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% quarter-over-quarter from $496.2 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 $488.0 million in Q1 2026.
- Invested Capital for Q1 2026 came in at $488.0 million, up 3.22% year-over-year; the trailing twelve-month figure through Mar 2026 was $488.0 million (up 3.22% YoY), and the FY2025 annual result was $496.2 million, up 5.59% from the prior year.
- Invested Capital fell to $488.0 million in Q1 2026 per SCM's latest filing, from $496.2 million in the prior quarter.
- Over five years, Invested Capital peaked at $502.7 million in Q3 2025 and troughed at $279.9 million in Q2 2022.
- A 5-year average of $421.3 million and a median of $423.4 million in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2023: Invested Capital decreased 2.42% in 2022, then surged 45.9% in 2023.
- A 5-year view of Invested Capital shows it stood at $375.8 million in 2022, then climbed by 11.75% to $419.9 million in 2023, then gained by 11.9% to $469.9 million in 2024, then gained by 5.59% to $496.2 million in 2025, then slipped by 1.65% to $488.0 million in 2026.
- Business Quant data shows SCM's Invested Capital at $488.0 million in Q1 2026, $496.2 million in Q4 2025, and $502.7 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 154.03 Bn | 144.41 Bn | - | 69.22 Bn |
| 2 | Blackstone | 89.67 Bn | 88.62 Bn | - | 8.37 Bn |
| 3 | Kkr | 82.99 Bn | 130.50 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 75.96 Bn | 94.69 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 45.12 Bn | 19.44 Bn | - | - |
| 6 | Ameriprise Financial | 41.87 Bn | 41.74 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 29.45 Bn | 18.21 Bn | - | 12.57 Bn |
| 9 | Ares Management | 28.36 Bn | 31.73 Bn | - | 12.75 Bn |
| 10 | Stellus Capital Investment | 255.03 Mn | 251.65 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 |