SCM
Stellus Capital Investment Corporation
Asset Management
Market Cap$275M
5Y Perf.+20.5%
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Stock Comparison
SCM vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
BX
Blackstone Inc.
Asset Management
Market Cap$97.70B
5Y Perf.+119.5%
SCM vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SCM | BX |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $275M | $97.70B |
| Revenue (TTM) | $104M | $13.83B |
| Net Income (TTM) | $27M | $3.02B |
| Gross Margin | 76.1% | 86.0% |
| Operating Margin | 61.6% | 51.9% |
| Forward P/E | 9.4x | 20.9x |
| Total Debt | $593M | $13.31B |
| Cash & Equiv. | $20M | $2.63B |
SCM vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SCM
BX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Stellus Capital Inv… (SCM) | 100 | 120.5 | +20.5% |
| Blackstone Inc. (BX) | 100 | 219.5 | +119.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SCM vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SCM leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Blackstone Inc. is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
SCM
Stellus Capital Investment Corporation
The Banking Pick
SCM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.70
- Rev growth 25.3%, EPS growth -46.9%
- Lower volatility, beta 0.70, Low D/E 0.2%, current ratio 0.26x
Best for: income & stability and growth exposure
BX
Blackstone Inc.
The Banking Pick
BX is the clearest fit if your priority is long-term compounding.
- 487.1% 10Y total return vs SCM's 134.5%
- 6.2% yield; 2-year raise streak; the other pay no meaningful dividend
- -3.2% vs SCM's -13.6%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SCM | 25.3% NII/revenue growth vs BX's 21.6% |
| Value | SCM | Lower P/E (9.4x vs 20.9x) |
| Quality / Margins | SCM | Efficiency ratio 0.1% vs BX's 0.3% (lower = leaner) |
| Stability / Safety | SCM | Beta 0.70 vs BX's 1.53, lower leverage |
| Dividends | BX | 6.2% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | BX | -3.2% vs SCM's -13.6% |
| Efficiency (ROA) | SCM | Efficiency ratio 0.1% vs BX's 0.3% |
SCM vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
SCM vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBXLAGGINGSCM
SCMStellus Capital Inves…
1leads
BXBlackstone Inc.
4leads
6 Total Categories
CATEGORYLEADERvs SCMMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BX3/5
Valuation MetricsMultiples, price ratios, and targets
SCM5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BX6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BX6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
BX1/1
Income & Cash Flow (Last 12 Months)
BX leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 133.4x SCM's $104M. Profitability is closely matched — net margins range from 26.1% (SCM) to 21.8% (BX).
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| RevenueTrailing 12 months | $104M | $13.8B |
| EBITDAEarnings before interest/tax | $0 | $7.2B |
| Net IncomeAfter-tax profit | $27M | $3.0B |
| Free Cash FlowCash after capex | $83.64T | $3.5B |
| Gross MarginGross profit ÷ Revenue | +76.1% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +61.6% | +51.9% |
| Net MarginNet income ÷ Revenue | +26.1% | +21.8% |
| FCF MarginFCF ÷ Revenue | -235.8% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -40.0% | +41.3% |
BX leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
SCM leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 10.2x trailing earnings, SCM trades at a 68% valuation discount to BX's 32.1x P/E. On an enterprise value basis, SCM's 13.3x EV/EBITDA is more attractive than BX's 15.0x.
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| Market CapShares × price | $275M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $848M | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 10.21x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.40x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | 13.34x | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 2.65x | 7.07x |
| Price / BookPrice ÷ Book value/share | 0.00x | 4.45x |
| Price / FCFMarket cap ÷ FCF | — | 55.99x |
SCM leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
BX leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $0 for SCM. SCM carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to BX's 0.61x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs SCM's 3/9, reflecting solid financial health.
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +0.0% | +14.3% |
| ROA (TTM)Return on assets | +0.0% | +6.5% |
| ROICReturn on invested capital | +0.0% | +16.1% |
| ROCEReturn on capital employed | +0.0% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | 0.00x | 0.61x |
| Net DebtTotal debt minus cash | $573M | $10.7B |
| Cash & Equiv.Liquid assets | $20M | $2.6B |
| Total DebtShort + long-term debt | $593M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 1.82x | 14.12x |
BX leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BX leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $16,476 today (with dividends reinvested), compared to $12,736 for SCM. Over the past 12 months, BX leads with a -3.2% total return vs SCM's -13.6%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs SCM's -1.0% — a key indicator of consistent wealth creation.
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -20.8% | -19.8% |
| 1-Year ReturnPast 12 months | -13.6% | -3.2% |
| 3-Year ReturnCumulative with dividends | -2.8% | +68.9% |
| 5-Year ReturnCumulative with dividends | +27.4% | +64.8% |
| 10-Year ReturnCumulative with dividends | +134.5% | +487.1% |
| CAGR (3Y)Annualised 3-year return | -1.0% | +19.1% |
BX leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SCM and BX each lead in 1 of 2 comparable metrics.
Risk & Volatility
SCM is the less volatile stock with a 0.70 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.70x | 1.53x |
| 52-Week HighHighest price in past year | $15.39 | $190.09 |
| 52-Week LowLowest price in past year | $8.43 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +63.0% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 53.7 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 208K | 7.2M |
Evenly matched — SCM and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
BX leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates SCM as "Hold" and BX as "Buy". Consensus price targets imply 36.6% upside for SCM (target: $13) vs 25.3% for BX (target: $156). BX is the only dividend payer here at 6.18% yield — a key consideration for income-focused portfolios.
| Metric | SCMStellus Capital I… | BXBlackstone Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $13.25 | $156.29 |
| # AnalystsCovering analysts | 8 | 29 |
| Dividend YieldAnnual dividend ÷ price | — | +6.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | — | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +0.3% |
BX leads this category, winning 1 of 1 comparable metric.
Key Takeaway
BX leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SCM leads in 1 (Valuation Metrics). 1 tied.
Best OverallBlackstone Inc. (BX)Leads 4 of 6 categories
Loading custom metrics...
SCM vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SCM or BX a better buy right now?
For growth investors, Stellus Capital Investment Corporation (SCM) is the stronger pick with 25.
3% revenue growth year-over-year, versus 21. 6% for Blackstone Inc. (BX). Stellus Capital Investment Corporation (SCM) offers the better valuation at 10. 2x trailing P/E (9. 4x forward), making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SCM or BX?
On trailing P/E, Stellus Capital Investment Corporation (SCM) is the cheapest at 10.
2x versus Blackstone Inc. at 32. 1x. On forward P/E, Stellus Capital Investment Corporation is actually cheaper at 9. 4x.
03Which is the better long-term investment — SCM or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +64. 8%, compared to +27. 4% for Stellus Capital Investment Corporation (SCM). Over 10 years, the gap is even starker: BX returned +487. 1% versus SCM's +134. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SCM or BX?
By beta (market sensitivity over 5 years), Stellus Capital Investment Corporation (SCM) is the lower-risk stock at 0.
70β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 119% more volatile than SCM relative to the S&P 500. On balance sheet safety, Stellus Capital Investment Corporation (SCM) carries a lower debt/equity ratio of 0% versus 61% for Blackstone Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SCM or BX?
By revenue growth (latest reported year), Stellus Capital Investment Corporation (SCM) is pulling ahead at 25.
3% versus 21. 6% for Blackstone Inc. (BX). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -46. 9% for Stellus Capital Investment Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SCM or BX?
Stellus Capital Investment Corporation (SCM) is the more profitable company, earning 26.
1% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 26. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SCM leads at 61. 6% versus 51. 9% for BX. At the gross margin level — before operating expenses — BX leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SCM or BX more undervalued right now?
On forward earnings alone, Stellus Capital Investment Corporation (SCM) trades at 9.
4x forward P/E versus 20. 9x for Blackstone Inc. — 11. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SCM: 36. 6% to $13. 25.
08Which pays a better dividend — SCM or BX?
In this comparison, BX (6.
2% yield) pays a dividend. SCM does not pay a meaningful dividend and should not be held primarily for income.
09Is SCM or BX better for a retirement portfolio?
For long-horizon retirement investors, Stellus Capital Investment Corporation (SCM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
70), +134. 5% 10Y return). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SCM: +134. 5%, BX: +487. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SCM and BX?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
BX pays a dividend while SCM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(SCM: 25.3% · BX: 21.6%)Net Margin>
%
(SCM: 26.1% · BX: 21.8%)P/E Ratio<
x
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