Stellus Capital Investment Corporation

Stellus Capital Investment Corporationverified

SCM

Price:

$12.5

Market Cap:

$349.06M

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.

Industry

Asset Management

IPO Date

2012-11-08

Stock Exchange

NYSE

Ticker

SCM

The ROE as of December 2025 (TTM) for Stellus Capital Investment Corporation (SCM) is 0.00%

According to Stellus Capital Investment Corporation’s latest financial reports and current stock price. The company's current ROE is 0.00%. This represents a change of -100.00% compared to the average of 1.60% of the last 4 quarters.

Stellus Capital Investment Corporation (SCM) Historical ROE (quarterly & annually)

How has SCM ROE performed in the past?

The mean historical ROE of Stellus Capital Investment Corporation over the last ten years is 9.22%. The current 0.00% ROE has changed -100.00% with respect to the historical average. Over the past ten years (40 quarters), SCM's ROE was at its highest in in the June 2020 quarter at 15.32%. The ROE was at its lowest in in the March 2020 quarter at -19.54%.

Quarterly (TTM)
Annual

Average

9.22%

Median

10.02%

Minimum

4.66%

Maximum

13.58%

Stellus Capital Investment Corporation (SCM) ROE by Quarter and Year

Discovering the peaks and valleys of Stellus Capital Investment Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 191.42%

Maximum Annual ROE = 13.58%

Minimum Annual Increase = -55.37%

Minimum Annual ROE = 4.66%

Quarterly (TTM)
Annual
YearROEChange
202412.39%126.14%
20235.48%4.29%
20225.25%-55.37%
202111.78%59.41%
20207.39%-24.40%
20199.77%-16.13%
201811.65%13.47%
201710.27%-24.37%
201613.58%191.42%
20154.66%-20.39%

Stellus Capital Investment Corporation (SCM) Average ROE

How has SCM ROE performed in the past?

The current ROE of Stellus Capital Investment Corporation (SCM) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.71%

5-year avg

8.46%

10-year avg

9.22%

Stellus Capital Investment Corporation (SCM) ROE vs. Peers

How is SCM’s ROE compared to its peers?

Stellus Capital Investment Corporation’s ROE is less than Saratoga Investment Corp. (8.49%), less than Source Capital, Inc. (7.55%), less than PennantPark Investment Corporation (6.79%), less than Diamond Hill Investment Group, Inc. (0.06%), less than Gladstone Capital Corporation (11.91%), less than Eagle Point Income Company Inc. (8.09%), less than Barings Corporate Investors (9.22%), less than Runway Growth Finance Corp. (12.08%), greater than Inflection Point Acquisition Corp. III (-2.40%), less than Columbus Circle Capital Corp I Class A Ordinary Shares (1.20%),

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