Stellus Capital Investment (SCM) Equity Average (2021 - 2026)

Stellus Capital Investment (SCM) reported Equity Average of $367.1 million for Q1 2026, down 1.15% year-over-year from $371.3 million in Q1 2025, and down 1.97% on a QoQ basis from $374.5 million in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Equity Average data on file, last reported at $367.1 million in Q1 2026.

  • Quarterly Equity Average fell 1.15% year-over-year to $367.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $367.1 million (down 1.15% YoY) and the FY2025 annual result came in at $370.6 million, up 7.43% from the prior year.
  • Equity Average eased to $367.1 million in Q1 2026 per SCM's latest filing, from $374.5 million in the prior quarter.
  • Across five years, Equity Average topped out at $376.6 million in Q3 2025 and bottomed at $276.5 million in Q4 2022.
  • The 5-year median for Equity Average is $321.7 million (2024), against an average of $327.8 million.
  • The widest annual swing landed in 2023, when Equity Average fell 2.37%; it then gained 15.59% in 2024.
  • Tracing SCM's Equity Average over 5 years: stood at $276.5 million in 2022, then advanced by 15.39% to $319.0 million in 2023, then rose by 15.38% to $368.1 million in 2024, then gained by 1.73% to $374.5 million in 2025, then declined by 1.97% to $367.1 million in 2026.
  • Per Business Quant, the three latest SCM Equity Average figures stand at $367.1 million (Q1 2026), $374.5 million (Q4 2025), and $376.6 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 367.09 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 367.09 Mn
Dec 31, 2025 374.45 Mn
Sep 30, 2025 376.55 Mn
Jun 30, 2025 374.07 Mn
Mar 31, 2025 371.34 Mn
Dec 31, 2024 368.10 Mn
Sep 30, 2024 356.74 Mn
Jun 30, 2024 335.31 Mn
Mar 31, 2024 321.69 Mn
Dec 31, 2023 319.03 Mn
Sep 30, 2023 313.23 Mn
Jun 30, 2023 294.59 Mn
Mar 31, 2023 278.31 Mn
Dec 31, 2022 276.48 Mn
Sep 30, 2022 278.52 Mn
Jun 30, 2022 282.45 Mn
Mar 31, 2022 285.07 Mn
Dec 31, 2021 280.38 Mn