Do analysts rate PACH or SWZ?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Pioneer Acquisition I 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has higher earnings & valuation, PACH or SWZ?

Pioneer Acquisition I has higher earnings, but lower revenue than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Pioneer Acquisition I N/A N/A N/A N/A N/A Total Return Securities $3.34M 22.38 -$3.74M N/A N/A

Is PACH or SWZ more profitable?

Company Net Margins Return on Equity Return on Assets Pioneer Acquisition I N/A N/A N/A Total Return Securities N/A N/A N/A

Do analysts rate SWZ or PSBD?

Palmer Square Capital BDC has a consensus target price of $10.50, indicating a potential upside of 8.52%. Given Palmer Square Capital BDC's stronger consensus rating and higher possible upside, analysts plainly believe Palmer Square Capital BDC is more favorable than Total Return Securities. Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Palmer Square Capital BDC 0 Sell rating(s) 5 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 2.00

Which has higher earnings & valuation, SWZ or PSBD?

Palmer Square Capital BDC has higher revenue and earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 22.38 -$3.74M N/A N/A Palmer Square Capital BDC $124.39M 2.38 -$3.17M -$0.99 N/A

Do analysts prefer SWZ or BLUW?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Blue Water Acquisition Corp. III 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00

Which has higher valuation and earnings, SWZ or BLUW?

Blue Water Acquisition Corp. III has lower revenue, but higher earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 22.38 -$3.74M N/A N/A Blue Water Acquisition Corp. III N/A N/A N/A N/A N/A

Is SWZ or BLUW more profitable?

Company Net Margins Return on Equity Return on Assets Total Return Securities N/A N/A N/A Blue Water Acquisition Corp. III N/A N/A N/A

Which has preferable valuation & earnings, SWZ or MXF?

Mexico Fund has lower revenue, but higher earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 22.38 -$3.74M N/A N/A Mexico Fund N/A N/A N/A N/A N/A

Is SWZ or MXF more profitable?

Company Net Margins Return on Equity Return on Assets Total Return Securities N/A N/A N/A Mexico Fund N/A N/A N/A

Do analysts prefer CUB or SWZ?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lionheart Holdings Class A Ordinary Shares 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has stronger valuation & earnings, CUB or SWZ?

Lionheart Holdings Class A Ordinary Shares has higher earnings, but lower revenue than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Lionheart Holdings Class A Ordinary Shares N/A N/A $8.95M $0.06 181.92 Total Return Securities $3.34M 22.38 -$3.74M N/A N/A

Is CUB or SWZ more profitable?

Total Return Securities' return on equity of 0.00% beat Lionheart Holdings Class A Ordinary Shares' return on equity. Company Net Margins Return on Equity Return on Assets Lionheart Holdings Class A Ordinary Shares N/A -18.27% 0.73% Total Return Securities N/A N/A N/A

Total Return Securities (SWZ) Competitors

$5.74 -0.02 (-0.26%)

As of 04:00 PM Eastern

Compare

SWZ vs. PACH, PSBD, BLUW, MXF, and CUB

Should you buy Total Return Securities stock or one of its competitors? Total Return Securities's main competitors and comparable companies include Pioneer Acquisition I (PACH), Palmer Square Capital BDC (PSBD), Blue Water Acquisition Corp. III (BLUW), Mexico Fund (MXF), and Lionheart Holdings Class A Ordinary Shares (CUB). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Total Return Securities compare to Pioneer Acquisition I?

Pioneer Acquisition I (NASDAQ:PACH) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, risk, earnings, dividends and media sentiment.

Company	Net Margins	Return on Equity	Return on Assets
Pioneer Acquisition I	N/A	N/A	N/A
Total Return Securities	N/A	N/A	N/A

41.1% of Total Return Securities shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Pioneer Acquisition I has a beta of 0.03, indicating that its stock price is 97% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Pioneer Acquisition I	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Pioneer Acquisition I has higher earnings, but lower revenue than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pioneer Acquisition I	N/A	N/A	N/A	N/A	N/A
Total Return Securities	$3.34M	22.38	-$3.74M	N/A	N/A

In the previous week, Pioneer Acquisition I had 2 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for Pioneer Acquisition I and 0 mentions for Total Return Securities. Pioneer Acquisition I's average media sentiment score of 0.39 beat Total Return Securities' score of 0.00 indicating that Pioneer Acquisition I is being referred to more favorably in the media.

Company	Overall Sentiment
Pioneer Acquisition I	Neutral
Total Return Securities	Neutral

Summary

Total Return Securities beats Pioneer Acquisition I on 4 of the 7 factors compared between the two stocks.

How does Total Return Securities compare to Palmer Square Capital BDC?

Total Return Securities (NYSE:SWZ) and Palmer Square Capital BDC (NYSE:PSBD) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, dividends, profitability, institutional ownership, media sentiment, earnings and analyst recommendations.

In the previous week, Palmer Square Capital BDC had 2 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for Palmer Square Capital BDC and 0 mentions for Total Return Securities. Palmer Square Capital BDC's average media sentiment score of 0.42 beat Total Return Securities' score of 0.00 indicating that Palmer Square Capital BDC is being referred to more favorably in the news media.

Company	Overall Sentiment
Total Return Securities	Neutral
Palmer Square Capital BDC	Neutral

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 6.5% of Palmer Square Capital BDC shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by company insiders. Comparatively, 1.1% of Palmer Square Capital BDC shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Palmer Square Capital BDC has a consensus target price of $10.50, indicating a potential upside of 8.52%. Given Palmer Square Capital BDC's stronger consensus rating and higher possible upside, analysts plainly believe Palmer Square Capital BDC is more favorable than Total Return Securities.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Palmer Square Capital BDC	0 Sell rating(s)	5 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	2.00

Total Return Securities has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market. Comparatively, Palmer Square Capital BDC has a beta of 0.87, meaning that its share price is 13% less volatile than the broader market.

Palmer Square Capital BDC has higher revenue and earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	22.38	-$3.74M	N/A	N/A
Palmer Square Capital BDC	$124.39M	2.38	-$3.17M	-$0.99	N/A

Total Return Securities has a net margin of 0.00% compared to Palmer Square Capital BDC's net margin of -26.73%. Palmer Square Capital BDC's return on equity of 11.22% beat Total Return Securities' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
Palmer Square Capital BDC	-26.73%	11.22%	4.15%

Summary

Palmer Square Capital BDC beats Total Return Securities on 10 of the 13 factors compared between the two stocks.

How does Total Return Securities compare to Blue Water Acquisition Corp. III?

Total Return Securities (NYSE:SWZ) and Blue Water Acquisition Corp. III (NASDAQ:BLUW) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations, risk and media sentiment.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Blue Water Acquisition Corp. III	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00

Total Return Securities has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market. Comparatively, Blue Water Acquisition Corp. III has a beta of -0.02, indicating that its stock price is 102% less volatile than the broader market.

In the previous week, Blue Water Acquisition Corp. III had 3 more articles in the media than Total Return Securities. MarketBeat recorded 3 mentions for Blue Water Acquisition Corp. III and 0 mentions for Total Return Securities. Blue Water Acquisition Corp. III's average media sentiment score of 0.82 beat Total Return Securities' score of 0.00 indicating that Blue Water Acquisition Corp. III is being referred to more favorably in the news media.

Company	Overall Sentiment
Total Return Securities	Neutral
Blue Water Acquisition Corp. III	Positive

Blue Water Acquisition Corp. III has lower revenue, but higher earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	22.38	-$3.74M	N/A	N/A
Blue Water Acquisition Corp. III	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
Blue Water Acquisition Corp. III	N/A	N/A	N/A

Summary

Total Return Securities beats Blue Water Acquisition Corp. III on 4 of the 7 factors compared between the two stocks.

How does Total Return Securities compare to Mexico Fund?

Total Return Securities (NYSE:SWZ) and Mexico Fund (NYSE:MXF) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, earnings, risk, valuation, institutional ownership and media sentiment.

Total Return Securities has a beta of 0.66, meaning that its share price is 34% less volatile than the broader market. Comparatively, Mexico Fund has a beta of 0.81, meaning that its share price is 19% less volatile than the broader market.

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
Mexico Fund	N/A	N/A	N/A

41.1% of Total Return Securities shares are held by institutional investors. 0.0% of Total Return Securities shares are held by company insiders. Comparatively, 2.7% of Mexico Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Mexico Fund had 5 more articles in the media than Total Return Securities. MarketBeat recorded 5 mentions for Mexico Fund and 0 mentions for Total Return Securities. Mexico Fund's average media sentiment score of 1.00 beat Total Return Securities' score of 0.00 indicating that Mexico Fund is being referred to more favorably in the news media.

Company	Overall Sentiment
Total Return Securities	Neutral
Mexico Fund	Positive

Mexico Fund has lower revenue, but higher earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	22.38	-$3.74M	N/A	N/A
Mexico Fund	N/A	N/A	N/A	N/A	N/A

Summary

Mexico Fund beats Total Return Securities on 4 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Lionheart Holdings Class A Ordinary Shares?

Lionheart Holdings Class A Ordinary Shares (NASDAQ:CUB) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, profitability, valuation, risk, dividends, media sentiment and earnings.

Lionheart Holdings Class A Ordinary Shares has a beta of 0.01, meaning that its stock price is 99% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.66, meaning that its stock price is 34% less volatile than the broader market.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lionheart Holdings Class A Ordinary Shares	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

In the previous week, Lionheart Holdings Class A Ordinary Shares had 3 more articles in the media than Total Return Securities. MarketBeat recorded 3 mentions for Lionheart Holdings Class A Ordinary Shares and 0 mentions for Total Return Securities. Lionheart Holdings Class A Ordinary Shares' average media sentiment score of 1.60 beat Total Return Securities' score of 0.00 indicating that Lionheart Holdings Class A Ordinary Shares is being referred to more favorably in the media.

Company	Overall Sentiment
Lionheart Holdings Class A Ordinary Shares	Very Positive
Total Return Securities	Neutral

Lionheart Holdings Class A Ordinary Shares has higher earnings, but lower revenue than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lionheart Holdings Class A Ordinary Shares	N/A	N/A	$8.95M	$0.06	181.92
Total Return Securities	$3.34M	22.38	-$3.74M	N/A	N/A

41.1% of Total Return Securities shares are held by institutional investors. 25.0% of Lionheart Holdings Class A Ordinary Shares shares are held by company insiders. Comparatively, 0.0% of Total Return Securities 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.

Total Return Securities' return on equity of 0.00% beat Lionheart Holdings Class A Ordinary Shares' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Lionheart Holdings Class A Ordinary Shares	N/A	-18.27%	0.73%
Total Return Securities	N/A	N/A	N/A

Summary

Lionheart Holdings Class A Ordinary Shares beats Total Return Securities on 6 of the 10 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 SWZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.

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.

