Is Fidus Investment Stock a Good Investment?
Fidus Investment Investment Advice | FDUS |
- Examine Fidus Investment's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Fidus Investment's leadership team and their track record. Good management can help Fidus Investment navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Fidus Investment's business and its evolving consumer preferences.
- Compare Fidus Investment's performance and market position to its competitors. Analyze how Fidus Investment is positioned in terms of product offerings, innovation, and market share.
- Check if Fidus Investment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Fidus Investment's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Fidus Investment Corp stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Fidus Investment Corp is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | 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 |
Examine Fidus Investment Stock
Researching Fidus Investment's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 25.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.06. Some equities with similar Price to Book (P/B) outperform the market in the long run. Fidus Investment Corp last dividend was issued on the 20th of March 2025. The entity had 1:1 split on the 10th of September 2013.
To determine if Fidus Investment is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Fidus Investment's research are outlined below:
| 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 news.google.com: Fidus Investment issues 100M in notes due 2030 By Investing.com - Investing.com India |
Fidus Investment uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Fidus Investment Corp. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Fidus Investment's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Fidus Investment's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Fidus Investment's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2015-03-05 | 2014-12-31 | 0.38 | 0.42 | 0.04 | 10 | ||
2021-08-05 | 2021-06-30 | 0.37 | 0.42 | 0.05 | 13 | ||
2020-08-06 | 2020-06-30 | 0.32 | 0.37 | 0.05 | 15 | ||
2018-11-01 | 2018-09-30 | 0.36 | 0.31 | -0.05 | 13 | ||
2018-03-01 | 2017-12-31 | 0.36 | 0.31 | -0.05 | 13 | ||
2014-03-06 | 2013-12-31 | 0.38 | 0.43 | 0.05 | 13 | ||
2020-10-29 | 2020-09-30 | 0.34 | 0.4 | 0.06 | 17 | ||
2014-05-08 | 2014-03-31 | 0.43 | 0.37 | -0.06 | 13 |
Fidus Investment Target Price Consensus
Fidus target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Fidus Investment's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 5 | Buy |
Most Fidus analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Fidus stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Fidus Investment Corp, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationFidus Investment Target Price Projection
Fidus Investment's current and average target prices are 20.81 and 21.00, respectively. The current price of Fidus Investment is the price at which Fidus Investment Corp is currently trading. On the other hand, Fidus Investment's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Fidus Investment Market Quote on 25th of March 2025
Target Price
Analyst Consensus On Fidus Investment Target Price
Fidus Investment Analyst Ratings
Fidus Investment's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Fidus Investment stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Fidus Investment's financials, market performance, and future outlook by experienced professionals. Fidus Investment's historical ratings below, therefore, can serve as a valuable tool for investors.Know Fidus Investment's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Fidus Investment is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Fidus Investment Corp backward and forwards among themselves. Fidus Investment's institutional investor refers to the entity that pools money to purchase Fidus Investment's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 703.73 M.Market Cap |
|
Fidus Investment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.10 | 0.05 |
Determining Fidus Investment's profitability involves analyzing its financial statements and using various financial metrics to determine if Fidus Investment is a good buy. For example, gross profit margin measures Fidus Investment's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Fidus Investment's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Fidus Investment's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Fidus Investment Corp. Check Fidus Investment's Beneish M Score to see the likelihood of Fidus Investment's management manipulating its earnings.
