25 XP 0   0   10  
0coffee
Main menu
3rd party ad coffee SUPPORTERis ad-free.

SCM (Stellus Capital Investment) Stock Analysis
Buy, Hold or Sell?

Let's analyze Stellus Capital Investment together

I guess you are interested in Stellus Capital Investment. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

  • 📊 Fundamental Analysis (FA) – Stellus Capital Investment’s Financial Insights
  • 📈 Technical Analysis (TA) – Stellus Capital Investment’s Price Targets

I'm going to help you getting a better view of Stellus Capital Investment. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

Get notifications about Stellus Capital Investment

I send you an email if I find something interesting about Stellus Capital Investment.

1. Quick Overview

1.1. Quick analysis of Stellus Capital Investment (30 sec.)










1.2. What can you expect buying and holding a share of Stellus Capital Investment? (30 sec.)

How much money do you get?

How much money do you get?
$1.48
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$13.12
Expected worth in 1 year
$14.85
How sure are you?
92.5%

+ What do you gain per year?

Total Gains per Share
$3.22
Return On Investment
21.5%

For what price can you sell your share?

Current Price per Share
$14.97
Expected price per share
$13.50 - $
How sure are you?
50%
3rd party ad coffee SUPPORTERis ad-free.

2. Detailed Analysis

2.1. Valuation of Stellus Capital Investment (5 min.)




Live pricePrice per Share (EOD)
$14.97
Intrinsic Value Per Share
$-28.86 - $43.64
Total Value Per Share
$-15.74 - $56.75

2.2. Growth of Stellus Capital Investment (5 min.)




Is Stellus Capital Investment growing?

Current yearPrevious yearGrowGrow %
How rich?$372.7m$317.4m$46.5m12.8%

How much money is Stellus Capital Investment making?

Current yearPrevious yearGrowGrow %
Making money$10.4m$6.4m$4m38.2%
Net Profit Margin36.3%102.5%--

How much money comes from the company's main activities?

2.3. Financial Health of Stellus Capital Investment (5 min.)




2.4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#301 / 682

Most Revenue
#327 / 682

Most Profit
#322 / 682

Most Efficient
#410 / 682
3rd party ad coffee SUPPORTERis ad-free.

3. Summary and Key Metrics

3.1. What can you expect buying and holding a share of Stellus Capital Investment?

Welcome investor! Stellus Capital Investment's management wants to use your money to grow the business. In return you get a share of Stellus Capital Investment.

First you should know what it really means to hold a share of Stellus Capital Investment. And how you can make/lose money.

Speculation

The Price per Share of Stellus Capital Investment is $14.97. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Stellus Capital Investment.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Stellus Capital Investment, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $13.12. Based on the TTM, the Book Value Change Per Share is $0.43 per quarter. Based on the YOY, the Book Value Change Per Share is $0.37 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.37 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Stellus Capital Investment.

How much money are you going to get?

 MRQTTMYOY3Y5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.332.2%0.372.5%0.231.5%0.241.6%0.332.2%0.221.5%
Usd Book Value Change Per Share0.100.7%0.432.9%0.372.5%0.261.7%0.261.7%0.171.2%
Usd Dividend Per Share0.392.6%0.372.5%0.322.2%0.312.1%0.261.8%0.221.5%
Usd Total Gains Per Share0.493.3%0.805.4%0.704.7%0.573.8%0.523.5%0.402.6%
Usd Price Per Share14.00-13.80-13.40-13.27-12.57-12.37-
Price to Earnings Ratio10.71-9.91-0.41-13.89-12.51-14.04-
Price-to-Total Gains Ratio28.74-20.13-23.49-47.01-48.03-31.28-
Price to Book Ratio1.07-1.08-1.20-1.19-1.19-1.43-
Price-to-Total Gains Ratio28.74-20.13-23.49-47.01-48.03-31.28-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share14.97
Number of shares66
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.370.26
Usd Book Value Change Per Share0.430.26
Usd Total Gains Per Share0.800.52
Gains per Quarter (66 shares)53.1034.55
Gains per Year (66 shares)212.41138.18
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1981152027069128
2196229414139137266
3294344626209206404
4391458838278275542
54895731050348343680
65876871262417412818
76858021474487481956
878391716865565491094
9881103118986266181232
10978114621106956871370

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share4.00.00.0100.0%11.01.00.091.7%19.01.00.095.0%37.03.00.092.5%47.04.00.092.2%
Book Value Change Per Share4.00.00.0100.0%9.03.00.075.0%15.05.00.075.0%28.012.00.070.0%34.017.00.066.7%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%50.00.01.098.0%
Total Gains per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%37.03.00.092.5%48.03.00.094.1%
3rd party ad coffee SUPPORTERis ad-free.

