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3.88%Return on Invested Capital
VS
Market
61
Sector
37
Industry
44
History
48
$ 12.29Close
$ 11.69 - $ 15.5 52-Week Range
Ticker Information

Ticker

SCM

Company Name

STELLUS CAPITAL INVESTMENT CORP

Sector

Financial Services

Industry

Asset Management

Exchange

NYSE

STELLUS CAPITAL INVESTMENT CORP - Return on Invested Capital Chart Analysis (TTM)

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SCM - ROIC Historical data
DateInvested CapitalNet Income Common StockReturn on Invested Capital
6/30/2025$ 1.01B$ 39.29M3.88%
3/31/2025$ 996.57M$ 37.69M3.78%
12/31/2024$ 962.93M$ 45.84M4.76%
9/30/2024$ 941.25M$ 48.64M5.17%
6/30/2024$ 933.62M$ 30.78M3.3%
3/31/2024$ 924.48M$ 25.95M2.81%
12/31/2023$ 895.77M$ 17.53M1.96%
9/30/2023$ 898.16M$ 10.03M1.12%
6/30/2023$ 885.85M$ 16.38M1.85%
3/31/2023$ 884.63M$ 14.01M1.58%
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Key Performance Insights, Last 5 Years

  • STELLUS CAPITAL INVESTMENT CORP's latest trailing twelve months (TTM) ROIC stands at 0.81%.
  • Over the past 5 years, STELLUS CAPITAL INVESTMENT CORP's average ROIC has been 3.42%.
  • The median ROIC for STELLUS CAPITAL INVESTMENT CORP during this period was 3.35%
  • STELLUS CAPITAL INVESTMENT CORP reached its highest ROIC over the past 5 years at 9.34%.
  • The lowest ROIC recorded by STELLUS CAPITAL INVESTMENT CORP in the same timeframe 0.81%

STELLUS CAPITAL INVESTMENT CORP's ROIC vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

ROIC Benchmarks
CompanyROIC
HRZN : HORIZON TECHNOLOGY FINANCE CORP -6.68%TPVG : TRIPLEPOINT VENTURE GROWTH BDC CORP 5.35%SAR : SARATOGA INVESTMENT CORP 3.01%GAIN : GLADSTONE INVESTMENT CORPORATION 7.93%PNNT : PENNANTPARK INVESTMENT CORP 4.69%DHIL : DIAMOND HILL INVESTMENT GROUP INC 26.92%FFWM : FIRST FOUNDATION INC -3.36%GLAD : GLADSTONE CAPITAL CORP 9.92%WHG : WESTWOOD HOLDINGS GROUP INC 2.87%BSVN : BANK7 CORP 19.12%

Definition of Return on Invested Capital

[Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Net Inc. Cmn. / Inv. Capital
(=) ROIC
ROIC for STELLUS CAPITAL INVESTMENT CORP is calculated as follows: Net Inc. Cmn. [ $ 5.21M ] / Inv. Capital [ $ 647.44M ]
(=) ROIC [ 0.81% ]

SCM - Return on Invested Capital, Last 5 years

0.81%

Minimum

Sep 30, 2020

9.34%

Maximum

Mar 31, 2021

3.42%

Average

3.35%

Median

ROIC Benchmark Analysis

The chart above depicts the distribution of ROIC for companies in the Total Stock Market. The average ROIC of the companies is 0.67% with a standard deviation of 15.21%.
The following table provides additional summary stats:
ROIC in the Market:
filtered constituents3.36K
min-46.36%
max48.66%
average0.67%
median3.37%
std15.21%