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Stellus Capital Investment Corp.

  • Market Cap: Micro Cap
  • Industry: Capital Markets
  • ISIN: US8585681088
USD
11.82
0.18 (1.55%)

Feb 06

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

11.6011.88

52 Week

11.1915.56
Valuation
Technical
Day's Volume

CASH

53.53 k

Shareholding (Sep 2025)

FII

2.81%

Held by 20 FIIs

DII

96.94%

Held by 1 DIIs

Promoter

0.00%

How big is Stellus Capital Investment Corp.?

22-Jun-2025

As of Jun 18, Stellus Capital Investment Corp. has a market capitalization of 387.31 million and reported net sales of 102.37 million and net profit of 37.68 million over the latest four quarters. Shareholder's funds are at 369.92 million, with total assets of 980.90 million as of Dec 24.

As of Jun 18, Stellus Capital Investment Corp. has a market capitalization of 387.31 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of Net Sales for the latest four quarters is 102.37 million, while the sum of Net Profit for the same period is 37.68 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds at 369.92 million and Total Assets at 980.90 million.

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What does Stellus Capital Investment Corp. do?

22-Jun-2025

Stellus Capital Investment Corporation is a closed-end investment company that primarily invests in private middle-market companies through debt and equity. As of March 2025, it has a market cap of $387.31 million, a P/E ratio of 10.00, and a dividend yield of 9.47%.

Overview:<BR>Stellus Capital Investment Corporation is a closed-end, non-diversified management investment company that invests primarily in private middle-market companies through various debt financing and equity co-investments, operating within the Capital Markets industry and classified as a micro-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 19 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 5 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 387.31 Million (Micro Cap)<BR><BR>Key Metrics:<BR>P/E: 10.00 <BR>Dividend Yield: 9.47% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 10.11% <BR>Price to Book: 1.04<BR><BR>Contact Details:<BR>Address: 4400 Post Oak Pkwy Ste 2200, HOUSTON TX : 77027-3409 <BR>Tel: 1 713 2925400

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Who are in the management team of Stellus Capital Investment Corp.?

22-Jun-2025

As of March 2022, the management team of Stellus Capital Investment Corp. includes Robert Ladd (Chairman, CEO, and CIO), Dean D'Angelo, Joshua Davis, and independent directors John Arnoult, Bruce Bilger, and Paul Keglevic, who oversee the company's strategic direction.

As of March 2022, the management team of Stellus Capital Investment Corp. includes:<BR><BR>- Mr. Robert Ladd, who serves as the Chairman of the Board, President, Chief Executive Officer of the Company, and Managing Partner and Chief Investment Officer of Stellus Capital Management, LLC.<BR>- Mr. Dean D'Angelo, who is a Director.<BR>- Mr. Joshua Davis, who is also a Director.<BR>- Mr. John Arnoult, who serves as an Independent Director.<BR>- Mr. Bruce Bilger, who is an Independent Director.<BR>- Mr. Paul Keglevic, who is another Independent Director.<BR><BR>This team is responsible for overseeing the strategic direction and management of the company.

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Is Stellus Capital Investment Corp. overvalued or undervalued?

20-Sep-2025

As of May 6, 2021, Stellus Capital Investment Corp. is considered undervalued with a P/E ratio of 10, a Price to Book Value of 1.02, a PEG ratio of 0.34, and an attractive dividend yield of 9.64%, despite its year-to-date return of 2.47% trailing behind the S&P 500's 12.22%.

As of 6 May 2021, the valuation grade for Stellus Capital Investment Corp. moved from expensive to very attractive, indicating a significant improvement in its valuation outlook. The company appears undervalued based on its key ratios, including a P/E ratio of 10, a Price to Book Value of 1.02, and a PEG ratio of 0.34, all of which suggest that the stock is trading at a discount relative to its earnings growth potential.<BR><BR>In comparison to its peers, Stellus Capital's P/E ratio of 10.86 is lower than that of Fidus Investment Corp. at 9.59, but higher than Gladstone Investment Corp. at 6.80, indicating a competitive position within the industry. Additionally, the company's dividend yield of 9.64% is notably attractive, further supporting its undervalued status. While Stellus has shown a positive year-to-date return of 2.47%, it lags behind the S&P 500's return of 12.22%, and over the longer term, its 5-year return of 62.63% is significantly lower than the S&P 500's 96.61%, reinforcing the notion that there may be room for growth in its valuation.

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Is Stellus Capital Investment Corp. technically bullish or bearish?

20-Sep-2025

As of September 10, 2025, Stellus Capital Investment Corp. shows a mildly bullish trend with mixed signals from technical indicators, while significantly underperforming the S&P 500 in year-to-date and longer-term returns.

