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SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$16.66 -0.15 (-0.86%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

STEW vs. OBDC, DNP, ADX, PTY, USA, RVT, OXLC, BCAT, GAB, and GSBD

Should you be buying SRH Total Return Fund stock or one of its competitors? The main competitors of SRH Total Return Fund include Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), Royce Value Trust (RVT), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), The Gabelli Equity Trust (GAB), and Goldman Sachs BDC (GSBD). These companies are all part of the "financial services" industry.

SRH Total Return Fund vs.

SRH Total Return Fund (NYSE:STEW) and Blue Owl Capital (NYSE:OBDC) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, profitability, community ranking, earnings, valuation and media sentiment.

In the previous week, Blue Owl Capital had 13 more articles in the media than SRH Total Return Fund. MarketBeat recorded 18 mentions for Blue Owl Capital and 5 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.89 beat Blue Owl Capital's score of 0.83 indicating that SRH Total Return Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SRH Total Return Fund
2 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
6 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 42.8% of Blue Owl Capital shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Comparatively, 0.1% of Blue Owl Capital shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Blue Owl Capital has a consensus price target of $16.08, suggesting a potential upside of 4.20%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, analysts plainly believe Blue Owl Capital is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Blue Owl Capital
2 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.67

SRH Total Return Fund has a beta of 0.95, meaning that its share price is 5% less volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.83, meaning that its share price is 17% less volatile than the S&P 500.

Blue Owl Capital has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$550.34M2.92N/AN/AN/A
Blue Owl Capital$1.60B3.77$753.61M$1.5310.09

Blue Owl Capital has a net margin of 37.26% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 12.36% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
Blue Owl Capital 37.26%12.36%5.38%

SRH Total Return Fund pays an annual dividend of $0.58 per share and has a dividend yield of 3.5%. Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 9.6%. Blue Owl Capital pays out 96.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Blue Owl Capital received 18 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
SRH Total Return FundN/AN/A
Blue Owl CapitalOutperform Votes
18
69.23%
Underperform Votes
8
30.77%

Summary

Blue Owl Capital beats SRH Total Return Fund on 14 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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STEW vs. The Competition

MetricSRH Total Return FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.62B$8.20B$11.61B$20.07B
Dividend Yield3.40%6.74%5.38%3.65%
P/E RatioN/A0.6824.1334.91
Price / Sales2.9213.7726.1515.64
Price / CashN/A7.5418.1520.85
Price / BookN/A1.042.594.92
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance-1.27%-0.28%-1.40%-1.05%
1 Month Performance0.24%1.45%0.68%-1.09%
1 Year Performance13.52%5.66%14.94%13.70%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$16.67
-0.9%
N/A+14.9%$1.62B$550.34M0.00N/ADividend Announcement
News Coverage
Positive News
OBDC
Blue Owl Capital
2.4572 of 5 stars
$15.07
+0.4%
$16.08
+6.8%
+2.9%$5.88B$1.58B9.36N/AEarnings Report
Dividend Announcement
News Coverage
DNP
DNP Select Income Fund
N/A$9.44
-0.1%
N/A+6.0%$3.49BN/A0.00590Insider Trade
News Coverage
ADX
Adams Diversified Equity Fund
N/A$20.66
+0.9%
N/A+10.0%$2.56BN/A0.0030Positive News
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.82
-0.1%
N/A+4.5%$2.27BN/A0.00147,000Positive News
USA
Liberty All-Star Equity Fund
N/A$7.06
+0.4%
N/A+6.5%$1.91BN/A0.00N/AUpcoming Earnings
RVT
Royce Value Trust
N/A$16.14
-0.2%
N/A+9.7%$1.86B$151.28M0.0050News Coverage
Positive News
OXLC
Oxford Lane Capital
2.7539 of 5 stars
$5.17
+0.4%
N/A+0.0%$1.79B$194.42M6.23601
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.67
+0.5%
N/A-0.1%$1.68B$211.29M0.00147,000
GAB
The Gabelli Equity Trust
N/A$5.54
+0.1%
N/A+4.6%$1.67B$147.98M0.00N/APositive News
GSBD
Goldman Sachs BDC
1.9739 of 5 stars
$12.69
+0.7%
$13.00
+2.5%
-13.6%$1.49B$454.91M18.12N/AUpcoming Earnings
Short Interest ↓
News Coverage
Positive News

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This page (NYSE:STEW) was last updated on 2/22/2025 by MarketBeat.com Staff
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