Stellus Capital Investment Corp

SCM

12.240USD

+0.020+0.16%

Close 10/28, 16:00（ET）Quotes delayed by 15 min

Stellus Capital Investment Corp's Score

Industry at a Glance

Industry Ranking

10 / 28

Overall Ranking

174 / 4370

Industry

Collective Investments

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 6 analysts

Hold

Current Rating

13.600

Target Price

+11.29%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Stellus Capital Investment Corp 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 108.65M.

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%.

Undervalued

The company’s latest PB is 0.93, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 3.39M shares, decreasing 31.10% quarter-over-quarter.

The company's current financial score is 8.32, which is higher than the Collective Investments industry's average of 7.03. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 26.28M, representing a year-over-year increase of 12.42%, while its net profit experienced a year-over-year increase of 18.74%.

Score

Industry at a Glance

Previous score

8.32

Change

0



Financials

6.07

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

9.45

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

8.68

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.42

Key Metrics

Free cash flow

No Data

The company’s current valuation score is 8.07, which is higher than the Collective Investments industry's average of 7.72. Its current P/E ratio is 8.48, which is 232.40% below the recent high of 28.18 and 22.31% above the recent low of 6.59.

Score

Industry at a Glance

Previous score

8.07

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 10/28

No Data

The company’s current earnings forecast score is 6.67, which is lower than the Collective Investments industry's average of 6.78. 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

Industry at a Glance

Previous score

6.67

Change

0

Support & Resistance

No Data

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.

The company’s current price momentum score is 6.68, which is lower than the Collective Investments industry's average of 7.90. Sideways: Currently, the stock price is trading between the resistance level at 13.06 and the support level at 11.61, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.92

Change

-0.24

Support & Resistance

No Data

Institutional Confidence

Currency: USD Updated: 2025-10-28

Score

Industry at a Glance

Previous score

3.00

Change

0

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Ladd (Robert T)

632.82K

+0.01%

Two Sigma Investments, LP

585.53K

-13.22%

Corient Private Wealth LLC

253.76K

+19.44%

Raymond James & Associates, Inc.

226.01K

-5.69%

D'Angelo (Dean)

222.25K

--

Muzinich & Co., Inc.

144.00K

+65.29%

Ethos Financial Group, LLC

197.09K

+2.41%

BlackRock Advisors (UK) Limited

157.02K

-1.49%

Condor Capital Wealth Management

197.55K

+3.22%

Legal & General Investment Management Ltd.

184.01K

+3.03%

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1

2

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The company’s current risk assessment score is 8.10, which is higher than the Collective Investments industry's average of 7.40. The company's beta value is 0.89. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.

Stellus Capital Investment Corp

SCM

7.07 /10

Score

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Earnings Forecast

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