Stellus Capital Investment (SCM) Competitors $14.26 -0.24 (-1.66%) Closing price 03/28/2025 03:59 PM EasternExtended Trading$14.62 +0.36 (+2.49%) As of 03/28/2025 08:00 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock SCM vs. OCSL, VRTS, CSWC, SLRC, FDUS, TCPC, GLAD, GAIN, PNNT, and DHILShould you be buying Stellus Capital Investment stock or one of its competitors? The main competitors of Stellus Capital Investment include Oaktree Specialty Lending (OCSL), Virtus Investment Partners (VRTS), Capital Southwest (CSWC), SLR Investment (SLRC), Fidus Investment (FDUS), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), Gladstone Investment (GAIN), PennantPark Investment (PNNT), and Diamond Hill Investment Group (DHIL). These companies are all part of the "asset management & custody banks" industry. Stellus Capital Investment vs. Oaktree Specialty Lending Virtus Investment Partners Capital Southwest SLR Investment Fidus Investment BlackRock TCP Capital Gladstone Capital Gladstone Investment PennantPark Investment Diamond Hill Investment Group Oaktree Specialty Lending (NASDAQ:OCSL) and Stellus Capital Investment (NYSE:SCM) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, earnings, profitability, analyst recommendations, risk, media sentiment, institutional ownership, community ranking and valuation. Do analysts rate OCSL or SCM? Oaktree Specialty Lending presently has a consensus price target of $16.75, indicating a potential upside of 8.06%. Stellus Capital Investment has a consensus price target of $13.25, indicating a potential downside of 7.08%. Given Oaktree Specialty Lending's higher probable upside, analysts clearly believe Oaktree Specialty Lending is more favorable than Stellus Capital Investment.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Oaktree Specialty Lending 1 Sell rating(s) 6 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.86Stellus Capital Investment 0 Sell rating(s) 1 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 2.00 Which has higher valuation & earnings, OCSL or SCM? Oaktree Specialty Lending has higher earnings, but lower revenue than Stellus Capital Investment. Stellus Capital Investment is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioOaktree Specialty Lending$48.88M26.08$57.90M$0.6723.13Stellus Capital Investment$51.21M7.66$17.53M$1.807.92 Is OCSL or SCM more profitable? Stellus Capital Investment has a net margin of 45.39% compared to Oaktree Specialty Lending's net margin of 14.75%. Stellus Capital Investment's return on equity of 13.49% beat Oaktree Specialty Lending's return on equity.Company Net Margins Return on Equity Return on Assets Oaktree Specialty Lending14.75% 12.07% 5.57% Stellus Capital Investment 45.39%13.49%4.88% Does the MarketBeat Community favor OCSL or SCM? Oaktree Specialty Lending received 180 more outperform votes than Stellus Capital Investment when rated by MarketBeat users. Likewise, 59.39% of users gave Oaktree Specialty Lending an outperform vote while only 58.80% of users gave Stellus Capital Investment an outperform vote. CompanyUnderperformOutperformOaktree Specialty LendingOutperform Votes48459.39% Underperform Votes33140.61% Stellus Capital InvestmentOutperform Votes30458.80% Underperform Votes21341.20% Which has more volatility and risk, OCSL or SCM? Oaktree Specialty Lending has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500. Comparatively, Stellus Capital Investment has a beta of 1.07, meaning that its share price is 7% more volatile than the S&P 500. Do insiders & institutionals believe in OCSL or SCM? 