SCM vs CUBWU

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

Both SCM and CUBWU are from the Financial Services sector.

SCM vs CUBWU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SCM

$254M

CUBWU

$254M

Max Drawdown

SCM

69.75%

Winner

CUBWU

14.76%

Sharpe Ratio

SCM

-1.15

Winner

CUBWU

0.17

5Y Beta

SCM

0.57

Winner

CUBWU

0.01

Industry

SCM

Asset Management

CUBWU

Shell Companies

P/E Ratio

Winner

SCM

10.64

CUBWU

29.25

Forward P/E

SCM

8.83

CUBWU

N/A

PEG Ratio

Winner

SCM

0.00

CUBWU

3.76

Dividend Yield

SCM

17.40%

CUBWU

N/A

5Y Dividends CAGR

SCM

5.90%

CUBWU

N/A

Debt to Equity

SCM

0.00%

CUBWU

0.00%

Free Cash Flow Yield

Winner

SCM

13.88%

CUBWU

-0.20%

P/S Ratio

SCM

2.55

CUBWU

N/A

P/B Ratio

SCM

0.71

CUBWU

N/A

SCM vs CUBWU - Historical Returns

Returns include dividend reinvestment.

Period	SCM	CUBWU
1 month	-2.83%	+2.79%
3 months	+7.16%	+2.60%
6 months	-25.43%	+3.95%
1 year	-25.90%	+4.05%
5 years(CAGR)	+3.34%	N/A
10 years(CAGR)	+10.17%	N/A
Max(CAGR)	+7.09%	+5.11%

SCM

-2.83%

Winner

CUBWU

+2.79%

Winner

SCM

+7.16%

CUBWU

+2.60%

SCM

-25.43%

Winner

CUBWU

+3.95%

SCM

-25.90%

Winner

CUBWU

+4.05%

5Y(CAGR)

SCM

+3.34%

CUBWU

N/A

10Y(CAGR)

SCM

+10.17%

CUBWU

N/A

Max(CAGR)

Winner

SCM

+7.09%

CUBWU

+5.11%

SCM vs CUBWU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SCM	CUBWU
2026	-25.63%	+0.73%
2025	+2.76%	+22.95%
2024	+20.16%	+0.10%
2023	+8.48%	N/A
2022	+7.98%	N/A
2021	+31.47%	N/A
2020	-13.84%	N/A
2019	+18.09%	N/A
2018	+10.78%	N/A
2017	+19.98%	N/A
2016	+40.49%	N/A
2015	-7.88%	N/A
2014	-11.22%	N/A
2013	-2.23%	N/A
2012	+9.89%	N/A

SCM vs CUBWU Drawdown Comparison

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

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

The current SCM drawdown is -33.76%. The current CUBWU drawdown is -10.89%.

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