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 🔒
DateValue
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