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 13.2% of Stellus Capital Investment shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by insiders. Comparatively, 4.7% of Stellus Capital Investment shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term. Does the media refer more to OCSL or SCM? In the previous week, Stellus Capital Investment had 2 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 10 mentions for Stellus Capital Investment and 8 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.53 beat Stellus Capital Investment's score of 0.50 indicating that Oaktree Specialty Lending is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Oaktree Specialty Lending 6 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive Stellus Capital Investment 3 Very Positive mention(s) 1 Positive mention(s) 4 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Neutral Is OCSL or SCM a better dividend stock? Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 10.3%. Stellus Capital Investment pays an annual dividend of $1.60 per share and has a dividend yield of 11.2%. Oaktree Specialty Lending pays out 238.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Stellus Capital Investment pays out 88.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Stellus Capital Investment is clearly the better dividend stock, given its higher yield and lower payout ratio. SummaryStellus Capital Investment beats Oaktree Specialty Lending on 10 of the 19 factors compared between the two stocks. Remove Ads Get Stellus Capital Investment News Delivered to You Automatically Sign up to receive the latest news and ratings for SCM and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart SCM vs. The Competition Export to ExcelMetricStellus Capital InvestmentInvestors IndustryFinance SectorNYSE ExchangeMarket Cap$392.44M$1.14B$11.28B$19.37BDividend Yield11.15%10.91%5.57%3.75%P/E Ratio7.2813.6722.6533.02Price / Sales7.6611.6225.7326.58Price / Cash8.2014.7017.6117.54Price / Book1.080.952.734.53Net Income$17.53M$100.49M$1.04B$1.02B7 Day Performance0.09%-0.35%0.21%-1.27%1 Month Performance-6.85%-5.71%495.52%-4.01%1 Year Performance9.10%-5.29%533.07%3.45% Stellus Capital Investment Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SCMStellus Capital Investment1.472 of 5 stars$14.26-1.7%$13.25-7.1%+9.1%$399.04M$51.21M7.28599Analyst DowngradeShort Interest ↓News CoverageOCSLOaktree Specialty Lending1.075 of 5 stars$15.45+1.1%$16.75+8.4%-21.2%$1.27B$48.88M23.06N/AShort Interest ↑News CoveragePositive NewsVRTSVirtus Investment Partners3.9127 of 5 stars$176.48+1.8%$225.75+27.9%-29.8%$1.23B$902.82M10.44770Positive NewsCSWCCapital Southwest1.5782 of 5 stars$21.82+0.6%$25.25+15.7%-10.4%$1.10B$98.09M15.4820News CoveragePositive NewsSLRCSLR Investment1.3433 of 5 stars$16.85+0.8%$15.85-5.9%+11.7%$919.34M$104.99M9.52N/AShort Interest ↑Positive NewsFDUSFidus Investment3.2359 of 5 stars$21.16-0.3%N/A+4.2%$717.64M$91.39M7.56N/AShort Interest ↓Positive NewsHigh Trading VolumeTCPCBlackRock TCP Capital1.2644 of 5 stars$7.74-0.6%$8.67+12.0%-23.4%$658.50M$-45,395,366.00-15.4819,800Analyst UpgradeShort Interest ↑Positive NewsGLADGladstone Capital1.9547 of 5 stars$27.21+1.0%$23.00-15.5%+28.6%$607.60M$105.41M6.6570Positive NewsGAINGladstone Investment0.7121 of 5 stars$13.48+2.2%$13.75+2.0%-4.4%$496.56M$66.70M7.0270News CoveragePositive NewsPNNTPennantPark Investment0.8617 of 5 stars$7.02+0.5%$6.00-14.5%+2.8%$458.05M$64.78M26.98N/APositive NewsDHILDiamond Hill Investment Group3.7945 of 5 stars$146.28+0.3%N/A-6.4%$407.68M$151.10M8.28130Positive News Remove Ads Related Companies and Tools Related Companies Oaktree Specialty Lending Competitors Virtus Investment Partners Competitors Capital Southwest Competitors SLR Investment Competitors Fidus Investment Competitors BlackRock TCP Capital Competitors Gladstone Capital Competitors Gladstone Investment Competitors PennantPark Investment Competitors Diamond Hill Investment Group Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SCM) was last updated on 3/29/2025 by MarketBeat.com Staff From Our PartnersA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredYour Wealth is Under AttackPlease don't wait—this is your moment to take action. 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