Stellus Capital Investment (SCM) Assets (2021 - 2026)
Stellus Capital Investment (SCM) recorded Assets of $982.12 million in Q2 2026, down 5.1% from $1.03 billion a year earlier and down 1.9% from the prior quarter.
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Analysis
Stellus Capital Investment (SCM) Assets (2021 - 2026) Analysis & Trends
At the end of FY2025, Stellus Capital Investment reported Assets of $1.04 billion, up 6.2% from FY2024.
- Annual Assets has increased for four straight years, with a four-year compound annual growth rate of 6.1% (FY2021 to FY2025).
- Across earlier years, Assets came in at $980.9 million in FY2024 (+8.0%), $908.09 million in FY2023 (+1.1%), $898.18 million in FY2022 (+9.4%) and $821.26 million in FY2021.
- The Q2 2026 figure is the lowest quarterly Assets since Q4 2024.
- On a year-over-year basis, Assets rose in six of the last eight quarters, with growth averaging 4.7%.
- Peak year-over-year performance for Assets in the last five years was growth of 9.4% in Q4 2022, against a decline of 5.1% in Q2 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at $1 billion (Q1 2026), $1.04 billion (Q4 2025) and $1.03 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Stellus Capital Investment | 212.75 Mn | 170.16 Mn | - | 982.12 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 982.12 Mn |
| Mar 31, 2026 | 1.00 Bn |
| Dec 31, 2025 | 1.04 Bn |
| Sep 30, 2025 | 1.03 Bn |
| Jun 30, 2025 | 1.03 Bn |
| Mar 31, 2025 | 1.01 Bn |
| Dec 31, 2024 | 980.90 Mn |
| Sep 30, 2024 | 957.07 Mn |
| Jun 30, 2024 | 946.51 Mn |
| Mar 31, 2024 | 935.22 Mn |
| Dec 31, 2023 | 908.09 Mn |
| Sep 30, 2023 | 911.95 Mn |
| Jun 30, 2023 | 901.77 Mn |
| Mar 31, 2023 | 900.85 Mn |
| Dec 31, 2022 | 898.18 Mn |
| Sep 30, 2022 | 889.11 Mn |
| Dec 31, 2021 | 821.26 Mn |
API Access
Stellus Capital Investment Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=SCM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "SCM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=SCM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();