SWZ vs. The Competition

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Metric	Total Return Securities	Capital Markets Industry	Finance Sector	NYSE Exchange
Market Cap	$74.73M	$5.13B	$13.49B	$23.09B
Dividend Yield	N/A	7.61%	6.07%	3.72%
P/E Ratio	N/A	29.98	24.70	28.56
Price / Sales	22.31	1,142.41	479.83	13.92
Price / Cash	N/A	47.62	29.53	19.30
Price / Book	0.64	3.46	2.71	4.73
Net Income	-$3.74M	$415.07M	$1.32B	$1.07B
7 Day Performance	-0.95%	-0.72%	-0.82%	-0.48%
1 Month Performance	-3.04%	-2.21%	-2.82%	-3.50%
1 Year Performance	-2.21%	8.67%	10.70%	7.66%

Total Return Securities Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SWZ Total Return Securities	1.6491 of 5 stars	$5.75 -0.3%	N/A	-1.8%	$74.73M	$3.34M	N/A	N/A
PACH Pioneer Acquisition I	N/A	$10.37 +0.1%	N/A	+3.9%	$294.95M	N/A	N/A	2	Short Interest Increase High Trading Volume
PSBD Palmer Square Capital BDC	1.6276 of 5 stars	$9.57 -0.3%	$10.50 +9.7%	-20.2%	$293.44M	$124.39M	N/A	N/A
BLUW Blue Water Acquisition Corp. III	N/A	$10.39 +0.0%	N/A	+4.1%	$292.25M	N/A	N/A	2
MXF Mexico Fund	N/A	$20.19 -0.2%	N/A	+9.3%	$291.14M	$93.23M	N/A	N/A	Positive News

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This page (NYSE:SWZ) was last updated on 10/13/2026 by MarketBeat.com Staff.

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Total Return Securities (SWZ) Competitors

SWZ vs. PACH, PSBD, BLUW, MXF, and CUB

How does Total Return Securities compare to Pioneer Acquisition I?

Summary

How does Total Return Securities compare to Palmer Square Capital BDC?

Summary

How does Total Return Securities compare to Blue Water Acquisition Corp. III?

Summary

How does Total Return Securities compare to Mexico Fund?

Summary

How does Total Return Securities compare to Lionheart Holdings Class A Ordinary Shares?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SWZ vs. The Competition

Total Return Securities Competitors List

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Stock Ideas and Recommendations

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Total Return Securities (SWZ) Competitors

SWZ vs. PACH, PSBD, BLUW, MXF, and CUB

How does Total Return Securities compare to Pioneer Acquisition I?

Is PACH or SWZ more profitable?

Do institutionals & insiders have more ownership in PACH or SWZ?

Which has more volatility and risk, PACH or SWZ?

Do analysts rate PACH or SWZ?

Which has higher earnings & valuation, PACH or SWZ?

Does the media refer more to PACH or SWZ?

Summary

How does Total Return Securities compare to Palmer Square Capital BDC?

Does the media favor SWZ or PSBD?

Do institutionals and insiders believe in SWZ or PSBD?

Do analysts rate SWZ or PSBD?

Which has more volatility & risk, SWZ or PSBD?

Which has higher earnings & valuation, SWZ or PSBD?

Is SWZ or PSBD more profitable?

Summary

How does Total Return Securities compare to Blue Water Acquisition Corp. III?

Do analysts prefer SWZ or BLUW?

Which has more volatility & risk, SWZ or BLUW?

Does the media prefer SWZ or BLUW?

Do institutionals & insiders believe in SWZ or BLUW?

Which has higher valuation and earnings, SWZ or BLUW?

Is SWZ or BLUW more profitable?

Summary

How does Total Return Securities compare to Mexico Fund?

Which has more risk & volatility, SWZ or MXF?

Is SWZ or MXF more profitable?

Do institutionals and insiders believe in SWZ or MXF?

Does the media prefer SWZ or MXF?

Which has preferable valuation & earnings, SWZ or MXF?

Summary

How does Total Return Securities compare to Lionheart Holdings Class A Ordinary Shares?

Which has more risk & volatility, CUB or SWZ?

Do analysts prefer CUB or SWZ?

Does the media refer more to CUB or SWZ?

Which has stronger valuation & earnings, CUB or SWZ?

Do insiders and institutionals have more ownership in CUB or SWZ?

Is CUB or SWZ more profitable?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SWZ vs. The Competition

Total Return Securities Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools