Stellus Capital Investment (SCM) Competitors $12.77 +0.28 (+2.27%) Closing price 04/17/2025 03:59 PM EasternExtended Trading$12.83 +0.06 (+0.44%) As of 04/17/2025 06:04 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 better investment? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, community ranking, profitability, risk, analyst recommendations, dividends and media sentiment. Which has preferable earnings and valuation, 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$48.88M24.14$57.90M$0.6721.42Stellus Capital Investment$51.21M6.86$17.53M$1.807.10 Does the MarketBeat Community prefer OCSL or SCM? Oaktree Specialty Lending received 180 more outperform votes than Stellus Capital Investment when rated by MarketBeat users. Likewise, 59.31% of users gave Oaktree Specialty Lending an outperform vote while only 58.69% of users gave Stellus Capital Investment an outperform vote. CompanyUnderperformOutperformOaktree Specialty LendingOutperform Votes48459.31% Underperform Votes33240.69% Stellus Capital InvestmentOutperform Votes30458.69% Underperform Votes21441.31% 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% Do analysts recommend OCSL or SCM? Oaktree Specialty Lending currently has a consensus price target of $16.42, indicating a potential upside of 14.40%. Stellus Capital Investment has a consensus price target of $13.13, indicating a potential upside of 2.75%. Given Oaktree Specialty Lending's higher probable upside, research 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) 2 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 2.00 Which has more volatility & risk, OCSL or SCM? Oaktree Specialty Lending has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500. Comparatively, Stellus Capital Investment has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500. Does the media refer more to OCSL or SCM? In the previous week, Oaktree Specialty Lending had 7 more articles in the media than Stellus Capital Investment. MarketBeat recorded 9 mentions for Oaktree Specialty Lending and 2 mentions for Stellus Capital Investment. Oaktree Specialty Lending's average media sentiment score of 0.93 beat Stellus Capital Investment's score of 0.52 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 5 Very Positive mention(s) 0 Positive mention(s) 2 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Stellus Capital Investment 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do institutionals and insiders 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 company insiders. Comparatively, 4.7% of Stellus Capital Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth. 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 11.1%. Stellus Capital Investment pays an annual dividend of $1.60 per share and has a dividend yield of 12.5%. 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. SummaryOaktree Specialty Lending beats Stellus Capital Investment on 10 of the 18 factors compared between the two stocks. 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$351.54M$1.01B$10.84B$18.41BDividend Yield12.57%12.68%5.97%4.20%P/E Ratio6.5212.5821.5231.07Price / Sales6.8610.5425.4326.55Price / Cash8.2014.7017.6117.53Price / Book0.960.872.564.30Net Income$17.53M$96.63M$1.03B$1.02B7 Day Performance4.75%2.61%1.88%1.42%1 Month Performance-10.26%-9.04%-3.66%-7.33%1 Year Performance-6.93%-12.80%535.52%2.27% Stellus Capital Investment Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SCMStellus Capital Investment1.731 of 5 stars$12.77+2.3%$13.13+2.7%-5.3%$351.54M$51.21M6.52599Short Interest ↓OCSLOaktree Specialty Lending2.1801 of 5 stars$13.25-4.6%$16.75+26.4%-26.1%$1.09B$48.88M19.78N/AShort Interest ↓High Trading VolumeVRTSVirtus Investment Partners2.8975 of 5 stars$150.09-5.3%$225.75+50.4%-31.8%$1.04B$902.82M8.88770Upcoming EarningsAnalyst ForecastPositive NewsGap DownCSWCCapital Southwest1.6806 of 5 stars$18.70-5.5%$24.50+31.0%-20.6%$945.88M$98.09M13.2620Analyst ForecastShort Interest ↑High Trading VolumeSLRCSLR Investment1.3946 of 5 stars$14.73-3.2%$15.85+7.6%+4.0%$803.67M$104.99M8.32N/APositive NewsHigh Trading VolumeFDUSFidus Investment2.0351 of 5 stars$17.74-5.6%N/A-5.7%$601.65M$91.39M6.34N/AShort Interest ↓Positive NewsHigh Trading VolumeTCPCBlackRock TCP Capital1.9751 of 5 stars$6.58-7.1%$8.67+31.7%-33.0%$559.81M$-45,395,366.00-13.1619,800High Trading VolumeGLADGladstone Capital1.5136 of 5 stars$23.06-6.3%$23.00-0.3%+20.9%$514.93M$105.41M5.6470High Trading VolumeGAINGladstone Investment0.8101 of 5 stars$11.90-4.1%$13.75+15.5%-0.4%$438.36M$66.70M6.2070High Trading VolumePNNTPennantPark Investment0.7458 of 5 stars$6.04-6.3%$6.00-0.6%-7.9%$394.06M$64.78M23.21N/AEx-DividendHigh Trading VolumeDHILDiamond Hill Investment Group3.1958 of 5 stars$130.65-2.4%N/A-12.7%$364.12M$151.10M7.40130Positive News 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 4/18/2025 by MarketBeat.com Staff From Our PartnersDOGE officially begins retirement transformationElon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...Altimetry | SponsoredClaim Your FREE Protection GuideIn the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...American Alternative | SponsoredTrump Makes Major Crypto AnnouncementTrump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...Crypto 101 Media | Sponsored100-year-old investment secret predicts what?!A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...Weiss Ratings | SponsoredThe first casualty of the 2025 trade warThe headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. 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