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SCM vs GWRS

Comparison between Stellus Capital Investment Corp (SCM, Company) and Global Water Resources Inc (GWRS, Company).

SCM is from the Financial Services sector, while GWRS is from the Utilities sector.

5-Year PerformanceSCM has outperformed GWRS, delivering a return of -2.0% compared to -14.0%

SCM vs GWRS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
SCM
$206M
Winner
GWRS
$206M
Max Drawdown
SCM
69.75%
Winner
GWRS
67.42%
Sharpe Ratio
SCM
-2.12
Winner
GWRS
-0.90
5Y Beta
SCM
0.58
Winner
GWRS
0.49
Industry
SCM
Asset Management
GWRS
Utilities - Regulated Water
P/E Ratio
Winner
SCM
8.61
GWRS
53.95
Forward P/E
Winner
SCM
7.19
GWRS
88.50
PEG Ratio
Winner
SCM
0.00
GWRS
2.89
Dividend Yield
Winner
SCM
21.00%
GWRS
4.23%
5Y Dividends CAGR
Winner
SCM
4.26%
GWRS
2.47%
5Y EPS CAGR
SCM
N/A
GWRS
-5.48%
Debt to Equity
Winner
SCM
0.00%
GWRS
158.72%
Free Cash Flow Yield
Winner
SCM
17.14%
GWRS
-20.02%
P/S Ratio
Winner
SCM
2.05
GWRS
3.64
P/B Ratio
Winner
SCM
0.58
GWRS
2.42

SCM vs GWRS - Historical Returns

Returns include dividend reinvestment.

1M
SCM
-10.64%
Winner
GWRS
+4.03%
3M
SCM
-23.87%
Winner
GWRS
-0.11%
6M
SCM
-41.73%
Winner
GWRS
-12.85%
1Y
SCM
-45.85%
Winner
GWRS
-25.67%
5Y(CAGR)
Winner
SCM
-2.00%
GWRS
-14.00%
10Y(CAGR)
Winner
SCM
+6.19%
GWRS
+0.98%
Max(CAGR)
Winner
SCM
+5.19%
GWRS
+4.35%

SCM vs GWRS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSCMGWRS
2026-41.36%-10.63%
2025+2.76%-24.51%
2024+20.16%-8.98%
2023+8.48%-2.17%
2022+7.98%-20.66%
2021+31.47%+18.51%
2020-13.84%+13.12%
2019+18.09%+32.29%
2018+10.78%+14.18%
2017+19.98%+5.97%
2016+40.49%+48.81%
2015-7.88%N/A
2014-11.22%N/A
2013-2.23%N/A
2012+9.89%N/A

SCM vs GWRS Drawdown Comparison

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

The maximum drawdown for GWRS was -63.37%, occurring on May 13, 2026. This drawdown has not yet recovered.

The current SCM drawdown is -47.77%. The current GWRS drawdown is -59.07%.

RankSCMGWRS
#1-66.03%
Feb 20, 2020 - Apr 8, 2021
-63.37%
Sep 3, 2021 - May 13, 2026
#2-47.77%
Sep 8, 2025 - Jul 24, 2026
-32.86%
Feb 14, 2020 - Dec 2, 2020
#3-36.86%
Nov 14, 2014 - Sep 21, 2016
-20.18%
Nov 1, 2018 - Jul 17, 2019
#4-23.86%
Mar 3, 2025 - Jul 11, 2025
-17.62%
Jul 14, 2016 - Dec 19, 2016
#5-20.50%
Nov 9, 2021 - Aug 15, 2022
-15.71%
Aug 1, 2019 - Sep 19, 2019
#6-17.71%
Oct 27, 2017 - Jun 15, 2018
-13.21%
Jul 7, 2017 - Jun 26, 2018
#7-16.91%
Aug 8, 2023 - Apr 22, 2024
-12.78%
Jan 13, 2017 - Apr 26, 2017
#8-13.74%
Aug 15, 2022 - Nov 7, 2022
-12.22%
Sep 19, 2019 - Nov 25, 2019
#9-13.27%
Jan 2, 2013 - Mar 21, 2014
-12.17%
Apr 15, 2021 - Jul 26, 2021
#10-13.05%
Feb 24, 2023 - Jul 26, 2023
-10.10%
Mar 12, 2021 - Apr 15, 2021
#11-12.75%
Dec 11, 2018 - Jan 7, 2019
-9.92%
Nov 25, 2019 - Feb 11, 2020
#12-12.45%
Jul 30, 2019 - Nov 25, 2019
-8.60%
Feb 11, 2021 - Mar 1, 2021
#13-12.40%
Jul 1, 2014 - Nov 10, 2014
-7.95%
Mar 1, 2021 - Mar 12, 2021
#14-11.27%
Sep 21, 2018 - Nov 29, 2018
-7.39%
Dec 28, 2020 - Jan 7, 2021
#15-11.14%
Mar 21, 2014 - Jun 27, 2014
-7.23%
Aug 13, 2021 - Sep 2, 2021

Correlation

Correlation between SCM and GWRS is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2012 - 2026)

SCM vs GWRS dividend yield comparison.

YearSCMGWRS
20269.70%2.40%
202512.62%3.59%
202411.63%2.62%
202312.45%2.28%
20228.14%2.22%
20218.29%1.71%
202010.57%2.01%
20199.55%2.18%
201810.50%2.80%
201710.35%2.94%
201611.27%1.90%
201514.10%0.00%
201412.07%0.00%
20139.10%0.00%
20121.11%0.00%

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