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SRH Total Return Fund (STEW) Competitors

SRH Total Return Fund logo
$18.26 -0.24 (-1.30%)
As of 03:44 PM Eastern

STEW vs. AVAL, STEP, HLNE, OBDC, and BXSL

Should you buy SRH Total Return Fund stock or one of its competitors? SRH Total Return Fund's main competitors and comparable companies include Grupo Aval Acciones y Valores (AVAL), StepStone Group (STEP), Hamilton Lane (HLNE), Blue Owl Capital (OBDC), and Blackstone Secured Lending Fund (BXSL). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does SRH Total Return Fund compare to Grupo Aval Acciones y Valores?

Grupo Aval Acciones y Valores (NYSE:AVAL) and SRH Total Return Fund (NYSE:STEW) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, valuation, risk, media sentiment, profitability and institutional ownership.

Grupo Aval Acciones y Valores pays an annual dividend of $0.16 per share and has a dividend yield of 2.9%. SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Grupo Aval Acciones y Valores pays out 40.0% of its earnings in the form of a dividend.

In the previous week, Grupo Aval Acciones y Valores had 2 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for Grupo Aval Acciones y Valores and 2 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.97 beat Grupo Aval Acciones y Valores' score of 0.28 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
Grupo Aval Acciones y Valores
0 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
SRH Total Return Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Grupo Aval Acciones y Valores has a beta of 0.59, indicating that its share price is 41% less volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market.

Grupo Aval Acciones y Valores presently has a consensus target price of $5.50, indicating a potential upside of 1.10%. Given Grupo Aval Acciones y Valores' stronger consensus rating and higher probable upside, equities research analysts plainly believe Grupo Aval Acciones y Valores is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Grupo Aval Acciones y Valores
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

0.2% of Grupo Aval Acciones y Valores shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Grupo Aval Acciones y Valores has higher revenue and earnings than SRH Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Grupo Aval Acciones y Valores$6.76B0.96$344.37M$0.4013.60
SRH Total Return FundN/AN/AN/AN/AN/A

Grupo Aval Acciones y Valores has a net margin of 5.08% compared to SRH Total Return Fund's net margin of 0.00%. Grupo Aval Acciones y Valores' return on equity of 6.06% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Grupo Aval Acciones y Valores5.08% 6.06% 0.60%
SRH Total Return Fund N/A N/A N/A

Summary

Grupo Aval Acciones y Valores beats SRH Total Return Fund on 7 of the 13 factors compared between the two stocks.

How does SRH Total Return Fund compare to StepStone Group?

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

55.5% of StepStone Group shares are held by institutional investors. Comparatively, 15.6% of SRH Total Return Fund shares are held by institutional investors. 15.7% of StepStone Group 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.

StepStone Group pays an annual dividend of $1.12 per share and has a dividend yield of 2.3%. SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. StepStone Group pays out -14.5% of its earnings in the form of a dividend. StepStone Group has raised its dividend for 3 consecutive years.

StepStone Group has a beta of 1.27, suggesting that its stock price is 27% more volatile than the broader market. Comparatively, SRH Total Return Fund has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market.

SRH Total Return Fund has a net margin of 0.00% compared to StepStone Group's net margin of -30.53%. StepStone Group's return on equity of 43.38% beat SRH Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
StepStone Group-30.53% 43.38% 4.40%
SRH Total Return Fund N/A N/A N/A

In the previous week, StepStone Group had 2 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for StepStone Group and 2 mentions for SRH Total Return Fund. SRH Total Return Fund's average media sentiment score of 0.97 beat StepStone Group's score of 0.30 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
StepStone Group
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
SRH Total Return Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SRH Total Return Fund has lower revenue, but higher earnings than StepStone Group.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
StepStone Group$1.99B2.92-$535.81M-$7.72N/A
SRH Total Return FundN/AN/AN/AN/AN/A

StepStone Group presently has a consensus price target of $70.88, indicating a potential upside of 45.24%. Given StepStone Group's stronger consensus rating and higher probable upside, equities analysts plainly believe StepStone Group is more favorable than SRH Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
StepStone Group
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60
SRH Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

StepStone Group beats SRH Total Return Fund on 12 of the 15 factors compared between the two stocks.

How does SRH Total Return Fund compare to Hamilton Lane?

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

In the previous week, SRH Total Return Fund and SRH Total Return Fund both had 2 articles in the media. Hamilton Lane's average media sentiment score of 1.36 beat SRH Total Return Fund's score of 0.97 indicating that Hamilton Lane is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SRH Total Return Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Hamilton Lane
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SRH Total Return Fund has a beta of 0.82, suggesting that its share price is 18% less volatile than the broader market. Comparatively, Hamilton Lane has a beta of 1.14, suggesting that its share price is 14% more volatile than the broader market.

