Stellus Capital Investment Corporation SCM FINANCIAL
Company Overview
Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.
Why Investors Should Care
Trades at a P/E of 8.2, below the sector median of 12.9.
Maintains a net profit margin of 30.7%.
Offers a dividend yield of 16.52%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue -13.2%, earnings +57.2%.
- 5-Year Trend Long-term compounding — profit CAGR 6.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | -13.20% |
Compounded Profit Growth
| 5 Years: | 6.02% |
| 1 Year: | 57.20% |
Stock Price Performance
| 1 Year: | -35.09% |
| 6 Months: | -4.29% |
| 3 Months: | -0.79% |
| 1 Month: | +0.84% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)48.43 · Neutral
P/E of 8.16 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 30.7%.
- Attractive dividend yield of 16.52%.
- Generates positive free cash flow.
CONS
- Trading 36.1% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCM Stellus Capital Investment Corporation FINANCIAL | 8.40 | 8.16 | $239.23M | 16.52% | - | 8.02% | - | 6.02% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income | 12.78M | 5.22M | 1.34M | 3.96M | 4.74M | 3.71M | -2.40M | 13.15M | 8.54M | 15.46M | 4.99M | 10.15M | 6.69M | 1.66M |
| Diluted EPS | 0.66 | 0.27 | 0.07 | 0.20 | 0.24 | 0.17 | -0.11 | 0.54 | 0.35 | 0.59 | 0.18 | 0.36 | 0.23 | 0.06 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Net Income | 20.19M | 33.57M | 14.49M | 17.53M | 45.84M | 27.05M |
| Diluted EPS | 1.04 | 1.72 | 0.74 | 0.80 | 1.79 | 0.95 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 821.26M | 898.18M | 908.09M | 980.90M | 1.04B |
| Total Equity | 270.57M | 273.36M | 285.11M | 275.78M | 319.94M | 369.92M | 371.18M |
| Cash & Equivalents | - | - | 44.17M | 48.04M | 26.13M | 20.06M | 25.05M |
| Total Liabilities | - | - | 536.15M | 622.41M | 588.15M | 610.98M | 670.07M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | -3.49M | -76.10M | -56.29M | -17.27M | -28.65M | -24.45M |
| Financing Cash Flow | 5.83M | 101.80M | 60.16M | -4.65M | 22.58M | 29.44M |
| Dividends Paid | 24.34M | 21.04M | 26.59M | 35.53M | 37.56M | 45.27M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - | - |
| Net Margin % | - | - | - | - | - | - |
| ROE % | 7.4% | 11.8% | 5.3% | 5.5% | 12.4% | 7.3% |
| ROCE % | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 1.00% | 284.75K | $2.25M |
| 2 | LPL Financial LLC | 0.92% | 263.36K | $2.08M |
| 3 | Muzinich & Co., Inc. | 0.90% | 255.03K | $2.01M |
| 4 | Raymond James Financial, Inc. | 0.89% | 252.82K | $2.00M |
| 5 | Legal & General Group PLC | 0.84% | 238.33K | $1.88M |
| 6 | Advisors Asset Management, Inc. | 0.77% | 220.28K | $1.74M |
| 7 | Ethos Financial Group, LLC | 0.76% | 217.19K | $1.72M |
| 8 | Condor Capital Management | 0.74% | 211.99K | $1.67M |
| 9 | Sunbelt Securities, Inc. | 0.71% | 203.19K | $1.61M |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 0.55% | 156.15K | $1.23M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SCM
238,329 Shares in Stellus Capital Investment Corporation $SCM Acquired by Legal & General Group Plc - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi7AFBVV95cUxNb1IyR3pTcFFrUkk5RmJaM2JpX190bGhURjRyS2Y0eGdRU0RMek1OSjY3cTFpeF9rUGhNckFyM1JLRGM3RW5NOENWUUxLNWo4NFRKQ1d2bFk3dS0yY3c3Z2ZDa2xzak9oVGxIcktrSmFvU3pSS0xsY1BKa0dsTzhtUW42MnFtVmVEMkFCRW…
SCM - Finviz
<a href="https://news.google.com/rss/articles/CBMiREFVX3lxTFB5S2t0ZlNCWlRzaXc0N044dzFfV1c0RzlMVHV3ek51YTVtRUV4TE1IeUVtb3pMRHN5MDRiOXRVeTZMU0hD?oc=5" target="_blank">SCM</a> <font color="#6f6f6f">Finviz</font>…
$SCM stock is down 8% today. Here's what we see in our data. - Quiver Quantitative
<a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxPUE15b1F4dzR2V1FJZ1FYR0pPMW5Oc1lJR1M4NVhsR19VUHZzTXZ1X1RVZXgzYWFkakhzc3J5d1lyaWlqaXNobW5neGM0Y3ZNdHFPWXl6RHN0M2hkQ1V5Uk1PWEZwODNjM2pxS1oxMGh2N3Vfb01hSDBDVXV0YnRSM2c0UFprdFVreVB4LW…
Stellus Capital cuts dividend 15% after 13-year streak; 16.6% yield masks coverage trouble - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxOUjFpREFYMnVoQ1B2aC1hcUFaUThPZU1mXy1kNzRoVEk4QXRIRzZneGh1OS10b0VOZmVtS0duY2Z5eFF3T1N3OUhBTmJZZEc3QWZhNWw1ckFZZXYtWUFLeldIbmloZ0s2eVU5ajcwemR4RmtieXdDTWdkNXh6NjlHT21EUjJyWHRYcnN4c2…
SCM Offers One of the Highest Yields Around But Retirees Should Pause Before Buying - 24/7 Wall St.
<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQZVZoaTBub21oR3pNTDNtVWxEMmlGT0R3OTNQSlVxaTJpQ1lvZTJqWmg3T2pQUmRMWGVYcmZNcWkyV05sYWNnNzlHM2FSY3dDeVJHZHNuZGU0TFo4QXBjNjBLNGFhWkNoeGlWcnBON0s0NFB5U3JyY0xjRmhuYlhzV29YM0tDWlBZa3pGdF…
SCM stock holds at $8.82 as Stellus Capital focuses on income strategy - AD HOC NEWS
<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxPSW9IY3V4emlsZmFsWTBVcUNIcFpwLVhnOXFxRkxkOW1zcWVaTUhnZS1BUHJ5YnJoTHE3X2Z0Y3d2MTRWSkVYTEM4Wjh0Z0J3WUdCWXAtbmdUcHJmOWVzZUJxMjU4ODhMWGV4cXdkQVdIcjBVQzhQRm9QSVZ6NHRaR2o5MHFQbW9CZHNCbD…
SCM — Frequently Asked Questions
What is the current share price of Stellus Capital Investment Corporation (SCM)?
As of 2026-09-19 21:16 PDT, Stellus Capital Investment Corporation (SCM) trades at $8.40 on NYSE. Its 52-week range is $6.87 to $13.15.
What is the market capitalisation of SCM?
Stellus Capital Investment Corporation (SCM) has a market capitalisation of $239.23M on NYSE.
What is the P/E ratio of SCM?
SCM trades at a trailing price-to-earnings (P/E) ratio of 8.16. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.62.
Does SCM pay a dividend?
Stellus Capital Investment Corporation (SCM) currently offers a dividend yield of 16.52%.
What is the return on equity (ROE) of SCM?
SCM has a return on equity (ROE) of 8.02%.
Is SCM a good stock to buy?
This page provides a data-driven analysis of Stellus Capital Investment Corporation (SCM), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.