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SCM Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
9.100
Open
9.040
VWAP
9.01
Vol
194.10K
Mkt Cap
259.66M
Low
8.950
Amount
1.75M
EV/EBITDA(TTM)
14.46
Total Shares
28.95M
EV
880.84M
EV/OCF(TTM)
26.17
P/S(TTM)
2.94
Stellus Capital Investment Corporation is an externally managed, closed-end, non-diversified management investment company that operates as a business development company. Its investment objective is to maximize the total return to its stockholders in the form of current income and capital appreciation through debt and related equity investments in middle-market companies. It seeks to achieve its investment objective by originating and investing primarily in private United States middle-market companies (typically those with $5.0 million to $50.0 million of earnings before interest, taxes, depreciation and amortization (EBITDA)) through first lien, second lien, unitranche and unsecured debt financing, with corresponding equity co-investments. It focuses on a variety of industry sectors, including business services, general industrial, government services, healthcare, software, specialty finance and others. Its investment adviser is Stellus Capital Management, LLC.
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Events Timeline

(ET)
2026-05-11
17:00:00
CEO Reports Q1 Net Investment Income of 26 Cents per Share
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2026-03-11 (ET)
2026-03-11
17:00:00
CEO Reports Quarterly Net Income of 48 Cents per Share
select
2025-11-10 (ET)
2025-11-10
16:15:00
Stellus Capital announces Q3 core NII of 34 cents, surpassing consensus estimate of 32 cents.
select
2025-05-12 (ET)
2025-05-12
16:19:14
Stellus Capital reports Q1 core NII 37c, consensus 37c
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2024-11-07 (ET)
2024-11-07
17:11:12
Stellus Capital reports Q3 core NII $10.62 vs 39c last year
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News

PRnewswire
8.5
05-19PRnewswire
Stellus Capital Successfully Raises $1.5 Billion in Fundraising
  • Fundraising Achievement: Stellus Capital Management successfully closed Stellus Credit Fund IV with approximately $1.5 billion in investable capital, demonstrating its strong appeal in the lower middle market direct lending sector.
  • Portfolio Expansion: SCF IV has already invested in 44 portfolio companies, continuing to focus on private credit opportunities across diverse industries in the U.S. and Canada, indicating the firm's adaptability and investment capability.
  • Global Investor Support: The fund received commitments from new and existing institutional and high-net-worth investors globally, including leading public and private pension plans and insurance companies, reflecting strong market confidence in its investment strategy.
  • Acquisition Outlook: Stellus recently announced a definitive agreement to be acquired by Ridgepost Capital, expected to close in mid-2026, with the management team retaining control of daily operations to ensure continuity in investment decisions.
Newsfilter
8.5
05-19Newsfilter
Stellus Capital Successfully Raises Approximately $1.5 Billion
  • Fundraising Achievement: Stellus Capital Management announced the successful raising of approximately $1.5 billion for its Stellus Credit Fund IV, demonstrating strong appeal in the lower middle market direct lending sector, which is expected to further enhance its market position.
  • Portfolio Expansion: SCF IV has already invested in 44 portfolio companies, continuing its focus on private credit opportunities across diverse industries in the U.S. and Canada, indicating the firm's investment capability and market adaptability.
  • Institutional Investor Support: The fund received commitments from new and existing institutional and high-net-worth investors globally, including public and private pension plans and insurance companies, reflecting market confidence and recognition of its investment strategy.
  • Acquisition Outlook: Stellus recently announced its acquisition by Ridgepost Capital, expected to close in mid-2026, allowing Stellus to maintain control under its current management team for daily operations and investment decisions, ensuring continuity in its investment strategy.
seekingalpha
9.5
05-12seekingalpha
Stellus Capital Investment Corporation Q1 2026 Earnings Call Insights
  • Financial Performance Overview: Stellus Capital reported a GAAP net investment income of $0.26 per share and core net investment income of $0.27 per share for Q1 2026, despite a $0.28 decrease in net asset value, indicating pressure on the investment portfolio that could impact future earnings potential.
  • Portfolio Quality: As of the end of the quarter, Stellus's investment portfolio had a fair value of $990 million across 116 portfolio companies, with 6 loans on nonaccrual status, comprising 9.2% of total cost, suggesting a decline in asset quality that may affect future dividend policies.
  • Buyback Program and Price Discount: The company announced a stock repurchase program of up to $20 million, reflecting a current share price approximately 25% below net asset value, aimed at enhancing shareholder value and addressing market volatility.
  • Future Outlook and Risks: Management expects future dividends to approximate net investment income plus realized gains, potentially lower than the current $0.34 level, indicating concerns over dividend sustainability while emphasizing the need to resolve nonaccrual loans to improve financial health.
PRnewswire
9.5
05-11PRnewswire
Stellus Capital Investment Corporation Reports Q1 2026 Financial Results
  • Solid Investment Income: For the quarter ended March 31, 2026, Stellus reported net investment income of $7.5 million, or $0.26 per share, reflecting a 23% decline from the previous year, yet demonstrating resilience amid market volatility and the effectiveness of its investment strategy.
  • Portfolio Scale: The company funded $28 million in investments while receiving $42 million in repayments, resulting in a total portfolio value of $990 million, showcasing its flexibility in capital allocation and ability to seize market opportunities.
  • Consistent Distributions: Since its inception, investors have received a total of $339 million in distributions, equivalent to $18.49 per share, reflecting the company's ongoing commitment to shareholder returns and enhancing investor confidence.
  • Net Asset Value Changes: As of March 31, 2026, the company's net asset value per share stood at $12.54, down from $12.82 on December 31, 2025, primarily due to unrealized depreciation in investments, which may influence future investor decisions.
PRnewswire
9.5
05-07PRnewswire
Stellus Capital Investment Corporation to Release Q1 Financial Results
  • Earnings Release Schedule: Stellus Capital Investment Corporation will release its Q1 financial results for 2026 on May 11, 2026, after market close, providing investors with updated financial performance data to assess the company's operational status.
  • Conference Call Details: A conference call will be held on May 12, 2026, at 10:00 AM Central Time, led by CEO Robert T. Ladd and CFO W. Todd Huskinson, aimed at discussing the financial results in depth and addressing investor inquiries.
  • Replay Information: A replay of the conference call will be available approximately two hours after its conclusion by dialing 877-481-4010 and entering passcode 54017, accessible until May 20, 2026, ensuring that investors who missed the live event can still obtain key information.
  • Investment Objective Overview: Stellus Capital Investment Corporation focuses on investing in middle-market companies through various debt financing methods, aiming to maximize total returns for shareholders, reflecting its strategic positioning and investment management capabilities in the private market.
Newsfilter
9.5
05-07Newsfilter
Stellus Capital Investment Corporation to Release Q1 Financial Results
  • Earnings Release Schedule: Stellus Capital Investment Corporation will release its financial results for the first quarter ended March 31, 2026, after the market closes on May 11, 2026, providing investors with updated financial performance data.
  • Conference Call Details: The company will host a conference call on May 12, 2026, at 10:00 AM Central Time, led by CEO Robert T. Ladd and CFO W. Todd Huskinson, aimed at discussing the financial results and future outlook in depth.
  • Replay Information: Approximately two hours after the call concludes, investors can listen to a replay by dialing 877-481-4010 and entering passcode 54017, with the replay available until May 20, 2026, ensuring that those unable to participate live can access the information.
  • Investment Objective Overview: As an externally managed, non-diversified investment management company, Stellus Capital focuses on investing in middle-market companies through various debt financing methods, aiming to maximize total returns for shareholders in the form of current income and capital appreciation, reflecting its strategic positioning in the market.
Wall Street analysts forecast SCM stock price to rise
1 Analyst Rating
Wall Street analysts forecast SCM stock price to rise
0 Buy
1 Hold
0 Sell
Hold
Current: 0.000
sliders
Low
13.00
Averages
13.00
High
13.00
Current: 0.000
sliders
Low
13.00
Averages
13.00
High
13.00
Ladenburg
Buy
to
Buy
downgrade
$12 -> $11
AI Analysis
2026-05-13
Reason
Ladenburg
Price Target
$12 -> $11
AI Analysis
2026-05-13
downgrade
Buy
to
Buy
Reason
Ladenburg lowered the firm's price target on Stellus Capital to $11 from $12 and keeps a Buy rating on the shares following the Q1 report.
Keefe Bruyette
Market Perform
downgrade
$13 -> $9
2026-03-16
Reason
Keefe Bruyette
Price Target
$13 -> $9
2026-03-16
downgrade
Market Perform
Reason
Keefe Bruyette lowered the firm's price target on Stellus Capital to $9 from $13 and keeps a Market Perform rating on the shares. The firm cites the credit deterioration as well as the lower ROE and lower expected portfolio spreads for the price target reduction.
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Valuation Metrics

