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FDUS Stock Analysis 2026 - FIDUS INVESTMENT Corp AI Rating

FDUS Nasdaq MD CIK: 0001513363
Recently Updated • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 FDUS Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-147.0M
Current Ratio: N/A
Debt/Equity: 0.89x
EPS: $2.08
AI Rating: SELL with 72% confidence

Is FDUS a Good Investment? Thesis Analysis

Claude

FDUS is a BDC with moderately positive net income growth (+5.2% YoY) and reasonable profitability (ROE 11.1%, ROA 5.8%), but faces serious liquidity challenges with negative operating cash flow of -147M and a weak cash position of only 70M against 658.4M in long-term debt. The deteriorating EPS (-9.2% YoY) and significantly negative free cash flow indicate the company is consuming capital rather than generating sustainable returns from operations.

Why Buy FDUS? Key Strengths

Claude
  • + Positive net income growth of 5.2% year-over-year showing operational profitability
  • + Moderate return metrics (ROE 11.1%, ROA 5.8%) demonstrating reasonable asset efficiency
  • + Manageable debt-to-equity ratio of 0.89x indicating moderate leverage for a BDC

FDUS Investment Risks to Consider

Claude
  • ! Severely negative operating cash flow of -147M indicating the company is not generating cash from core operations
  • ! Dangerously low cash position of 70M relative to 658.4M debt obligations creates refinancing risk
  • ! Diluted EPS declining 9.2% year-over-year despite positive net income growth, suggesting shareholder dilution concerns
  • ! Negative free cash flow of -147M indicates inability to sustain operations or distributions without external capital

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Cash balance and liquidity runway relative to debt obligations
  • * EPS per share stability and dividend sustainability
  • * Portfolio performance and non-accrual loan ratios (typical for BDCs)

FDUS Financial Metrics

Revenue
N/A
Net Income
$82.4M
EPS (Diluted)
$2.08
Free Cash Flow
$-147.0M
Total Assets
$1.4B
Cash Position
$70.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FDUS Profitability Ratios

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE 11.1%
ROA 5.8%
FCF Margin N/A

FDUS vs Default Sector

How FIDUS INVESTMENT Corp compares to Default sector averages

Net Margin
FDUS 0.0%
vs
Sector Avg 12.0%
FDUS Sector
ROE
FDUS 11.1%
vs
Sector Avg 15.0%
FDUS Sector
Current Ratio
FDUS 0.0x
vs
Sector Avg 1.8x
FDUS Sector
Debt/Equity
FDUS 0.9x
vs
Sector Avg 0.7x
FDUS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is FDUS Overvalued or Undervalued?

Based on fundamental analysis, FIDUS INVESTMENT Corp has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
11.1%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.89x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FDUS Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.89x
Debt/Assets
48.0%
Interest Coverage
N/A
Long-term Debt
$658.4M

FDUS 5-Year Financial Trend & Growth Analysis

FDUS 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FIDUS INVESTMENT Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.59 reflects profitable operations.

FDUS Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

FDUS Capital Allocation

Operating Cash Flow
-$147.0M
Cash generated from operations
Stock Buybacks
$268.0K
Shares repurchased (TTM)
Dividends Paid
$39.1M
Returned to shareholders

FDUS SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FIDUS INVESTMENT Corp (CIK: 0001513363)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 DEF 14A fdus-20260319.htm View →
Mar 2, 2026 8-K d101050d8k.htm View →
Feb 26, 2026 10-K fdus-20251231.htm View →
Feb 26, 2026 8-K fdus-20250306.htm View →
Feb 17, 2026 8-K fdus-20260217.htm View →

Frequently Asked Questions about FDUS

What is the AI rating for FDUS?

FIDUS INVESTMENT Corp (FDUS) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FDUS's key strengths?

Claude: Positive net income growth of 5.2% year-over-year showing operational profitability. Moderate return metrics (ROE 11.1%, ROA 5.8%) demonstrating reasonable asset efficiency.

What are the risks of investing in FDUS?

Claude: Severely negative operating cash flow of -147M indicating the company is not generating cash from core operations. Dangerously low cash position of 70M relative to 658.4M debt obligations creates refinancing risk.

What is FDUS's revenue and growth?

FIDUS INVESTMENT Corp reported revenue of N/A.

Does FDUS pay dividends?

FIDUS INVESTMENT Corp pays dividends, with $39.1M distributed to shareholders in the trailing twelve months.

Where can I find FDUS SEC filings?

Official SEC filings for FIDUS INVESTMENT Corp (CIK: 0001513363) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FDUS's EPS?

FIDUS INVESTMENT Corp has a diluted EPS of $2.08.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FDUS a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FIDUS INVESTMENT Corp has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FDUS stock overvalued or undervalued?

Valuation metrics for FDUS: ROE of 11.1% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FDUS stock in 2026?

Our dual AI analysis gives FIDUS INVESTMENT Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FDUS's free cash flow?

FIDUS INVESTMENT Corp's operating cash flow is $-147.0M, with capital expenditures of N/A.

How does FDUS compare to other Default stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE 11.1% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI