Stellus Capital Investment Corporation (SCM)
Company Info
Highlights
$383.33M
$1.79
7.54
$24.95T
$26.50T
$10.26T
$11.08 - $15.26
$13.60
1.01%
1.24
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Stellus Capital Investment Corporation (SCM) returned 2.64% year-to-date (YTD) and 7.79% over the past 12 months. Over the past 10 years, SCM delivered an annualized return of 12.68%, outperforming the S&P 500 benchmark at 10.86%.
SCM
2.64%
7.82%
3.07%
7.79%
15.22%
27.63%
12.68%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of SCM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.79% | 4.78% | -7.45% | -7.80% | 6.49% | 2.64% | |||||||
| 2024 | 1.71% | -0.30% | 3.48% | 8.51% | -0.33% | -0.11% | 3.14% | -1.69% | 1.20% | 3.75% | -1.04% | 0.76% | 20.34% |
| 2023 | 8.53% | 10.88% | -9.28% | 4.13% | -4.86% | 3.67% | 7.84% | -6.63% | -1.27% | -7.09% | 3.30% | 1.59% | 8.69% |
| 2022 | 5.18% | -1.68% | 5.76% | -0.18% | -5.58% | -11.43% | 21.25% | 2.04% | -11.08% | 12.18% | 3.26% | -1.60% | 14.47% |
| 2021 | -4.67% | 13.91% | 9.83% | 5.68% | -0.41% | -4.01% | 3.47% | 0.91% | 1.61% | 7.23% | -4.10% | -1.03% | 30.09% |
| 2020 | 0.92% | -16.79% | -37.14% | 10.15% | 0.25% | -9.57% | 9.74% | 5.94% | 9.15% | -5.17% | 34.79% | 0.42% | -14.13% |
| 2019 | 12.09% | -1.40% | 1.23% | 2.28% | -2.28% | 0.17% | 5.81% | -7.68% | 3.39% | 2.52% | 4.43% | -0.12% | 20.97% |
| 2018 | -8.15% | -3.52% | 1.68% | 11.58% | 1.75% | 0.40% | 3.78% | 2.89% | 2.48% | -9.36% | 12.28% | -4.23% | 9.54% |
| 2017 | 11.38% | 5.42% | 5.29% | -0.52% | -0.68% | -2.31% | 0.38% | -0.87% | 2.56% | 1.90% | -6.65% | 3.79% | 20.23% |
| 2016 | -6.16% | -2.97% | 20.88% | 2.08% | -2.02% | 3.55% | 8.62% | 4.13% | -3.08% | 1.11% | 9.95% | 2.55% | 42.48% |
| 2015 | 2.64% | 2.67% | -0.06% | 4.61% | -2.06% | -5.20% | -9.46% | 12.22% | -10.26% | 2.99% | 4.35% | -7.93% | -7.72% |
| 2014 | 0.56% | -0.10% | -1.15% | -5.69% | 5.54% | 5.15% | -3.46% | 3.30% | -2.89% | -0.61% | 0.89% | -13.23% | -12.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCM is 62, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Stellus Capital Investment Corporation provided a 11.73% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.60 | $1.60 | $1.60 | $1.54 | $1.08 | $1.15 | $1.36 | $1.36 | $1.36 | $1.36 | $1.36 | $1.42 |
Dividend yield | 11.73% | 11.60% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Stellus Capital Investment Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.13 | $0.13 | $0.13 | $0.13 | $0.00 | $0.53 | |||||||
| 2024 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $1.60 |
| 2023 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $1.60 |
| 2022 | $0.11 | $0.11 | $0.11 | $0.21 | $0.21 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.54 |
| 2021 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.08 | $0.10 | $0.10 | $0.10 | $0.09 | $0.09 | $0.09 | $1.08 |
| 2020 | $0.11 | $0.11 | $0.11 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.25 | $0.00 | $0.00 | $0.31 | $1.15 |
| 2019 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.36 |
| 2018 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.36 |
| 2017 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.36 |
| 2016 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.36 |
| 2015 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.36 |
| 2014 | $0.18 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $1.42 |
Dividend Yield & Payout
Dividend Yield
Stellus Capital Investment Corporation has a dividend yield of 11.73%, which means its dividend payment is significantly above the market average.
Payout Ratio
Stellus Capital Investment Corporation has a payout ratio of 33.96%, which is quite average when compared to the overall market. This suggests that Stellus Capital Investment Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Stellus Capital Investment Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Stellus Capital Investment Corporation was 66.06%, occurring on Mar 18, 2020. Recovery took 266 trading sessions.
The current Stellus Capital Investment Corporation drawdown is 10.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.06% | Feb 21, 2020 | 19 | Mar 18, 2020 | 266 | Apr 8, 2021 | 285 |
| -36.89% | Nov 17, 2014 | 317 | Feb 22, 2016 | 148 | Sep 21, 2016 | 465 |
| -23.87% | Mar 4, 2025 | 26 | Apr 8, 2025 | — | — | — |
| -18.35% | Apr 26, 2022 | 46 | Jun 30, 2022 | 29 | Aug 11, 2022 | 75 |
| -17.73% | Oct 30, 2017 | 67 | Feb 5, 2018 | 91 | Jun 15, 2018 | 158 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Stellus Capital Investment Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Stellus Capital Investment Corporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -5.8%.
Valuation
The Valuation section provides an overview of how Stellus Capital Investment Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SCM, comparing it with other companies in the Asset Management industry. Currently, SCM has a P/E ratio of 7.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SCM compared to other companies in the Asset Management industry. SCM currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SCM relative to other companies in the Asset Management industry. Currently, SCM has a P/S ratio of 3.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SCM in comparison with other companies in the Asset Management industry. Currently, SCM has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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