Stellus Capital Investment (SCM) Assets Average (2022 - 2026)
Stellus Capital Investment (SCM) posted quarterly 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% quarter-over-quarter from $1.0 billion in Q4 2025.
Stellus Capital Investment (SCM) Assets Average (2022 - 2026) Analysis & Trends
Stellus Capital Investment (SCM) has reported Assets Average for 5 consecutive years, with $1.0 billion the latest figure, recorded in Q1 2026.
- In Q1 2026, Assets Average rose 2.5% year-over-year to $1.0 billion; the TTM figure through Mar 2026 stood at $1.0 billion (up 2.5% YoY), while the FY2025 annual figure was $1.0 billion, up 7.05% from the prior year.
- Assets Average slipped 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.
- Historically, Assets Average has averaged $957.3 million across 5 years, with a median of $946.3 million in 2024.
- Annual changes were most pronounced in 2023 — Assets Average rose 1.83% — and 2025, when it gained 8.76%.
- Stellus Capital Investment's Assets Average stood at $893.6 million in 2022, then rose by 1.83% to $910.0 million in 2023, then grew by 6.48% to $969.0 million in 2024, then advanced by 6.81% to $1.0 billion in 2025, then fell by 1.32% to $1.0 billion in 2026.
- Business Quant data shows SCM's Assets Average at $1.0 billion in Q1 2026, $1.0 billion in Q4 2025, and $1.0 billion in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 173.06 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 49.11 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 93.09 Bn |
| 10 | Stellus Capital Investment | 250.42 Mn | 245.28 Mn | - | 991.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 991.70 Mn |
| 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 |