Stellus Capital Investment (SCM) Assets Average (2022 - 2026)
Stellus Capital Investment (SCM) reported Assets Average of $1.0 billion for Q1 2026, up 2.5% year-over-year from $996.3 million in Q1 2025, and down 1.32% on a QoQ basis from $1.0 billion in Q4 2025.
Stellus Capital Investment (SCM) has 5 years of Assets Average data on file, last reported at $1.0 billion in Q1 2026.
- Quarterly Assets Average rose 2.5% year-over-year to $1.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.0 billion (up 2.5% YoY) and the FY2025 annual result came in at $1.0 billion, up 7.05% from the prior year.
- Assets Average fell to $1.0 billion in Q1 2026 per SCM's latest filing, from $1.0 billion in the prior quarter.
- Across five years, Assets Average topped out at $1.0 billion in Q4 2025 and bottomed at $893.6 million in Q4 2022.
- The 5-year median for Assets Average is $946.3 million (2024), against an average of $957.3 million.
- The widest annual swing landed in 2023, when Assets Average grew 1.83%; it then increased 8.76% in 2025.
- Tracing SCM's Assets Average over 5 years: stood at $893.6 million in 2022, then climbed by 1.83% to $910.0 million in 2023, then gained by 6.48% to $969.0 million in 2024, then increased by 6.81% to $1.0 billion in 2025, then slipped by 1.32% to $1.0 billion in 2026.
- Per Business Quant, the three latest SCM Assets Average figures stand at $1.0 billion (Q1 2026), $1.0 billion (Q4 2025), and $1.0 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Stellus Capital Investment | 261.10 Mn | 257.73 Mn | - | 1.02 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.02 Bn |
| Dec 31, 2025 | 1.03 Bn |
| Sep 30, 2025 | 1.03 Bn |
| Jun 30, 2025 | 1.02 Bn |
| Mar 31, 2025 | 996.32 Mn |
| Dec 31, 2024 | 968.99 Mn |
| Sep 30, 2024 | 951.79 Mn |
| Jun 30, 2024 | 940.86 Mn |
| Mar 31, 2024 | 921.65 Mn |
| Dec 31, 2023 | 910.02 Mn |
| Sep 30, 2023 | 906.86 Mn |
| Jun 30, 2023 | 901.31 Mn |
| Mar 31, 2023 | 899.52 Mn |
| Dec 31, 2022 | 893.65 Mn |