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SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$17.72 +0.11 (+0.62%)
As of 10:54 AM Eastern
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STEW vs. OBDC, DNP, FSK, ADX, and PTY

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), FS KKR Capital (FSK), Adams Diversified Equity Fund (ADX), and Pimco Corporate & Income Opportunity Fund (PTY). These companies are all part of the "financial services" industry.

How does SRH Total Return Fund compare to Blue Owl Capital?

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

Blue Owl Capital has a beta of 0.64, indicating that its share price is 36% less volatile than the S&P 500. Comparatively, SRH Total Return Fund has a beta of 0.85, indicating that its share price is 15% less volatile than the S&P 500.

Blue Owl Capital has a net margin of 33.89% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 10.07% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital33.89% 10.07% 4.34%
SRH Total Return Fund N/A N/A N/A

In the previous week, Blue Owl Capital had 6 more articles in the media than SRH Total Return Fund. MarketBeat recorded 6 mentions for Blue Owl Capital and 0 mentions for SRH Total Return Fund. Blue Owl Capital's average media sentiment score of 0.96 beat SRH Total Return Fund's score of 0.00 indicating that Blue Owl Capital is being referred to more favorably in the media.

Company Overall Sentiment
Blue Owl Capital Positive
SRH Total Return Fund Neutral

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

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 12.5%. SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%. Blue Owl Capital pays out 119.4% 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 increased its dividend for 2 consecutive years. Blue Owl Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B3.18$800.36M$1.249.55
SRH Total Return Fund$177.28M9.64N/AN/AN/A

Blue Owl Capital currently has a consensus price target of $13.71, indicating a potential upside of 15.78%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities research 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
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.89
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

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

How does SRH Total Return Fund compare to DNP Select Income Fund?

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

DNP Select Income Fund has a beta of 0.36, indicating that its stock price is 64% less volatile than the S&P 500. Comparatively, SRH Total Return Fund has a beta of 0.85, indicating that its stock price is 15% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
DNP Select Income FundN/A N/A N/A
SRH Total Return Fund N/A N/A N/A

In the previous week, DNP Select Income Fund had 2 more articles in the media than SRH Total Return Fund. MarketBeat recorded 2 mentions for DNP Select Income Fund and 0 mentions for SRH Total Return Fund. DNP Select Income Fund's average media sentiment score of 0.00 equaled SRH Total Return Fund'saverage media sentiment score.

Company Overall Sentiment
DNP Select Income Fund Neutral
SRH Total Return Fund Neutral

8.5% of DNP Select Income Fund shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 0.0% of DNP Select Income Fund shares are held by company insiders. Comparatively, 0.1% of SRH Total Return Fund shares are held 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.

DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.3%. SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DNP Select Income FundN/AN/AN/AN/AN/A
SRH Total Return Fund$177.28M9.64N/AN/AN/A

Summary

SRH Total Return Fund beats DNP Select Income Fund on 4 of the 6 factors compared between the two stocks.

How does SRH Total Return Fund compare to FS KKR Capital?

SRH Total Return Fund (NYSE:STEW) and FS KKR Capital (NYSE:FSK) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, institutional ownership, dividends, analyst recommendations, valuation, earnings and media sentiment.

FS KKR Capital has a consensus price target of $12.50, suggesting a potential upside of 9.42%. Given FS KKR Capital's stronger consensus rating and higher probable upside, analysts clearly believe FS KKR 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
FS KKR Capital
1 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.89

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Comparatively, 0.3% of FS KKR Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

SRH Total Return Fund has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.

In the previous week, FS KKR Capital had 23 more articles in the media than SRH Total Return Fund. MarketBeat recorded 23 mentions for FS KKR Capital and 0 mentions for SRH Total Return Fund. FS KKR Capital's average media sentiment score of 0.09 beat SRH Total Return Fund's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
FS KKR Capital Neutral

FS KKR Capital has a net margin of 0.72% compared to SRH Total Return Fund's net margin of 0.00%. FS KKR Capital's return on equity of 5.21% 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
FS KKR Capital 0.72%5.21%2.25%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$177.28M9.64N/AN/AN/A
FS KKR Capital$1.52B2.11$11M$0.03380.80

SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%. FS KKR Capital pays an annual dividend of $1.80 per share and has a dividend yield of 15.8%. FS KKR Capital pays out 6,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

FS KKR Capital beats SRH Total Return Fund on 11 of the 13 factors compared between the two stocks.