3.2. Key Performance Indicators

The key performance indicators of Stellus Capital Investment compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-3Y+/-5 Year+/-10 Year+/-
Book Value Change Per Share--0.1000.434-77%0.375-73%0.257-61%0.260-62%0.174-42%
Book Value Per Share--13.11812.811+2%11.172+17%11.260+16%10.598+24%9.003+46%
Current Ratio--3.4812.994+16%4.646-25%4.180-17%4.059-14%3.223+8%
Debt To Asset Ratio--0.6320.626+1%0.653-3%0.656-4%0.649-3%0.588+7%
Debt To Equity Ratio--1.7141.676+2%1.880-9%1.921-11%1.863-8%1.506+14%
Dividend Per Share--0.3870.371+4%0.323+20%0.312+24%0.263+47%0.222+75%
Enterprise Value---230257081.000-191665269.750-17%8533578446830.750-100%4332129485326.833-100%2599225950820.500-100%1299673335750.600-100%
Eps--0.3270.369-12%0.228+43%0.240+36%0.325+0%0.217+50%
Ev To Ebitda Ratio---2.9702.119-240%-650843.677+21914288%-188498.645+6346789%-113100.095+3808064%-56547.720+1903904%
Ev To Sales Ratio---2.307-1.624-30%217648.374-100%128511.085-100%77105.434-100%38576.223-100%
Free Cash Flow Per Share---1.299-0.616-53%0.169-868%-0.223-83%-0.336-74%-0.361-72%
Free Cash Flow To Equity Per Share---0.323-0.333+3%0.272-219%-0.040-88%-0.042-87%0.009-3890%
Gross Profit Margin--1.0000.993+1%1.0000%0.998+0%0.999+0%0.999+0%
Intrinsic Value_10Y_max--43.635----------
Intrinsic Value_10Y_min---28.863----------
Intrinsic Value_1Y_max---0.132----------
Intrinsic Value_1Y_min---1.702----------
Intrinsic Value_3Y_max--3.037----------
Intrinsic Value_3Y_min---6.176----------
Intrinsic Value_5Y_max--10.344----------
Intrinsic Value_5Y_min---11.778----------
Market Cap425389017.000+6%397825400.000392000099.500+1%380775740.000+4%376963246.583+6%357062504.550+11%351571093.225+13%
Net Profit Margin--0.3720.363+3%1.025-64%0.679-45%0.737-49%0.219+70%
Operating Margin--0.7230.546+32%3.210-77%2.621-72%2.457-71%4.321-83%
Operating Ratio--0.657153204.657-100%0.285+131%51068.248-100%30641.199-100%15316.500-100%
Pb Ratio1.141+6%1.0671.078-1%1.200-11%1.188-10%1.190-10%1.432-25%
Pe Ratio11.448+6%10.7079.915+8%0.413+2495%13.895-23%12.514-14%14.042-24%
Price Per Share14.970+6%14.00013.795+1%13.400+4%13.266+6%12.566+11%12.372+13%
Price To Free Cash Flow Ratio-2.880-7%-2.694-1.235-54%306.398-101%100.756-103%60.818-104%15.161-118%
Price To Total Gains Ratio30.727+6%28.73620.130+43%23.487+22%47.014-39%48.034-40%31.277-8%
Quick Ratio--3.371112436.502-100%4.646-27%37517.677-100%22525.780-100%143499.622-100%
Return On Assets--0.0090.011-15%0.007+30%0.007+27%0.012-20%0.010-6%
Return On Equity--0.0250.029-13%0.020+23%0.021+21%0.031-21%0.023+10%
Total Gains Per Share--0.4870.805-39%0.698-30%0.569-14%0.523-7%0.396+23%
Usd Book Value--372766182.000364039725.500+2%317457750.000+17%319971888.500+16%301145710.750+24%255832455.100+46%
Usd Book Value Change Per Share--0.1000.434-77%0.375-73%0.257-61%0.260-62%0.174-42%
Usd Book Value Per Share--13.11812.811+2%11.172+17%11.260+16%10.598+24%9.003+46%
Usd Dividend Per Share--0.3870.371+4%0.323+20%0.312+24%0.263+47%0.222+75%
Usd Enterprise Value---230257081.000-191665269.750-17%8533578446830.750-100%4332129485326.833-100%2599225950820.500-100%1299673335750.600-100%
Usd Eps--0.3270.369-12%0.228+43%0.240+36%0.325+0%0.217+50%
Usd Free Cash Flow---36924026.000-17507365.000-53%4808722.750-868%-6349931.333-83%-9541519.150-74%-10270657.850-72%
Usd Free Cash Flow Per Share---1.299-0.616-53%0.169-868%-0.223-83%-0.336-74%-0.361-72%
Usd Free Cash Flow To Equity Per Share---0.323-0.333+3%0.272-219%-0.040-88%-0.042-87%0.009-3890%
Usd Market Cap425389017.000+6%397825400.000392000099.500+1%380775740.000+4%376963246.583+6%357062504.550+11%351571093.225+13%
Usd Price Per Share14.970+6%14.00013.795+1%13.400+4%13.266+6%12.566+11%12.372+13%
Usd Profit--9289262.00010496357.250-12%6486370.000+43%6828056.333+36%9243194.250+0%6041159.950+54%
Usd Revenue--24951658.00031018943.250-20%12024180.500+108%16073895.833+55%15536314.800+61%11410478.500+119%
Usd Total Gains Per Share--0.4870.805-39%0.698-30%0.569-14%0.523-7%0.396+23%
 EOD+5 -3MRQTTM+18 -22YOY+20 -193Y+22 -185Y+20 -2010Y+23 -17

3.3 Fundamental Score

Let's check the fundamental score of Stellus Capital Investment based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1511.448
Price to Book Ratio (EOD)Between0-11.141
Net Profit Margin (MRQ)Greater than00.372
Operating Margin (MRQ)Greater than00.723
Quick Ratio (MRQ)Greater than13.371
Current Ratio (MRQ)Greater than13.481
Debt to Asset Ratio (MRQ)Less than10.632
Debt to Equity Ratio (MRQ)Less than11.714
Return on Equity (MRQ)Greater than0.150.025
Return on Assets (MRQ)Greater than0.050.009
Total6/10 (60.0%)

3.4 Technical Score

Let's check the technical score of Stellus Capital Investment based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5081.861
Ma 20Greater thanMa 5014.065
Ma 50Greater thanMa 10013.467
Ma 100Greater thanMa 20013.420
OpenGreater thanClose14.840
Total4/5 (80.0%)

4. In-depth Analysis

4.1 About Stellus Capital Investment

Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment. The fund prefers to invest in US and Canada. The fund seeks to invest in companies with an EBITDA between $5 million and $50 million.

Fundamental data was last updated by Penke on 2025-07-04 23:42:06.

4.2 In-depth Summary

4.2.1. Financial Health Summary

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is less efficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very efficient.
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is able to pay all its debts by selling its assets.
The company is just able to pay all its debts with equity.

4.2.2. Valuation Summary

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is expensive.
3rd party ad coffee SUPPORTERis ad-free.

4.3 Financial Health

4.3.1. Profitability

4.3.1 Profitability
4.3.1.1. Net Profit Margin

Measures how much net profit Stellus Capital Investment earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • A Net Profit Margin of 37.2% means that $0.37 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Stellus Capital Investment:

  • The MRQ is 37.2%. The company is making a huge profit. +2
  • The TTM is 36.3%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ37.2%TTM36.3%+0.9%
TTM36.3%YOY102.5%-66.2%
TTM36.3%5Y73.7%-37.4%
5Y73.7%10Y21.9%+51.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ37.2%55.9%-18.7%
TTM36.3%57.2%-20.9%
YOY102.5%55.7%+46.8%
3Y67.9%60.6%+7.3%
5Y73.7%63.6%+10.1%
10Y21.9%59.9%-38.0%
4.3.1.2. Return on Assets

Shows how efficient Stellus Capital Investment is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • 0.9% Return on Assets means that Stellus Capital Investment generated $0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Stellus Capital Investment:

  • The MRQ is 0.9%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 1.1%. Using its assets, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ0.9%TTM1.1%-0.2%
TTM1.1%YOY0.7%+0.4%
TTM1.1%5Y1.2%-0.1%
5Y1.2%10Y1.0%+0.2%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9%2.0%-1.1%
TTM1.1%1.9%-0.8%
YOY0.7%1.5%-0.8%
3Y0.7%0.9%-0.2%
5Y1.2%2.0%-0.8%
10Y1.0%2.1%-1.1%
4.3.1.3. Return on Equity

Shows how efficient Stellus Capital Investment is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • 2.5% Return on Equity means Stellus Capital Investment generated $0.02 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Stellus Capital Investment:

  • The MRQ is 2.5%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 2.9%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ2.5%TTM2.9%-0.4%
TTM2.9%YOY2.0%+0.9%
TTM2.9%5Y3.1%-0.3%
5Y3.1%10Y2.3%+0.9%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.5%3.4%-0.9%
TTM2.9%3.4%-0.5%
YOY2.0%3.0%-1.0%
3Y2.1%1.9%+0.2%
5Y3.1%3.2%-0.1%
10Y2.3%3.4%-1.1%
3rd party ad coffee SUPPORTERis ad-free.

