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SCM

HOLD

Stellus Capital Investment Corporation · Financial Services · United States · $203M · Avg Vol: $2M/d

46
StockRank
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Q
50
V
67
M
23
P/E (TTM)
9.2x
ROE
6.4%
D/E
1.7x
Dividend %
20.2%

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%100.5M29.0M30.3M-2.7%
EPS0.740.801.790.958.7%0.780.750.74-11.7%
Shares19.7M24.1M27.5M28.9M+47.2%28.9M
Debt604.1M575.8M593.0M651.8M2.6%618.2M
Equity275.8M319.9M369.9M371.2M10.4%
Op CF-56.3M-17.3M-28.6M-24.4M35.3M
Inv CF
Fin CF60.2M-4.7M22.6M29.4M
Loading 1Y...
PRICE (1Y)-21.6%
7.017.518.018.519.01Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$7.06
RSI (14)
27.2
52W High
$13.44
From 52W High
0.5%

SCORE BREAKDOWN

Quality
50
ROIC (ROA)
4.3%*70.3
ROE
6.4%32.2
GP/Assets
9.6%72.8
Op. Margin
71.7%85.1
FCF/Assets
3.0%65.8
Piotroski
11.0
Int. Cover
N/A
D/E Ratio
1.70x18.1
Current Ratio
0.57x19.6
Value
67
P/E (TTM)
9.2x74.2
EV/EBITDA
N/A
P/FCF
6.6x72.8
P/B
0.6x89.9
P/S
2.1x75.9
Div Yield
20.2%98.6
Momentum
23
52W High %
53%7.0
RS 6M
-49%2.6
SMA 50/200
0.84x6.2
EPS Rev 4W
+0.4%83.9
EPS Rev 12W
N/A
EPS Improve
+30%58.8
Q Growth
-67%3.9

FUNDAMENTALS

Market Cap
$203M
P/E (Forward)
7.0x
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)$203M46HOLD
OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc.$191M46HOLD
SPMCSound Point Meridian Capital, Inc.$208M47HOLD
NRONeuberger Berman Income Funds - Neuberger Real Estate Securities Income Fund Inc.$194M49HOLD
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.$197M49HOLD
RWAYRunway Growth Finance Corp.$227M45HOLD
ECFEllsworth Growth and Income Fund Ltd.$171M47HOLD
MMTAberdeen Multi-Market Income Fund$237M47HOLD
IDEVoya Infrastructure, Industrials and Materials Fund$204M51HOLD
PIA.AXPengana International Equities Limited$231M44HOLD

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Stellus Capital Investment Corporation (SCM) — Stock Score Summary

Stellus Capital Investment Corporation (SCM) has a MoatMap StockRank of 46/100 based on Quality (50/100), Value (67/100), and Momentum (23/100) 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$7.06
Market Cap$203M
P/E (TTM)9.15
P/E (Forward)7.03
Price/Book0.57
Return on Equity6.4%
Debt/Equity1.70x
Gross Margin100.0%
Operating Margin71.7%
Revenue Growth-6.6%
Dividend Yield20.2%
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 46/100, with a Hold signal. It is a composite of Quality (50), Value (67), and Momentum (23) factor ranks across MoatMap’s 20,000+ stock universe.
Does Stellus Capital Investment Corporation have an economic moat?
Stellus Capital Investment Corporation (SCM) has a Quality factor score of 50/100. 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 46/100. 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).