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Stellus Capital Investment Corp (SCM) Stock Fundamental Analysis & AI Rating 2026

SCM NYSE MD CIK: 0001551901
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 SCM Key Takeaways

Revenue: $97.8M
Net Margin: 27.7%
Free Cash Flow: $-24.4M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.95
AI Rating: SELL with 78% confidence
Stellus Capital Investment Corp (SCM) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $97.8M, net profit margin of 27.7%, and return on equity (ROE) of 7.3%, Stellus Capital Investment Corp demonstrates mixed fundamentals in the Market sector. Below is our complete SCM stock analysis for 2026.

Is Stellus Capital Investment Corp (SCM) a Good Investment?

Claude

Stellus Capital shows deteriorating fundamentals with net income declining 41% YoY and diluted EPS down 47%, coupled with negative operating cash flow of -$24.4M indicating the company is burning cash operationally. Despite maintaining a 27.7% net margin, weak returns (ROE 7.3%, ROA 2.6%), low cash reserves relative to $670M in liabilities, and persistent negative free cash flow present significant concerns for sustainability.

Why Buy Stellus Capital Investment Corp Stock? SCM Key Strengths

Claude
  • + Maintains positive net income of $27.0M with healthy 27.7% net margin
  • + Large asset base of $1.0B provides some financial cushion
  • + Appears to have minimal debt burden relative to equity structure

SCM Stock Risks: Stellus Capital Investment Corp Investment Risks

Claude
  • ! Earnings declining sharply: 41% YoY drop in net income and 47% decline in diluted EPS signals deteriorating business fundamentals
  • ! Negative operating cash flow of -$24.4M indicates cash burn and unsustainable operations requiring external funding
  • ! Critically low cash position ($25.1M) relative to $670.1M in liabilities creates liquidity vulnerability

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive cash generation
  • * Net income trajectory and stabilization of earnings decline
  • * Cash balance and need for additional capital or debt financing

Stellus Capital Investment Corp (SCM) Financial Metrics & Key Ratios

Revenue
$97.8M
Net Income
$27.0M
EPS (Diluted)
$0.95
Free Cash Flow
$-24.4M
Total Assets
$1.0B
Cash Position
$25.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SCM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin 27.7%
ROE 7.3%
ROA 2.6%
FCF Margin -25.0%

SCM vs Market Sector: How Stellus Capital Investment Corp Compares

How Stellus Capital Investment Corp compares to Market sector averages

Net Margin
SCM 27.7%
vs
Sector Avg 12.0%
SCM Sector
ROE
SCM 7.3%
vs
Sector Avg 15.0%
SCM Sector
Current Ratio
SCM 0.0x
vs
Sector Avg 1.8x
SCM Sector
Debt/Equity
SCM 0.0x
vs
Sector Avg 0.7x
SCM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Stellus Capital Investment Corp Stock Overvalued? SCM Valuation Analysis 2026

Based on fundamental analysis, Stellus Capital Investment Corp has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
7.3%
Sector avg: 15%
Net Profit Margin
27.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Stellus Capital Investment Corp Balance Sheet: SCM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
64.4%
Interest Coverage
N/A
Long-term Debt
N/A

SCM Revenue & Earnings Growth: 5-Year Financial Trend

SCM 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Stellus Capital Investment Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.80 reflects profitable operations.

SCM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-25.0%
Free cash flow / Revenue

Stellus Capital Investment Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$24.4M
Cash generated from operations
Dividends Paid
$45.3M
Returned to shareholders

SCM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Stellus Capital Investment Corp (CIK: 0001551901)

📋 Recent SEC Filings

Date Form Document Action
Mar 17, 2026 4 xslF345X05/tm269078-1_4seq1.xml View →
Mar 17, 2026 4 xslF345X05/tm269078-2_4seq1.xml View →
Mar 17, 2026 4 xslF345X05/tm269078-3_4seq1.xml View →
Mar 11, 2026 10-K scm-20251231x10k.htm View →
Feb 5, 2026 8-K tm265326d1_8k.htm View →

Frequently Asked Questions about SCM

What is the AI rating for SCM?

Stellus Capital Investment Corp (SCM) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SCM's key strengths?

Claude: Maintains positive net income of $27.0M with healthy 27.7% net margin. Large asset base of $1.0B provides some financial cushion.

What are the risks of investing in SCM?

Claude: Earnings declining sharply: 41% YoY drop in net income and 47% decline in diluted EPS signals deteriorating business fundamentals. Negative operating cash flow of -$24.4M indicates cash burn and unsustainable operations requiring external funding.

What is SCM's revenue and growth?

Stellus Capital Investment Corp reported revenue of $97.8M.

Does SCM pay dividends?

Stellus Capital Investment Corp pays dividends, with $45.3M distributed to shareholders in the trailing twelve months.

Where can I find SCM SEC filings?

Official SEC filings for Stellus Capital Investment Corp (CIK: 0001551901) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SCM's EPS?

Stellus Capital Investment Corp has a diluted EPS of $0.95.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SCM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Stellus Capital Investment Corp has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SCM stock overvalued or undervalued?

Valuation metrics for SCM: ROE of 7.3% (sector avg: 15%), net margin of 27.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SCM stock in 2026?

Our dual AI analysis gives Stellus Capital Investment Corp a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is SCM's free cash flow?

Stellus Capital Investment Corp's operating cash flow is $-24.4M, with capital expenditures of N/A. FCF margin is -25.0%.

How does SCM compare to other Market stocks?

Vs Default sector averages: Net margin 27.7% (avg: 12%), ROE 7.3% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI