Stellus Capital Investment (SCM) Liabilities and Shareholders Equity (2021 - 2026)
Stellus Capital Investment (SCM) reported Liabilities and Shareholders Equity of $1.0 billion for Q1 2026, down 1.03% year-over-year from $1.0 billion in Q1 2025, and down 3.84% on a QoQ basis from $1.0 billion in Q4 2025.
Stellus Capital Investment (SCM) has 6 years of Liabilities and Shareholders Equity data on file, last reported at $1.0 billion in Q1 2026.
- Quarterly Liabilities and Shareholders Equity fell 1.03% year-over-year to $1.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $4.1 billion (up 5.38% YoY) and the FY2025 annual result came in at $1.0 billion, up 6.15% from the prior year.
- Liabilities and Shareholders Equity slipped to $1.0 billion in Q1 2026 per SCM's latest filing, from $1.0 billion in the prior quarter.
- Across five years, Liabilities and Shareholders Equity topped out at $1.0 billion in Q4 2025 and bottomed at $889.1 million in Q3 2022.
- The 5-year median for Liabilities and Shareholders Equity is $946.5 million (2024), against an average of $956.5 million.
- The widest annual swing landed in 2022, when Liabilities and Shareholders Equity gained 9.37%; it then retreated 1.03% in 2026.
- Tracing SCM's Liabilities and Shareholders Equity over 5 years: stood at $898.2 million in 2022, then increased by 1.1% to $908.1 million in 2023, then rose by 8.02% to $980.9 million in 2024, then grew by 6.15% to $1.0 billion in 2025, then fell by 3.84% to $1.0 billion in 2026.
- Per Business Quant, the three latest SCM Liabilities and Shareholders Equity figures stand at $1.0 billion (Q1 2026), $1.0 billion (Q4 2025), and $1.0 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.24 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.33 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 412.08 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.94 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 467.53 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 392.17 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 184.45 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 174.57 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.39 Bn |
| 10 | Stellus Capital Investment | 261.10 Mn | 257.73 Mn | - | 1.00 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.00 Bn |
| Dec 31, 2025 | 1.04 Bn |
| Sep 30, 2025 | 1.03 Bn |
| Jun 30, 2025 | 1.03 Bn |
| Mar 31, 2025 | 1.01 Bn |
| Dec 31, 2024 | 980.90 Mn |
| Sep 30, 2024 | 957.07 Mn |
| Jun 30, 2024 | 946.51 Mn |
| Mar 31, 2024 | 935.22 Mn |
| Dec 31, 2023 | 908.09 Mn |
| Sep 30, 2023 | 911.95 Mn |
| Jun 30, 2023 | 901.77 Mn |
| Mar 31, 2023 | 900.85 Mn |
| Dec 31, 2022 | 898.18 Mn |
| Sep 30, 2022 | 889.11 Mn |
| Dec 31, 2021 | 821.26 Mn |