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Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-08-13), Fidus Investment's Beta is 0.6983.
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
Fidus Investment Beta Related Terms
Fidus Investment Beta Historical Data
* Premium members only.
The historical data trend for Fidus Investment's Beta can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Fidus Investment's Beta, along with its competitors' market caps and Beta data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Fidus Investment Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidus Investment's Beta distribution charts can be found below:
* The bar in red indicates where Fidus Investment's Beta falls into.
Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.
Fidus Investment (FDUS) has a Beta of 0.6983 as of Aug. 13, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Fidus Investment and its competitors.
Is Fidus Investment's Beta too high?
Fidus Investment's current Beta is 0.6983. Overall, Fidus Investment has a GF Score™ of 59/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Fidus Investment's Beta compare to GCMG and RMT?
Fidus Investment's Beta of 0.6983 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Fidus Investment and its competitors. Fidus Investment's current Beta is 0.6983. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidus Investment stock overvalued right now?
Based on GuruFocus' analysis, Fidus Investment (FDUS) is currently considered Fairly Valued. The stock's GF Value™ is $20.54, compared to a current price of $19.85 — trading 3.4% below its estimated fair value. The current Beta is 0.6983. Fidus Investment's overall GF Score™ is 59/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For Fidus Investment (FDUS), the current Beta is 0.6983 as of Aug. 13, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Fidus Investment (FDUS) Overvalued in 2026?
Based on GuruFocus' analysis, Fidus Investment stock appears to be undervalued.
The current stock price of $19.85 is trading 3.4% below its estimated GF Value™ of $20.54.
GuruFocus considers Fidus Investment to be Fairly Valued.
Key valuation signals for FDUS:
Beta: 0.6983
GF Value™: $20.54 vs. price of $19.85 (3.4% below fair value)
No single metric tells the full story. See the FDUS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies. Its investment objective is to provide attractive risk-adjusted returns by generating both current income from debt investments and capital appreciation from equity related investments. The company's portfolio of investment is comprised of securities of companies from different industries such as, Information Technology Services, Business Services, Healthcare Products among others.
59GF Score
Get the complete analysis for FDUS
Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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