4.3.2. Operating Efficiency of Stellus Capital Investment.

4.3.2. Operating Efficiency
4.3.2.1. Operating Margin

Measures how efficient Stellus Capital Investment is operating .

  • Measures how much profit Stellus Capital Investment makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • An Operating Margin of 72.3% means the company generated $0.72  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Stellus Capital Investment:

  • The MRQ is 72.3%. The company is operating very efficient. +2
  • The TTM is 54.6%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ72.3%TTM54.6%+17.7%
TTM54.6%YOY321.0%-266.4%
TTM54.6%5Y245.7%-191.0%
5Y245.7%10Y432.1%-186.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ72.3%61.8%+10.5%
TTM54.6%43.8%+10.8%
YOY321.0%73.7%+247.3%
3Y262.1%53.6%+208.5%
5Y245.7%62.9%+182.8%
10Y432.1%56.6%+375.5%
4.3.2.2. Operating Ratio

Measures how efficient Stellus Capital Investment is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.66 means that the operating costs are $0.66 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Stellus Capital Investment:

  • The MRQ is 0.657. The company is efficient in keeping operating costs low. +1
  • The TTM is 153,204.657. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ0.657TTM153,204.657-153,204.000
TTM153,204.657YOY0.285+153,204.373
TTM153,204.6575Y30,641.199+122,563.458
5Y30,641.19910Y15,316.500+15,324.699
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.6570.507+0.150
TTM153,204.6570.493+153,204.164
YOY0.2850.556-0.271
3Y51,068.2480.513+51,067.735
5Y30,641.1990.479+30,640.720
10Y15,316.5000.556+15,315.944
3rd party ad coffee SUPPORTERis ad-free.

4.4.3. Liquidity of Stellus Capital Investment.

4.4.3. Liquidity
4.4.3.1. Current Ratio

Measures if Stellus Capital Investment is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 3.48 means the company has $3.48 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Stellus Capital Investment:

  • The MRQ is 3.481. The company is very able to pay all its short-term debts. +2
  • The TTM is 2.994. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ3.481TTM2.994+0.487
TTM2.994YOY4.646-1.653
TTM2.9945Y4.059-1.066
5Y4.05910Y3.223+0.836
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ3.4812.932+0.549
TTM2.9942.798+0.196
YOY4.6463.282+1.364
3Y4.1803.856+0.324
5Y4.0594.941-0.882
10Y3.2237.318-4.095
4.4.3.2. Quick Ratio

Measures if Stellus Capital Investment is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • A Quick Ratio of 3.37 means the company can pay off $3.37 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Stellus Capital Investment:

  • The MRQ is 3.371. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 112,436.502. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ3.371TTM112,436.502-112,433.131
TTM112,436.502YOY4.646+112,431.856
TTM112,436.5025Y22,525.780+89,910.722
5Y22,525.78010Y143,499.622-120,973.843
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ3.3712.122+1.249
TTM112,436.5022.282+112,434.220
YOY4.6463.373+1.273
3Y37,517.6774.717+37,512.960
5Y22,525.7806.019+22,519.761
10Y143,499.6228.728+143,490.894
3rd party ad coffee SUPPORTERis ad-free.

4.5.4. Solvency of Stellus Capital Investment.

4.5.4. Solvency
4.5.4.1. Debt to Asset Ratio

Measures how much % of Stellus Capital Investment assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Stellus Capital Investment to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.63 means that Stellus Capital Investment assets are financed with 63.2% credit (debt) and the remaining percentage (100% - 63.2%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Stellus Capital Investment:

  • The MRQ is 0.632. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.626. The company is able to pay all its debts by selling its assets. +1
Trends
Current periodCompared to+/- 
MRQ0.632TTM0.626+0.005
TTM0.626YOY0.653-0.027
TTM0.6265Y0.649-0.022
5Y0.64910Y0.588+0.061
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.6320.184+0.448
TTM0.6260.185+0.441
YOY0.6530.184+0.469
3Y0.6560.181+0.475
5Y0.6490.190+0.459
10Y0.5880.184+0.404
4.5.4.2. Debt to Equity Ratio

Measures if Stellus Capital Investment is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Stellus Capital Investment to the Asset Management industry mean.
  • A Debt to Equity ratio of 171.4% means that company has $1.71 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Stellus Capital Investment:

  • The MRQ is 1.714. The company is just able to pay all its debts with equity.
  • The TTM is 1.676. The company is just able to pay all its debts with equity.
Trends
Current periodCompared to+/- 
MRQ1.714TTM1.676+0.038
TTM1.676YOY1.880-0.204
TTM1.6765Y1.863-0.187
5Y1.86310Y1.506+0.357
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ1.7140.235+1.479
TTM1.6760.232+1.444
YOY1.8800.229+1.651
3Y1.9210.230+1.691
5Y1.8630.258+1.605
10Y1.5060.251+1.255
3rd party ad coffee SUPPORTERis ad-free.

4.6. Market Valuation

4.6.1. Earnings Per Share
4.6.2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Stellus Capital Investment generates.

  • Above 15 is considered overpriced but always compare Stellus Capital Investment to the Asset Management industry mean.
  • A PE ratio of 10.71 means the investor is paying $10.71 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Stellus Capital Investment:

  • The EOD is 11.448. Based on the earnings, the company is underpriced. +1
  • The MRQ is 10.707. Based on the earnings, the company is underpriced. +1
  • The TTM is 9.915. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD11.448MRQ10.707+0.742
MRQ10.707TTM9.915+0.792
TTM9.915YOY0.413+9.502
TTM9.9155Y12.514-2.599
5Y12.51410Y14.042-1.529
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD11.4488.198+3.250
MRQ10.7077.872+2.835
TTM9.9157.373+2.542
YOY0.4138.211-7.798
3Y13.8955.093+8.802
5Y12.5145.693+6.821
10Y14.0427.328+6.714
4.6.2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Stellus Capital Investment:

