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Stellus Capital Investment CorporationNYSE:SCM Stock Report

Market Cap US$340.4m
Share Price
US$11.98
My Fair Value
US$13.6
11.9% undervalued intrinsic discount
1Y-13.3%
7D-1.1%
Portfolio Value
​
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Stellus Capital Investment Corporation

NYSE:SCM Stock Report

Market Cap: US$340.4m

Stellus Capital Investment (SCM) Stock Overview

A business development company specializing in investments in private middle-market companies. More details

SCM fundamental analysis
Snowflake Score
Valuation2/6
Future Growth0/6
Past Performance5/6
Financial Health1/6
Dividends3/6

SCM Community Fair Values

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See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Stellus Capital Investment Corporation Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Price History & Performance

Summary of share price highs, lows and changes for Stellus Capital Investment
Historical stock prices
Current Share PriceUS$11.98
52 Week HighUS$15.56
52 Week LowUS$11.19
Beta0.89
1 Month Change-6.77%
3 Month Change-14.24%
1 Year Change-13.31%
3 Year Change-12.43%
5 Year Change34.00%
Change since IPO-20.56%

Recent News & Updates

Stellus Capital: Unjustified Premium Valuation Following Q2 Earnings

Aug 12

Recent updates

Stellus Capital: Unjustified Premium Valuation Following Q2 Earnings

Aug 12

Stellus Capital: Weaker Earnings Driven By Rising Non-Accruals (Rating Downgrade)

Jan 15

Stellus Capital Investment's Dividend Coverage Is At Risk

Dec 01

Stellus Capital: Optically Attractive, But With Speculative Leverage Level

Oct 10

Stellus Capital: Consistent Performance But Still Awaiting A Better Entry

Sep 17

Stellus Capital: 12% Yield, Monthly Payer, Reasonable Valuation

Aug 23

Stellus Capital: Potential Negative Growth, Non-Accruals And Lofty Valuation Could Hinder Returns

Aug 13

Stellus Capital: This 12% Yield Is Too Good To Miss

Jun 04

Stellus Capital: High Monthly Income But Trades At A Premium

May 08

Stellus Capital: A Covered 12% Yield, But No Real Upside

Mar 14

Stellus Capital: Fully Covered 12.5% Dividend Yield With NAV Angst

Mar 06

Stellus Capital's 13% Yield Might Not Be As Safe As It Looks (Downgrade)

Dec 05

Stellus Capital: A 12.2% Yield Paid Monthly, 4% Discount To NAV

Oct 09

Stellus Capital: Outlook Is Gloomy; Consider Other Options

Aug 23

Stellus Capital Investment: This 11.2% BDC Yield Offers Recession Protection

Jul 18

Stellus Capital: A Growing 11.5% Yield Paid Monthly

May 29

Stellus Capital Investment raises monthly dividend by 43% to $0.1333.

Jan 12

10%-Yielding Stellus Capital: Take Advantage Of Market Turbulence

Dec 08

Stellus Capital Investment GAAP NII of $0.37 beats by $0.08, TII of $20.14M beats by $2.55M

Nov 03

Stellus Capital Investment declares $0.0933 dividend; additional dividend of $0.02

Oct 05

Stellus Capital: Bank A Cool 10.4% Yield From This BDC

Sep 20

Stellus Capital Investment NII of $0.32 beats by $0.03, Total investment income of $16.11M misses by $0.28M

Aug 03

Stellus Capital Investment declares $0.0933 dividend, additional dividend of $0.02

Jul 14

Stellus Capital: 12% Yield, Good Things Come In Small Packages

Jul 02

Stellus Capital: 8.2% Yield, Why Wait When You Can Get Paid Now

Feb 01

10% Yield, Discount To Book: Stellus Capital

Nov 04

Shareholder Returns

SCMUS Capital MarketsUS Market
7D-1.1%-1.4%0.5%
1Y-13.3%20.0%20.1%

Return vs Industry: SCM underperformed the US Capital Markets industry which returned 19.5% over the past year.

Return vs Market: SCM underperformed the US Market which returned 20% over the past year.

Price Volatility

Is SCM's price volatile compared to industry and market?
SCM volatility
SCM Average Weekly Movement2.6%
Capital Markets Industry Average Movement3.5%
Market Average Movement6.4%
10% most volatile stocks in US Market17.4%
10% least volatile stocks in US Market3.0%

Stable Share Price: SCM has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SCM's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2012n/aRob Laddwww.stelluscapital.com/public-investors/investment-corp/

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.

Stellus Capital Investment Corporation Fundamentals Summary

How do Stellus Capital Investment's earnings and revenue compare to its market cap?
SCM fundamental statistics
Market capUS$340.43m
Earnings (TTM)US$39.29m
Revenue (TTM)US$102.76m
8.7x
P/E Ratio
3.3x
P/S Ratio

Is SCM overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SCM income statement (TTM)
RevenueUS$102.76m
Cost of RevenueUS$0
Gross ProfitUS$102.76m
Other ExpensesUS$63.47m
EarningsUS$39.29m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.38
Gross Margin100.00%
Net Profit Margin38.24%
Debt/Equity Ratio170.0%

How did SCM perform over the long term?

See historical performance and comparison

Dividends

13.4%
Current Dividend Yield
111%
Payout Ratio

Does SCM pay a reliable dividends?

See SCM dividend history and benchmarks
When do you need to buy SCM by to receive an upcoming dividend?
Stellus Capital Investment dividend dates
Ex Dividend DateOct 31 2025
Dividend Pay DateNov 14 2025
Days until Ex dividend2 days
Days until Dividend pay date12 days

Does SCM pay a reliable dividends?

See SCM dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/02 10:06
End of Day Share Price 2025/10/31 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Stellus Capital Investment Corporation is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Bryce RoweBaird
Bryce RoweB. Riley Securities, Inc.
John RowanJanney Montgomery Scott LLC