FDUS Bounce Up SL Hit · -2.9%
Financial Services
4/0 Quality
Entry
$21.07
Stop Loss
$20.47
TP1
$21.98
R:R
1.50

Analyst vs AI Verdict

Wall Street

91.7% Buy Rating
4
Strong Buy
7
Buy
1
Hold
0
Sell
0
Strong Sell
12 analysts · April 1, 2026

AI Expert Panel

Price Chart

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 11.8% 11.8% 11.8% 11.8% 11.9% 11.9%
P/E (TTM) 8.95 9.67 9.07 9.20 8.78 8.61
Net Margin 63.3% 52.6% 51.9% 51.9% 54.0% 54.0%
Gross Margin 52.4% 55.1% 54.6% 54.6% 53.3% 53.3%
D/E Ratio 76.55 78.92 76.55 76.55 75.04 75.04
Current Ratio 0.39 0.30 0.39 0.39 0.31 0.31

Company Summary

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 $30 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $5 million and $30 million, but it can occasionally invest in larger or smaller companies. The fund typically invests between $5 million and $15 million in debt investment. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.

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Trade Outcome

Exit Price $20.47
Profit -2.9%
Hold Time 2 days
Max Price $21.31
Exit Reason sl_hit

Context Synthesis

1/2 Bullish
Analysts
91.7% Buy
Institutions
8.21%
Earnings Beat
50.0%
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Historical Stats

FDUS Bounce Up

Total Attempts 3
Hit TP 1
Expired 1
Win Rate 33.3%
Avg Win Duration 68.0 days
Last Outcome TP

Signal Info

Created Sep 16, 2025 00:00
Updated Sep 18, 2025 16:00
Timeout 90 days

Disclaimer: This is an automated trading signal generated by AI analysis. It is not financial advice. Always do your own research before making investment decisions. Past performance does not guarantee future results.