Is Stellus Capital Stock a Good Investment?
Stellus Capital Investment Advice | SCM |
- Examine Stellus Capital's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Stellus Capital's leadership team and their track record. Good management can help Stellus Capital navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Stellus Capital's business and its evolving consumer preferences.
- Compare Stellus Capital's performance and market position to its competitors. Analyze how Stellus Capital is positioned in terms of product offerings, innovation, and market share.
- Check if Stellus Capital pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Stellus Capital's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Stellus Capital Investment stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Stellus Capital Investment is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Stellus Capital Stock
Researching Stellus Capital's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company has price-to-book ratio of 1.02. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Stellus Capital Inve last dividend was issued on the 29th of November 2024. The entity had 10043:1000 split on the 13th of January 2014.
To determine if Stellus Capital is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Stellus Capital's research are outlined below:
| 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 November 2024 Stellus Capital paid $ 0.1333 per share dividend to its current shareholders | |
| Latest headline from news.google.com: B. Riley Brokers Decrease Earnings Estimates for SCM - MarketBeat |
Stellus Capital Quarterly Liabilities And Stockholders Equity |
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Stellus Capital uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Stellus Capital Investment. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Stellus Capital's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Stellus Capital's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Stellus Capital's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-08-03 | 2022-06-30 | 0.29 | 0.32 | 0.03 | 10 | ||
2020-07-31 | 2020-06-30 | 0.24 | 0.28 | 0.04 | 16 | ||
2020-03-03 | 2019-12-31 | 0.32 | 0.36 | 0.04 | 12 | ||
2016-11-03 | 2016-09-30 | 0.33 | 0.37 | 0.04 | 12 | ||
2016-03-03 | 2015-12-31 | 0.33 | 0.39 | 0.06 | 18 | ||
2024-11-07 | 2024-09-30 | 0.46 | 0.39 | -0.07 | 15 | ||
2022-11-03 | 2022-09-30 | 0.3 | 0.37 | 0.07 | 23 | ||
2021-10-28 | 2021-09-30 | 0.28 | 0.21 | -0.07 | 25 |
Know Stellus Capital's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Stellus Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Stellus Capital Investment backward and forwards among themselves. Stellus Capital's institutional investor refers to the entity that pools money to purchase Stellus Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Blackrock Inc | 2024-06-30 | 81 K | Lpl Financial Corp | 2024-06-30 | 78.7 K | Qube Research & Technologies | 2024-06-30 | 69.9 K | Ci Private Wealth Llc | 2024-06-30 | 67.6 K | Virtus Etf Advisers Llc | 2024-06-30 | 66.7 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 | Trexquant Investment Lp | 2024-06-30 | 61.1 K | Two Sigma Advisers, Llc | 2024-06-30 | 445.3 K | Two Sigma Investments Llc | 2024-06-30 | 369.6 K |
Stellus Capital's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 375.02 M.Market Cap |
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Stellus Capital's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 83.99 | 88.19 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.05 | 0.06 |
Determining Stellus Capital's profitability involves analyzing its financial statements and using various financial metrics to determine if Stellus Capital is a good buy. For example, gross profit margin measures Stellus Capital's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Stellus Capital's profitability and make more informed investment decisions.