  • The EOD is -2.880. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -2.694. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is -1.235. Based on how much money comes from the company's main activities, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-2.880MRQ-2.694-0.187
MRQ-2.694TTM-1.235-1.459
TTM-1.235YOY306.398-307.633
TTM-1.2355Y60.818-62.052
5Y60.81810Y15.161+45.657
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD-2.8805.612-8.492
MRQ-2.6945.352-8.046
TTM-1.2356.067-7.302
YOY306.3984.294+302.104
3Y100.7563.622+97.134
5Y60.8183.588+57.230
10Y15.1612.642+12.519
3rd party ad coffee SUPPORTERis ad-free.
4.6.2. Book Value per Share
4.6.2.1. Price to Book Ratio

Measures if the stock price of Stellus Capital Investment is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.07 means the investor is paying $1.07 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Stellus Capital Investment:

  • The EOD is 1.141. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.067. Based on the equity, the company is underpriced. +1
  • The TTM is 1.078. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.141MRQ1.067+0.074
MRQ1.067TTM1.078-0.010
TTM1.078YOY1.200-0.123
TTM1.0785Y1.190-0.113
5Y1.19010Y1.432-0.242
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.1410.955+0.186
MRQ1.0670.934+0.133
TTM1.0780.930+0.148
YOY1.2000.923+0.277
3Y1.1880.942+0.246
5Y1.1900.995+0.195
10Y1.4321.138+0.294
4.6.2. Total Gains per Share

4.7 Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Stellus Capital Investment.

4.8.1. Institutions holding Stellus Capital Investment

Institutions are holding 12.606% of the shares of Stellus Capital Investment.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2025-03-31Two Sigma Advisers, LLC1.46170.0127401700240006.3542
2025-03-31Two Sigma Investments LLC0.99370.008227307074482.804
2025-03-31Morgan Stanley - Brokerage Accounts0.79920.00022196406182739.1774
2025-03-31CI Private Wealth LLC0.77310.00492124584099123.9061
2025-03-31Ethos Financial Group LLC0.70030.25761924621924620
2025-03-31Condor Capital Management0.69640.249619139276144.143
2025-03-31Legal & General Group PLC0.64990.000717858948872.8134
2025-03-31Icon Wealth Advisors LLC0.49160.155613508936122.7472
2025-03-31Advisors Asset Management0.47770.03451312831232010.3562
2025-03-31BlackRock Inc0.4289011786762445.5938
2025-03-31Citadel Advisors Llc0.37840.0003103984996852318.7951
2025-03-31Gables Capital Management Inc0.35740.679898228720.0734
2025-03-31Muzinich & Co Inc0.3170.6926871202135532.4717
2025-03-31Sumitomo Mitsui Trust Group Inc0.30840.0008847622135533.6792
2025-03-31Virtus Investment Advisors (VIA)0.24750.258968006680060
2025-03-31PFG Investments, LLC0.23660.0584650186791.0553
2025-03-31Janney Montgomery Scott LLC0.16070.001844158-167-0.3768
2025-03-31LPL Financial Corp0.14860.000240824-5566-11.9983
2025-03-31Advisor Group Holdings, Inc.0.14510.00123986729485284.0012
2025-03-31HighTower Advisors, LLC0.1430.00083930521097115.8667
Total 9.91522.41882724822+617406+22.7%

4.9.2. Funds holding Stellus Capital Investment

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2025-05-31iShares Listed Private Eq ETF USD Dist0.55520.143515775400
2025-05-30Virtus Private Credit ETF0.21441.47716093200
2025-03-31Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ0.15910.003545217445910.9402
2024-11-20Nikko High Income BDC Mother Fund0.11820.58663360000
2024-11-20Nikko Active BDC Mother0.10490.72492980700
2024-09-30AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C0.0881.032525000-5000-16.6667
2025-05-30FlexShares® Listed Priv Eq ETF USD Acc0.03290.0312934700
2025-03-31RBC Microcap Value I0.03270.1281930000
2025-04-30Abante Quant Value Small Caps FI0.02880.5141817400
2024-12-31Blackstone Alternative Multi-Strategy I0.0130.00143700-1100-22.9167
2025-05-30WHITEWOLF Publicly Listed Priv Eq ETF0.01040.5402296000
2025-03-31FID DC L&G Multi Asset Fund0.00190.0034540-38-6.5744
2024-12-04AAM Business Dev Co Opps 2022-2 CA0.00040.913910000
2025-05-30AAM Business Dev Co Opps 2024-2 CA0.00042.971110000
2025-05-30AAM Business Dev Co Opps 2023-1 CA0.00044.297610000
Total 1.360713.3691386631-1679-0.4%

5.3. Insider Transactions

Insiders are holding 3.985% of the shares of Stellus Capital Investment.

DateOwnerTypeAmountPricePost Transaction AmountLink
2022-06-16Dean D'angeloBUY250011.38
2022-06-16Robert T LaddBUY600011.44
3rd party ad coffee SUPPORTERis ad-free.

5. Financial Statements




5.1. Latest Balance Sheet

Balance Sheet of 2025-03-31. Currency in USD. All numbers in thousands.

Summary
Total Assets1,011,737
Total Liabilities638,971
Total Stockholder Equity372,766
 As reported
Total Liabilities 638,971
Total Stockholder Equity+ 372,766
Total Assets = 1,011,737

Assets

Total Assets1,011,737
Total Current Assets18,250
Long-term Assets993,488
Total Current Assets
Cash And Cash Equivalents 10,889
Net Receivables 6,785
Other Current Assets 577
Total Current Assets  (as reported)18,250
Total Current Assets  (calculated)18,250
+/-0
Long-term Assets
Long Term Investments 991,104
Long-term Assets Other 993,488
Long-term Assets  (as reported)993,488
Long-term Assets  (calculated)1,984,591
+/- 991,104

Liabilities & Shareholders' Equity

Total Current Liabilities5,243
Long-term Liabilities633,728
Total Stockholder Equity372,766
Total Current Liabilities
Short-term Debt 99,554,505,000
Accounts payable 5,243
Total Current Liabilities  (as reported)5,243
Total Current Liabilities  (calculated)99,554,510,243
+/- 99,554,505,000
Long-term Liabilities
Long-term Liabilities  (as reported)633,728
Long-term Liabilities  (calculated)0
+/- 633,728
Total Stockholder Equity
Common Stock28
Retained Earnings -15,749
Other Stockholders Equity 388,487
Total Stockholder Equity (as reported)372,766
Total Stockholder Equity (calculated)372,766
+/-0
Other
Capital Stock28
Cash and Short Term Investments 10,889
Common Stock Shares Outstanding 27,603
Current Deferred Revenue620,803,000
Liabilities and Stockholders Equity 1,011,737
Net Debt 612,914
Net Invested Capital 996,569
Net Working Capital 13,007
Short Long Term Debt Total 623,803



5.2. Balance Sheets Structured

Currency in USD. All numbers in thousands.

