SCM vs. SBR
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) and Sabine Royalty Trust (SBR).
Performance
SCM vs. SBR - Performance Comparison
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SCM vs. SBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | -25.00% | 3.74% | 20.35% | 8.71% | 10.60% | 30.12% | -14.12% | 21.00% | 9.57% | 20.26% |
SBR Sabine Royalty Trust | 11.26% | 14.04% | 4.06% | -13.10% | 132.08% | 60.71% | -24.24% | 15.77% | -9.61% | 34.83% |
Fundamentals
SCM:
$1.07
SBR:
$5.44
SCM:
8.58
SBR:
13.86
SCM:
0.72
SBR:
0.37
SCM:
3.77
SBR:
13.25
SCM:
$69.44M
SBR:
$82.92M
SCM:
$35.88M
SBR:
$82.92M
SCM:
$32.47M
SBR:
$78.91M
Returns By Period
In the year-to-date period, SCM achieves a -25.00% return, which is significantly lower than SBR's 11.26% return. Over the past 10 years, SCM has underperformed SBR with an annualized return of 10.03%, while SBR has yielded a comparatively higher 19.10% annualized return.
SCM
- 1D
- 2.03%
- 1M
- -6.93%
- YTD
- -25.00%
- 6M
- -24.75%
- 1Y
- -25.58%
- 3Y*
- -2.31%
- 5Y*
- 4.02%
- 10Y*
- 10.03%
SBR
- 1D
- -1.14%
- 1M
- 3.69%
- YTD
- 11.26%
- 6M
- -2.75%
- 1Y
- 19.33%
- 3Y*
- 10.16%
- 5Y*
- 30.75%
- 10Y*
- 19.10%
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Return for Risk
SCM vs. SBR — Risk / Return Rank
SCM
SBR
SCM vs. SBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) and Sabine Royalty Trust (SBR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SCM | SBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.93 | 0.76 | -1.69 |
Sortino ratioReturn per unit of downside risk | -1.18 | 1.12 | -2.30 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.15 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.68 | 1.11 | -1.79 |
Martin ratioReturn relative to average drawdown | -1.73 | 2.35 | -4.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCM | SBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.93 | 0.76 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.97 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.61 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.54 | -0.32 |
Correlation
The correlation between SCM and SBR is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SCM vs. SBR - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 16.72%, more than SBR's 6.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 16.72% | 12.62% | 11.62% | 12.45% | 8.14% | 8.29% | 10.57% | 9.55% | 10.50% | 10.35% | 11.27% | 14.10% |
SBR Sabine Royalty Trust | 6.46% | 7.53% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% |
Drawdowns
SCM vs. SBR - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, which is greater than SBR's maximum drawdown of -56.40%. Use the drawdown chart below to compare losses from any high point for SCM and SBR.
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Drawdown Indicators
| SCM | SBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.06% | -56.40% | -9.66% |
Max Drawdown (1Y)Largest decline over 1 year | -38.26% | -18.54% | -19.72% |
Max Drawdown (5Y)Largest decline over 5 years | -38.26% | -34.56% | -3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -66.06% | -50.71% | -15.35% |
Current DrawdownCurrent decline from peak | -33.90% | -5.90% | -28.00% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -13.68% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.16% | 8.74% | +6.42% |
Volatility
SCM vs. SBR - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 14.36% compared to Sabine Royalty Trust (SBR) at 7.64%. This indicates that SCM's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCM | SBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.36% | 7.64% | +6.72% |
Volatility (6M)Calculated over the trailing 6-month period | 21.14% | 19.15% | +1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.66% | 25.48% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 31.85% | -9.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.77% | 31.36% | +5.41% |
Financials
SCM vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between Stellus Capital Investment Corporation and Sabine Royalty Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SCM vs. SBR - Profitability Comparison
SCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported a gross profit of 8.48M and revenue of 17.43M. Therefore, the gross margin over that period was 48.7%.
SBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a gross profit of 25.52M and revenue of 25.52M. Therefore, the gross margin over that period was 100.0%.
SCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported an operating income of 7.21M and revenue of 17.43M, resulting in an operating margin of 41.4%.
SBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported an operating income of 24.75M and revenue of 25.52M, resulting in an operating margin of 97.0%.
SCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported a net income of 6.69M and revenue of 17.43M, resulting in a net margin of 38.4%.
SBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Sabine Royalty Trust reported a net income of 24.75M and revenue of 25.52M, resulting in a net margin of 97.0%.