Fidus Investment Corporation

Fundamentals5.0
Price Action6.0
News Sentiment7.0
AI Rating
6.0

Key Drivers

  • High reported margins
  • Negative free cashflow
  • Concentrated investments

AI
AI Summary

6.0

FDUS's reported NAV and dividend are being propped up by financing and mark‑to‑market gains rather than durable operating cash flow, so distributions and valuation are highly sensitive to funding conditions and realized credit outcomes. Watch for sustained positive operating cash flow and conversion of recent originations into recurring NII as the specific trigger for a positive re‑rating; absent that, expect elevated risk of dividend cuts or dilutive financings.

FinancingDependent
FundingRisk
NAVDiscount‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

5.0

Key Financial Insights:

  • High reported margins
  • Negative free cashflow
  • Concentrated investments

FDUS shows strong reported profitability and an apparent valuation discount but is undermined by sustained negative free cash flow, financing reliance, and concentrated investment assets that put its high dividend at risk.

cashWarning
undervalued

Price Behavior

6.0
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Slight downtrend
  • Below SMA
  • Near short-term low

FDUS is modestly down over the last month (~−4.1%), trading just below the last-month 21‑day SMA and very close to short-term support around $17.16–$17.20, signaling a mild bearish tilt with limited downside unless that support breaks.

Weakness
Oversold
Support Level: $17.16–$17.20
Resistance Level: $18.00–$18.10

Price sits near the window low (17.16 on 2026-03-13), indicating localized oversold pressure

Sentiment & News

7.0

Key News Insights:

  • Record originations
  • High yield/discount
  • SaaS concentration

Fidus reported record Q4 originations, beat EPS, and shows strong coverage, NAV gains and an attractive yield but analyst caution persists due to concentrated SaaS/ARR exposure.

Income
Concentration

Strong operating metrics and yield underpin investor income appeal, but concentrated sector exposure likely limits upside and sustains analyst caution