As of 10 September 2025, the technical trend for Stellus Capital Investment Corp. has changed from bullish to mildly bullish. The current stance is mildly bullish, supported by daily moving averages indicating mild bullishness, while the KST shows bullish signals on both weekly and monthly time frames. However, the MACD and Dow Theory indicate a mildly bearish stance on the weekly and monthly levels. The Bollinger Bands are sideways weekly but mildly bullish monthly, suggesting some indecision in the short term.<BR><BR>In terms of performance, the stock has underperformed the S&P 500 across multiple periods, with a year-to-date return of 2.47% compared to the S&P 500's 12.22%, and a one-year return of 2.55% versus 17.14%. Over three years, the stock has returned 6.74% compared to the S&P 500's 70.41%, and over five years, it has returned 62.63% against 96.61% for the benchmark.

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Compare Stellus Capital Investment Corp. with Similar Stocks

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iScoreScore
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Strong Sell
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Dashboard

1

Flat results in Jun 25

  • NET PROFIT(HY) At USD 15.14 MM has Grown at -30.21%
  • RAW MATERIAL COST(Y) Grown by 7.15% (YoY)
2

With ROE of 10.11%, it has a very attractive valuation with a 1.02 Price to Book Value

3

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 377 Million (Micro Cap)

stock-summary
P/E

10.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

10.83%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

8.12%

stock-summary
Price to Book

1.00

Revenue and Profits:
Net Sales:
25 Million
(Quarterly Results - Jun 2025)
Net Profit:
10 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
0.6%
0%
0.6%
6 Months
-15.93%
0%
-15.93%
1 Year
-18.6%
0%
-18.6%
2 Years
-6.34%
0%
-6.34%
3 Years
-20.14%
0%
-20.14%
4 Years
-14.29%
0%
-14.29%
5 Years
10.16%
0%
10.16%

Stellus Capital Investment Corp. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
9.01%
EBIT Growth (5y)
25.57%
EBIT to Interest (avg)
2.17
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
3.96%
Dividend Payout Ratio
89.31%
Pledged Shares
0
Institutional Holding
16.77%
ROCE (avg)
20.53%
ROE (avg)
8.13%

Valuation key factors

Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
1.02
EV to EBIT
3.71
EV to EBITDA
3.71
EV to Capital Employed
1.03
EV to Sales
2.58
PEG Ratio
0.34
Dividend Yield
9.64%
ROCE (Latest)
27.79%
ROE (Latest)
10.11%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
Bullish
Bollinger Bands
Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bearish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Sep 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Foreign Institutions

Domestic Funds

Held in 2 Schemes (0.25%)

Foreign Institutions

Held by 20 Foreign Institutions (2.81%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
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        "prefix": "Consolidated Net Profit ",
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          "val2": "13.80",
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          "field": "Interest",
          "val1": "8.70",
          "val2": "8.30",
          "chgp": "4.82%",
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          "field": "Consolidate Net Profit",
          "val1": "10.10",
          "val2": "5.00",
          "chgp": "102.00%",
          "chgp_class": "positive"
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          "val2": "725.70%",
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 161.71% vs 20.69% in Dec 2023",
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        "Dec'24",
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          "field": "Interest",
          "val1": "31.50",
          "val2": "32.00",
          "chgp": "-1.56%",
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          "field": "Consolidate Net Profit",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary

Jun'25
Mar'25
Change(%)
Net Sales
24.80
19.00
30.53%
Operating Profit (PBDIT) excl Other Income
19.20
13.80
39.13%
Interest
8.70
8.30
4.82%
Exceptional Items
0.00
0.00
Consolidate Net Profit
10.10
5.00
102.00%
Operating Profit Margin (Excl OI)
774.80%
725.70%
4.91%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 30.53% vs -39.87% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 102.00% vs -42.53% in Mar 2025

All Quarterly Resultsstock-summary

Annual Results Snapshot (Consolidated) - Dec'24stock-summary

Dec'24
Dec'23
Change(%)
Net Sales
89.00
75.60
17.72%
Operating Profit (PBDIT) excl Other Income
79.10
48.10
64.45%
Interest
31.50
32.00
-1.56%
Exceptional Items
0.00
0.00
Consolidate Net Profit
45.80
17.50
161.71%
Operating Profit Margin (Excl OI)
888.50%
636.40%
25.21%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 17.72% vs -4.06% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 161.71% vs 20.69% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Stellus Capital Investment Corp. stock-summary
stock-summary
Stellus Capital Investment Corp.
Capital Markets
Stellus Capital Investment Corporation is a closed-end, non-diversified management investment company. The Company originates and invests primarily in private middle-market companies through first lien, second lien, unitranche and mezzanine debt financing, with corresponding equity co-investments. The Company's investment objective is to maximize the total return to its stockholders in the form of current income and capital appreciation. It invests in various sectors, such as business services, energy, general industrial, government services, healthcare, software and specialty finance. Its investment advisor is Stellus Capital Management, LLC (Stellus Capital Management). Stellus Capital Management is responsible for analyzing investment opportunities, conducting research and performing due diligence on investments, negotiating and structuring the Company's investments, originating prospective investments, and monitoring its investments and portfolio companies on an ongoing basis.
Company Coordinates stock-summary
Company Details
4400 Post Oak Pkwy Ste 2200 , HOUSTON TX : 77027-3409
stock-summary
Tel: 1 713 2925400
stock-summary
stock-summary
Registrar Details
Stock List
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