Stellus Capital Investment (SCM) Stock Price, News & Analysis

Company Overview

Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.

Key Stats

• Today's Range: $13.77 to $14.01
• 50-Day Range: $13.80 to $15.50
• 52-Week Range: $13.00 to $15.56
• Volume: 252,274 shs
• Average Volume: 158,758 shs
• Market Capitalization: $379.78 million
• P/E Ratio: 7.04
• Dividend Yield: 11.59%
• Price Target: $13.25
• Consensus Rating: Hold

Stellus Capital Investment Stock Analysis - MarketRank™

Stellus Capital Investment scored higher than 33% of companies evaluated by MarketBeat, and ranked 800th out of 955 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.0 / 5
• Analyst Rating: Hold

Consensus Rating

Stellus Capital Investment has received a consensus rating of Hold. The company's average rating score is 2.00, and is based on no buy ratings, 1 hold rating, and no sell ratings.

Amount of Analyst Coverage

Stellus Capital Investment has received no research coverage in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: -16.67%

Earnings Growth

Earnings for Stellus Capital Investment are expected to decrease by -16.67% in the coming year, from $1.74 to $1.45 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Stellus Capital Investment is 7.04, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 22.55.

Price to Earnings Ratio vs. Sector

The P/E ratio of Stellus Capital Investment is 7.04, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 22.74.

Price to Book Value per Share Ratio

Stellus Capital Investment has a P/B Ratio of 1.04. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

1.01% of the float of Stellus Capital Investment has been sold short.

Short Interest Ratio / Days to Cover

Stellus Capital Investment has a short interest ratio ("days to cover") of 1.5, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Stellus Capital Investment has recently decreased by 43.63%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Leadership

Stellus Capital Investment is a leading dividend payer. It pays a dividend yield of 11.00%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Stellus Capital Investment does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Stellus Capital Investment is 88.89%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on EPS estimates, Stellus Capital Investment will have a dividend payout ratio of 110.34% in the coming year. This indicates that Stellus Capital Investment may not be able to sustain their current dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

1.01% of the float of Stellus Capital Investment has been sold short.

Short Interest Ratio / Days to Cover

Stellus Capital Investment has a short interest ratio ("days to cover") of 1.5, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Stellus Capital Investment has recently decreased by 43.63%, indicating that investor sentiment is improving significantly.

News and Social Media

• Score: 3.2 / 5
• News Sentiment: 0.74

News Sentiment

Stellus Capital Investment has a news sentiment score of 0.74. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.90 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 5 news articles for Stellus Capital Investment this week, compared to 2 articles on an average week.

Search Interest

15 people have searched for SCM on MarketBeat in the last 30 days. This is an increase of 114% compared to the previous 30 days.

MarketBeat Follows

2 people have added Stellus Capital Investment to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Stellus Capital Investment insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 4.67% of the stock of Stellus Capital Investment is held by insiders.

Percentage Held by Institutions

Only 13.22% of the stock of Stellus Capital Investment is held by institutions.

SCM Stock Analysis - Frequently Asked Questions

How have SCM shares performed this year?

Stellus Capital Investment's stock was trading at $13.76 on January 1st, 2025. Since then, SCM shares have increased by 0.3% and is now trading at $13.80.
View the best growth stocks for 2025 here.

How were Stellus Capital Investment's earnings last quarter?

Stellus Capital Investment Co. (NYSE:SCM) issued its quarterly earnings data on Tuesday, March, 4th. The investment management company reported $0.37 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.41 by $0.04. The investment management company earned $25.62 million during the quarter, compared to analyst estimates of $26.60 million. Stellus Capital Investment had a net margin of 45.39% and a trailing twelve-month return on equity of 13.49%.

How do I buy shares of Stellus Capital Investment?

Shares of SCM stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Stellus Capital Investment own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Stellus Capital Investment investors own include Enterprise Products Partners (EPD), Energy Transfer (ET), Rithm Capital (RITM), NVIDIA (NVDA), AGNC Investment (AGNC), Ares Capital (ARCC) and Meta Platforms (META).

Company Calendar

• Ex-Dividend for 2/14 Dividend: 1/31/2025
• Record date for 2/14 Dividend: 2/03/2025
• Dividend Payable: 2/14/2025
• Last Earnings: 3/04/2025
• Record date for 4/15 Dividend: 3/31/2025
• Ex-Dividend for 4/15 Dividend: 3/31/2025
• Today: 4/02/2025
• Dividend Payable: 4/15/2025
• Next Earnings (Estimated): 5/08/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investors, not elsewhere classified
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:SCM
• CIK: 1551901
• Web: www.stelluscapital.com
• Phone: (713) 292-5400
• Fax: N/A
• Employees: 599
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $13.25
• High Stock Price Target: $13.25
• Low Stock Price Target: $13.25
• Potential Upside/Downside: -4.0%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 1 Analysts

Profitability

• EPS (Most Recent Fiscal Year): $1.80
• Trailing P/E Ratio: 7.04
• Forward P/E Ratio: 7.93
• P/E Growth: N/A
• Net Income: $17.53 million
• Net Margins: 45.39%
• Pretax Margin: 42.41%
• Return on Equity: 13.49%
• Return on Assets: 4.88%

Debt

• Debt-to-Equity Ratio: 1.15
• Current Ratio: 0.29
• Quick Ratio: 0.29

Sales & Book Value

• Annual Sales: $51.21 million
• Price / Sales: 7.42
• Cash Flow: $1.68 per share
• Price / Cash Flow: 8.20
• Book Value: $13.26 per share
• Price / Book: 1.04

Miscellaneous

• Outstanding Shares: 27,520,000
• Free Float: 25,794,000
• Market Cap: $379.78 million
• Optionable: Optionable
• Beta: 1.07