Stellus Capital Investment Stock Buy Hold or Sell Recommendation
| SCM Stock | USD 14.77 0.18 1.20% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Stellus Capital Investment is 'Strong Hold'. The recommendation algorithm takes into account all of Stellus Capital's available fundamental, technical, and predictive indicators you will find on this site.
Check out Stellus Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Stellus and provide practical buy, sell, or hold advice based on investors' constraints. 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.
Stellus |
Execute Stellus Capital Buy or Sell Advice
The Stellus recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Stellus Capital Investment. Macroaxis does not own or have any residual interests in Stellus Capital Investment or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Stellus Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Stellus Capital Trading Alerts and Improvement Suggestions
| 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 poor financial position based on the latest SEC disclosures | |
| On 15th of January 2025 Stellus Capital paid $ 0.1333 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Stellus Capital Investment Share Price Crosses Above 200 Day Moving Average - Time to Sell - MarketBeat |
Stellus Capital Returns Distribution Density
The distribution of Stellus Capital's historical returns is an attempt to chart the uncertainty of Stellus Capital's future price movements. The chart of the probability distribution of Stellus Capital daily returns describes the distribution of returns around its average expected value. We use Stellus Capital Investment price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Stellus Capital returns is essential to provide solid investment advice for Stellus Capital.
| Mean Return | 0.11 | Value At Risk | -1.65 | Potential Upside | 1.47 | Standard Deviation | 0.90 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Stellus Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Stellus Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Stellus Capital, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Stellus Capital Investment back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | Trexquant Investment Lp | 2024-09-30 | 89.2 K | Blackrock Inc | 2024-09-30 | 86.7 K | Marshall Wace Asset Management Ltd | 2024-09-30 | 77.8 K | Muzinich & Co Inc | 2024-09-30 | 65.8 K | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 63.4 K | Pfg Investments, Llc | 2024-09-30 | 63 K | Qube Research & Technologies | 2024-09-30 | 58.2 K | Lpl Financial Corp | 2024-09-30 | 57.3 K | Virtus Etf Advisers Llc | 2024-09-30 | 55.8 K | Two Sigma Advisers, Llc | 2024-09-30 | 423.3 K | Two Sigma Investments Llc | 2024-09-30 | 325.4 K |
Stellus Capital Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 2.3M | 25.7M | 3.9M | (21.9M) | (19.7M) | (18.7M) | |
| Free Cash Flow | (3.5M) | (76.1M) | (56.3M) | (17.3M) | (19.9M) | (20.8M) | |
| Other Non Cash Items | (22.7M) | (117.7M) | (15.2T) | (26.3M) | (23.6M) | (24.8M) | |
| Dividends Paid | 24.3M | 21.0M | 26.6M | (35.5M) | (32.0M) | (30.4M) | |
| Net Income | 20.2M | 33.6M | 14.5M | 17.5M | 20.2M | 20.3M | |
| End Period Cash Flow | 18.5M | 44.2M | 48.0M | 26.1M | 23.5M | 22.5M | |
| Net Borrowings | 73M | 28.0M | 128.0M | 86.9M | 99.9M | 60.3M | |
| Depreciation | (10.7B) | 4.5B | 15.0T | (5.5B) | (6.4B) | (6.1B) | |
| Change To Netincome | (124.4M) | (24.3M) | (119.7M) | (73.3M) | (65.9M) | (69.2M) |
Stellus Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Stellus Capital or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Stellus Capital's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Stellus stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.33 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | 0.02 |
Stellus Capital Volatility Alert
Stellus Capital Investment has relatively low volatility with skewness of -1.26 and kurtosis of 3.34. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Stellus Capital's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Stellus Capital's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Stellus Capital Fundamentals Vs Peers
Comparing Stellus Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Stellus Capital's direct or indirect competition across all of the common fundamentals between Stellus Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Stellus Capital or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Stellus Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Stellus Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Stellus Capital to competition |
| Fundamentals | Stellus Capital | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.0517 | -0.14 |
| Profit Margin | 0.45 % | (1.27) % |
| Operating Margin | 0.70 % | (5.51) % |
| Current Valuation | 936.03 M | 16.62 B |
| Shares Outstanding | 27.06 M | 571.82 M |
| Shares Owned By Insiders | 4.16 % | 10.09 % |
| Shares Owned By Institutions | 11.80 % | 39.21 % |
| Number Of Shares Shorted | 147.06 K | 4.71 M |
| Price To Earning | 8.73 X | 28.72 X |
| Price To Book | 1.09 X | 9.51 X |
| Price To Sales | 3.73 X | 11.42 X |
| Revenue | 105.85 M | 9.43 B |
| Gross Profit | 107.14 M | 27.38 B |
| EBITDA | 41.93 B | 3.9 B |
| Net Income | 17.53 M | 570.98 M |
| Cash And Equivalents | 48.04 M | 2.7 B |
| Cash Per Share | 1.35 X | 5.01 X |
| Total Debt | 575.83 M | 5.32 B |
| Debt To Equity | 2.10 % | 48.70 % |
| Current Ratio | 2.11 X | 2.16 X |
| Book Value Per Share | 13.55 X | 1.93 K |
| Cash Flow From Operations | (17.27 M) | 971.22 M |
| Short Ratio | 1.04 X | 4.00 X |
| Earnings Per Share | 2.00 X | 3.12 X |
| Target Price | 13.9 | |
| Beta | 1.16 | -0.15 |
| Market Capitalization | 399.64 M | 19.03 B |
| Total Asset | 908.09 M | 29.47 B |
| Retained Earnings | (16 M) | 9.33 B |
| Annual Yield | 0.11 % | |
| Five Year Return | 10.37 % | |
| Net Asset | 908.09 M |
Note: Acquisition by Robert Ladd of 34000 shares of Stellus Capital at 12.66 subject to Rule 16b-3 [view details]
Stellus Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Stellus . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 3342.76 | |||
| Daily Balance Of Power | (0.47) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 14.86 | |||
| Day Typical Price | 14.83 | |||
| Price Action Indicator | (0.18) | |||
| Period Momentum Indicator | (0.18) |
About Stellus Capital Buy or Sell Advice
When is the right time to buy or sell Stellus Capital Investment? Buying financial instruments such as Stellus Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Stellus Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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 | 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.