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

Stellus Capital Investment's (SCM) quarterly Invested Capital came in at $125.0 million in Q1 2026, up 25.0% year-on-year from $100.0 million in Q1 2025, and little changed on a QoQ basis from $125.0 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 $125.0 million in Q1 2026.

  • On a quarterly basis, Invested Capital rose 25.0% year-over-year to $125.0 million in Q1 2026; TTM through Mar 2026 was $450.0 million, a 12.5% increase from a year earlier, with the FY2025 full-year figure at $125.0 million, up 25.0% from the prior year.
  • Invested Capital for Q1 2026 stood at $125.0 million, roughly flat from $125.0 million in the prior quarter.
  • Over the last five years, Invested Capital for SCM reached as high as $125.0 million in Q3 2025 and fell as low as $75.0 million in Q2 2025.
  • Historically, Invested Capital has averaged $103.3 million across 5 years, with a median of $100.0 million in 2022.
  • On a YoY basis, Invested Capital climbed as much as 25.0% in 2025 and fell as far as 25.0% in 2025.
  • Year by year, Invested Capital stood at $100.0 million in 2022, then changed by 0.0% to $100.0 million in 2023, then changed by 0.0% to $100.0 million in 2024, then increased by 25.0% to $125.0 million in 2025, then changed by 0.0% to $125.0 million in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $125.0 million in Q1 2026, $125.0 million in Q4 2025, and $125.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 533.83 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 7.87 Bn
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 1.14 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Stellus Capital Investment 203.21 Mn 199.83 Mn - 125.00 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 125.00 Mn
Dec 31, 2025 125.00 Mn
Sep 30, 2025 125.00 Mn
Jun 30, 2025 75.00 Mn
Mar 31, 2025 100.00 Mn
Dec 31, 2024 100.00 Mn
Sep 30, 2024 100.00 Mn
Jun 30, 2024 100.00 Mn
Mar 31, 2024 100.00 Mn
Dec 31, 2023 100.00 Mn
Sep 30, 2023 100.00 Mn
Jun 30, 2023 100.00 Mn
Mar 31, 2023 100.00 Mn
Dec 31, 2022 100.00 Mn
Sep 30, 2022 100.00 Mn
Dec 31, 2021 100.00 Mn