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SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$15.54
+0.04 (+0.26%)
(As of 11/1/2024 ET)

STEW vs. OBDC, FSK, DNP, ADX, PTY, RVT, BCAT, CET, OXLC, and NMFC

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), FS KKR Capital (FSK), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Royce Value Trust (RVT), BlackRock Capital Allocation Term Trust (BCAT), Central Securities (CET), Oxford Lane Capital (OXLC), and New Mountain Finance (NMFC). 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 compare the two companies based on the strength of their community ranking, dividends, institutional ownership, earnings, media sentiment, profitability, analyst recommendations, risk and valuation.

Blue Owl Capital has a consensus price target of $16.00, indicating a potential upside of 8.11%. Given Blue Owl Capital's higher probable upside, analysts clearly 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)
N/A
Blue Owl Capital
1 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.56

Blue Owl Capital received 15 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
SRH Total Return FundN/AN/A
Blue Owl CapitalOutperform Votes
15
68.18%
Underperform Votes
7
31.82%

In the previous week, Blue Owl Capital had 10 more articles in the media than SRH Total Return Fund. MarketBeat recorded 11 mentions for Blue Owl Capital and 1 mentions for SRH Total Return Fund. Blue Owl Capital's average media sentiment score of 0.63 beat SRH Total Return Fund's score of 0.30 indicating that Blue Owl Capital is being referred to more favorably in the news media.

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

SRH Total Return Fund has a beta of 0.94, indicating that its share price is 6% less volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.87, indicating that its share price is 13% less volatile than the S&P 500.

Blue Owl Capital has a net margin of 43.61% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 12.66% 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 43.61%12.66%5.62%

SRH Total Return Fund pays an annual dividend of $0.55 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 10.0%. Blue Owl Capital pays out 82.7% 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 has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
Blue Owl Capital$1.58B3.65$753.61M$1.798.27

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

Summary

Blue Owl Capital beats SRH Total Return Fund on 13 of the 15 factors compared between the two stocks.

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$1.50B$7.86B$10.43B$19.25B
Dividend Yield3.55%6.37%10.18%3.53%
P/E RatioN/A0.9843.2141.38
Price / SalesN/A18.873,384.7214.64
Price / CashN/A7.1930.0520.86
Price / BookN/A0.933.965.39
Net IncomeN/A$73.96M$992.99M$985.39M
7 Day Performance-0.45%-0.49%-0.35%-0.71%
1 Month Performance-1.02%-2.50%0.25%-0.97%
1 Year Performance19.08%15.55%22.75%25.05%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$15.54
+0.3%
N/A+22.4%$1.50BN/A0.00N/A
OBDC
Blue Owl Capital
3.589 of 5 stars
$15.20
+0.3%
$15.94
+4.9%
+9.4%$5.92B$775.05M8.49N/AUpcoming Earnings
Analyst Forecast
FSK
FS KKR Capital
1.7889 of 5 stars
$20.74
+0.3%
$20.06
-3.3%
+4.5%$5.81B$1.83B9.18N/AUpcoming Earnings
Analyst Forecast
DNP
DNP Select Income Fund
N/A$9.69
+0.5%
N/A+1.9%$3.44B$-131,428,204.000.00590Dividend Announcement
News Coverage
Positive News
ADX
Adams Diversified Equity Fund
N/A$21.91
+0.7%
N/A+32.1%$2.72B$639.96M0.0030Insider Selling
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.52
flat
N/A+11.7%$2.22BN/A0.00147,000News Coverage
RVT
Royce Value Trust
N/A$15.51
+0.8%
N/A+25.3%$1.79BN/A0.0050Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$16.06
-0.2%
N/A+13.4%$1.73B$211.29M0.00147,000
CET
Central Securities
N/A$47.02
+0.8%
N/A+30.6%$1.33B$300.48M0.006
OXLC
Oxford Lane Capital
1.4482 of 5 stars
$5.25
-0.2%
N/A+5.8%$1.26B$246.66M5.20601News Coverage
NMFC
New Mountain Finance
2.0451 of 5 stars
$11.48
-0.6%
$12.00
+4.5%
-10.8%$1.24B$127.09M10.44N/AEarnings Report
Dividend Increase
Analyst Forecast
News Coverage

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This page (NYSE:STEW) was last updated on 11/2/2024 by MarketBeat.com Staff
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