Fidus Investment Corp Stock Buy Hold or Sell Recommendation
| FDUS Stock | USD 21.23 0.34 1.63% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Fidus Investment Corp is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Fidus Investment Corp given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Fidus Investment Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Fidus Investment Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Fidus and provide practical buy, sell, or hold advice based on investors' constraints. Fidus Investment Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
Fidus |
Execute Fidus Investment Buy or Sell Advice
The Fidus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Fidus Investment Corp. Macroaxis does not own or have any residual interests in Fidus Investment Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Fidus Investment's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Excited | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Fidus Investment Trading Alerts and Improvement Suggestions
| Fidus Investment Corp currently holds about 72.47 M in cash with (55.31 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 2.96. | |
| Fidus Investment has a poor financial position based on the latest SEC disclosures | |
| Latest headline from seekingalpha.com: Fidus Investment prices public offering of 100M |
Fidus Investment Returns Distribution Density
The distribution of Fidus Investment's historical returns is an attempt to chart the uncertainty of Fidus Investment's future price movements. The chart of the probability distribution of Fidus Investment daily returns describes the distribution of returns around its average expected value. We use Fidus Investment Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Fidus Investment returns is essential to provide solid investment advice for Fidus Investment.
| Mean Return | 0.04 | Value At Risk | -1.68 | Potential Upside | 1.63 | Standard Deviation | 0.98 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Fidus Investment historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Fidus Stock Institutional Investors
The Fidus Investment's institutional investors refer to entities that pool money to purchase Fidus Investment's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Advisors Asset Management | 2024-12-31 | 206.6 K | Baird Financial Group, Inc. | 2024-12-31 | 193.7 K | Novare Capital Management Llc | 2024-12-31 | 189.3 K | Pfg Advisors | 2024-12-31 | 183 K | Blackrock Inc | 2024-12-31 | 140.8 K | Franklin Resources Inc | 2024-12-31 | 123.3 K | Goss Wealth Management Llc | 2024-12-31 | 121.2 K | Graniteshares Advisors Llc | 2024-12-31 | 116.7 K | Ubs Group Ag | 2024-12-31 | 116.6 K | Van Eck Associates Corporation | 2024-12-31 | 819 K | Raymond James & Associates | 2024-09-30 | 547.2 K |
Fidus Investment Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 109.3M | 45.1M | (107.1M) | 56.8M | (62.0B) | (58.9B) | |
| Free Cash Flow | 56.0M | 167.9M | (105.5M) | (29.5M) | (55.3M) | (52.5M) | |
| Other Non Cash Items | 20.0M | 41.5B | (65.8B) | (95.3M) | (51.6M) | (54.2M) | |
| Net Income | 31.2M | 116.1M | 35.8M | 77.1M | 78.3M | 43.5M | |
| End Period Cash Flow | 124.3M | 169.4M | 62.4M | 119.1M | 57.2B | 60.0B | |
| Dividends Paid | 32.5M | 39.1M | 49.1M | 78.3M | 7.8B | 8.2B | |
| Change To Netincome | (123.5M) | 24.3M | 28.0M | (65.7M) | (75.6M) | (79.3M) | |
| Net Borrowings | 87.3M | 89.5M | (79.6M) | 45.2M | 40.7M | 24.5M |
Fidus Investment Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Fidus Investment or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Fidus Investment's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Fidus stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.61 | |
σ | Overall volatility | 1.00 | |
Ir | Information ratio | 0.14 |
Fidus Investment Volatility Alert
Fidus Investment Corp has relatively low volatility with skewness of -0.21 and kurtosis of -0.52. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Fidus Investment's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Fidus Investment's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Fidus Investment Fundamentals Vs Peers
Comparing Fidus Investment's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Fidus Investment's direct or indirect competition across all of the common fundamentals between Fidus Investment and the related equities. This way, we can detect undervalued stocks with similar characteristics as Fidus Investment or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Fidus Investment's fundamental indicators could also be used in its relative valuation, which is a method of valuing Fidus Investment by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Fidus Investment to competition |
| Fundamentals | Fidus Investment | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0563 | -0.14 |
| Profit Margin | 0.54 % | (1.27) % |
| Operating Margin | 0.71 % | (5.51) % |
| Current Valuation | 1.13 B | 16.62 B |
| Shares Outstanding | 33.91 M | 571.82 M |
| Shares Owned By Insiders | 1.02 % | 10.09 % |
| Shares Owned By Institutions | 24.96 % | 39.21 % |
| Number Of Shares Shorted | 271.18 K | 4.71 M |
| Price To Earning | 15.91 X | 28.72 X |
| Price To Book | 1.10 X | 9.51 X |
| Price To Sales | 4.93 X | 11.42 X |
| Revenue | 123.15 B | 9.43 B |
| Gross Profit | 146.15 M | 27.38 B |
| EBITDA | 13.71 M | 3.9 B |
| Net Income | 78.29 M | 570.98 M |
| Cash And Equivalents | 72.47 M | 2.7 B |
| Cash Per Share | 2.96 X | 5.01 X |
| Total Debt | 168.9 B | 5.32 B |
| Debt To Equity | 0.80 % | 48.70 % |
| Current Ratio | 2.58 X | 2.16 X |
| Book Value Per Share | 19.33 X | 1.93 K |
| Cash Flow From Operations | (55.31 M) | 971.22 M |
| Short Ratio | 2.37 X | 4.00 X |
| Earnings Per Share | 2.40 X | 3.12 X |
| Price To Earnings To Growth | 3.59 X | 4.89 X |
| Target Price | 21.88 | |
| Beta | 1.45 | -0.15 |
| Market Capitalization | 720.01 M | 19.03 B |
| Total Asset | 1.16 T | 29.47 B |
| Retained Earnings | 88.47 M | 9.33 B |
| Annual Yield | 0.11 % | |
| Five Year Return | 10.25 % |
Note: Acquisition by Edward Ross of 2000 shares of Fidus Investment at 13.79 subject to Rule 16b-3 [view details]
Fidus Investment Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Fidus . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Fidus Investment Buy or Sell Advice
When is the right time to buy or sell Fidus Investment Corp? Buying financial instruments such as Fidus Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Fidus Stock Analysis
When running Fidus Investment's price analysis, check to measure Fidus Investment's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidus Investment is operating at the current time. Most of Fidus Investment's value examination focuses on studying past and present price action to predict the probability of Fidus Investment's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidus Investment's price. Additionally, you may evaluate how the addition of Fidus Investment to your portfolios can decrease your overall portfolio volatility.