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: $13.52 to $13.65
• 50-Day Range: $13.14 to $14.33
• 52-Week Range: $12.48 to $14.68
• Volume: 60,600 shs
• Average Volume: 141,673 shs
• Market Capitalization: $369.34 million
• P/E Ratio: 6.96
• Dividend Yield: 11.72%
• Price Target: $13.63
• Consensus Rating: Hold

Stellus Capital Investment Stock Analysis - MarketRank™

Stellus Capital Investment scored higher than 20% of companies evaluated by MarketBeat, and ranked 872nd out of 935 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, 2 hold ratings, 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 6.94, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 113.18.

Price to Earnings Ratio vs. Sector

The P/E ratio of Stellus Capital Investment is 6.94, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 25.07.

Price to Book Value per Share Ratio

Stellus Capital Investment has a P/B Ratio of 1.03. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.71% of the outstanding shares of Stellus Capital Investment have been sold short.

Short Interest Ratio / Days to Cover

Stellus Capital Investment has a short interest ratio ("days to cover") of 1.3, 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 increased by 20.40%, indicating that investor sentiment is decreasing 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 11.91%, 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 81.63%. 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

0.71% of the outstanding shares of Stellus Capital Investment have been sold short.

Short Interest Ratio / Days to Cover

Stellus Capital Investment has a short interest ratio ("days to cover") of 1.3, 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 increased by 20.40%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.5 / 5
• News Sentiment: N/A

News Sentiment

Stellus Capital Investment has a news sentiment score of 0.50. 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 0.67 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Stellus Capital Investment this week, compared to 2 articles on an average week.

Search Interest

19 people have searched for SCM on MarketBeat in the last 30 days. This is an increase of 6% compared to the previous 30 days.

MarketBeat Follows

4 people have added Stellus Capital Investment to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 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 $12.85 at the start of the year. Since then, SCM stock has increased by 5.9% and is now trading at $13.61.
View the best growth stocks for 2024 here.

How were Stellus Capital Investment's earnings last quarter?

Stellus Capital Investment Co. (NYSE:SCM) posted its quarterly earnings data on Thursday, May, 9th. The investment management company reported $0.44 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.46 by $0.02. The investment management company earned $26 million during the quarter, compared to analyst estimates of $25.98 million. Stellus Capital Investment had a trailing twelve-month return on equity of 13.49% and a net margin of 45.39%.

Who are Stellus Capital Investment's major shareholders?

Top institutional investors of Stellus Capital Investment include Raymond James & Associates (0.88%), Advisors Asset Management Inc. (0.51%), PFG Investments LLC (0.24%) and Sunbelt Securities Inc. (0.11%). Insiders that own company stock include Robert T Ladd and Dean D'angelo.
View institutional ownership trends.

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.
Compare Top Brokerages Here.

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

• Last Earnings: 5/09/2024
• Ex-Dividend for 11/15 Dividend: 10/31/2024
• Dividend Payable: 11/15/2024
• Today: 12/24/2024
• Ex-Dividend for 1/15 Dividend: 12/31/2024
• Fiscal Year End: 12/31/2024
• Dividend Payable: 1/15/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Investors, not elsewhere classified
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:SCM
• CUSIP: 85856810
• 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: $13.63
• High Stock Price Target: $14.00
• Low Stock Price Target: $13.25
• Potential Upside/Downside: +0.9%
• Consensus Rating: Hold
• Rating Score (0-4): 2.00
• Research Coverage: 2 Analysts

Profitability

• EPS (Most Recent Fiscal Year): $1.96
• Trailing P/E Ratio: 6.89
• Forward P/E Ratio: 7.76
• 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: $50.62 million
• Price / Sales: 7.22
• Cash Flow: $1.83 per share
• Price / Cash Flow: 7.39
• Book Value: $13.26 per share
• Price / Book: 1.02

Miscellaneous

• Outstanding Shares: 27,058,000
• Free Float: 25,794,000
• Market Cap: $365.55 million
• Optionable: Optionable
• Beta: 1.12