(SCM) Stellus Capital Investment - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8585681088
SCM: Debt, Equity, Loans, Investments
Stellus Capital Investment Corporation is a business development company that focuses on providing capital to private middle-market companies in the US and Canada, typically through a combination of debt and equity investments. This approach allows the company to create a diversified portfolio, with a mix of first lien, second lien, unitranche, and mezzanine debt financing, often accompanied by a corresponding equity stake in the investee companies. By doing so, Stellus Capital Investment Corporation aims to generate returns through a combination of interest payments and potential equity appreciation.
The fund's investment strategy is centered around targeting companies with EBITDA between $5 million and $50 million, which suggests that it is looking to invest in established businesses with a significant revenue stream, but still at a stage where they require external capital to further grow and expand their operations. This approach enables Stellus Capital Investment Corporation to provide financing to companies that may not have access to traditional sources of capital, while also generating attractive returns for its investors. For more information, investors can visit the company's website at https://www.stelluscapital.com/public-investors/in.
As a publicly traded company listed on the NYSE under the ticker symbol SCM, Stellus Capital Investment Corporation offers investors the opportunity to participate in the growth of private middle-market companies, while also providing liquidity and transparency. With its common stock listed under the ISIN US8585681088, the company is classified under the GICS sub-industry of Asset Management & Custody Banks, reflecting its role as a provider of investment capital to a diverse range of businesses. By investing in Stellus Capital Investment Corporation, investors can gain exposure to a portfolio of middle-market companies, while also benefiting from the company's expertise in identifying and financing attractive investment opportunities.
Additional Sources for SCM Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCM Stock Overview
Market Cap in USD | 415m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 2012-11-08 |
SCM Stock Ratings
Growth 5y | 77.0% |
Fundamental | 37.0% |
Dividend | 87.9% |
Rel. Strength Industry | 2.43 |
Analysts | 3.33/5 |
Fair Price Momentum | 18.29 USD |
Fair Price DCF | 43.81 USD |
SCM Dividends
Dividend Yield 12m | 13.06% |
Yield on Cost 5y | 22.55% |
Annual Growth 5y | 6.79% |
Payout Consistency | 88.9% |
SCM Growth Ratios
Growth Correlation 3m | 85.8% |
Growth Correlation 12m | 90.7% |
Growth Correlation 5y | 96.9% |
CAGR 5y | 13.22% |
CAGR/Max DD 5y | 0.21 |
Sharpe Ratio 12m | 2.02 |
Alpha | 27.01 |
Beta | 0.17 |
Volatility | 15.38% |
Current Volume | 106.6k |
Average Volume 20d | 139.4k |
As of February 22, 2025, the stock is trading at USD 15.39 with a total of 106,563 shares traded.
Over the past week, the price has changed by +0.46%, over one month by +7.54%, over three months by +14.73% and over the past year by +33.20%.
Partly, yes. Based on ValueRay Fundamental Analyses, Stellus Capital Investment (NYSE:SCM) is currently (February 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 37.00 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCM as of February 2025 is 18.29. This means that SCM is currently undervalued and has a potential upside of +18.84% (Margin of Safety).
Stellus Capital Investment has received a consensus analysts rating of 3.33. Therefor, it is recommend to hold SCM.
- Strong Buy: 1
- Buy: 0
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, SCM Stellus Capital Investment will be worth about 19.8 in February 2026. The stock is currently trading at 15.39. This means that the stock has a potential upside of +28.33%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 13.8 | -10.1% |
Analysts Target Price | 13.9 | -9.7% |
ValueRay Target Price | 19.8 | 28.3% |