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SCM

HoldUnloved Quality

Stellus Capital Investment Corporation · Financial Services · United States · $249M · Avg Vol: $2M/d

53
StockRank
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Q
52
V
64
M
32
P/E (TTM)
8.5x
ROE
8.0%
D/E
1.6x
Dividend %
15.7%

COMPANY DESCRIPTION

Stellus Capital Investment Corporation is a business development company (BDC) that provides customized debt and equity financing solutions to lower middle-market companies. The company's competitive moat is built on its deep relationships with private equity sponsors and a disciplined underwriting process focused on senior secured, first-lien loans. It operates as an externally managed BDC, aiming to deliver stable dividend income to shareholders through a diversified portfolio of resilient, cash-flowing businesses.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue20.9M21.2M51.2M32.0M15.2%97.1M28.8M29.3M-4.3%
EPS0.740.801.790.958.7%1.030.760.76-10.4%
Shares19.7M24.1M27.5M28.9M+47.2%28.5M
Debt604.1M575.8M593.0M651.8M2.6%599.4M
Equity275.8M319.9M369.9M371.2M10.4%
Op CF-56.3M-17.3M-28.6M-24.4M45.0M
Inv CF
Fin CF60.2M-4.7M22.6M29.4M
Loading 1Y...
PRICE (1Y)+18.5%
7.097.558.008.458.91Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$8.40
RSI (14)
38.4
52W High
$13.16
From 52W High
0.6%

SCORE BREAKDOWN

Quality
52
ROIC (ROA)
4.1%*70.3
ROE
8.0%39.8
GP/Assets
9.3%72.1
Op. Margin
72.4%85.3
FCF/Assets
3.0%65.6
Piotroski
11.4
Int. Cover
N/A
D/E Ratio
1.63x20.3
Current Ratio
0.91x25.6
Value
64
P/E (TTM)
8.5x76.4
EV/EBITDA
N/A
P/FCF
8.1x66.0
P/B
0.7x85.6
P/S
2.6x66.8
Div Yield
15.7%97.5
Momentum
32
52W High %
64%11.6
RS 6M
-19%14.0
SMA 50/200
0.86x6.8
EPS Rev 4W
+2.1%64.9
EPS Rev 12W
+3.2%76.4
EPS Improve
+1%22.0
Q Growth
60%76.8

FUNDAMENTALS

Market Cap
$249M
P/E (Forward)
8.4x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SCM are excluded.

TickerCompanyMkt CapStockRankSignal
SCMStellus Capital Investment Corporation(you)$249M53Hold
SABASaba Capital Income & Opportunities Fund II$221M53Hold
JCENuveen Core Equity Alpha Fund$279M56Hold
MMTAberdeen Multi-Market Income Fund$243M48Hold
FTFFranklin Limited Duration Income Trust$233M58Hold
VPVInvesco Pennsylvania Value Municipal Income Trust$194M55Hold
TCPCBlackRock TCP Capital Corp.$346M54Hold
GLOClough Global Opportunities Fund$249M45Hold
SPXXNuveen S&P 500 Dynamic Overwrite Fund$346M55Hold
BGTBlackRock Floating Rate Income Trust$331M56Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Stellus Capital Investment Corporation (SCM): Stock Score Summary

Stellus Capital Investment Corporation (SCM) has a MoatMap StockRank of 53/100 based on Quality (52/100), Value (64/100), and Momentum (32/100) factor scores. The current signal is HOLD.

Stellus Capital Investment Corporation is a business development company (BDC) that provides customized debt and equity financing solutions to lower middle-market companies. The company's competitive moat is built on its deep relationships with private equity sponsors and a disciplined underwriting process focused on senior secured, first-lien loans. It operates as an externally managed BDC, aiming to deliver stable dividend income to shareholders through a diversified portfolio of resilient, cash-flowing businesses.

Key Financial Metrics

Price$8.40
Market Cap$249M
P/E (TTM)8.52
P/E (Forward)8.41
Price/Book0.69
Return on Equity8.0%
Debt/Equity1.63x
Gross Margin100.0%
Operating Margin72.4%
Revenue Growth-13.2%
Dividend Yield15.7%
Free Cash Flow$31M

Stellus Capital Investment Corporation operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Stellus Capital Investment Corporation’s (SCM) StockRank?
MoatMap’s StockRank for Stellus Capital Investment Corporation (SCM) is 53/100, with a Hold signal. It is a composite of Quality (52), Value (64), and Momentum (32) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Stellus Capital Investment Corporation have an economic moat?
Stellus Capital Investment Corporation (SCM) has a Quality factor score of 52/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Stellus Capital Investment Corporation a buy, hold, or sell?
MoatMap’s current signal for Stellus Capital Investment Corporation (SCM) is Hold, based on a StockRank of 53/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Stellus Capital Investment Corporation in?
Stellus Capital Investment Corporation (SCM) operates in the Financial Services sector, specifically the Asset Management industry (United States).