Stellus Capital Investment Stock Performance
| SCM Stock | USD 13.86 0.04 0.29% |
Stellus Capital has a performance score of 5 on a scale of 0 to 100. The entity has a beta of 0.17, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Stellus Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Stellus Capital is expected to be smaller as well. Stellus Capital Inve right now has a risk of 0.73%. Please validate Stellus Capital potential upside, and the relationship between the total risk alpha and kurtosis , to decide if Stellus Capital will be following its existing price patterns.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Stellus Capital Investment are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental indicators, Stellus Capital is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.29 | Five Day Return 0.29 | Year To Date Return 7.69 | Ten Year Return 1.17 | All Time Return (8.09) |
Forward Dividend Yield 0.1157 | Payout Ratio 0.299 | Last Split Factor 10043:1000 | Forward Dividend Rate 1.6 | Dividend Date 2025-01-15 |
| Stellus Capital dividend paid on 13th of September 2024 | 09/13/2024 |
1 | Acquisition by Robert Ladd of 2000 shares of Stellus Capital at 8.0404 subject to Rule 16b-3 | 09/16/2024 |
2 | Chinese start-up Numemory claims memory chip breakthrough amid US tech sanctions | 10/02/2024 |
3 | Q2 2024 Stellus Capital Investment Corp Earnings Call Transcript | 10/09/2024 |
4 | Stellus Capital Investment declares 0.1333 dividend | 10/11/2024 |
| Stellus Capital dividend paid on 15th of October 2024 | 10/15/2024 |
5 | Stellus Capital Investment Corporation Schedules Third Quarter 2024 Financial Results Conference Call - Yahoo Finance | 10/30/2024 |
6 | Stellus Capital Investment Q3 2024 Earnings Preview | 11/06/2024 |
7 | Stellus Capital Investment earnings missed by 0.06, revenue fell short of estimates | 11/07/2024 |
| Stellus Capital dividend paid on 15th of November 2024 | 11/15/2024 |
8 | Stellus Capital Investment Co. Plans 0.13 Monthly Dividend | 11/27/2024 |
| Begin Period Cash Flow | 48 M |
Stellus |
Stellus Capital Relative Risk vs. Return Landscape
If you would invest 1,340 in Stellus Capital Investment on August 30, 2024 and sell it today you would earn a total of 46.00 from holding Stellus Capital Investment or generate 3.43% return on investment over 90 days. Stellus Capital Investment is generating 0.0554% of daily returns assuming volatility of 0.7278% on return distribution over 90 days investment horizon. In other words, 6% of stocks are less volatile than Stellus, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Stellus Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Stellus Capital's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Stellus Capital Investment, and traders can use it to determine the average amount a Stellus Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0761
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SCM | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 5 95% of assets perform better |
Based on monthly moving average Stellus Capital is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Stellus Capital by adding it to a well-diversified portfolio.
Stellus Capital Fundamentals Growth
Stellus Stock prices reflect investors' perceptions of the future prospects and financial health of Stellus Capital, and Stellus Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Stellus Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0517 | ||||
| Profit Margin | 0.45 % | ||||
| Operating Margin | 0.70 % | ||||
| Current Valuation | 911.41 M | ||||
| Shares Outstanding | 27.06 M | ||||
| Price To Earning | 8.73 X | ||||
| Price To Book | 1.02 X | ||||
| Price To Sales | 3.50 X | ||||
| Revenue | 21.23 M | ||||
| Gross Profit | 75.11 M | ||||
| EBITDA | 41.93 B | ||||
| Net Income | 17.53 M | ||||
| Cash And Equivalents | 48.04 M | ||||
| Cash Per Share | 1.35 X | ||||
| Total Debt | 575.83 M | ||||
| Debt To Equity | 2.10 % | ||||
| Current Ratio | 2.11 X | ||||
| Book Value Per Share | 13.55 X | ||||
| Cash Flow From Operations | (17.27 M) | ||||
| Earnings Per Share | 2.01 X | ||||
| Market Capitalization | 375.02 M | ||||
| Total Asset | 908.09 M | ||||
| Retained Earnings | (16 M) | ||||
About Stellus Capital Performance
By examining Stellus Capital's fundamental ratios, stakeholders can obtain critical insights into Stellus Capital's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Stellus Capital is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 9.4 K | 9.9 K | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.15 | 0.16 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.05 | 0.06 |
Things to note about Stellus Capital Inve performance evaluation
Checking the ongoing alerts about Stellus Capital for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Stellus Capital Inve help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Stellus Capital Investment has about 48.04 M in cash with (17.27 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.35. | |
| Stellus Capital Inve has a frail financial position based on the latest SEC disclosures | |
| On 15th of November 2024 Stellus Capital paid $ 0.1333 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Stellus Capital Investment Co. Plans 0.13 Monthly Dividend |
- Analyzing Stellus Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Stellus Capital's stock is overvalued or undervalued compared to its peers.
- Examining Stellus Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Stellus Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Stellus Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Stellus Capital's stock. These opinions can provide insight into Stellus Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stellus Capital Investment. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Stellus Capital. If investors know Stellus will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Stellus Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.976 | Dividend Share 1.599 | Earnings Share 2.01 | Revenue Per Share 4.314 | Quarterly Revenue Growth (0.03) |
The market value of Stellus Capital Inve is measured differently than its book value, which is the value of Stellus that is recorded on the company's balance sheet. Investors also form their own opinion of Stellus Capital's value that differs from its market value or its book value, called intrinsic value, which is Stellus Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Stellus Capital's market value can be influenced by many factors that don't directly affect Stellus Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Stellus Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Stellus Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Stellus Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.