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| Date | Value |
|---|---|
| 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 |