Stellus Capital Current Valuation vs. Price To Book

SCM Stock  USD 13.89  0.04  0.29%   
Taking into consideration Stellus Capital's profitability measurements, Stellus Capital's profitability may be sliding down. It has an above-average probability of reporting lower numbers next quarter. Profitability indicators assess Stellus Capital's ability to earn profits and add value for shareholders. As of the 15th of December 2024, Price To Sales Ratio is likely to drop to 2.54. In addition to that, Days Sales Outstanding is likely to drop to 17.35. At this time, Stellus Capital's Net Income Per Share is very stable compared to the past year.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.190.2005
Notably Down
Slightly volatile
Net Profit Margin0.160.1656
Sufficiently Down
Very volatile
Operating Profit Margin0.820.7109
Fairly Up
Slightly volatile
Pretax Profit Margin0.140.1512
Significantly Down
Very volatile
Return On Assets0.01830.0193
Notably Down
Very volatile
Return On Equity0.06460.0548
Fairly Up
Slightly volatile
For Stellus Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stellus Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stellus Capital Investment utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stellus Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stellus Capital Investment over time as well as its relative position and ranking within its peers.
  
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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
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.

Stellus Capital Inve Price To Book vs. Current Valuation Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Stellus Capital's current stock value. Our valuation model uses many indicators to compare Stellus Capital value to that of its competitors to determine the firm's financial worth.
Stellus Capital Investment is rated below average in current valuation category among its peers. It also is rated below average in price to book category among its peers . The ratio of Current Valuation to Price To Book for Stellus Capital Investment is about  889,016,759 . As of the 15th of December 2024, Price To Book Ratio is likely to grow to 0.99. Comparative valuation analysis is a catch-all technique that is used if you cannot value Stellus Capital by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Stellus Current Valuation vs. Competition

Stellus Capital Investment is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 23.38 Billion. Stellus Capital holds roughly 912.22 Million in current valuation claiming about 4% of equities under Financials industry.

Stellus Price To Book vs. Current Valuation

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Stellus Capital

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
912.22 M
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

Stellus Capital

P/B

 = 

MV Per Share

BV Per Share

 = 
1.03 X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.

Stellus Price To Book Comparison

Stellus Capital is currently under evaluation in price to book category among its peers.

Stellus Capital Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Stellus Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stellus Capital will eventually generate negative long term returns. The profitability progress is the general direction of Stellus Capital's change in net profit over the period of time. It can combine multiple indicators of Stellus Capital, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Operating Income75.2 M79 M
Income Before Tax16 M20.9 M
Total Other Income Expense Net-59.2 M-56.3 M
Net Income17.5 M20.3 M
Income Tax Expense-1.5 M-1.5 M
Net Income Applicable To Common Shares16.7 M22.2 M
Net Income From Continuing Ops17.5 M22.2 M
Interest Income97.8 M102.7 M
Net Interest Income65.8 M45.3 M
Change To Netincome-65.9 M-69.2 M
Net Income Per Share 0.80  0.92 
Income Quality(0.98)(1.03)
Net Income Per E B T 1.10  1.08 

Stellus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Stellus Capital. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Stellus Capital position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Stellus Capital's important profitability drivers and their relationship over time.

Use Stellus Capital in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Stellus Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Stellus Capital will appreciate offsetting losses from the drop in the long position's value.

Stellus Capital Pair Trading

Stellus Capital Investment Pair Trading Analysis

The ability to find closely correlated positions to Stellus Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stellus Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Stellus Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Stellus Capital Investment to buy it.
The correlation of Stellus Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Stellus Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stellus Capital Inve moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Stellus Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Stellus Capital position

In addition to having Stellus Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

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High Dividend Yield ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The High Dividend Yield ETFs theme has 107 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize High Dividend Yield ETFs Theme or any other thematic opportunities.
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When determining whether Stellus Capital Inve is a strong investment it is important to analyze Stellus Capital's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Stellus Capital's future performance. For an informed investment choice regarding Stellus Stock, refer to the following important reports:
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You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
To fully project Stellus Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stellus Capital Inve at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Stellus Capital's income statement, its balance sheet, and the statement of cash flows.
Potential Stellus Capital investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Stellus Capital investors may work on each financial statement separately, they are all related. The changes in Stellus Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Stellus Capital's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.