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| Date | Value |
|---|---|
| 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 |