Evaluate Fidus Investment's management efficiency
Fidus Investment Corp has return on total asset (ROA) of 0.0563 % which means that it generated a profit of $0.0563 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1258 %, meaning that it created $0.1258 on every $100 dollars invested by stockholders. Fidus Investment's management efficiency ratios could be used to measure how well Fidus Investment manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0.000064 in 2025. Return On Capital Employed is likely to drop to 0.05 in 2025. At this time, Fidus Investment's Total Assets are comparatively stable compared to the past year. Other Assets is likely to gain to about 1.1 T in 2025, despite the fact that Other Current Assets are likely to grow to (112.1 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 20.1 K | 21.1 K | |
| Tangible Book Value Per Share | 20.1 K | 21.1 K | |
| Enterprise Value Over EBITDA | 72.67 | 76.31 | |
| Enterprise Value Multiple | 72.67 | 76.31 | |
| Enterprise Value | 112.4 B | 118 B |
Fidus Investment Corp benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Basic technical analysis of Fidus Stock
As of the 25th of March, Fidus Investment shows the Coefficient Of Variation of 3734.98, downside deviation of 1.03, and Mean Deviation of 0.8001. Fidus Investment Corp technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Please confirm Fidus Investment Corp market risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Fidus Investment Corp is priced favorably, providing market reflects its regular price of 20.81 per share. Given that Fidus Investment has jensen alpha of 0.0181, we urge you to verify Fidus Investment Corp's prevailing market performance to make sure the company can sustain itself at a future point.Fidus Investment's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Fidus Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on Fidus Investment's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Fidus Investment insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Fidus Investment's Outstanding Corporate Bonds
Fidus Investment issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Fidus Investment Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Fidus bonds can be classified according to their maturity, which is the date when Fidus Investment Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View |
Understand Fidus Investment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Fidus Investment's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.025 | |||
| Market Risk Adjusted Performance | 0.3414 | |||
| Mean Deviation | 0.8001 | |||
| Semi Deviation | 0.9969 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 3734.98 | |||
| Standard Deviation | 0.9837 | |||
| Variance | 0.9677 | |||
| Information Ratio | 0.0537 | |||
| Jensen Alpha | 0.0181 | |||
| Total Risk Alpha | 0.0561 | |||
| Sortino Ratio | 0.0514 | |||
| Treynor Ratio | 0.3314 | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 1.05 | |||
| Semi Variance | 0.9938 | |||
| Expected Short fall | (0.80) | |||
| Skewness | (0.18) | |||
| Kurtosis | (0.56) |
| Risk Adjusted Performance | 0.025 | |||
| Market Risk Adjusted Performance | 0.3414 | |||
| Mean Deviation | 0.8001 | |||
| Semi Deviation | 0.9969 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 3734.98 | |||
| Standard Deviation | 0.9837 | |||
| Variance | 0.9677 | |||
| Information Ratio | 0.0537 | |||
| Jensen Alpha | 0.0181 | |||
| Total Risk Alpha | 0.0561 | |||
| Sortino Ratio | 0.0514 | |||
| Treynor Ratio | 0.3314 | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 1.05 | |||
| Semi Variance | 0.9938 | |||
| Expected Short fall | (0.80) | |||
| Skewness | (0.18) | |||
| Kurtosis | (0.56) |
Consider Fidus Investment's intraday indicators
Fidus Investment intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Fidus Investment stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 1645.71 | |||
| Daily Balance Of Power | 2.230769 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 20.79 | |||
| Day Typical Price | 20.79 | |||
| Price Action Indicator | 0.17 | |||
| Period Momentum Indicator | 0.29 |
Fidus Investment Corporate Filings
| 21st of March 2025 Other Reports | ViewVerify | |
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 14th of March 2025 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 6th of March 2025 Other Reports | ViewVerify |
Fidus Stock media impact
Far too much social signal, news, headlines, and media speculation about Fidus Investment that are available to investors today. That information is available publicly through Fidus media outlets and privately through word of mouth or via Fidus internal channels. However, regardless of the origin, that massive amount of Fidus data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Fidus Investment news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Fidus Investment relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Fidus Investment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Fidus Investment alpha.
Fidus Investment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Fidus Investment can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Fidus Investment Corporate Management
| Amanda Armstrong | Accounting Manager | Profile | |
| Matthew Shehorn | Managing Director | Profile | |
| Craig Petrusha | Managing Director | Profile | |
| Andrew Worth | Managing Director | Profile | |
| Thomas Steiglehner | Managing Director | Profile | |
| Michael Miller | MD Development | Profile |
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.