Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026)
Stellus Capital Investment (SCM) recorded Retained Earnings of -$28.45 million in Q2 2026, compared with $36.05 million a year earlier.
Stellus Capital Investment (SCM) Retained Earnings (2021 - 2026) Analysis & Trends
At the end of FY2025, Stellus Capital Investment reported Retained Earnings of $31.97 million, down 18.4% from FY2024.
- Annual Retained Earnings has a four-year compound annual growth rate of 32.0% (FY2021 to FY2025).
- Across earlier years, Retained Earnings came in at $39.15 million in FY2024 (+8.2%), $36.18 million in FY2023 (+30.6%), $27.7 million in FY2022 (+163.0%) and $10.53 million in FY2021.
- Quarterly Retained Earnings has ranged from -$34.86 million in Q1 2026 to $39.15 million in Q4 2024 over the past five years.
- On a year-over-year basis, Retained Earnings rose in three of the last six quarters, with an average decline of 1.0%.
- Peak year-over-year performance for Retained Earnings in the last five years was growth of 163.0% in Q4 2022, against a decline of 18.4% in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at -$34.86 million (Q1 2026), $31.97 million (Q4 2025) and $33.75 million (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 651.00 Mn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 23.31 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 2.46 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | -16.56 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | -1.13 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 25.97 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 1.66 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | -13.21 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 531.00 Mn |
| 10 | Stellus Capital Investment | 212.75 Mn | 170.16 Mn | - | -28.45 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -28.45 Mn |
| Mar 31, 2026 | -34.86 Mn |
| Dec 31, 2025 | 31.97 Mn |
| Sep 30, 2025 | 33.75 Mn |
| Jun 30, 2025 | 36.05 Mn |
| Mar 31, 2025 | 37.86 Mn |
| Dec 31, 2024 | 39.15 Mn |
| Sep 30, 2024 | 38.14 Mn |
| Jun 30, 2024 | 38.51 Mn |
| Mar 31, 2024 | 36.76 Mn |
| Dec 31, 2023 | 36.18 Mn |
| Sep 30, 2023 | 32.12 Mn |
| Jun 30, 2023 | 30.57 Mn |
| Mar 31, 2023 | -2.57 Mn |
| Dec 31, 2022 | 27.70 Mn |
| Sep 30, 2022 | 2.29 Mn |
| Dec 31, 2021 | 10.53 Mn |
Stellus Capital Investment Retained Earnings API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=retained-earnings&ticker=SCM&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "ticker": "SCM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=retained-earnings&ticker=SCM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();