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SRH Total Return Fund (STEW) Competitors

$15.10
+0.11 (+0.73%)
(As of 07/26/2024 ET)

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

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), Royce Value Trust (RVT), Goldman Sachs BDC (GSBD), Tri-Continental (TY), The Gabelli Equity Trust (GAB), and Central Securities (CET). These companies are all part of the "investment offices, not elsewhere classified" industry.

SRH Total Return Fund vs.

SRH Total Return Fund (NYSE:STEW) and Hercules Capital (NYSE:HTGC) 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, media sentiment and community ranking.

15.6% of SRH Total Return Fund shares are held by institutional investors. Comparatively, 19.7% of Hercules Capital shares are held by institutional investors. 0.1% of SRH Total Return Fund shares are held by company insiders. Comparatively, 1.9% of Hercules Capital shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

SRH Total Return Fund has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.39, suggesting that its share price is 39% more volatile than the S&P 500.

In the previous week, Hercules Capital had 3 more articles in the media than SRH Total Return Fund. MarketBeat recorded 4 mentions for Hercules Capital and 1 mentions for SRH Total Return Fund. Hercules Capital's average media sentiment score of 0.20 beat SRH Total Return Fund's score of 0.03 indicating that Hercules Capital 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)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Hercules Capital
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Hercules Capital has a consensus price target of $18.88, suggesting a potential downside of 11.90%. Given Hercules Capital's higher probable upside, 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
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
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SRH Total Return Fund$142.97M10.26N/AN/AN/A
Hercules Capital$460.67M7.54$337.48M$2.209.74

SRH Total Return Fund pays an annual dividend of $0.54 per share and has a dividend yield of 3.6%. Hercules Capital pays an annual dividend of $1.60 per share and has a dividend yield of 7.5%. Hercules Capital pays out 72.7% of its earnings in the form of a dividend.

Hercules Capital has a net margin of 69.98% compared to SRH Total Return Fund's net margin of 0.00%. Hercules Capital's return on equity of 18.35% 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
Hercules Capital 69.98%18.35%9.29%

Hercules Capital received 465 more outperform votes than SRH Total Return Fund when rated by MarketBeat users.

CompanyUnderperformOutperform
SRH Total Return FundN/AN/A
Hercules CapitalOutperform Votes
465
64.32%
Underperform Votes
258
35.68%

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$1.47B$7.96B$9.71B$18.51B
Dividend Yield2.63%6.27%10.53%3.51%
P/E RatioN/A0.4357.1425.12
Price / Sales10.2620.143,555.6915.32
Price / CashN/A7.6928.7119.61
Price / BookN/A0.992.705.07
Net IncomeN/A$73.96M$1.01B$976.63M
7 Day PerformanceN/A0.28%1.73%1.51%
1 Month Performance4.35%2.13%8.13%6.13%
1 Year Performance10.62%4.11%12.95%7.84%

SRH Total Return Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HTGC
Hercules Capital
1.9476 of 5 stars
1.95 / 5 stars
$20.99
-1.5%
$18.63
-11.3%
+28.4%$3.40B$460.67M9.54100Upcoming Earnings
Analyst Forecast
DNP
DNP Select Income Fund
0 of 5 stars
0.00 / 5 stars
$8.71
+0.5%
N/A-14.5%$3.09BN/A0.00N/AShort Interest ↑
News Coverage
ADX
Adams Diversified Equity Fund
0 of 5 stars
0.00 / 5 stars
$21.40
-2.3%
N/A+22.0%$2.65BN/A0.00N/APositive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
0.00 / 5 stars
$14.23
-0.2%
N/A-0.6%$2.18BN/A0.00147,000News Coverage
Positive News
USA
Liberty All-Star Equity Fund
0 of 5 stars
0.00 / 5 stars
$6.64
-2.1%
N/A-1.6%$1.80BN/A0.00N/AShort Interest ↑
News Coverage
RVT
Royce Value Trust
0 of 5 stars
0.00 / 5 stars
$15.51
-2.1%
N/A+10.4%$1.73B$73.91M0.00147,000Short Interest ↑
News Coverage
Negative News
Gap Up
GSBD
Goldman Sachs BDC
0.7814 of 5 stars
0.78 / 5 stars
$15.08
-0.7%
$14.00
-7.1%
+4.6%$1.69B$454.91M7.85N/AShort Interest ↓
Positive News
TY
Tri-Continental
0 of 5 stars
0.00 / 5 stars
$31.03
-1.3%
N/A+10.3%$1.67BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
0.00 / 5 stars
$5.35
-1.3%
N/A-6.4%$1.62BN/A0.00N/AShort Interest ↑
Negative News
CET
Central Securities
0 of 5 stars
0.00 / 5 stars
$43.48
-1.9%
N/AN/A$1.23BN/A0.006News Coverage

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This page (NYSE:STEW) was last updated on 7/26/2024 by MarketBeat.com Staff

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