Stocks · Financial Services · Asset Management
Fidus Investment Corporation FDUS
$19.26 -0.52% Close, Oct 2, 2026 · NASDAQ · Market cap $731.0M
Next earnings report: Nov 5, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $147.7M, up 25.7% from a year earlier, accelerating from 15.2% a quarter earlier.
- The stock is in an uptrend: above its 200-day average for 66 trading days, with the 50-day average above the 200-day.
- The shares trade at 9.2× trailing earnings, higher than 81% of the company's own readings over the past five years.
PromtFinance scores
Each score is a percentile within the Financial Services sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 16%
- EPS growth (TTM, YoY)Bottom 24%
- FCF growth (TTM, YoY)Bottom 1%
- Revenue growth, 3-year CAGRTop 16%
- Revenue growth accelerationTop 9%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 24%
- Gross marginTop 28%
- Operating marginTop 2%
- Cash conversion (OCF / net income)Bottom 2%
- Accruals (lower is better)Bottom 2%
- Net debt / EBITDA (lower is better)Bottom 39%
- Interest coverTop 26%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 13%
- Free-cash-flow yieldBottom 5%
- EBITDA / enterprise valueTop 26%
- Sales / enterprise valueBottom 18%
- P/E vs own 5-year history (lower is better)Bottom 25%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 23%
- 6-month returnTop 43%
- 1-year return vs S&P 500Bottom 27%
- Distance from 52-week highTop 44%
- Trend checklist (0–4)Top 48%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 35%
- Consecutive EPS beatsBottom 17%
- Share of analysts rating BuyBottom 43%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 43%
- Maximum drawdown, 3 yearsTop 45%
- Beta vs S&P 500 (lower is better)Top 45%
- Net debt / EBITDA (lower is better)Bottom 39%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 15.2% | 25.7% | ↑ |
| EPS growth (YoY) | -0.4% | -7.5% | ↓ |
| Gross margin | 79.2% | 73.6% | ↓ |
| Operating margin | 70.9% | 69.8% | ↓ |
| FCF margin | 25.6% | -134.2% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 25.7% | 15.2% | ↑ | Top 16% |
| EPS growth (TTM, YoY) | -7.5% | -0.4% | ↓ | Bottom 24% |
| Gross margin | 73.6% | 79.2% | ↓ | Top 28% |
| Operating margin | 69.8% | 70.9% | ↓ | Top 2% |
| Net margin | 52.3% | 67.3% | ↓ | — |
| Free-cash-flow margin | -134.2% | 25.6% | ↓ | — |
| Return on invested capital | 6.5% | — | Top 24% | |
| Revenue growth, 3-year CAGR | 30.5% | — | Top 16% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- -2.00×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- 18.4%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.0%
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.44×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 2.9×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 11.25%
- Net buyback yield (TTM)
- -6.99%
- Shareholder yield
- 4.26%
- Share count change, 1 year
- +8.0%
- Share count change, 3-year CAGR
- +14.9%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- +7.9%
- Average 2-day reaction, last 8
- -0.1%
- Positive 20 days after report
- 4 of 8
Analysts
- Analysts with a rating
- 12
- Share rating Buy or Strong Buy
- 42%
- Consensus rating
- Hold
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 6, 2026 | -0.8% | +2.2% | -2.0% | -2.6% | — |
| May 7, 2026 | +24.0% | -0.7% | +0.1% | +1.1% | +8.6% |
| Feb 26, 2026 | +8.3% | -0.7% | +0.4% | -5.9% | +1.1% |
| Nov 6, 2025 | +0.0% | -0.7% | -5.2% | -5.1% | -8.5% |
| Aug 7, 2025 | +7.5% | -1.1% | +3.0% | +3.1% | -1.4% |
| May 8, 2025 | +1.9% | +1.5% | +6.4% | +7.2% | +9.6% |
| Mar 6, 2025 | +5.9% | -1.8% | -4.1% | -7.7% | -7.8% |
| Oct 31, 2024 | +7.0% | +0.1% | +0.7% | +8.2% | +14.2% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 6, 2026 | $0.50 | $0.50 | -0.8% | $43.5M |
