CUBWU vs SCM

Comparison between Lionheart Holdings - Units (1 Ord Class A & 1 War) (CUBWU, Company) and Stellus Capital Investment Corp (SCM, Company).

Both CUBWU and SCM are from the Financial Services sector.

CUBWU vs SCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CUBWU(COMPANY)	SCM(COMPANY)
Market Cap	$254M	$254M
Max Drawdown	14.76%	69.75%
Sharpe Ratio	0.17	-1.15
5Y Beta	0.01	0.57
Industry	Shell Companies	Asset Management
P/E Ratio	29.25	10.64
Forward P/E	N/A	8.83
PEG Ratio	3.76	0.00
Dividend Yield	N/A	17.40%
5Y Dividends CAGR	N/A	5.90%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-0.20%	13.88%
P/S Ratio	N/A	2.55
P/B Ratio	N/A	0.71

Market Cap

CUBWU

$254M

Winner

SCM

$254M

Max Drawdown

Winner

CUBWU

14.76%

SCM

69.75%

Sharpe Ratio

Winner

CUBWU

0.17

SCM

-1.15

5Y Beta

Winner

CUBWU

0.01

SCM

0.57

Industry

CUBWU

Shell Companies

SCM

Asset Management

P/E Ratio

CUBWU

29.25

Winner

SCM

10.64

Forward P/E

CUBWU

N/A

SCM

8.83

PEG Ratio

CUBWU

3.76

Winner

SCM

0.00

Dividend Yield

CUBWU

N/A

SCM

17.40%

5Y Dividends CAGR

CUBWU

N/A

SCM

5.90%

Debt to Equity

CUBWU

0.00%

SCM

0.00%

Free Cash Flow Yield

CUBWU

-0.20%

Winner

SCM

13.88%

P/S Ratio

CUBWU

N/A

SCM

2.55

P/B Ratio

CUBWU

N/A

SCM

0.71

CUBWU vs SCM - Historical Returns

Returns include dividend reinvestment.

Period	CUBWU	SCM
1 month	+2.79%	-0.75%
3 months	+2.60%	+5.85%
6 months	+3.95%	-24.32%
1 year	+4.05%	-25.60%
5 years(CAGR)	N/A	+2.77%
10 years(CAGR)	N/A	+10.09%
Max(CAGR)	+5.09%	+6.98%

Winner

CUBWU

+2.79%

SCM

-0.75%

CUBWU

+2.60%

Winner

SCM

+5.85%

Winner

CUBWU

+3.95%

SCM

-24.32%

Winner

CUBWU

+4.05%

SCM

-25.60%

5Y(CAGR)

CUBWU

N/A

SCM

+2.77%

10Y(CAGR)

CUBWU

N/A

SCM

+10.09%

Max(CAGR)

CUBWU

+5.09%

Winner

SCM

+6.98%

CUBWU vs SCM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CUBWU	SCM
2026	+0.73%	-26.62%
2025	+22.95%	+2.76%
2024	+0.10%	+20.16%
2023	N/A	+8.48%
2022	N/A	+7.98%
2021	N/A	+31.47%
2020	N/A	-13.84%
2019	N/A	+18.09%
2018	N/A	+10.78%
2017	N/A	+19.98%
2016	N/A	+40.49%
2015	N/A	-7.88%
2014	N/A	-11.22%
2013	N/A	-2.23%
2012	N/A	+9.89%

CUBWU vs SCM Drawdown Comparison

The maximum drawdown for CUBWU was -14.76%, occurring on Sep 24, 2025. This drawdown has not yet recovered.

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The current CUBWU drawdown is -10.89%. The current SCM drawdown is -34.64%.

Rank	CUBWU	SCM
#1	-14.76% Sep 10, 2025 - Sep 24, 2025	-66.03% Feb 20, 2020 - Apr 8, 2021
#2	-10.80% Jul 16, 2025 - Sep 10, 2025	-38.26% Sep 8, 2025 - Mar 16, 2026
#3	-4.63% Sep 10, 2024 - May 23, 2025	-36.86% Nov 14, 2014 - Sep 21, 2016
#4	-2.91% Aug 20, 2024 - Sep 10, 2024	-23.86% Mar 3, 2025 - Jul 11, 2025
#5	-0.40% Jun 18, 2024 - Aug 8, 2024	-20.50% Nov 9, 2021 - Aug 15, 2022
#6	-0.21% Aug 12, 2024 - Aug 16, 2024	-17.71% Oct 27, 2017 - Jun 15, 2018
#7	N/A	-16.91% Aug 8, 2023 - Apr 22, 2024
#8	N/A	-13.74% Aug 15, 2022 - Nov 7, 2022
#9	N/A	-13.27% Jan 2, 2013 - Mar 21, 2014
#10	N/A	-13.05% Feb 24, 2023 - Jul 26, 2023
#11	N/A	-12.75% Dec 11, 2018 - Jan 7, 2019
#12	N/A	-12.45% Jul 30, 2019 - Nov 25, 2019
#13	N/A	-12.40% Jul 1, 2014 - Nov 10, 2014
#14	N/A	-11.27% Sep 21, 2018 - Nov 29, 2018
#15	N/A	-11.14% Mar 21, 2014 - Jun 27, 2014