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% on a QoQ basis from $496.2 million in Q4 2025.
Stellus Capital Investment (SCM) has 6 years of Invested Capital data on file, last reported at $488.0 million in Q1 2026.
- Quarterly Invested Capital rose 3.22% year-over-year to $488.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $488.0 million (up 3.22% YoY) and the FY2025 annual result came in at $496.2 million, up 5.59% from the prior year.
- Invested Capital retreated to $488.0 million in Q1 2026 per SCM's latest filing, from $496.2 million in the prior quarter.
- Across five years, Invested Capital topped out at $502.7 million in Q3 2025 and bottomed at $279.9 million in Q2 2022.
- The 5-year median for Invested Capital is $423.4 million (2024), against an average of $421.3 million.
- The widest annual swing landed in 2022, when Invested Capital fell 2.42%; it then soared 45.9% in 2023.
- Tracing SCM's Invested Capital over 5 years: stood at $375.8 million in 2022, then gained by 11.75% to $419.9 million in 2023, then increased by 11.9% to $469.9 million in 2024, then increased by 5.59% to $496.2 million in 2025, then retreated by 1.65% to $488.0 million in 2026.
- Per Business Quant, the three latest SCM Invested Capital figures stand at $488.0 million (Q1 2026), $496.2 million (Q4 2025), and $502.7 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Stellus Capital Investment | 261.10 Mn | 257.73 Mn | - | 488.00 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |