Blucora [AVTA] vs SRH Total Return [STEW] Detailed Stock Comparison
Blucora
NASDAQ
Loading...
SRH Total Return
NYSE
Loading...
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Blucora wins in 8 metrics, SRH Total Return wins in 6 metrics, with 0 ties. Blucora appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Blucora | SRH Total Return | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 515.40 | 5.55 | SRH Total Return |
| Price-to-Book Ratio | 2.38 | 0.85 | SRH Total Return |
| Debt-to-Equity Ratio | 0.73 | 10.77 | Blucora |
| PEG Ratio | 0.10 | N/A | N/A |
| EV/EBITDA | 32.79 | N/A | N/A |
| Profit Margin (TTM) | 33.25% | 928.40% | SRH Total Return |
| Operating Margin (TTM) | -1.70% | 34.92% | SRH Total Return |
| EBITDA Margin (TTM) | N/A | 34.92% | N/A |
| Return on Equity | 56.55% | 16.36% | Blucora |
| Return on Assets (TTM) | 43.62% | 0.34% | Blucora |
| Free Cash Flow (TTM) | $91.73M | $62.50M | Blucora |
| Dividend Yield | N/A | 3.62% | N/A |
| 1-Year Return | 0.00% | 16.34% | SRH Total Return |
| Price-to-Sales Ratio (TTM) | 1.44 | 51.43 | Blucora |
| Enterprise Value | $728.28M | $0 | Blucora |
| EV/Revenue Ratio | 1.09 | 0.00 | SRH Total Return |
| Gross Profit Margin (TTM) | 38.82% | N/A | N/A |
| Revenue per Share (TTM) | $14 | $0 | Blucora |
| Earnings per Share (Diluted) | $8.54 | $3.30 | Blucora |
| Beta (Stock Volatility) | N/A | 0.96 | N/A |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Blucora vs SRH Total Return Stock Performance Analysis
Loading Price Chart...
Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Blucora | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| SRH Total Return | -0.55% | -0.33% | 1.84% | 5.78% | 10.51% | 14.81% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Blucora | 0.00% | 40.94% | 149.66% | 56.57% | 73.15% | 73.15% |
| SRH Total Return | 16.34% | 64.27% | 84.48% | 143.68% | 195.64% | 175.19% |
News Based Sentiment: Blucora vs SRH Total Return
Blucora
News sentiment data is not available for Blucora at this time.
SRH Total Return
News based Sentiment: MIXED
September saw SRH Total Return Fund experience positive price momentum and continued institutional interest, alongside consistent dividend payouts. However, the fund continues to trade at a significant discount to its NAV and faces a cautious outlook from analysts, creating a mixed investment picture.
Performance & Financial Health Analysis: Blucora vs SRH Total Return
| Metric | AVTA | STEW |
|---|---|---|
| Market Information | ||
| Market Cap | $956.74M | $1.77B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 391,987 | 73,270 |
| 90 Day Avg. Volume | 442,372 | 74,043 |
| Last Close | $25.99 | $18.20 |
| 52 Week Range | $25.99 - $25.99 | $15.00 - $18.67 |
| % from 52W High | 0.00% | -2.52% |
| All-Time High | $41.35 (Sep 24, 2018) | $18.67 (Sep 05, 2025) |
| % from All-Time High | -37.15% | -2.52% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.03% | -0.07% |
| Quarterly Earnings Growth | N/A | N/A |
| Financial Health | ||
| Profit Margin (TTM) | 0.33% | 9.28% |
| Operating Margin (TTM) | -0.02% | 0.35% |
| Return on Equity (TTM) | 0.57% | 0.16% |
| Debt to Equity (MRQ) | 0.73 | 10.77 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $10.93 | $21.54 |
| Cash per Share (MRQ) | N/A | N/A |
| Operating Cash Flow (TTM) | $36.54M | $62.98M |
| Levered Free Cash Flow (TTM) | $721.12M | $2.92M |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | 3.62% |
| Last 12-Month Dividend | N/A | $0.62 |
Valuation & Enterprise Metrics Analysis: Blucora vs SRH Total Return
| Metric | AVTA | STEW |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 515.40 | 5.55 |
| Forward P/E | 27.36 | N/A |
| PEG Ratio | 0.10 | N/A |
| Price to Sales (TTM) | 1.44 | 51.43 |
| Price to Book (MRQ) | 2.38 | 0.85 |
| Market Capitalization | ||
| Market Capitalization | $956.74M | $1.77B |
| Enterprise Value | $728.28M | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 1.09 | 0.00 |
| Enterprise to EBITDA | 32.79 | N/A |
| Risk & Other Metrics | ||
| Beta | N/A | 0.96 |
| Book Value per Share (MRQ) | $10.93 | $21.54 |
Financial Statements Comparison: Blucora vs SRH Total Return
Financial Metrics
Loading Financial Charts...
Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | AVTA | STEW |
|---|---|---|
| Revenue/Sales | $192.34M | N/A |
| Cost of Goods Sold | $117.68M | N/A |
| Gross Profit | $74.66M | N/A |
| Research & Development | $2.35M | N/A |
| Operating Income (EBIT) | $2.45M | N/A |
| EBITDA | $13.00M | N/A |
| Pre-Tax Income | $-2.56M | N/A |
| Income Tax | $-1.07M | N/A |
| Net Income (Profit) | $-1.50M | N/A |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | AVTA | STEW |
|---|---|---|
| Cash & Equivalents | $106.44M | N/A |
| Total Current Assets | $186.24M | N/A |
| Total Current Liabilities | $89.76M | N/A |
| Long-Term Debt | $276.19M | $223.55M |
| Total Shareholders Equity | $403.69M | $2.12B |
| Retained Earnings | $-825.78M | $1.60B |
| Property, Plant & Equipment | $68.06M | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | AVTA | STEW |
|---|---|---|
| Operating Cash Flow | $5.35M | N/A |
| Capital Expenditures | $-2.76M | N/A |
| Free Cash Flow | $8.90M | N/A |
| Debt Repayment | $-1.69M | N/A |
| Common Stock Repurchase | $-9.07M | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | AVTA | STEW |
|---|---|---|
| Shares Short | N/A | 15,263 |
| Short Ratio | N/A | 0.20 |
| Short % of Float | N/A | 0.00% |
| Average Daily Volume (10 Day) | 391,987 | 73,270 |
| Average Daily Volume (90 Day) | 442,372 | 74,043 |
| Shares Outstanding | 36.81M | 96.44M |
| Float Shares | N/A | N/A |
| % Held by Insiders | N/A | 0.47% |
| % Held by Institutions | N/A | 0.16% |
Dividend Analysis & Yield Comparison: Blucora vs SRH Total Return
| Metric | AVTA | STEW |
|---|---|---|
| Last 12-Month Dividend | N/A | $0.62 |
| Last 12-Month Dividend Yield | N/A | 3.62% |
| 3-Year Avg Annual Dividend | N/A | $0.54 |
| 3-Year Avg Dividend Yield | N/A | 0.96% |
| 3-Year Total Dividends | N/A | $1.62 |
| Ex-Dividend Date | N/A | Apr 23, 2025 |