How does SRH Total Return Fund compare to Adams Diversified Equity Fund?

Adams Diversified Equity Fund (NYSE:ADX) and SRH Total Return Fund (NYSE:STEW) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, dividends, risk, profitability, earnings and media sentiment.

Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500. Comparatively, SRH Total Return Fund has a beta of 0.85, indicating that its share price is 15% less volatile than the S&P 500.

Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.7%. SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%.

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Comparatively, 0.1% of SRH Total Return Fund shares are held by company 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, Adams Diversified Equity Fund's average media sentiment score of 0.00 equaled SRH Total Return Fund'saverage media sentiment score.

Company Overall Sentiment
Adams Diversified Equity Fund Neutral
SRH Total Return Fund Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
SRH Total Return Fund$177.28M9.64N/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
SRH Total Return Fund N/A N/A N/A

Summary

Adams Diversified Equity Fund beats SRH Total Return Fund on 4 of the 5 factors compared between the two stocks.

How does SRH Total Return Fund compare to Pimco Corporate & Income Opportunity Fund?

SRH Total Return Fund (NYSE:STEW) and Pimco Corporate & Income Opportunity Fund (NYSE:PTY) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, media sentiment and earnings.

Company Net Margins Return on Equity Return on Assets
SRH Total Return FundN/A N/A N/A
Pimco Corporate & Income Opportunity Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$177.28M9.64N/AN/AN/A
Pimco Corporate & Income Opportunity FundN/AN/AN/AN/AN/A

SRH Total Return Fund has a beta of 0.85, suggesting that its stock price is 15% less volatile than the S&P 500. Comparatively, Pimco Corporate & Income Opportunity Fund has a beta of 0.83, suggesting that its stock price is 17% less volatile than the S&P 500.

In the previous week, Pimco Corporate & Income Opportunity Fund had 4 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for Pimco Corporate & Income Opportunity Fund and 0 mentions for SRH Total Return Fund. Pimco Corporate & Income Opportunity Fund's average media sentiment score of 0.89 beat SRH Total Return Fund's score of 0.00 indicating that Pimco Corporate & Income Opportunity Fund is being referred to more favorably in the news media.

Company Overall Sentiment
SRH Total Return Fund Neutral
Pimco Corporate & Income Opportunity Fund Positive

SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%. Pimco Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 11.6%.

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 10.3% of Pimco Corporate & Income Opportunity Fund shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

SRH Total Return Fund beats Pimco Corporate & Income Opportunity Fund on 4 of the 7 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 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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$1.71B$4.49B$13.57B$23.13B
Dividend Yield4.09%7.24%5.80%4.05%
P/E RatioN/A0.0723.3528.68
Price / Sales9.6446.55186.7224.31
Price / CashN/A5.4820.2425.18
Price / BookN/A3.323.475.40
Net IncomeN/A$388.27M$1.11B$1.07B
7 Day Performance0.23%1.65%1.58%2.21%
1 Month Performance2.34%4.28%4.81%6.52%
1 Year Performance3.63%16.05%14.76%31.86%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$17.72
+0.6%
N/A+2.3%$1.71B$177.28MN/AN/A
OBDC
Blue Owl Capital
4.38 of 5 stars
$11.27
-0.8%
$13.71
+21.7%
-13.9%$5.60B$1.85B9.08N/A
DNP
DNP Select Income Fund
N/A$10.80
+0.2%
N/A+11.3%$4.07BN/AN/A590
FSK
FS KKR Capital
3.055 of 5 stars
$10.67
-1.4%
$12.50
+17.1%
-41.0%$2.99B$113M355.77N/A
ADX
Adams Diversified Equity Fund
N/A$23.80
-0.9%
N/A+24.7%$2.92BN/AN/A30

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This page (NYSE:STEW) was last updated on 5/6/2026 by MarketBeat.com Staff.
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