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FDUS$19.03+0.79%
Fair $19.03+0.0%

FDUS

Fidus Investment Corporation

Financial Services / Asset ManagementNasdaqGS

$19.03

+0.15 (+0.79%)

Fairly Valued+0.0%Fair Value $19.03Fund rank 23/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 48.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 6Warnings: 0unknown: 6
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · FDUSLocal privado en este navegador · Fidus Investment Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$722M

P/E

8.4x

↓

EV/EBITDA

N/A

•

ROE

11.1%

↑

Gross Margin

N/A

•

Debt/Equity

0.87

↑
52-Week Range$19
$17$22

TradingView lightweight chart

FDUS price, volumen y niveles de valoración

Último $19.03Periodo +26.9%
Fair value: $19.03

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2020–2025 · 5 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-148.0%

FCF / Net income

-1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.3M · net income $82.4M · FCF $-147.0M

2020-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

83.0%— pts

FCF margin

-148.0%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
Income Statement
Revenue$99.3M$99.3M$91.4M$88.0M$55.1M——
Net Income$82.4M$82.4M$78.3M$77.1M$35.8M$95.2M$31.2M
EPS2.322.322.402.931.461.031.62
Net Margin83.0%83.0%85.7%87.7%65.1%——
Balance Sheet
Debt/Equity0.870.870.720.790.85——
Current Ratio2.202.20—————
Cash Flow
Free Cash Flow$-147.0M$-147.0M$-55.3M$-29.5M$-105.5M——
Returns
ROE11.1%11.1%11.9%13.1%7.5%19.5%7.6%
Valuation
P/E8.428.428.836.8313.25——
P/B0.910.911.050.890.99——
Growth & Yield
Revenue Growth8.7%8.7%3.9%59.8%———
EPS Growth-3.3%-3.3%-18.1%100.7%—-36.4%—
Dividend Yield11.6%11.6%—————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-10.0%

fácil

EPS terminal req.

$1.69

Spread vs growth

6.7%

5Y implied EPS CAGR

-2.5%

fácil

EPS terminal req.

$2.04

Spread vs growth

-0.8%

10Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$3.29

Spread vs growth

-6.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +4.5%

Total return

+4.5%

Start / end P/E

8.5x → 8.2x

EPS bridge

2.40 → 2.32

Residual

+0.1%

EPS growth-3.3%
Multiple rerating-3.9%
Dividend+11.6%
Residual / FX / buybacks / cross-term+0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.