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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›FDUS

FDUS

FIDUS INVESTMENT Corp

Next earnings Aug 5, 2026 · consensus $0.51 EPS, $41.9M rev

Last earnings -0.7% on 2026-05-07

Sell
$18.78
▲ 0.00%
$18.78▲ +4.74%
over 1Y
L $16.36EODHDH $19.78
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.0%
1W+4.7%
1M+2.7%
3M+14.8%
YTD+2.4%
1Y+4.7%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Sell
Quality
B
Valuation
Undervalued
Filings
Clean
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 12 analysts
Buy

Mixed signals in the latest filings.

The read

It screens cheap (~81% below fair value), but the weak fundamentals are why — more potential value trap than bargain.

FIDUS INVESTMENT Corp shows limited reported revenue, and 11.1% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue—————
Gross profit—————
Operating income—————
Net income$35.8M$35.8M$77.1M$78.3M$82.4M
Diluted EPS$1.03$1.90$2.47$2.29$2.08
Net margin—————

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)1.72
Earnings yield11.6%
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt$658M
Net cash-$588M
Piotroski F-Score1/6

Capital returns

Buyback yield0.0%
Dividend yield (est.)—
Shareholder yield0.0%
Shares Δ YoY+11.9%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Shareholder vote2026-06-24
  2. 8-K Other event2026-06-11
  3. 8-K Material agreement2026-05-29
  4. 8-K Earnings results2026-05-07
  5. 10-Q Quarterly report2026-05-07
  6. DEF 14A Proxy statement2026-03-20
  7. 8-K Material agreement2026-03-02
  8. 8-K Earnings results2026-02-26
  9. 10-K Annual report2026-02-26

Recent filings

all on EDGAR ↗
8-KPeriod ending 2026-06-242026-06-24open ↗8-KPeriod ending 2026-06-102026-06-11open ↗N-23C-2Period ending 2026-05-292026-05-29open ↗8-KPeriod ending 2026-05-292026-05-29open ↗10-QPeriod ending 2026-03-312026-05-07open ↗8-KPeriod ending 2026-05-072026-05-07open ↗DEF 14APeriod ending 2026-03-192026-03-20open ↗424B2Filing2026-03-02open ↗8-KPeriod ending 2026-03-022026-03-02open ↗N-2ASRFiling2026-02-27open ↗10-KPeriod ending 2025-12-312026-02-26open ↗PRE 14APeriod ending 2026-02-262026-02-26open ↗

Quality score

B
ValueGrowthProfitHealthMom.
ValueA+
GrowthC+
ProfitabilityB-
Financial healthA-
Momentum—
  • ✓Profitable (positive net income)
  • ✗Return on equity above 15%
  • ✓P/E below 25

Fair value est.

$34.06

Undervalued +81% vs price

cheapfair valueexpensive

Modified Graham: EPS $2.08 × (8.5 + 1.5 × 5.2% growth) × 1.00 quality = 16.4× multiple. An estimate, not a price target.

Revenue
—
Net margin
—
ROE
11.1%
P/E
9.0

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Net income$82.4M+5.2%
Diluted EPS$2.08-9.2%
Cash & equivalents$70.0M+22.5%
Total assets$1.43B+22.5%
Total liabilities$685M+34.7%
Stockholders' equity$742M+13.2%
L/E: 0.92x

Frequently asked

Is FIDUS INVESTMENT Corp (FDUS) a buy?
FDUS currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is FDUS's fair value?
A Modified-Graham model based on FDUS's SEC fundamentals estimates a fair value of about $34.06. It is an estimate from reported earnings, not a price target.
Is FDUS overvalued or undervalued?
Against a Modified-Graham fair-value estimate, FDUS currently appears undervalued relative to its SEC-grounded earnings power.
What is FIDUS INVESTMENT Corp's quality score?
FDUS scores 74.41176470588235/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001513363, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 6:51:05 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC
2020-03-13
HYMAN CHARLES D
Director
Buy2.00K @ $9.84$19.7K
2020-03-12
Tune Edward X.
Director
Buy3.00K @ $9.43$28.3K
2020-03-12
Anstiss Raymond L. Jr.
Director
Buy1.50K @ $9.00$13.5K
2020-03-12
ROSS EDWARD H
See Remarks
Buy4.00K @ $9.31$37.2K
2020-03-12
Sherard Shelby E
See Remarks
Buy5.00K @ $9.36$46.8K
2020-03-11
Lauer Thomas Charles
President
Buy2.00K @ $11.45$22.9K
2020-03-11
Anstiss Raymond L. Jr.
Director
Buy6.15K @ $11.66$71.7K
2020-03-10
ROSS EDWARD H
See Remarks
Buy2.00K @ $11.81$23.6K
2020-03-09
Sherard Shelby E
See Remarks
Buy3.85K @ $12.99$50.0K
2020-03-09
Sherard Shelby E
See Remarks
Buy2.10K @ $11.99$25.2K

Dividends

Quarterly
Yield (TTM)
10.6%
Annual / share
$2.00
Last ex-date
2026-06-16
Last amount
$0.62
ex 2026-06-16paid 2026-06-29$0.62
ex 2026-03-20paid 2026-03-30$0.52
ex 2025-12-19paid 2025-12-29$0.43
ex 2025-09-18paid 2025-09-25$0.43
ex 2025-06-13paid 2025-06-25$0.54
ex 2025-03-20paid 2025-03-27$0.54

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-07Beat +20.4% est▼ -0.70%8-K ↗
2026-02-26Beat +3.1% est▼ -0.70%8-K ↗
2025-11-06Miss -2.5% est▼ -0.67%8-K ↗
2025-08-07Beat +7.1% est▼ -1.06%8-K ↗
2025-05-08—▲ +1.54%8-K ↗
2025-03-06—▼ -1.85%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
6 High-Yielding BDCs Safe Enough for Dividend InvestorsBearish
finance.yahoo.com· 2026-05-21
Fidus (FDUS) Q1 2026 Earnings Call TranscriptBullish
finance.yahoo.com· 2026-05-08
Fidus Investment (FDUS) Tops Q4 Earnings and Revenue EstimatesBullish
finance.yahoo.com· 2026-02-27
KBW Announces Index Rebalancing for Fourth-Quarter 2025Bullish
finance.yahoo.com· 2025-12-13
KBW Announces Index Rebalancing for Fourth-Quarter 2025Bullish
globenewswire.com· 2025-12-13
Fidus Investment (FDUS) Q3 Earnings Meet EstimatesBullish
finance.yahoo.com· 2025-11-06

Vs tracked universe

compare →

1044 tracked peers · median

EDGAR Score74 vs 67
Revenue growth— vs 7.1%
Net margin— vs 10.5%
Return on equity11.1% vs 12.3%
P/E9.0 vs 25.5

News sentiment

EODHD · 2d
Bearish
-0.73
vs typical · 2 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.