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FDUS | US
-0.31
-1.65%
Financial Services
Asset Management
30/06/2024
05/06/2026
18.47
18.72
18.80
18.30
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts refinancings change of ownership transactions recapitalizations strategic acquisitions mezzanine growth capital business expansion lower middle market investments debt investments subordinated and second lien loans senior secured and unitranche debt preferred equity warrants subordinated debt senior subordinated notes junior secured loans and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense business services consumer products and services including retail food and beverage healthcare products and services industrial products and services information technology services niche manufacturing transportation and logistics and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
View LessLow 6-Month Volatility (<30%)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Strong Revenue Growth (> 10%)
Negative Momentum (Declining Price)
Weakness based on declining price with high volume
Price Below SMA10D
Smallcap (300M - 2B USD)
Risky Dividend Yield (> 12%). Dividend cuts imminent.
High Market Beta (> 0.8)
Weak Sharpe Ratio (< 0.3)
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
10 days
21.2%1 month
37.4%3 months
28.7%6 months
24.7%6.01
8.73
1.01
0.72
0.41
10.82
10.44
3.59
-
612.49M
612.49M
12.77
64.90
71.40
16.70
16.80
0.75
0.69
Short-term: Bullish (SMA10D > SMA1M)
Intermediate-term: Bullish (SMA1M > SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
Range10D
0.86
Range1M
1.98
Range3M
3.08
Rel. volume
1.23
Price X volume
6.38M
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
| RSVR | RSVR | Entertainment | 10.32 | 671.61M | 0.88% | n/a | 93.63% |
| LVO | LVO | Entertainment | 6.02 | 595.72M | -6.67% | n/a | -217.69% |
| Nano Nuclear Energy Inc. Common Stock | NNE | Specialty Industrial Machinery | 23.56 | 530.44M | -9.94% | n/a | 15.16% |
| Energy Recovery Inc | ERII | Pollution & Treatment Controls | 8.01 | 462.38M | -3.38% | 53.91 | 5.64% |
| AerSale Corporation | ASLE | Airports & Air Services | 6.37 | 338.93M | 0.31% | n/a | 24.26% |
| 374Water Inc. Common Stock | SCWO | Pollution & Treatment Controls | 2.42 | 321.20M | -5.84% | n/a | 0.00% |
| Perma-Pipe International Holdings Inc | PPIH | Pollution & Treatment Controls | 31.15 | 248.51M | -4.59% | 6.93 | 51.78% |
| Anghami Inc. Ordinary Shares | ANGH | Entertainment | 3.5 | 233.43M | -1.13% | n/a | -1.32% |
| Richtech Robotics Inc. Class B Common Stock | RR | Specialty Industrial Machinery | 2.405 | 229.46M | -11.90% | n/a | 32.92% |
| Core Molding Technologies Inc | CMT | Rubber & Plastics | 23.08 | 202.17M | -2.49% | 9.15 | 17.07% |
Name | Ticker | Industry | Close | Marketcap | Day Return | PE Ratio | Debt to Equity |
|---|---|---|---|---|---|---|---|
| The Marcus Corporation | MCS | Media - Diversified | 20.35 | 654.73M | 1.19% | n/a | 83.32% |
| AMC Entertainment Holdings Inc | AMC | Media - Diversified | 1.79 | 646.83M | -8.67% | n/a | -511.14% |
| Latham Group Inc. | SWIM | Building Products & Equipment | 5.28 | 610.25M | -2.94% | 65.18 | 77.00% |
| HUYA Inc | HUYA | Media - Diversified | 2.48 | 561.40M | -3.13% | n/a | 0.00% |
| Ennis Inc | EBF | Building Products & Equipment | 20.59 | 535.42M | 0.34% | 13.28 | 2.28% |
| AMC Networks Inc | AMCX | Media - Diversified | 9.8 | 432.16M | 0.51% | 6.32 | 236.34% |
| ACCO Brands Corporation | ACCO | Building Products & Equipment | 3.82 | 365.95M | -1.29% | n/a | 174.23% |
| AHG | AHG | Medical Distribution | 1.34 | 319.16M | -8.22% | n/a | 1.45% |
| CPI Card Group Inc | PMTS | Building Products & Equipment | 17.05 | 190.24M | -3.73% | 15.61 | -621.78% |
| Cosmos Group Holdings Inc | COSG | Media - Diversified | 0.065 | 149.04M | 15.25% | n/a | -91.95% |
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | 10.82 | 332.92 | Cheaper |
| Ent. to Revenue | 10.44 | 18.60 | Cheaper |
| PE Ratio | 6.01 | 20.20 | Cheaper |
| Price to Book | 1.01 | 2.63 | Cheaper |
| Dividend Yield | 12.77 | 7.25 | Leader |
| Std. Deviation (3M) | 28.65 | 21.97 | Riskier |
| Debt to Equity | 0.72 | 50.50 | Cheaper |
| Debt to Assets | 0.41 | 44.08 | Cheaper |
| Market Cap | 612.49M | 8.59B | Emerging |