Stellus Capital Investment (SCM) Tax Rate (2021 - 2026)
Stellus Capital Investment (SCM) reported Tax Rate of 26.63% for Q1 2026, down 5937.0% year-over-year from 0.46% in Q1 2025, and down 27.75% on a QoQ basis from 20.85% in Q4 2025.
Stellus Capital Investment (SCM) has 6 years of Tax Rate data on file, last reported at 26.63% in Q1 2026.
- Quarterly Tax Rate fell 5937.0% year-over-year to 26.63% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 153.48% (down 17392.0% YoY) and the FY2025 annual result came in at 81.45%, up 6410.0% from the prior year.
- Tax Rate slipped to 26.63% in Q1 2026 per SCM's latest filing, from 20.85% in the prior quarter.
- Across five years, Tax Rate topped out at 276.71% in Q3 2025 and bottomed at 26.63% in Q1 2026.
- The 5-year median for Tax Rate is 16.09% (2023), against an average of 36.02%.
- The widest annual swing landed in 2022, when Tax Rate sank 125378 bps; it then surged 26107 bps in 2025.
- Tracing SCM's Tax Rate over 5 years: stood at 4.51% in 2022, then jumped by 42 bps to 6.39% in 2023, then soared by 299 bps to 25.5% in 2024, then slumped by 182 bps to 20.85% in 2025, then decreased by 28 bps to 26.63% in 2026.
- Per Business Quant, the three latest SCM Tax Rate figures stand at 26.63% (Q1 2026), 20.85% (Q4 2025), and 276.71% (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Stellus Capital Investment | 261.10 Mn | 257.73 Mn | - | -26.63 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -26.63 |
| Mar 31, 2026 | -26.63 |
| Dec 31, 2025 | -20.85 |
| Dec 31, 2025 | -20.85 |
| Sep 30, 2025 | 276.71 |
| Sep 30, 2025 | 276.71 |
| Jun 30, 2025 | 48.68 |
| Jun 30, 2025 | 48.68 |
| Mar 31, 2025 | 32.74 |
| Mar 31, 2025 | 32.74 |
| Dec 31, 2024 | 25.50 |
| Dec 31, 2024 | 25.50 |
| Sep 30, 2024 | 15.64 |
| Sep 30, 2024 | 15.64 |
| Jun 30, 2024 | 15.62 |
| Jun 30, 2024 | 15.62 |
| Mar 31, 2024 | 15.02 |
| Mar 31, 2024 | 15.02 |
| Dec 31, 2023 | 6.39 |
| Dec 31, 2023 | 6.39 |
| Sep 30, 2023 | 12.10 |
| Sep 30, 2023 | 12.10 |
| Jun 30, 2023 | 16.09 |
| Jun 30, 2023 | 16.09 |
| Mar 31, 2023 | 31.73 |
| Mar 31, 2023 | 31.73 |
| Dec 31, 2022 | 4.51 |
| Dec 31, 2022 | 4.51 |
| Sep 30, 2022 | 48.73 |
| Sep 30, 2022 | 48.73 |
| Jun 30, 2022 | 65.56 |
| Jun 30, 2022 | 65.56 |
| Mar 31, 2022 | 44.88 |
| Mar 31, 2022 | 44.88 |
| Dec 31, 2021 | 1,258.29 |
| Dec 31, 2021 | 1,258.29 |
| Sep 30, 2021 | -24.37 |
| Sep 30, 2021 | -24.37 |