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Stellus Capital Investment (SCM) Competitors

Stellus Capital Investment logo
$13.86 +0.07 (+0.51%)
(As of 11/20/2024 ET)

SCM vs. OCSL, CSWC, SLRC, TCPC, FDUS, GLAD, GAIN, DHIL, PNNT, and HRZN

Should you be buying Stellus Capital Investment stock or one of its competitors? The main competitors of Stellus Capital Investment include Oaktree Specialty Lending (OCSL), Capital Southwest (CSWC), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Fidus Investment (FDUS), Gladstone Capital (GLAD), Gladstone Investment (GAIN), Diamond Hill Investment Group (DHIL), PennantPark Investment (PNNT), and Horizon Technology Finance (HRZN). These companies are all part of the "asset management & custody banks" industry.

Stellus Capital Investment vs.

Oaktree Specialty Lending (NASDAQ:OCSL) and Stellus Capital Investment (NYSE:SCM) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, risk, profitability, analyst recommendations, valuation, earnings, dividends and community ranking.

In the previous week, Oaktree Specialty Lending had 4 more articles in the media than Stellus Capital Investment. MarketBeat recorded 12 mentions for Oaktree Specialty Lending and 8 mentions for Stellus Capital Investment. Stellus Capital Investment's average media sentiment score of 0.18 beat Oaktree Specialty Lending's score of -0.58 indicating that Stellus Capital Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative
Stellus Capital Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Oaktree Specialty Lending presently has a consensus price target of $16.75, suggesting a potential upside of 6.82%. Stellus Capital Investment has a consensus price target of $13.63, suggesting a potential downside of 1.70%. Given Oaktree Specialty Lending's higher probable upside, equities 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
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Stellus Capital Investment
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Oaktree Specialty Lending pays an annual dividend of $2.20 per share and has a dividend yield of 14.0%. Stellus Capital Investment pays an annual dividend of $1.60 per share and has a dividend yield of 11.5%. Oaktree Specialty Lending pays out 252.9% 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 pays out 81.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Oaktree Specialty Lending has higher revenue and earnings 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 Ratio
Oaktree Specialty Lending$379.29M3.40$117.33M$0.8718.02
Stellus Capital Investment$105.85M3.54$17.53M$1.967.07

Stellus Capital Investment has a net margin of 45.39% compared to Oaktree Specialty Lending's net margin of 17.21%. 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 Lending17.21% 12.03% 5.55%
Stellus Capital Investment 45.39%13.49%4.88%

Oaktree Specialty Lending has a beta of 1.09, meaning that its stock price is 9% more volatile than the S&P 500. Comparatively, Stellus Capital Investment has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500.

Oaktree Specialty Lending received 180 more outperform votes than Stellus Capital Investment when rated by MarketBeat users. Likewise, 59.83% of users gave Oaktree Specialty Lending an outperform vote while only 59.14% of users gave Stellus Capital Investment an outperform vote.

CompanyUnderperformOutperform
Oaktree Specialty LendingOutperform Votes
484
59.83%
Underperform Votes
325
40.17%
Stellus Capital InvestmentOutperform Votes
304
59.14%
Underperform Votes
210
40.86%

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, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Oaktree Specialty Lending beats Stellus Capital Investment on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

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.
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SCM vs. The Competition

MetricStellus Capital InvestmentInvestors IndustryFinance SectorNYSE Exchange
Market Cap$375.05M$1.12B$10.56B$19.87B
Dividend Yield11.44%11.20%10.16%3.53%
P/E Ratio7.0710.1649.3042.89
Price / Sales3.549.783,460.6518.10
Price / Cash7.4414.3730.5017.86
Price / Book1.050.862.765.52
Net Income$17.53M$108.10M$995.76M$986.45M
7 Day Performance0.73%-0.97%-0.34%-0.22%
1 Month Performance-3.01%-3.97%1.82%0.12%
1 Year Performance8.20%-3.66%23.83%23.71%

Stellus Capital Investment Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCM
Stellus Capital Investment
0.8981 of 5 stars
$13.86
+0.5%
$13.63
-1.7%
+8.2%$373.13M$105.85M7.07599
OCSL
Oaktree Specialty Lending
3.2766 of 5 stars
$15.68
+0.4%
$16.75
+6.8%
-21.1%$1.28B$381.67M21.78N/ADividend Announcement
Analyst Downgrade
CSWC
Capital Southwest
2.4288 of 5 stars
$22.99
flat
$25.67
+11.6%
+2.2%$1.10B$103.24M14.0227
SLRC
SLR Investment
0.9201 of 5 stars
$16.43
+0.2%
$15.25
-7.2%
+10.3%$894.15M$229.31M9.28N/A
TCPC
BlackRock TCP Capital
1.5663 of 5 stars
$8.96
-0.7%
$9.00
+0.4%
-24.1%$772.03M$209.33M0.0019,800Analyst Upgrade
FDUS
Fidus Investment
1.3991 of 5 stars
$20.70
-0.5%
$22.00
+6.3%
+5.7%$705.42M$130.11M7.39N/A
GLAD
Gladstone Capital
1.456 of 5 stars
$26.17
-1.7%
$23.00
-12.1%
+30.5%$598.22M$96.62M6.8970
GAIN
Gladstone Investment
0.5871 of 5 stars
$13.48
-1.0%
$13.75
+2.0%
-8.6%$502.64M$87.31M12.7270
DHIL
Diamond Hill Investment Group
3.8539 of 5 stars
$169.66
+0.3%
N/A+4.9%$461.48M$136.72M9.58129Positive News
PNNT
PennantPark Investment
0.8288 of 5 stars
$6.97
-1.0%
$6.00
-13.9%
+6.3%$459.03M$145.37M7.48N/AUpcoming Earnings
HRZN
Horizon Technology Finance
0.521 of 5 stars
$9.24
-0.3%
$9.63
+4.2%
-23.8%$352.84M$113.47M0.00N/A

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This page (NYSE:SCM) was last updated on 11/21/2024 by MarketBeat.com Staff
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