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Fidus Investment (FDUS)

(Delayed Data from NSDQ)

$20.29 USD

20.29
109,808

-0.05 (-0.25%)

Updated Apr 24, 2024 04:00 PM ET

After-Market: $20.29 0.00 (0.00%) 5:06 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

Zacks Rank Education - Learn about the Zacks Rank

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value D Growth D Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 35% (87 out of 252)

Industry: Financial - SBIC & Commercial Industry

Better trading starts here.

Balance Sheet

Research for FDUS

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Fidus Investment Corporation falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 119 62 169 124 15
Receivables 12 12 8 8 6
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 2 1 0 1 1
Total Current Assets 133 76 178 0 23
Net Property & Equipment 0 0 0 0 0
Investments & Advances 958 860 719 743 767
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 0 0 0 0 0
Deposits & Other Assets 0 0 0 0 0
Total Assets 1,091 936 897 876 789
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 262 262 262 299 201
Accounts Payable 1 1 1 0 4
Current Portion Long-Term Debt 204 148 104 144 154
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 6 5 5 4 4
Income Taxes Payable 1 10 2 0 1
Other Current Liabilities 27 30 36 17 15
Total Current Liabilities 501 456 409 465 377
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 0 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 501 456 409 465 377
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 504 396 362 366 366
Retained Earnings 0 0 0 0 0
Other Equity 85 85 126 45 46
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 589 480 488 411 412
Total Liabilities & Shareholder's Equity 1,091 936 897 876 789
Total Common Equity 589 480 488 411 412
Shares Outstanding 28.40 24.40 24.40 24.40 24.40
Book Value Per Share 20.76 19.69 19.99 16.83 16.90

Fiscal Year End for Fidus Investment Corporation falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 119 80 38 36
Receivables NA 12 14 14 14
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 2 2 2 2
Total Current Assets NA 133 96 54 52
Net Property & Equipment NA 0 0 0 0
Investments & Advances NA 958 927 929 897
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 0 0 0 0
Deposits & Other Assets NA 0 0 0 0
Total Assets NA 1,091 1,023 982 949
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 262 262 292 277
Accounts Payable NA 1 1 1 1
Current Portion Long-Term Debt NA 204 183 177 160
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 6 3 5 3
Income Taxes Payable NA 1 0 1 0
Other Current Liabilities NA 27 25 22 23
Total Current Liabilities NA 501 474 499 464
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 0 0 0 0
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 501 474 499 464
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 504 468 406 401
Retained Earnings NA 0 0 0 0
Other Equity NA 85 81 77 84
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 589 549 483 485
Total Liabilities & Shareholder's Equity NA 1,091 1,023 982 949
Total Common Equity 0 589 549 483 485
Shares Outstanding 31.40 28.40 25.30 24.90 24.90
Book Value Per Share 0.00 20.76 21.68 19.41 19.46