 Trend2025-03-312024-12-312024-09-302024-06-302024-03-312023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-30
> Total Assets 
0
651
262,543
244,589
279,180
273,099
298,128
310,724
299,305
296,396
327,062
332,277
338,515
336,956
365,368
364,344
366,139
369,208
379,879
368,028
348,643
371,298
400,261
480,944
524,760
511,357
526,287
545,202
553,174
612,842
648,513
649,056
666,656
663,322
674,910
747,759
804,070
827,019
821,262
866,670
882,946
889,108
898,183
900,852
901,773
911,954
908,086
935,221
946,506
957,072
980,900
1,011,737
1,011,737980,900957,072946,506935,221908,086911,954901,773900,852898,183889,108882,946866,670821,262827,019804,070747,759674,910663,322666,656649,056648,513612,842553,174545,202526,287511,357524,760480,944400,261371,298348,643368,028379,879369,208366,139364,344365,368336,956338,515332,277327,062296,396299,305310,724298,128273,099279,180244,589262,5436510
   > Total Current Assets 
0
479
65,144
40,683
16,994
29,473
20,419
310,458
18,326
11,185
11,097
10,011
14,121
13,990
19,637
11,872
15,329
16,507
14,253
16,307
11,272
16,000
28,421
49,281
24,743
32,992
21,440
27,436
21,684,875,000
25,855,489,000
19,565
39,023,665,000
25,561,292,000
40,548,724,000
20,908
32,627,347,000
21,340,490,000
40,692,694,000
47,710
28,005
30,571
16,914
896,761
22,023,929,000
19,588,400,000
24,871,237,000
32,030
56,651
44,653
44,920
26,101
18,250
18,25026,10144,92044,65356,65132,03024,871,237,00019,588,400,00022,023,929,000896,76116,91430,57128,00547,71040,692,694,00021,340,490,00032,627,347,00020,90840,548,724,00025,561,292,00039,023,665,00019,56525,855,489,00021,684,875,00027,43621,44032,99224,74349,28128,42116,00011,27216,30714,25316,50715,32911,87219,63713,99014,12110,01111,09711,18518,326310,45820,41929,47316,99440,68365,1444790
       Cash And Cash Equivalents 
0
479
62,132
35,046
10,983
23,586
13,664
6,640
10,166
4,164
2,047
1,210
5,830
6,079
10,876
6,524
10,834
8,640
9,194
11,489
6,953
11,667
25,111
45,494
20,940
29,882
17,467
23,844
18,218
23,010
16,133
35,025
23,210
38,618
18,478
30,450
18,603
37,754
44,175
24,631
26,462
12,420
48,043
17,852
14,924
19,211
26,126
48,762
35,868
38,580
20,059
10,889
10,88920,05938,58035,86848,76226,12619,21114,92417,85248,04312,42026,46224,63144,17537,75418,60330,45018,47838,61823,21035,02516,13323,01018,21823,84417,46729,88220,94045,49425,11111,6676,95311,4899,1948,64010,8346,52410,8766,0795,8301,2102,0474,16410,1666,64013,66423,58610,98335,04662,1324790
       Short-term Investments 
0
0
-5,932
935,882,000
1,341
1,027
499,944
296,601
-348
-3,489
-6,278,168,000
-4,731,378,000
-5,015,420,000
-9,461,534,000
-15,576,485,000
0
-16,069,488,000
-9,852,576,000
3,400,047,000
5,993,223,000
7,099,476,000
3,048,162,000
3,386,568,000
4,919,849,000
6,715,413,000
7,219,806,000
1,674,251,000
0
0
0
0
0
0
0
0
0
0
0
536
837,991
852,000
871,733
844,734
17,852,082,148
14,924,367,076
19,210,701,789
0
0
0
38,580,222,420
0
0
0038,580,222,42000019,210,701,78914,924,367,07617,852,082,148844,734871,733852,000837,991536000000000001,674,251,0007,219,806,0006,715,413,0004,919,849,0003,386,568,0003,048,162,0007,099,476,0005,993,223,0003,400,047,000-9,852,576,000-16,069,488,0000-15,576,485,000-9,461,534,000-5,015,420,000-4,731,378,000-6,278,168,000-3,489-348296,601499,9441,0271,341935,882,000-5,93200
       Net Receivables 
0
0
2,574
3,469
4,111
4,151
4,757
5,452
5,472
5,427
5,083
5,144
4,355
4,354
4,738
4,623
4,197
7,720
4,602
4,280
4,016
4,148
2,949
3,852
3,868
3,327
3,973
3,592
3,557
3,122
3,064
4,162
2,465
2,076
2,431
2,388
3,218
3,380
3,535
3,374
4,109
4,494
4,737
4,984
4,872
6,255
5,297
7,304
8,373
6,340,189,000
5,375
6,785
6,7855,3756,340,189,0008,3737,3045,2976,2554,8724,9844,7374,4944,1093,3743,5353,3803,2182,3882,4312,0762,4654,1623,0643,1223,5573,5923,9733,3273,8683,8522,9494,1484,0164,2804,6027,7204,1974,6234,7384,3544,3555,1445,0835,4275,4725,4524,7574,1514,1113,4692,57400
       Other Current Assets 
0
0
64,634,879
2,168
1,900
1,737
1,998
1,765
2,689
1,594
3,967
3,656
3,937
3,557
4,024
725
298
147
456
538
303
186
361
-65
-65
-217
430
408
248
113
368
350
292
250
513
-32,838
-21,821
-41,134
-47,710
-28,005
-30,571
-16,914
-52,781
-22,836
-19,796
-25,466
607
585
413
257
667
577
577667257413585607-25,466-19,796-22,836-52,781-16,914-30,571-28,005-47,710-41,134-21,821-32,838513250292350368113248408430-217-65-653611863035384561472987254,0243,5573,9373,6563,9671,5942,6891,7651,9981,7371,9002,16864,634,87900
   > Long-term Assets 
0
0
195,451
203,905
262,186
243,625
277,710
266
280,979
285,211
315,965
322,267
324,394
322,966
349,637
352,473
350,810
352,701
365,626
351,721
337,370
355,298
371,840
431,662
500,017
478,365
504,847
517,766
531,120
586,411
628,948
609,544
640,714
622,438
653,424
714,464
781,948
785,699
772,873
837,991
852,000
871,733
844,734
877,494
881,666
886,338
876,057
878,570
901,853
908,719
954,800
993,488
993,488954,800908,719901,853878,570876,057886,338881,666877,494844,734871,733852,000837,991772,873785,699781,948714,464653,424622,438640,714609,544628,948586,411531,120517,766504,847478,365500,017431,662371,840355,298337,370351,721365,626352,701350,810352,473349,637322,966324,394322,267315,965285,211280,979266277,710243,625262,186203,905195,45100
