Stellus Capital Investment (SCM) Interest Coverage Ratio (2021 - 2026)

Stellus Capital Investment (SCM) reported Interest Coverage Ratio of 0.85 for Q1 2026, down 28.49% year-over-year from 1.18 in Q1 2025, and down 8.7% on a QoQ basis from 0.93 in Q4 2025.

Stellus Capital Investment (SCM) has 6 years of Interest Coverage Ratio data on file, last reported at 0.85 in Q1 2026.

  • Quarterly Interest Coverage Ratio fell 28.49% year-over-year to 0.85 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.97 (down 24.89% YoY) and the FY2025 annual result came in at 1.06, down 20.69% from the prior year.
  • Interest Coverage Ratio slipped to 0.85 in Q1 2026 per SCM's latest filing, from 0.93 in the prior quarter.
  • Across five years, Interest Coverage Ratio topped out at 1.49 in Q4 2023 and bottomed at 0.85 in Q1 2026.
  • The 5-year median for Interest Coverage Ratio is 1.18 (2025), against an average of 1.19.
  • The widest annual swing landed in 2022, when Interest Coverage Ratio soared 33.17%; it then fell 28.49% in 2026.
  • Tracing SCM's Interest Coverage Ratio over 5 years: stood at 1.28 in 2022, then advanced by 16.99% to 1.49 in 2023, then fell by 15.79% to 1.26 in 2024, then declined by 26.23% to 0.93 in 2025, then decreased by 8.7% to 0.85 in 2026.
  • Per Business Quant, the three latest SCM Interest Coverage Ratio figures stand at 0.85 (Q1 2026), 0.93 (Q4 2025), and 1.02 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Interest Cover (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 21.00
2 Blackstone 92.68 Bn 91.63 Bn - 11.62
3 Kkr 84.94 Bn 132.45 Bn - 552.52
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 19.81
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 1.03
6 State Street 44.42 Bn 18.75 Bn - 1.53
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.35
8 Northern Trust 31.21 Bn 31.21 Bn - 1.44
9 Ares Management 28.85 Bn 32.22 Bn - 7.16
10 Stellus Capital Investment 261.10 Mn 257.73 Mn - 0.85

Historic Data

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DateValue
Mar 31, 2026 0.85
Dec 31, 2025 0.93
Sep 30, 2025 1.02
Jun 30, 2025 1.10
Mar 31, 2025 1.18
Dec 31, 2024 1.26
Sep 30, 2024 1.29
Jun 30, 2024 1.45
Mar 31, 2024 1.32
Dec 31, 2023 1.49
Sep 30, 2023 1.34
Jun 30, 2023 1.29
Mar 31, 2023 1.15
Dec 31, 2022 1.28
Sep 30, 2022 1.11
Jun 30, 2022 1.12
Mar 31, 2022 1.13
Dec 31, 2021 1.05
Sep 30, 2021 0.84