Stellus Capital Investment (SCM) Invested Capital (2021 - 2026)

Stellus Capital Investment (SCM) reported Invested Capital of $488.0 million for Q1 2026, up 3.22% year-over-year from $472.8 million in Q1 2025, and down 1.65% quarter-over-quarter from $496.2 million in Q4 2025.

Stellus Capital Investment (SCM) Invested Capital (2021 - 2026) Analysis & Trends

Stellus Capital Investment (SCM) has 6 years of Invested Capital data on file, last reported at $488.0 million in Q1 2026.

  • Invested Capital for Q1 2026 came in at $488.0 million, up 3.22% year-over-year; the trailing twelve-month figure through Mar 2026 was $488.0 million (up 3.22% YoY), and the FY2025 annual result was $496.2 million, up 5.59% from the prior year.
  • Invested Capital fell to $488.0 million in Q1 2026 per SCM's latest filing, from $496.2 million in the prior quarter.
  • Over five years, Invested Capital peaked at $502.7 million in Q3 2025 and troughed at $279.9 million in Q2 2022.
  • A 5-year average of $421.3 million and a median of $423.4 million in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital decreased 2.42% in 2022, then surged 45.9% in 2023.
  • A 5-year view of Invested Capital shows it stood at $375.8 million in 2022, then climbed by 11.75% to $419.9 million in 2023, then gained by 11.9% to $469.9 million in 2024, then gained by 5.59% to $496.2 million in 2025, then slipped by 1.65% to $488.0 million in 2026.
  • Business Quant data shows SCM's Invested Capital at $488.0 million in Q1 2026, $496.2 million in Q4 2025, and $502.7 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 154.03 Bn 144.41 Bn - 69.22 Bn
2 Blackstone 89.67 Bn 88.62 Bn - 8.37 Bn
3 Kkr 82.99 Bn 130.50 Bn - 30.50 Bn
4 Apollo Global Management 75.96 Bn 94.69 Bn 5.04 Bn 53.75 Bn
5 State Street 45.12 Bn 19.44 Bn - -
6 Ameriprise Financial 41.87 Bn 41.74 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.37 Bn 31.37 Bn - 12.99 Bn
8 Raymond James Financial 29.45 Bn 18.21 Bn - 12.57 Bn
9 Ares Management 28.36 Bn 31.73 Bn - 12.75 Bn
10 Stellus Capital Investment 255.03 Mn 251.65 Mn - 488.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 488.00 Mn
Dec 31, 2025 496.18 Mn
Sep 30, 2025 502.73 Mn
Jun 30, 2025 450.37 Mn
Mar 31, 2025 472.77 Mn
Dec 31, 2024 469.92 Mn
Sep 30, 2024 466.29 Mn
Jun 30, 2024 447.19 Mn
Mar 31, 2024 423.44 Mn
Dec 31, 2023 419.94 Mn
Sep 30, 2023 418.13 Mn
Jun 30, 2023 408.33 Mn
Mar 31, 2023 380.85 Mn
Dec 31, 2022 375.78 Mn
Sep 30, 2022 377.18 Mn
Jun 30, 2022 279.87 Mn
Mar 31, 2022 285.04 Mn
Dec 31, 2021 385.11 Mn
Sep 30, 2021 275.64 Mn