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
315,965
0
0
0
349,018
0
350,810
352,701
365,626
351,721
337,370
355,298
371,840
431,300
499,737
478,004
504,484
517,412
531,120
586,411
628,948
609,544
640,714
622,438
653,424
714,464
781,948
785,699
772,873
837,991
852,000
871,733
844,734
877,494
881,666
886,338
874,461
875,884
899,678
908,719
953,498
991,104
991,104953,498908,719899,678875,884874,461886,338881,666877,494844,734871,733852,000837,991772,873785,699781,948714,464653,424622,438640,714609,544628,948586,411531,120517,412504,484478,004499,737431,300371,840355,298337,370351,721365,626352,701350,8100349,018000315,9650000000000
       Other Assets 
0
172
1,948
205,730
263,903
245,310
279,296
298,308
283,475
6,227
319,512
325,580
328,048
326,382
-3,906
352,734
350,810
352,701
365,626
351,803
337,371
355,298
371,840
431,300
499,736
18
19
8
-21,684,852,946
-25,855,462,569
368
-39,023,625,488
-25,561,266,058
-40,548,683,116
577
-32,627,313,706
-21,340,467,878
-40,692,652,680
678
674
375
461
-843,312
-22,023,905,642
-19,588,379,894
-24,871,211,384
2,203
-55,289,057,261
-43,666,547,172
912,151,409,000
7,344
994,510,641,000
994,510,641,0007,344912,151,409,000-43,666,547,172-55,289,057,2612,203-24,871,211,384-19,588,379,894-22,023,905,642-843,312461375674678-40,692,652,680-21,340,467,878-32,627,313,706577-40,548,683,116-25,561,266,058-39,023,625,488368-25,855,462,569-21,684,852,94681918499,736431,300371,840355,298337,371351,803365,626352,701350,810352,734-3,906326,382328,048325,580319,5126,227283,475298,308279,296245,310263,903205,7301,9481720
> Total Liabilities 
0
416
88,697
69,088
103,073
97,039
122,237
135,244
121,946
119,301
153,112
157,177
163,656
166,963
200,717
201,412
202,418
199,802
208,997
195,363
132,189
151,762
180,014
258,681
300,317
283,452
301,442
277,403
283,048
340,675
377,942
424,138
406,702
406,772
401,550
474,330
529,904
551,374
536,151
581,633
603,080
611,930
622,406
620,000
593,448
593,828
588,147
611,781
599,321
590,787
610,978
638,971
638,971610,978590,787599,321611,781588,147593,828593,448620,000622,406611,930603,080581,633536,151551,374529,904474,330401,550406,772406,702424,138377,942340,675283,048277,403301,442283,452300,317258,681180,014151,762132,189195,363208,997199,802202,418201,412200,717166,963163,656157,177153,112119,301121,946135,244122,23797,039103,07369,08888,6974160
   > Total Current Liabilities 
0
416
50,697
69,088
103,073
97,039
122,237
135,244
96,946
1,749
111,862
115,927
112,656
115,963
114,623
113,887
114,770
112,024
121,089
107,328
44,031
40,956
44,888
2,492
4,899
3,910
8,697
7,806
48,514,578,000
49,120,168,000
4,490
48,940,635,000
49,241,950,000
49,623,800,000
2,144
98,333,622,000
98,754,553,000
99,757,942,000
4,865
3,051
6,168
3,100
100,046
100,482,777,000
99,775,285,000
100,343,393,000
5,241
4,709
8,712
99,882
8,945
5,243
5,2438,94599,8828,7124,7095,241100,343,393,00099,775,285,000100,482,777,000100,0463,1006,1683,0514,86599,757,942,00098,754,553,00098,333,622,0002,14449,623,800,00049,241,950,00048,940,635,0004,49049,120,168,00048,514,578,0007,8068,6973,9104,8992,49244,88840,95644,031107,328121,089112,024114,770113,887114,623115,963112,656115,927111,8621,74996,946135,244122,23797,039103,07369,08850,6974160
       Short-term Debt 
0
0
45,000,943
57,000
100,000
94,000
119,000
130,000
91,000
0
106,500
110,250
107,000
110,750
109,500
108,328
108,958
106,590
115,171
101,794
38,418
35,544
39,332
47,389,684,000
47,473,804,000
47,558,013,000
47,641,797,000
47,723,760,000
47,806,634,000
47,890,418,000
0
48,057,076,000
48,139,950,000
48,223,734,000
48,308
97,765,674,000
97,877,778,000
97,990,055,000
4,335
98,213,123,000
98,324,497,000
98,437,095,000
98,550
98,659,842,000
98,771,216,000
98,883,814,000
4,843
99,107,786,000
99,219,159,000
99,331,757,000
0
99,554,505,000
99,554,505,000099,331,757,00099,219,159,00099,107,786,0004,84398,883,814,00098,771,216,00098,659,842,00098,55098,437,095,00098,324,497,00098,213,123,0004,33597,990,055,00097,877,778,00097,765,674,00048,30848,223,734,00048,139,950,00048,057,076,000047,890,418,00047,806,634,00047,723,760,00047,641,797,00047,558,013,00047,473,804,00047,389,684,00039,33235,54438,418101,794115,171106,590108,958108,328109,500110,750107,000110,250106,500091,000130,000119,00094,000100,00057,00045,000,94300
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
147,750
0
0
0
195,594
0
0
0
203,079
0
126,576
146,350
174,458
252,258
292,056
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000000000000292,056252,258174,458146,350126,5760203,079000195,594000147,7500000000000
       Accounts payable 
0
233
4,750
9,967
197
292
234
1,633
1,794
1,749
1,760
1,733
1,803
1,740
1,984
1,784
2,256
1,822
2,388
1,837
2,660
2,491
2,828
2,492
3,350
2,487
3,671
2,986
4,298
2,994
4,490
3,123
7,039
6,879
2,144
3,449
6,158
8,140
4,865
3,051
6,168
3,100
4,641
3,903
7,790
4,532
5,241
4,709
8,712
4,857
8,945
5,243
5,2438,9454,8578,7124,7095,2414,5327,7903,9034,6413,1006,1683,0514,8658,1406,1583,4492,1446,8797,0393,1234,4902,9944,2982,9863,6712,4873,3502,4922,8282,4912,6601,8372,3881,8222,2561,7841,9841,7401,8031,7331,7601,7491,7941,6332342921979,9674,7502330
       Other Current Liabilities 
0
0
45,947
2,121
2,876
2,747
2,856
3,430
4,016
