STEW vs. OBDC, FSK, DNP, ADX, PTY, RVT, GAB, NUV, BCAT, and OXLC
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 Small-Cap Trust (RVT), Gabelli Equity Trust (GAB), Nuveen Municipal Value Fund (NUV), BlackRock Capital Allocation Term Trust (BCAT), and Oxford Lane Capital (OXLC). These companies are all part of the "financial services" industry.
SRH Total Return Fund vs. Its Competitors
Blue Owl Capital (NYSE:OBDC) and SRH Total Return Fund (NYSE:STEW) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, valuation, earnings, dividends and media sentiment.
Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 12.2%. SRH Total Return Fund pays an annual dividend of $0.63 per share and has a dividend yield of 3.6%. Blue Owl Capital pays out 98.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. 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.
42.8% of Blue Owl Capital shares are owned by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are owned by institutional investors. 0.1% of Blue Owl Capital shares are owned by company insiders. Comparatively, 0.1% of SRH Total Return Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Blue Owl Capital presently has a consensus price target of $15.21, suggesting a potential upside of 25.43%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, research analysts plainly believe Blue Owl Capital is more favorable than SRH Total Return Fund.
In the previous week, Blue Owl Capital had 6 more articles in the media than SRH Total Return Fund. MarketBeat recorded 8 mentions for Blue Owl Capital and 2 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 1.94 beat Blue Owl Capital's score of 1.01 indicating that SRH Total Return Fund is being referred to more favorably in the news media.
Blue Owl Capital has a net margin of 38.29% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 11.24% beat SRH Total Return Fund's return on equity.
Blue Owl Capital has higher revenue and earnings than SRH Total Return Fund.
Blue Owl Capital has a beta of 0.75, suggesting that its share price is 25% less volatile than the S&P 500. Comparatively, SRH Total Return Fund has a beta of 0.95, suggesting that its share price is 5% less volatile than the S&P 500.
Summary
Blue Owl Capital beats SRH Total Return Fund on 13 of the 16 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.
Skip ChartMedia 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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This page (NYSE:STEW) was last updated on 10/10/2025 by MarketBeat.com Staff