ratio Avg 3Y	1.35
Current VS TTM Avg	-42.39%
Current VS 3Y Avg	-45.81%
Current VS 5Y Avg	-30.96%

Earnings Yield	10.93%
Earnings Yield Avg TTM	11.78%
Earnings Yield Avg 3Y	12.44%
Current VS TTM Avg	-7.21%
Current VS 3Y Avg	-12.13%
Current VS 5Y Avg	-22.40%

EBITDA Yield	N/A
EBITDA Yield Avg TTM	N/A
EBITDA Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

OCF Yield	N/A
OCF Yield Avg TTM	N/A
OCF Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

ROIC	N/A
ROIC Avg 3Y	N/A
ROIC Avg 5Y	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A
Current VS 10Y Avg	N/A

ROA	5.15%
ROA Avg TTM	1.50%
ROA Avg 3Y	1.68%
Current VS TTM Avg	+243.35%
Current VS 3Y Avg	+206.17%
Current VS 5Y Avg	+219.47%

ROE	10.47%
ROE Avg TTM	11.12%
ROE Avg 3Y	11.72%
Current VS TTM Avg	-5.86%
Current VS 3Y Avg	-10.67%
Current VS 5Y Avg	-25.44%

Net Profit Margin	52.34%
Net Profit Margin Avg TTM	57.57%
Net Profit Margin Avg 3Y	64.24%
Current VS TTM Avg	-9.09%
Current VS 3Y Avg	-18.53%
Current VS 5Y Avg	-22.06%

Gross Profit Margin	73.60%
Gross Pft Margin Avg TTM	74.79%
Gross Pft Margin Avg 3Y	79.01%
Current VS TTM Avg	-1.59%
Current VS 3Y Avg	-6.85%
Current VS 5Y Avg	-6.53%

Tax Rate	1.82%
Tax Rate Avg 3Y	5.12%
Tax Rate Avg 5Y	3.66%
Current VS 3Y Avg	-64.38%
Current VS 5Y Avg	-50.14%
Current VS 10Y Avg	-34.13%