-1,749
3,445
3,912
3,809
3,433
3,102
3,741
3,532
3,590
3,510
3,678
2,930
2,793
2,589
3,755
1,549
1,423
-48,052,384,974
-48,118,501,180
379,995,702
716,997,006
-917
169,396,877
455,992,961
805,993,121
-2,144
92,722,551
362,970,842
1,236,607,860
-530
-98,680,118,000
-98,835,339,000
-98,781,650,000
-3,465
1,549,829,097
782,350,210
1,116,364,468
-5,639
-4,709
-572,251,712
-99,882,109,857
-8,945
0
0-8,945-99,882,109,857-572,251,712-4,709-5,6391,116,364,468782,350,2101,549,829,097-3,465-98,781,650,000-98,835,339,000-98,680,118,000-5301,236,607,860362,970,84292,722,551-2,144805,993,121455,992,961169,396,877-917716,997,006379,995,702-48,118,501,180-48,052,384,9741,4231,5493,7552,5892,7932,9303,6783,5103,5903,5323,7413,1023,4333,8093,9123,445-1,7494,0163,4302,8562,7472,8762,12145,94700
   > Long-term Liabilities 
0
0
38,000
47,088,026,000
94,073
88,039
113,089,826
135,063
25,000
117,551
41,250
41,250
51,000
51,000
90,000
87,525
87,648
87,778
87,908
88,035
88,158
110,806
135,125
256,189
295,418
279,543
292,745
269,597
234,533,914,000
291,554,748,000
373,452
375,197,017,000
357,460,520,000
357,148,561,000
393,203
375,996,069,000
431,149,196,000
451,615,912,000
4,865
3,051
6,168
3,100
522,360
519,517,354,000
493,672,244,000
493,484,693,000
582,905
607,072
590,609
490,904
602,034
633,728
633,728602,034490,904590,609607,072582,905493,484,693,000493,672,244,000519,517,354,000522,3603,1006,1683,0514,865451,615,912,000431,149,196,000375,996,069,000393,203357,148,561,000357,460,520,000375,197,017,000373,452291,554,748,000234,533,914,000269,597292,745279,543295,418256,189135,125110,80688,15888,03587,90887,77887,64887,52590,00051,00051,00041,25041,250117,55125,000135,063113,089,82688,03994,07347,088,026,00038,00000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
292,267
269,122
272,230
329,553
366,029
414,883
390,102
390,895
393,203
466,394
517,410
530,198
518,170
566,332
587,913
98,437
604,130
98,660
98,771
580,032
0
0
0
0
0
0
000000580,03298,77198,660604,13098,437587,913566,332518,170530,198517,410466,394393,203390,895390,102414,883366,029329,553272,230269,122292,26700000000000000000000000000
       Other Liabilities 
0
183
206
553
495
268
673
957
506
778
832
686
793
573
802
311
306
430
287
604
189
358
407
176
221
338
479
475
436
616
694
820
811
851
883
1,003
853
1,477
530
467
541
345
383
0
428
550
0
0
0
0
0
0
00000055042803833455414675301,4778531,0038838518118206946164364754793382211764073581896042874303063118025737936868327785069576732684955532061830
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
3,547
0
0
0
262
0
60
20
9
0
0
47
0
0
0
18
19
8
57
211
0
0
0
0
90
0
0
0
15
41
89
242
1
414
428
0
0
0
0
0
0
0
00000004284141242894115000900000211578191800047009206002620003,5470000000000
> Total Stockholder Equity
0
-265
173,846
175,501
176,107
176,059
175,892
175,480
177,359
177,095
173,949
175,101
174,859
169,993
164,651
162,933
163,721
169,406
170,882
172,665
216,453
219,536
220,247
222,263
224,443
227,905
224,845
267,799
270,126
272,168
270,571
224,919
259,953
256,550
273,361
273,429
274,166
275,645
285,111
285,036
279,866
277,178
275,777
280,852
308,325
318,126
319,940
323,440
347,185
366,285
369,922
372,766
372,766369,922366,285347,185323,440319,940318,126308,325280,852275,777277,178279,866285,036285,111275,645274,166273,429273,361256,550259,953224,919270,571272,168270,126267,799224,845227,905224,443222,263220,247219,536216,453172,665170,882169,406163,721162,933164,651169,993174,859175,101173,949177,095177,359175,480175,892176,059176,107175,501173,846-2650
   Common Stock
0
0
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
16
16
16
16
16
16
16
19
19
19
19
19
19
19
19
19
19
19
20
20
20
20
20
20
23
24
24
24
26
27
27
28
282727262424242320202020202019191919191919191919191616161616161612121212121212121212121212121212121200
   Retained Earnings Total Equity0000000-7,52100000000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 0000000000000000000000000000000000000000000000000000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
228,160
266,704
269,461
269,461
272,117
277,023
277,117
277,117
276,027
276,027
276,027
276,027
274,559
274,727
274,864
274,864
275,115
283,405
315,823
337,289
0
0
0
0
0
0
000000337,289315,823283,405275,115274,864274,864274,727274,559276,027276,027276,027276,027277,117277,117277,023272,117269,461269,461266,704228,16000000000000000000000000000
   Treasury Stock0000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
265
174,715
176,768
177,498
177,420
177,142
177,084
179,399
178,103
174,717
176,267
176,272
171,828
165,418
163,843
164,928
170,246
171,305
173,186
217,350
221,301
220,667
223,630
226,506
229,780
219,046
266,704
269,461
269,461
272,117
277,023
277,117
277,117
276,027
276,027
276,027
276,027
274,559
274,727
274,864
274,864
275,115
283,405
315,823
337,289
335,919
335,919
361,167
366,258
379,549
388,487
388,487379,549366,258361,167335,919335,919337,289315,823283,405275,115274,864274,864274,727274,559276,027276,027276,027276,027277,117277,117277,023272,117269,461269,461266,704219,046229,780226,506223,630220,667221,301217,350173,186171,305170,246164,928163,843165,418171,828176,272176,267174,717178,103179,399177,084177,142177,420177,498176,768174,7152650



