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SRH Total Return Fund (STEW) Competitors

$14.24
+0.01 (+0.07%)
(As of 05/30/2024 ET)

STEW vs. HTGC, DNP, ADX, PTY, USA, NUV, GSBD, GAB, RVT, and TY

Should you be buying SRH Total Return Fund stock or one of its competitors? The main competitors of SRH Total Return Fund include Hercules Capital (HTGC), DNP Select Income Fund (DNP), Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), The Gabelli Equity Trust (GAB), Royce Value Trust (RVT), and Tri-Continental (TY). These companies are all part of the "investment offices, not elsewhere classified" industry.

SRH Total Return Fund vs.

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

Hercules Capital has a net margin of 69.98% compared to Hercules Capital's net margin of 0.00%. SRH Total Return Fund's return on equity of 18.35% beat Hercules Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
Hercules Capital69.98% 18.35% 9.29%
SRH Total Return Fund N/A N/A N/A

19.7% of Hercules Capital shares are owned by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are owned by institutional investors. 1.9% of Hercules Capital shares are owned by insiders. Comparatively, 0.1% of SRH Total Return Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, Hercules Capital had 11 more articles in the media than SRH Total Return Fund. MarketBeat recorded 13 mentions for Hercules Capital and 2 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 1.07 beat Hercules Capital's score of 0.32 indicating that Hercules Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hercules Capital
5 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
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hercules Capital$460.67M6.83$337.48M$2.208.82
SRH Total Return FundN/AN/AN/AN/AN/A

Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 8.2%. SRH Total Return Fund pays an annual dividend of $0.52 per share and has a dividend yield of 3.6%. Hercules Capital pays out 72.7% of its earnings in the form of a dividend. SRH Total Return Fund has increased its dividend for 3 consecutive years.

Hercules Capital received 463 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
Hercules CapitalOutperform Votes
463
64.22%
Underperform Votes
258
35.78%
SRH Total Return FundN/AN/A

Hercules Capital presently has a consensus price target of $18.56, indicating a potential downside of 4.37%. Given SRH Total Return Fund's higher possible upside, research analysts clearly believe Hercules Capital is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hercules Capital
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Hercules Capital has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500. Comparatively, SRH Total Return Fund has a beta of 0.95, meaning that its share price is 5% less volatile than the S&P 500.

Summary

Hercules 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 STEW 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$1.38B$7.11B$9.00B$17.48B
Dividend Yield3.66%6.25%10.45%3.54%
P/E RatioN/A0.4456.2322.46
Price / SalesN/A18.053,558.8110.31
Price / CashN/A7.7927.5119.29
Price / BookN/A0.993.135.83
Net IncomeN/A$73.96M$1.01B$975.24M
7 Day Performance-1.25%-0.70%-0.29%-0.15%
1 Month PerformanceN/A1.43%1.98%3.07%
1 Year Performance14.46%5.39%16.09%22.58%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
1.2329 of 5 stars
$19.42
+0.1%
$18.56
-4.4%
+34.0%$3.15B$460.67M8.83100Analyst Revision
Positive News
DNP
DNP Select Income Fund
0 of 5 stars
$8.63
-0.6%
N/A-16.4%$3.06BN/A0.00N/AShort Interest ↓
News Coverage
ADX
Adams Diversified Equity Fund
0 of 5 stars
$20.57
-0.8%
N/A+27.6%$2.55BN/A0.00N/AShort Interest ↑
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.28
+0.1%
N/A+14.7%$2.19BN/A0.00147,000Short Interest ↑
Negative News
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.74
-0.6%
N/A+11.0%$1.84BN/A0.00N/AShort Interest ↓
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.41
-0.7%
N/A-3.9%$1.75BN/A0.00640Short Interest ↓
Positive News
GSBD
Goldman Sachs BDC
0.1948 of 5 stars
$15.18
-0.1%
$15.00
-1.2%
+15.6%$1.70B$454.91M7.90N/AAnalyst Downgrade
News Coverage
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.51
-1.1%
N/A+0.7%$1.66BN/A0.00N/AShort Interest ↑
Negative News
RVT
Royce Value Trust
0 of 5 stars
$14.88
-0.3%
N/A+13.8%$1.66BN/A0.00147,000Short Interest ↑
TY
Tri-Continental
0 of 5 stars
$30.58
-0.7%
N/A+15.8%$1.66BN/A0.00N/A

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This page (NYSE:STEW) was last updated on 5/30/2024 by MarketBeat.com Staff

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