The current forward P/E ratio for Stellus Capital Investment Corp (SCM.N) is 8.95, compared to its 5-year average forward P/E of 8.75. For a more detailed relative valuation and DCF analysis to assess Stellus Capital Investment Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
8.75
Current PE
8.95
Overvalued PE
10.29
Undervalued PE
7.20

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
3.82
Current EV/EBITDA
57.34
Overvalued EV/EBITDA
17.02
Undervalued EV/EBITDA
-9.39

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.24
Current PS
2.77
Overvalued PS
3.70
Undervalued PS
2.79

Financials

AI Analysis
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Frequently Asked Questions

What is Stellus Capital Investment Corp (SCM) stock price today?

The current price of SCM is 8.97 USD — it has decreased -2.39

What is Stellus Capital Investment Corp (SCM)'s business?

Stellus Capital Investment Corporation is an externally managed, closed-end, non-diversified management investment company that operates as a business development company. Its investment objective is to maximize the total return to its stockholders in the form of current income and capital appreciation through debt and related equity investments in middle-market companies. It seeks to achieve its investment objective by originating and investing primarily in private United States middle-market companies (typically those with $5.0 million to $50.0 million of earnings before interest, taxes, depreciation and amortization (EBITDA)) through first lien, second lien, unitranche and unsecured debt financing, with corresponding equity co-investments. It focuses on a variety of industry sectors, including business services, general industrial, government services, healthcare, software, specialty finance and others. Its investment adviser is Stellus Capital Management, LLC.

What is the price predicton of SCM Stock?

Wall Street analysts forecast SCM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SCM is13.00 USD with a low forecast of 13.00 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Stellus Capital Investment Corp (SCM)'s revenue for the last quarter?

Stellus Capital Investment Corp revenue for the last quarter amounts to 17.45M USD, decreased -13.42

What is Stellus Capital Investment Corp (SCM)'s earnings per share (EPS) for the last quarter?

Stellus Capital Investment Corp. EPS for the last quarter amounts to 0.06 USD, decreased -66.67

How many employees does Stellus Capital Investment Corp (SCM). have?

Stellus Capital Investment Corp (SCM) has 0 emplpoyees as of May 31 2026.

What is Stellus Capital Investment Corp (SCM) market cap?

Today SCM has the market capitalization of 259.66M USD.