5.3. Balance Sheets

Currency in USD. All numbers in thousands.




5.4. Cash Flows

Currency in USD. All numbers in thousands.




5.5. Income Statements

Currency in USD. All numbers in thousands.


5.6. Latest Income Statement

Income Statement (annual), 2024-12-31. Currency in USD. All numbers in thousands.

Gross Profit (+$)
totalRevenue104,736
Cost of Revenue-49,501
Gross Profit55,23555,235
 
Operating Income (+$)
Gross Profit55,235
Operating Expense-15,133
Operating Income40,10240,103
 
Operating Expense (+$)
Research Development0
Selling General Administrative2,365,997
Selling And Marketing Expenses2,360,423
Operating Expense15,1334,726,420
 
Net Interest Income (+$)
Interest Income95,626
Interest Expense-31,506
Other Finance Cost-0
Net Interest Income64,120
 
Pretax Income (+$)
Operating Income40,102
Net Interest Income64,120
Other Non-Operating Income Expenses0
Income Before Tax (EBT)41,93038,274
EBIT - interestExpense = 41,930
47,462
77,351
Interest Expense31,506
Earnings Before Interest and Taxes (EBIT)73,43673,436
Earnings Before Interest and Taxes (EBITDA)78,718
 
After tax Income (+$)
Income Before Tax41,930
Tax Provision-1,618
Net Income From Continuing Ops45,84540,312
Net Income45,845
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses64,633
Total Other Income/Expenses Net1,828-64,120
 

Technical Analysis of Stellus Capital Investment
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Stellus Capital Investment. The general trend of Stellus Capital Investment is BULLISH with 100.0% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Stellus Capital Investment's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (100.0%) Bearish trend (-100.0%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Stellus Capital Investment Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Stellus Capital Investment.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: .

The bearish price targets are: 14.97 > 14.03 > 13.50.

Know someone who trades $SCM? Share this with them.👇

Stellus Capital Investment Daily Support & Resistance Chart
3rd party ad coffee SUPPORTERis ad-free.

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Stellus Capital Investment. The current mas is .

The long score for the Moving Averages is 14/14.
The longshort score for the Moving Averages is 14/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Stellus Capital Investment Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Stellus Capital Investment. The current macd is 0.37664421.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Stellus Capital Investment price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Stellus Capital Investment. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Stellus Capital Investment price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Stellus Capital Investment Daily Moving Average Convergence/Divergence (MACD) ChartStellus Capital Investment Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Stellus Capital Investment. The current adx is 26.26.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Stellus Capital Investment shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Stellus Capital Investment Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Stellus Capital Investment. The current sar is 14.38.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Stellus Capital Investment Daily Parabolic SAR Chart
3rd party ad coffee SUPPORTERis ad-free.

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Stellus Capital Investment. The current rsi is 81.86. The current phase is Overbought in bull market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is 0/(-13 +13).

  • Overbought in bull market: Short-term excessive buying, potential for pullback. Consider taking profits, be cautious of potential correction. -1
  • Trending up: The RSI is trending up. +1
Stellus Capital Investment Daily Relative Strength Index (RSI) ChartStellus Capital Investment Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Stellus Capital Investment. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 3/6.
The longshort score for the Stochastic Oscillator is 0/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Stellus Capital Investment price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Stellus Capital Investment Daily Stochastic Oscillator ChartStellus Capital Investment Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Stellus Capital Investment. The current cci is 177.42.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Stellus Capital Investment Daily Commodity Channel Index (CCI) ChartStellus Capital Investment Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Stellus Capital Investment. The current cmo is 78.54.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Stellus Capital Investment Daily Chande Momentum Oscillator (CMO) ChartStellus Capital Investment Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Stellus Capital Investment. The current willr is -9.5160017.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Stellus Capital Investment Daily Williams %R ChartStellus Capital Investment Daily Williams %R Chart
3rd party ad coffee SUPPORTERis ad-free.

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Stellus Capital Investment.

Stellus Capital Investment Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Stellus Capital Investment. The current atr is 0.23223811.

Stellus Capital Investment Daily Average True Range (ATR) ChartStellus Capital Investment Daily Average True Range (ATR) Chart
3rd party ad coffee SUPPORTERis ad-free.

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Stellus Capital Investment. The current obv is 5,782,308.

Stellus Capital Investment Daily On-Balance Volume (OBV) ChartStellus Capital Investment Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Stellus Capital Investment. The current mfi is 88.10.

The long score for the Money Flow Index (MFI) is 2/2.
The longshort score for the Money Flow Index (MFI) is 2/(-2 +2).

  • MFI > 50: +1
  • MFI > 80: +1
Stellus Capital Investment Daily Money Flow Index (MFI) ChartStellus Capital Investment Daily Money Flow Index (MFI) Chart
3rd party ad coffee SUPPORTERis ad-free.

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Stellus Capital Investment.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2025-02-20STOCH LONG EXITThe %K line crosses below the %D line.
2025-02-24STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2025-02-25STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2025-02-26MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2025-02-27STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-02-28MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2025-03-03ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-03-04RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2025-03-05DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-10STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-03-14STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-20SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-03-21SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-03-24MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2025-03-25CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-03-27STOCH LONG EXITThe %K line crosses below the %D line.
2025-03-28CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-02MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2025-04-03CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2025-04-04BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-07STOCH SHORT EXITThe %K line crosses above the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-08STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-09RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2025-04-10ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-04-11STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-14STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-15SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-04-16STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-17STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-21MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-22STOCH SHORT EXITThe %K line crosses above the %D line.
2025-04-23CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-04-24WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-04-29STOCH LONG EXITThe %K line crosses below the %D line.
2025-04-30CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-05-02STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-05-05STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2025-05-06SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2025-05-09SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2025-05-12DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-05-13DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2025-05-14STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-05-15SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-05-21STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2025-05-23STOCH SHORT EXITThe %K line crosses above the %D line.
2025-05-27WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-05-28STOCH LONG EXITThe %K line crosses below the %D line.
2025-05-30STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-02STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-05STOCH SHORT EXITThe %K line crosses above the %D line.
2025-06-06CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-06-11STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-06-13STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-17STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-18CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-06-20STOCH LONG EXITThe %K line crosses below the %D line.
2025-06-24STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-06-26CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2025-06-27STOCH LONG EXITThe %K line crosses below the %D line.
2025-07-01STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2025-07-02BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2025-07-07STOCH LONG EXITThe %K line crosses below the %D line.
2025-07-08STOCH SHORT EXITThe %K line crosses above the %D line.
2025-07-09MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2025-07-11STOCH LONG EXITThe %K line crosses below the %D line.

6.3. Candlestick Patterns

Stellus Capital Investment Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Stellus Capital Investment based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5081.861
Ma 20Greater thanMa 5014.065
Ma 50Greater thanMa 10013.467
Ma 100Greater thanMa 20013.420
OpenGreater thanClose14.840
Total4/5 (80.0%)
Penke
Good job! You gained 25 XP and 0   0   10 . What's next:
  • Share my analysis of Stellus Capital Investment with someone you think should read this too:
  • Are you bullish or bearish on Stellus Capital Investment? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Stellus Capital Investment? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Stellus Capital Investment

I send you an email if I find something interesting about Stellus Capital Investment.


Comments

How you think about this?

Leave a comment

Stay informed about Stellus Capital Investment.

Receive notifications about Stellus Capital Investment in your mailbox!

3rd party ad coffee SUPPORTERis ad-free.