Stellus Capital Investment (SCM) Invested Capital (2021 - 2026)
Stellus Capital Investment's Invested Capital came in at $586.18 million for Q2 2026, up 9.4% from $535.99 million a year earlier but down 2.5% from the prior quarter.
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Analysis
Stellus Capital Investment (SCM) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025, Stellus Capital Investment's Invested Capital was $604.35 million, up 11.5% from FY2024.
- Invested Capital has increased in each of the last four years, with a four-year compound annual growth rate of 7.0% (FY2021 to FY2025).
- Going back by year, Invested Capital was $542.24 million in FY2024 (+13.8%), $476.5 million in FY2023 (+0.6%), $473.46 million in FY2022 (+2.8%) and $460.56 million in FY2021.
- The five-year range for quarterly Invested Capital is $460.56 million (Q4 2021) to $604.35 million (Q4 2025).
- Year-over-year, Invested Capital has increased for 12 consecutive quarters, with growth averaging 8.8% over the last eight quarters.
- Across the past five years, year-over-year growth in Invested Capital ran from 0.6% in Q4 2023 to 17.2% in Q1 2025.
- Business Quant data shows SCM's Invested Capital at $601.27 million (Q1 2026), $604.35 million (Q4 2025) and $541.73 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 40.19 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Stellus Capital Investment | 212.75 Mn | 170.16 Mn | - | 586.18 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 586.18 Mn |
| Mar 31, 2026 | 601.27 Mn |
| Dec 31, 2025 | 604.35 Mn |
| Sep 30, 2025 | 541.73 Mn |
| Jun 30, 2025 | 535.99 Mn |
| Mar 31, 2025 | 591.82 Mn |
| Dec 31, 2024 | 542.24 Mn |
| Sep 30, 2024 | 520.86 Mn |
| Jun 30, 2024 | 513.58 Mn |
| Mar 31, 2024 | 504.78 Mn |
| Dec 31, 2023 | 476.50 Mn |
| Sep 30, 2023 | 479.32 Mn |
| Jun 30, 2023 | 478.55 Mn |
| Mar 31, 2023 | 477.76 Mn |
| Dec 31, 2022 | 473.46 Mn |
| Sep 30, 2022 | 474.55 Mn |
| Dec 31, 2021 | 460.56 Mn |
API Access
Stellus Capital Investment Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=SCM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "SCM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=SCM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();