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 97.4% of Hamilton Lane shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by insiders. Comparatively, 24.0% of Hamilton Lane shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Hamilton Lane has a consensus target price of $131.71, suggesting a potential upside of 26.24%. Given Hamilton Lane's stronger consensus rating and higher probable upside, analysts clearly believe Hamilton Lane 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
Hamilton Lane
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.89

Hamilton Lane 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
Hamilton Lane$858.37M6.75$249.18M$6.5615.91

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Hamilton Lane pays an annual dividend of $2.40 per share and has a dividend yield of 2.3%. Hamilton Lane pays out 36.6% of its earnings in the form of a dividend. Hamilton Lane has increased its dividend for 8 consecutive years.

Hamilton Lane has a net margin of 32.14% compared to SRH Total Return Fund's net margin of 0.00%. Hamilton Lane's return on equity of 25.10% 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
Hamilton Lane 32.14%25.10%15.75%

Summary

Hamilton Lane beats SRH Total Return Fund on 13 of the 15 factors compared between the two stocks.

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

In the previous week, SRH Total Return Fund and SRH Total Return Fund both had 2 articles in the media. SRH Total Return Fund's average media sentiment score of 0.97 beat Blue Owl Capital's score of 0.76 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Blue Owl Capital pays an annual dividend of $1.24 per share and has a dividend yield of 11.0%. Blue Owl Capital pays out 221.4% 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.

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 insiders. Comparatively, 0.1% of Blue Owl Capital shares are owned by 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 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$1.85B3.01$800.36M$0.5620.16

SRH Total Return Fund has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, Blue Owl Capital has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market.

Blue Owl Capital has a net margin of 16.99% compared to SRH Total Return Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 9.49% 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 16.99%9.49%4.19%

Blue Owl Capital has a consensus target price of $13.00, indicating a potential upside of 15.15%. Given Blue Owl Capital's stronger consensus rating and 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)
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 12 of the 15 factors compared between the two stocks.

How does SRH Total Return Fund compare to Blackstone Secured Lending Fund?

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

Blackstone Secured Lending Fund 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
Blackstone Secured Lending Fund$1.42B4.05$563.46M$1.2719.44

SRH Total Return Fund has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market. Comparatively, Blackstone Secured Lending Fund has a beta of 0.38, suggesting that its stock price is 62% less volatile than the broader market.

SRH Total Return Fund pays an annual dividend of $0.76 per share and has a dividend yield of 4.2%. Blackstone Secured Lending Fund pays an annual dividend of $3.08 per share and has a dividend yield of 12.5%. Blackstone Secured Lending Fund pays out 242.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Blackstone Secured Lending Fund has a consensus price target of $24.78, indicating a potential upside of 0.36%. Given Blackstone Secured Lending Fund's stronger consensus rating and higher possible upside, analysts clearly believe Blackstone Secured Lending Fund 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
Blackstone Secured Lending Fund
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30

15.6% of SRH Total Return Fund shares are owned by institutional investors. Comparatively, 36.5% of Blackstone Secured Lending Fund shares are owned by institutional investors. 0.1% of SRH Total Return Fund shares are owned by company insiders. Comparatively, 0.1% of Blackstone Secured Lending Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Blackstone Secured Lending Fund has a net margin of 21.51% compared to SRH Total Return Fund's net margin of 0.00%. Blackstone Secured Lending Fund's return on equity of 11.86% 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
Blackstone Secured Lending Fund 21.51%11.86%5.10%

In the previous week, Blackstone Secured Lending Fund had 2 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for Blackstone Secured Lending Fund and 2 mentions for SRH Total Return Fund. Blackstone Secured Lending Fund's average media sentiment score of 1.17 beat SRH Total Return Fund's score of 0.97 indicating that Blackstone Secured Lending 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blackstone Secured Lending Fund
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Blackstone Secured Lending Fund beats SRH Total Return Fund on 12 of the 14 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 FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$1.76B$5.55B$13.76B$24.08B
Dividend Yield4.14%7.38%5.88%3.72%
P/E RatioN/A38.9729.4630.01
Price / SalesN/A1,229.57516.5519.84
Price / CashN/A48.1837.4331.97
Price / BookN/A2.102.156.80
Net IncomeN/A$416.48M$1.31B$1.07B
7 Day Performance-2.20%-0.83%-0.86%-1.21%
1 Month Performance0.19%0.89%1.20%2.32%
1 Year Performance1.02%7.71%11.36%17.42%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
STEW
SRH Total Return Fund
N/A$18.26
-1.3%
N/A+2.5%$1.76BN/AN/AN/A
AVAL
Grupo Aval Acciones y Valores
3.216 of 5 stars
$5.37
+0.3%
$5.50
+2.5%
+71.0%$6.37B$17.91T14.5067,585
STEP
StepStone Group
4.4876 of 5 stars
$49.53
+3.0%
$70.88
+43.1%
-14.5%$5.92B$1.99BN/A1,310
HLNE
Hamilton Lane
4.9953 of 5 stars
$105.28
+1.9%
$131.71
+25.1%
-30.5%$5.85B$758.99M16.05530
OBDC
Blue Owl Capital
3.0913 of 5 stars
$11.80
+1.1%
$13.00
+10.2%
-20.0%$5.82B$374.81M21.06N/A

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This page (NYSE:STEW) was last updated on 8/20/2026 by MarketBeat.com Staff.
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