Stellus Capital Investment SCM
NYSE SCM
$8.65 +0.01 (+0.12%)
At close: Aug 21, 2026 · 4:00 PM EDT

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

Stellus Capital Investment (SCM) posted quarterly Invested Capital of $125.0 million for Q1 2026, up 25.0% year-over-year from $100.0 million in Q1 2025, and little changed quarter-over-quarter from $125.0 million in Q4 2025.

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

Stellus Capital Investment (SCM) has reported Invested Capital for 6 consecutive years, with $125.0 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Invested Capital rose 25.0% year-over-year to $125.0 million; the TTM figure through Mar 2026 stood at $450.0 million (up 12.5% YoY), while the FY2025 annual figure was $125.0 million, up 25.0% from the prior year.
  • Invested Capital held at $125.0 million in Q1 2026 per SCM's latest filing, from $125.0 million in the prior quarter.
  • Across five years, Invested Capital topped out at $125.0 million in Q3 2025 and bottomed at $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.
  • Stellus Capital Investment's 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 climbed by 25.0% to $125.0 million in 2025, then changed by 0.0% to $125.0 million in 2026.
  • Business Quant data shows SCM's Invested Capital at $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 BlackRock 179.54 Bn 165.67 Bn - 7.88 Bn
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - 98.25 Mn
4 Brookfield 93.07 Bn 45.66 Bn - 1.10 Bn
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - 829.00 Mn
10 Stellus Capital Investment 250.42 Mn 245.28 Mn - 125.00 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 125.00 Mn
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