Free Trial

SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$17.82 -0.03 (-0.17%)
Closing price 03:59 PM Eastern
Extended Trading
$17.80 -0.02 (-0.14%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

STEW vs. OBDC, DNP, FSK, ADX, and PTY

Should you buy SRH Total Return Fund stock or one of its competitors? MarketBeat compares SRH Total Return Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with 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?

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 valuation, dividends, media sentiment, analyst recommendations, institutional ownership, earnings, risk and profitability.

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$1.85B2.98$800.36M$0.7015.86

In the previous week, Blue Owl Capital had 6 more articles in the media than SRH Total Return Fund. MarketBeat recorded 7 mentions for Blue Owl Capital and 1 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.88 beat Blue Owl Capital's score of 0.62 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

SRH Total Return Fund has a beta of 0.83, suggesting that its share price is 17% less volatile than the broader market. Comparatively, Blue Owl Capital has a beta of 0.62, suggesting that its share price is 38% less volatile than the broader market.

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 an annual dividend of $1.48 per share and has a dividend yield of 13.3%. Blue Owl Capital pays out 211.4% 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 raised 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 a net margin of 20.21% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 9.76% 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 20.21%9.76%4.27%

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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Blue Owl Capital has a consensus price target of $13.00, suggesting a potential upside of 17.06%. Given Blue Owl Capital's stronger consensus rating and higher possible 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)
0.00
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

Summary

Blue Owl Capital beats SRH Total Return Fund on 13 of the 16 factors compared between the two stocks.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
DNP Select Income FundN/AN/AN/AN/AN/A

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

SRH Total Return Fund has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market. Comparatively, DNP Select Income Fund has a beta of 0.35, meaning that its stock price is 65% less volatile than the broader market.

SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%. DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.2%.

In the previous week, DNP Select Income Fund had 5 more articles in the media than SRH Total Return Fund. MarketBeat recorded 6 mentions for DNP Select Income Fund and 1 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.88 beat DNP Select Income Fund's score of 0.22 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
DNP Select Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 8.5% of DNP Select Income Fund shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by company insiders. Comparatively, 0.0% of DNP Select Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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?

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

SRH Total Return Fund has a net margin of 0.00% compared to FS KKR Capital's net margin of -38.65%. FS KKR Capital's return on equity of 4.34% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
FS KKR Capital-38.65% 4.34% 1.85%
SRH Total Return Fund N/A N/A N/A

FS KKR Capital presently has a consensus price target of $10.58, indicating a potential downside of 2.05%. Given FS KKR Capital's stronger consensus rating and higher probable upside, analysts plainly believe FS KKR Capital is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FS KKR Capital
1 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.88
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

36.3% of FS KKR Capital shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 0.2% of FS KKR 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, endowments and hedge funds believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FS KKR Capital$1.52B1.99$11M-$1.97N/A
SRH Total Return FundN/AN/AN/AN/AN/A

In the previous week, FS KKR Capital had 30 more articles in the media than SRH Total Return Fund. MarketBeat recorded 31 mentions for FS KKR Capital and 1 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.88 beat FS KKR Capital's score of 0.11 indicating that SRH Total Return Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FS KKR Capital
4 Very Positive mention(s)
0 Positive mention(s)
27 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
SRH Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FS KKR Capital has a beta of 0.83, meaning that its share price is 17% less volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.83, meaning that its share price is 17% less volatile than the broader market.

FS KKR Capital pays an annual dividend of $1.80 per share and has a dividend yield of 16.7%. 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 out -91.4% of its earnings in the form of a dividend.

Summary

FS KKR Capital beats SRH Total Return Fund on 10 of the 12 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 better investment? We will contrast the two companies based on the strength of their institutional ownership, valuation, earnings, profitability, risk, analyst recommendations, dividends and media sentiment.

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

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund 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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, SRH Total Return Fund had 1 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 1 mentions for SRH Total Return Fund and 0 mentions for Adams Diversified Equity Fund. SRH Total Return Fund's average media sentiment score of 0.88 beat Adams Diversified Equity Fund's score of 0.00 indicating that SRH Total Return Fund is being referred to more favorably in the news media.

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

Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%. SRH Total Return Fund pays an annual dividend of $0.73 per share and has a dividend yield of 4.1%.

Adams Diversified Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
SRH Total Return FundN/AN/AN/AN/AN/A

Summary

Adams Diversified Equity Fund beats SRH Total Return Fund on 4 of the 6 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 superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation, dividends and media sentiment.

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 10.3% of Pimco Corporate & Income Opportunity Fund shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, SRH Total Return Fund and SRH Total Return Fund both had 1 articles in the media. Pimco Corporate & Income Opportunity Fund's average media sentiment score of 1.00 beat SRH Total Return Fund's score of 0.88 indicating that Pimco Corporate & Income Opportunity Fund 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Pimco Corporate & Income Opportunity Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return FundN/AN/AN/AN/AN/A
Pimco Corporate & Income Opportunity FundN/AN/AN/AN/AN/A

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

SRH Total Return Fund has a beta of 0.83, suggesting that its share price is 17% less volatile than the broader market. Comparatively, Pimco Corporate & Income Opportunity Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market.

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 12.0%.

Summary

SRH Total Return Fund beats Pimco Corporate & Income Opportunity Fund on 3 of the 5 factors compared between the two stocks.

Get SRH Total Return Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for STEW and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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 Chart

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.
Skip Chart

STEW vs. The Competition

MetricSRH Total Return FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$1.72B$4.75B$14.02B$23.36B
Dividend Yield4.09%6.98%5.74%4.05%
P/E RatioN/A0.0220.1631.33
Price / SalesN/A32.04148.6720.97
Price / CashN/A4.8619.5018.64
Price / BookN/A3.112.274.69
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance1.00%0.62%1.88%1.14%
1 Month Performance1.25%0.55%3.35%3.19%
1 Year Performance3.01%13.22%12.98%22.70%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$17.82
-0.2%
N/A+4.0%$1.72BN/AN/AN/A
OBDC
Blue Owl Capital
4.2271 of 5 stars
$11.12
-0.4%
$13.00
+17.0%
-24.3%$5.54B$1.85B15.88N/A
DNP
DNP Select Income Fund
N/A$10.76
+0.2%
N/A+10.2%$4.05BN/AN/A590
FSK
FS KKR Capital
1.4897 of 5 stars
$11.01
+1.2%
$10.58
-3.8%
-48.3%$3.08B-$448MN/AN/A
ADX
Adams Diversified Equity Fund
N/A$24.36
-1.4%
N/A+22.7%$3.03BN/AN/A30

Related Companies and Tools


This page (NYSE:STEW) was last updated on 6/16/2026 by MarketBeat.com Staff.
From Our Partners