Evaluate Stellus Capital's management efficiency
Stellus Capital Inve has Return on Asset of 0.0517 % which means that on every $100 spent on assets, it made $0.0517 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1421 %, implying that it generated $0.1421 on every 100 dollars invested. Stellus Capital's management efficiency ratios could be used to measure how well Stellus Capital manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Stellus Capital's Return On Capital Employed is very stable compared to the past year. As of the 22nd of November 2024, Return On Equity is likely to grow to 0.06, while Return On Tangible Assets are likely to drop 0.02. At this time, Stellus Capital's Other Current Assets are very stable compared to the past year. As of the 22nd of November 2024, Total Current Assets is likely to grow to about 32.6 B, while Non Current Assets Total are likely to drop about 564.3 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.54 | 11.41 | |
| Tangible Book Value Per Share | 14.54 | 11.40 | |
| Enterprise Value Over EBITDA | 0.02 | 0.02 | |
| Price Book Value Ratio | 0.88 | 0.99 | |
| Enterprise Value Multiple | 0.02 | 0.02 | |
| Price Fair Value | 0.88 | 0.99 | |
| Enterprise Value | 832.5 M | 874.1 M |
Stellus Capital showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Dividend Yield 0.1154 | Forward Dividend Yield 0.1154 | Forward Dividend Rate 1.6 | Beta 1.16 |
Basic technical analysis of Stellus Stock
As of the 22nd of November, Stellus Capital has the Semi Deviation of 0.6261, coefficient of variation of 1248.45, and Risk Adjusted Performance of 0.06. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Stellus Capital Inve, as well as the relationship between them. Please validate Stellus Capital Inve information ratio, as well as the relationship between the potential upside and kurtosis to decide if Stellus Capital is priced more or less accurately, providing market reflects its prevalent price of 13.8 per share. Given that Stellus Capital Inve has jensen alpha of 0.0309, we advise you to double-check Stellus Capital Investment's current market performance to make sure the company can sustain itself at a future point.Stellus Capital's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Stellus Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Stellus Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Stellus Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Robert Ladd over two months ago Acquisition by Robert Ladd of 2000 shares of Stellus Capital at 8.0404 subject to Rule 16b-3 | ||
Robert Ladd over two months ago Acquisition by Robert Ladd of 2000 shares of Stellus Capital at 7.9893 subject to Rule 16b-3 | ||
Joshua Davis over six months ago Acquisition by Joshua Davis of 20000 shares of Stellus Capital at 12.46 subject to Rule 16b-3 | ||
D'angelo Dean over six months ago Acquisition by Dangelo Dean of 5000 shares of Stellus Capital at 9.1295 subject to Rule 16b-3 | ||
Robert Ladd over six months ago Acquisition by Robert Ladd of 2000 shares of Stellus Capital at 7.955 subject to Rule 16b-3 | ||
D'angelo Dean over six months ago Acquisition by Dangelo Dean of 5000 shares of Stellus Capital at 10.85 subject to Rule 16b-3 |
Stellus Capital's Outstanding Corporate Bonds
Stellus Capital issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Stellus Capital Inve uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Stellus bonds can be classified according to their maturity, which is the date when Stellus Capital Investment has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| STLA 1711 29 JAN 27 Corp BondUS85855CAA80 | View | |
| STLA 2691 15 SEP 31 Corp BondUS85855CAB63 | View | |
| STLA 5625 12 JAN 28 Corp BondUS85855CAD20 | View | |
| STLA 6375 12 SEP 32 Corp BondUS85855CAE03 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Understand Stellus Capital's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Stellus Capital's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.06 | |||
| Market Risk Adjusted Performance | 0.2475 | |||
| Mean Deviation | 0.4944 | |||
| Semi Deviation | 0.6261 | |||
| Downside Deviation | 0.7841 | |||
| Coefficient Of Variation | 1248.45 | |||
| Standard Deviation | 0.7277 | |||
| Variance | 0.5296 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0309 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.2375 | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.22 | |||
| Downside Variance | 0.6148 | |||
| Semi Variance | 0.392 | |||
| Expected Short fall | (0.58) | |||
| Skewness | 0.1462 | |||
| Kurtosis | 2.71 |
| Risk Adjusted Performance | 0.06 | |||
| Market Risk Adjusted Performance | 0.2475 | |||
| Mean Deviation | 0.4944 | |||
| Semi Deviation | 0.6261 | |||
| Downside Deviation | 0.7841 | |||
| Coefficient Of Variation | 1248.45 | |||
| Standard Deviation | 0.7277 | |||
| Variance | 0.5296 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0309 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.2375 | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.22 | |||
| Downside Variance | 0.6148 | |||
| Semi Variance | 0.392 | |||
| Expected Short fall | (0.58) | |||
| Skewness | 0.1462 | |||
| Kurtosis | 2.71 |
Consider Stellus Capital's intraday indicators
Stellus Capital intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Stellus Capital stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Stellus Capital Corporate Filings
| 14th of November 2024 Other Reports | ViewVerify | |
10Q | 7th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 1st of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 24th of April 2024 Other Reports | ViewVerify |
Stellus Stock media impact
Far too much social signal, news, headlines, and media speculation about Stellus Capital that are available to investors today. That information is available publicly through Stellus media outlets and privately through word of mouth or via Stellus internal channels. However, regardless of the origin, that massive amount of Stellus data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Stellus Capital news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Stellus Capital relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Stellus Capital's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Stellus Capital alpha.
Stellus Capital Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Stellus Capital can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Stellus Capital Corporate Directors
| William Repko | Independent Director | Profile | |
| John Arnoult | Independent Director | Profile | |
| Paul Keglevic | Independent Director | Profile | |
| Joshua Davis | Director | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Stellus Capital Investment. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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.
In summary, please note that there is a difference between Stellus Capital's value and its price, as these two are different measures arrived at by various 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.