Fidus Investment (FRA:8QP) Effective Interest Rate on Debt %: 5.54% (As of Mar. 2026)

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FRA:8QP Fidus Investment Corp FRA:8QP
67 GF Score
Price €17.36
GF Value €20.95
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Fidus Investment Effective Interest Rate on Debt %?

Fidus Investment FRA:8QP -1.20% 67 Effective Interest Rate on Debt % is 5.54% as of Mar. 2026. GuruFocus rates FRA:8QP with a GF Score™ of 67/100 and a GF Value™ of €20.95 (Modestly Undervalued). The stock has 10 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Fidus Investment's annualized positive value of Interest Expense for the quarter that ended in Mar. 2026 was €31.22 Mil. Fidus Investment's average total debt for the quarter that ended in Mar. 2026 was €563.97 Mil. Therefore, Fidus Investment's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 was 5.54%.


Fidus Investment  (FRA:8QP) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.


Fidus Investment Effective Interest Rate on Debt % Related Terms


Fidus Investment Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Fidus Investment's Effective Interest Rate on Debt % 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.

Fidus Investment Effective Interest Rate on Debt % Chart

Fidus Investment Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.36 4.40 4.64 4.83 4.91

Fidus Investment Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.83 5.13 5.18 5.90 5.54

FRA:8QP vs GCMG, RMT, BUI: Effective Interest Rate on Debt % Comparison

For the Asset Management subindustry, Fidus Investment's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % 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 Effective Interest Rate on Debt % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidus Investment's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Fidus Investment's Effective Interest Rate on Debt % falls into.


FRA:8QP
67GF Score
Fidus Investment Corp FRA:8QP
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidus Investment Effective Interest Rate on Debt % Calculation

Fidus Investment's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Dec. 2025 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Dec. 2024 )+Total Debt  (A: Dec. 2025 ))/ count )
=-1  *  -24.633/( (453.519+550.04)/ 2 )
=-1  *  -24.633/501.7795
=4.91 %

where

Total Debt  (A: Dec. 2024 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=453.519 + 0
=453.519

Total Debt  (A: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=550.04 + 0
=550.04

Fidus Investment's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Dec. 2025 )+Total Debt  (Q: Mar. 2026 ))/ count )
=-1  *  -31.216/( (550.04+577.909)/ 2 )
=-1  *  -31.216/563.9745
=5.54 %

where

Total Debt  (Q: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=550.04 + 0
=550.04

Total Debt  (Q: Mar. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=577.909 + 0
=577.909

* 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.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Mar. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 5.54% mean?
Fidus Investment (FRA:8QP) has a Effective Interest Rate on Debt % of 5.54% as of Mar. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Fidus Investment and its competitors.
Is Fidus Investment's Effective Interest Rate on Debt % too high?
Fidus Investment's current Effective Interest Rate on Debt % is 5.54%. Overall, Fidus Investment has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fidus Investment's Effective Interest Rate on Debt % compare to GCMG and RMT?
Fidus Investment's Effective Interest Rate on Debt % of 5.54% 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 Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % 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 Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Fidus Investment and its competitors. Fidus Investment's current Effective Interest Rate on Debt % is 5.54%. 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 (FRA:8QP) is currently considered Modestly Undervalued. The stock's GF Value™ is €20.95, compared to a current price of €17.36 — trading 17.1% below its estimated fair value. The current Effective Interest Rate on Debt % is 5.54%. Fidus Investment's overall GF Score™ is 67/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Fidus Investment (FRA:8QP), the current Effective Interest Rate on Debt % is 5.54% as of Mar. 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 (FRA:8QP) Overvalued in 2026?

Based on GuruFocus' analysis, Fidus Investment stock appears to be undervalued. The current stock price of €17.36 is trading 17.1% below its estimated GF Value™ of €20.95. GuruFocus considers Fidus Investment to be Modestly Undervalued.

Key valuation signals for FRA:8QP:

  • Effective Interest Rate on Debt %: 5.54%
  • GF Value™: €20.95 vs. price of €17.36 (17.1% below fair value)
  • GF Score™: 67/100 with 10 warning signs

No single metric tells the full story. See the FRA:8QP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Fidus Investment Business Description

Other Exchanges FDUS:USA
Address 1603 Orrington Avenue, Suite 1005, Evanston, IL, USA, 60201
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.
67GF Score

Get the complete analysis for FRA:8QP

Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€17.36
Price
€20.95
GF Value