Stellus Capital Investment (SCM) Net Margin (2021 - 2026)
Stellus Capital Investment (SCM) reported Net Margin of 7.36% for Q1 2026, down 1147.0% year-over-year from 0.7% in Q1 2025, and down 135.09% on a QoQ basis from 3.13% in Q4 2025.
Stellus Capital Investment (SCM) has 6 years of Net Margin data on file, last reported at 7.36% in Q1 2026.
- Quarterly Net Margin fell 1147.0% year-over-year to 7.36% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 2.37% (down 1027.0% YoY) and the FY2025 annual result came in at 0.35%, down 858.0% from the prior year.
- Net Margin fell to 7.36% in Q1 2026 per SCM's latest filing, from 3.13% in the prior quarter.
- Across five years, Net Margin topped out at 11.65% in Q2 2024 and bottomed at 7.36% in Q1 2026.
- The 5-year median for Net Margin is 3.35% (2023), against an average of 3.45%.
- The widest annual swing landed in 2022, when Net Margin soared 2611 bps; it then tumbled 1333 bps in 2023.
- Tracing SCM's Net Margin over 5 years: stood at 8.6% in 2022, then plunged by 155 bps to 4.74% in 2023, then jumped by 279 bps to 8.47% in 2024, then slumped by 137 bps to 3.13% in 2025, then plunged by 135 bps to 7.36% in 2026.
- Per Business Quant, the three latest SCM Net Margin figures stand at 7.36% (Q1 2026), 3.13% (Q4 2025), and 1.25% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Net Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 34.73% |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 34.77% |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 8.45% |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 46.11% |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | -38.15% |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 18.57% |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 18.73% |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 37.97% |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 8.40% |
| 10 | Stellus Capital Investment | 261.10 Mn | 257.73 Mn | - | -7.36% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -7.36% |
| Dec 31, 2025 | -3.13% |
| Sep 30, 2025 | -1.25% |
| Jun 30, 2025 | 1.76% |
| Mar 31, 2025 | 4.11% |
| Dec 31, 2024 | 8.47% |
| Sep 30, 2024 | 7.33% |
| Jun 30, 2024 | 11.65% |
| Mar 31, 2024 | 8.07% |
| Dec 31, 2023 | -4.74% |
| Sep 30, 2023 | 8.97% |
| Jun 30, 2023 | 7.30% |
| Mar 31, 2023 | 3.35% |
| Dec 31, 2022 | 8.60% |
| Sep 30, 2022 | 1.89% |
| Jun 30, 2022 | 1.39% |
| Mar 31, 2022 | 2.21% |
| Dec 31, 2021 | -17.52% |
| Sep 30, 2021 | -5.77% |