Financial Services
Live Price
Offline$17.60
-0.40% today
1Y Change
+1.73%
Window
Jun 23, 2025 → Jun 18, 2026
Coverage: 249 bars · Jun 23, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
SRH Total Return Fund, Inc. (STEW) is a fund with a market cap of $1.44B and listed on NYSE. The fund last traded around $17.60 and up 1.7% across the available one-year price window (Jun 23, 2025 → Jun 18, 2026). Valuation is more restrained than many high-expectation growth names at P/E 5.3 and price/sales 5.2. Stock Foundry combines STEW price history, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
STEW
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
STEW Max Drawdown
-10.61%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for STEW and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$68.5M
-15.2% YoY
FY Net Income
$274.0M
+328.6% YoY
Free Cash Flow
$45.6M
-13.4% YoY
Revenue Growth
+22.2%
EPS Growth
-68.0%
Gross Margin
100.0%
Net Margin
99.2%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 102M | 83M | 83M | 81M | 68M |
| Gross Profit | 79M | 63M | 66M | 63M | 51M |
| Operating Income | 180M | 554M | 147M | 70M | 280M |
| EBITDA | 180M | 554M | 147M | 70M | 280M |
| Net Income | 174M | 547M | 140M | 64M | 274M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 0 | 0 | 0 | 0 | 384K |
| Total Assets | 2.5B | 2.4B | 1.9B | 1.8B | 1.8B |
| Total Liabilities | 236M | 232M | 226M | 225M | 224M |
| Shareholder Equity | 2.2B | 2.1B | 1.6B | 1.5B | 1.5B |
| Total Debt | 224M | 224M | 223M | 223M | 223M |
| Net Debt | 224M | 224M | 223M | 223M | 223M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
46M
-13.4% YoY
Capital Expenditures
4
Free Cash Flow
46M
-13.4% YoY
Key ratios
Gross Margin
100.0%
Operating Margin
101.4%
Net Margin
99.2%
ROE
19.3%
Debt / Equity
0.15x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.