| May 7, 2026 | $0.62 | $0.50 | +24.0% | $47.5M |
| Feb 26, 2026 | $0.52 | $0.48 | +8.3% | $42.2M |
| Nov 6, 2025 | $0.50 | $0.50 | +0.0% | $29.8M |
| Aug 7, 2025 | $0.57 | $0.53 | +7.5% | $32.4M |
| May 8, 2025 | $0.54 | $0.53 | +1.9% | $36.5M |
| Mar 6, 2025 | $0.54 | $0.51 | +5.9% | $37.5M |
| Oct 31, 2024 | $0.61 | $0.57 | +7.0% | $38.4M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 9.2× | 8.0× | 81th | Top 13% |
| P/E (forward) | 9.0× | — | — | — |
| EV / EBITDA | 9.5× | — | — | Top 26% |
| EV / Sales | 6.65× | — | — | Bottom 18% |
| Free-cash-flow yield | -27.12% | — | — | Bottom 5% |
| Earnings yield | 10.85% | — | — | Top 13% |
P/E over the past five years
Range 4.0× – 14.1× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -5.3%
- Earnings per share growth (TTM)
- -7.5%
- Change in P/E multiple
- +8.5%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 66
- 50-day average slope (20 days)
- -0.6%
- 200-day average slope (20 days)
- -0.2%
- Distance from 50-day average
- -2.0%
- Distance from 200-day average
- +1.3%
- RSI (14)
- 45.8
- Relative volume
- 0.80×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 19.5%
- Volatility vs own 5-year history
- 55th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.66
- Correlation with S&P 500
- 0.49
- Current drawdown from 1-year high
- -8.6%
- Maximum drawdown, 3 years
- -27.6%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Feb 14, 2025 | Mar 27, 2026 | -27.6% | 279 days | Not yet recovered |
| Apr 25, 2022 | Jun 16, 2022 | -20.7% | 37 days | 280 days (Jul 31, 2023) |
| Jul 31, 2023 | Oct 27, 2023 | -15.7% | 63 days | 271 days (Nov 25, 2024) |
| Dec 1, 2020 | Dec 22, 2020 | -12.4% | 15 days | 41 days (Feb 23, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $731.0M
- P/E (TTM)
- 9.2
- EPS, diluted (TTM)
- $2.09
- Revenue (TTM)
- $147.7M
- Dividend yield
- 11.11%
- 52-week range
- $16.86 – $21.15
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $146.4M | $71.6M | $108.6M | $113.7M | $159.2M |
| Gross profit | $129.5M | $55.1M | $88.0M | $91.4M | $115.6M |
| Operating income | $118.7M | $47.6M | $79.8M | $82.2M | $121.2M |
| Net income | $116.1M | $35.8M | $77.1M | $78.3M | $82.4M |
| EPS (diluted) | $4.75 | $1.46 | $2.93 | $2.40 | $2.32 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $24.5M | $27.2M | $30.2M | $35.5M | $29.8M | $32.7M | $35.3M | $49.9M |
| Net income | $16.5M | $17.6M | $19.7M | $25.3M | $19.1M | $18.3M | $19.9M | $20.0M |
| EPS (diluted) | $0.49 | $0.52 | $0.53 | $0.72 | $0.54 | $0.50 | $0.52 | $0.53 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $167.9M | -$105.5M | $48.4M | $62.4M | -$147.0M |
| Capital expenditure | $0 | $0 | $0 | $0 | $0 |
| Free cash flow | $167.9M | -$105.5M | $48.4M | $62.4M | -$147.0M |
| Dividends paid | -$30.8M | -$49.1M | $0 | $0 | -$75.5M |
| Net share buybacks | $0 | $5.8M | $110.3M | $66.3M | $79.3M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $182.9M
- Total assets
- $1.50B
- Total liabilities
- $762.6M
- Total debt
- $288.1M
- Net debt
- $250.5M
- Shareholders’ equity
- $738.5M
As of Jun 30, 2026 (filed Aug 6, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Sep 15, 2026 | $0.50 | Sep 29, 2026 |
| Jun 16, 2026 | $0.62 | Jun 29, 2026 |
| Mar 20, 2026 | $0.52 | Mar 30, 2026 |
| Dec 19, 2025 | $0.50 | Dec 29, 2025 |
| Sep 18, 2025 | $0.57 | Sep 25, 2025 |
| Jun 13, 2025 | $0.54 | Jun 25, 2025 |
| Mar 20, 2025 | $0.54 | Mar 27, 2025 |
| Dec 17, 2024 | $0.61 | Dec 27, 2024 |
Short interest
- Shares sold short
- 1,696,321
- Days to cover
- 4.70
- Change vs previous report
- +20.6%
FINRA short interest, settlement date Sep 15, 2026.