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

Stellus Capital Investment (SCM) reported Equity Ratio of 0.36 for Q1 2026, down 1.6% year-over-year from 0.37 in Q1 2025, and up 1.7% on a QoQ basis from 0.36 in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Equity Ratio data on file, last reported at 0.36 in Q1 2026.

  • Quarterly Equity Ratio fell 1.6% year-over-year to 0.36 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.36 (down 1.6% YoY) and the FY2025 annual result came in at 0.36, down 5.48% from the prior year.
  • Equity Ratio advanced to 0.36 in Q1 2026 per SCM's latest filing, from 0.36 in the prior quarter.
  • Across five years, Equity Ratio topped out at 0.38 in Q3 2024 and bottomed at 0.31 in Q4 2022.
  • The 5-year median for Equity Ratio is 0.36 (2025), against an average of 0.35.
  • The widest annual swing landed in 2022, when Equity Ratio retreated 11.56%; it then increased 14.75% in 2023.
  • Tracing SCM's Equity Ratio over 5 years: stood at 0.31 in 2022, then advanced by 14.75% to 0.35 in 2023, then increased by 7.04% to 0.38 in 2024, then declined by 5.48% to 0.36 in 2025, then increased by 1.7% to 0.36 in 2026.
  • Per Business Quant, the three latest SCM Equity Ratio figures stand at 0.36 (Q1 2026), 0.36 (Q4 2025), and 0.37 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 0.36

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 0.36
Dec 31, 2025 0.36
Sep 30, 2025 0.37
Jun 30, 2025 0.36
Mar 31, 2025 0.37
Dec 31, 2024 0.38
Sep 30, 2024 0.38
Jun 30, 2024 0.37
Mar 31, 2024 0.35
Dec 31, 2023 0.35
Sep 30, 2023 0.35
Jun 30, 2023 0.34
Mar 31, 2023 0.31
Dec 31, 2022 0.31
Sep 30, 2022 0.31
Dec 31, 2021 0.35