Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.030
Buy
RSI(14)
60.401
Neutral
STOCH(KDJ)(9,3,3)
79.904
Buy
ATR(14)
0.204
Low Volatility
CCI(14)
196.963
Buy
Williams %R
9.000
Overbought
TRIX(12,20)
0.035
Sell
StochRSI(14)
100.000
Overbought
Stellus Capital Investment Corp
SCM14.800USD
+0.060+0.41%
Close 09/05, 16:00（ET）Quotes delayed by 15 min
420.56MMarket Cap
10.70P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Currency: USD Updated：2025-09-05Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
6
analysts
Hold
Current Rating
13.600
Target Price
-8.11%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
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 invests in various sectors, such as, services: business, healthcare and pharmaceuticals, consumer goods: durable, consumer goods: non-durable, media: diversified and production others. Its investment adviser is Stellus Capital Management, LLC.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 78.07% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 216.35.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 88.73%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 88.73%.
Fairly Valued
The company’s latest is 10.25, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 4.77M shares, decreasing 18.42% quarter-over-quarter.
Financial Health
Currency: USD Updated：2025-09-05The company's current financial score is 6.30, which is lower than the Collective Investments industry's average of 6.98. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 20.16M, representing a year-over-year decrease of 30.28%, while its net profit experienced a year-over-year decrease of 62.02%.
Score
Financials
6.27
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
3.86
Operational Efficiency
7.11
Growth Potential
7.18
Shareholder Returns
7.09
Company Valuation
Currency: USD Updated：2025-09-05The company’s current valuation score is 4.80, which is higher than the Collective Investments industry's average of 3.56. Its current P/E ratio is 10.18, which is 70.51% below the recent high of 17.35 and -1.16% above the recent low of 10.29.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 12/30
No Data
Earnings Forecast
Currency: USD Updated：2025-09-05The company’s current earnings forecast score is 6.67, which is lower than the Collective Investments industry's average of 6.96. The average price target for Stellus Capital Investment Corp is 13.50, with a high of 15.00 and a low of 12.50.
Score
Support & Resistance
No Data
Analyst Rating
Based on
6
analysts
Hold
Current Rating
13.600
Target Price
-8.11%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
31
Total
5
Median
4
Average
Company name
Ratings
Analysts
Stellus Capital Investment Corp
SCM
6
FS KKR Capital Corp
FSK
11
Sixth Street Specialty Lending Inc
TSLX
11
SLR Investment Corp
SLRC
9
PennantPark Floating Rate Capital Ltd
PFLT
8
Pennantpark Investment Corp
PNNT
8
1
2
3
...
6
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated：2025-09-05The company’s current price momentum score is 9.16, which is higher than the Collective Investments industry's average of 7.76. Sideways: Currently, the stock price is trading between the resistance level at 15.11 and the support level at 14.01, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
14.616
Buy
MA10
14.589
Buy
MA20
14.600
Buy
MA50
14.547
Buy
MA100
13.902
Buy
MA200
14.001
Buy
Institutional Confidence
Currency: USD Updated：2025-09-05Score
Institutional Shareholding
No Data
Risk Assessment
Currency: USD Updated：2025-09-05The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Collective Investments mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.68, which is higher than the Collective Investments industry's average of 5.33. The company's beta value is 0.88. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.92
VaR
+2.16%
240-Day Maximum Drawdown
+24.58%
240-Day Volatility
+24.06%
Return
Best Daily Return
60 days
+1.89%
120 days
+7.10%
5 years
+7.10%
Worst Daily Return
60 days
-3.10%
120 days
-7.33%
5 years
-8.60%
Sharpe Ratio
60 days
+2.56
120 days
+0.88
5 years
+0.88
Risk Assessment
Maximum Drawdown
240 days
+24.58%
3 years
+26.80%
5 years
+26.80%
Return-to-Drawdown Ratio
240 days
+0.33
3 years
+0.20
5 years
+0.25
Skewness
240 days
-1.74
3 years
-0.83
5 years
-0.53
Volatility
Realised Volatility
240 days
+24.06%
5 years
+23.69%
Standardised True Range
240 days
+1.69%
5 years
+1.77%
Downside Risk-Adjusted Return
120 days
+98.33%
240 days
+98.33%
Maximum Daily Upside Volatility
60 days
+8.17%
Maximum Daily Downside Volatility
60 days
+11.07%
Liquidity
Average Turnover Rate
60 days
+0.52%
120 days
+0.59%
5 years
--
Turnover Deviation
20 days
-4.12%
60 days
-7.94%
120 days
+3.68%
Peer Comparison
Currency: USD Updated：2025-09-05Stellus Capital Investment Corp
SCM
6.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Apollo Global Management Inc
APO
7.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Sixth Street Specialty Lending Inc
TSLX
7.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Monroe Capital Corp
MRCC
6.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLR Investment Corp
SLRC
6.72 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Crescent Capital BDC Inc
CCAP
6.68 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
