SCM vs HVIIU

Comparison between Stellus Capital Investment Corp (SCM, Company) and Hennessy Capital Investment Corp VII - Units (1 Ord Shs & 1 Rts) (HVIIU, Company).

Both SCM and HVIIU are from the Financial Services sector.

SCM vs HVIIU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCM(COMPANY)	HVIIU(COMPANY)
Market Cap	$205M	$205M
Max Drawdown	69.75%	22.22%
Sharpe Ratio	-1.74	0.10
5Y Beta	0.61	0.01
Industry	Asset Management	Shell Companies
P/E Ratio	8.59	72.46
Forward P/E	7.14	N/A
PEG Ratio	0.00	N/A
Dividend Yield	21.10%	N/A
5Y Dividends CAGR	4.26%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	17.19%	-0.85%
P/S Ratio	2.04	N/A
P/B Ratio	0.58	N/A

Market Cap

Winner

SCM

$205M

HVIIU

$205M

Max Drawdown

SCM

69.75%

Winner

HVIIU

22.22%

Sharpe Ratio

SCM

-1.74

Winner

HVIIU

0.10

5Y Beta

SCM

0.61

Winner

HVIIU

0.01

Industry

SCM

Asset Management

HVIIU

Shell Companies

P/E Ratio

Winner

SCM

8.59

HVIIU

72.46

Forward P/E

SCM

7.14

HVIIU

N/A

PEG Ratio

SCM

0.00

HVIIU

N/A

Dividend Yield

SCM

21.10%

HVIIU

N/A

5Y Dividends CAGR

SCM

4.26%

HVIIU

N/A

Debt to Equity

SCM

0.00%

HVIIU

0.00%

Free Cash Flow Yield

Winner

SCM

17.19%

HVIIU

-0.85%

P/S Ratio

SCM

2.04

HVIIU

N/A

P/B Ratio

SCM

0.58

HVIIU

N/A

SCM vs HVIIU - Historical Returns

Returns include dividend reinvestment.

Period	SCM	HVIIU
1 month	-11.40%	+0.28%
3 months	-20.83%	+1.69%
6 months	-37.95%	+2.08%
1 year	-40.32%	+3.35%
5 years(CAGR)	-0.23%	N/A
10 years(CAGR)	+6.89%	N/A
Max(CAGR)	+5.66%	+5.29%

SCM

-11.40%

Winner

HVIIU

+0.28%

SCM

-20.83%

Winner

HVIIU

+1.69%

SCM

-37.95%

Winner

HVIIU

+2.08%

SCM

-40.32%

Winner

HVIIU

+3.35%

5Y(CAGR)

SCM

-0.23%

HVIIU

N/A

10Y(CAGR)

SCM

+6.89%

HVIIU

N/A

Max(CAGR)

Winner

SCM

+5.66%

HVIIU

+5.29%

SCM vs HVIIU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SCM	HVIIU
2026	-37.60%	+1.79%
2025	+2.76%	+6.31%
2024	+20.16%	N/A
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 HVIIU Drawdown Comparison

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

The maximum drawdown for HVIIU was -22.22%, occurring on Mar 6, 2026. This drawdown has not yet recovered.

The current SCM drawdown is -44.42%. The current HVIIU drawdown is -20.00%.

Rank	SCM	HVIIU
#1	-66.03% Feb 20, 2020 - Apr 8, 2021	-22.22% Oct 23, 2025 - Mar 6, 2026
#2	-47.77% Sep 8, 2025 - Jul 24, 2026	-2.64% Oct 14, 2025 - Oct 23, 2025
#3	-36.86% Nov 14, 2014 - Sep 21, 2016	-1.54% May 16, 2025 - Jun 9, 2025
#4	-23.86% Mar 3, 2025 - Jul 11, 2025	-1.52% Jun 18, 2025 - Oct 14, 2025
#5	-20.50% Nov 9, 2021 - Aug 15, 2022	-0.88% Apr 29, 2025 - May 16, 2025
#6	-17.71% Oct 27, 2017 - Jun 15, 2018	-0.40% Apr 1, 2025 - Apr 28, 2025
#7	-16.91% Aug 8, 2023 - Apr 22, 2024	-0.40% Feb 28, 2025 - Apr 1, 2025
#8	-13.74% Aug 15, 2022 - Nov 7, 2022	-0.19% Jun 9, 2025 - Jun 18, 2025
#9	-13.27% Jan 2, 2013 - Mar 21, 2014	-0.15% Jan 24, 2025 - Jan 30, 2025
#10	-13.05% Feb 24, 2023 - Jul 26, 2023	-0.10% Feb 6, 2025 - Feb 21, 2025
#11	-12.75% Dec 11, 2018 - Jan 7, 2019	-0.10% Feb 24, 2025 - Feb 28, 2025
#12	-12.45% Jul 30, 2019 - Nov 25, 2019	-0.05% Feb 3, 2025 - Feb 6, 2025
#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

Correlation

Correlation between SCM and HVIIU is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101