Blucora [AVTA] vs SRH Total Return [STEW] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Blucora, Inc. wins in 8 metrics, SRH Total Return Fund Inc. wins in 5 metrics, with 1 ties. Blucora, Inc. appears stronger overall.

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Vital Metrics Comparison

Metric Blucora, Inc. SRH Total Return Fund Inc. Better
P/E Ratio (TTM) 515.40 10.03 SRH Total Return Fund Inc.
Price-to-Book Ratio 2.38 0.78 SRH Total Return Fund Inc.
Debt-to-Equity Ratio 0.73 10.04 Blucora, Inc.
PEG Ratio 0.10 N/A N/A
EV/EBITDA 32.79 N/A N/A
Profit Margin (TTM) 33.25% 536.79% SRH Total Return Fund Inc.
Operating Margin (TTM) -1.70% 16.56% SRH Total Return Fund Inc.
EBITDA Margin (TTM) N/A 16.56% N/A
Return on Equity 56.55% 8.01% Blucora, Inc.
Return on Assets (TTM) 43.62% 0.22% Blucora, Inc.
Free Cash Flow (TTM) $91.73M $63.65M Blucora, Inc.
Dividend Yield N/A 4.97% N/A
1-Year Return 0.00% 3.50% SRH Total Return Fund Inc.
Price-to-Sales Ratio (TTM) 1.44 53.70 Blucora, Inc.
Enterprise Value $728.28M $0 Blucora, Inc.
EV/Revenue Ratio 1.09 0.00 Tie
Gross Profit Margin (TTM) 38.82% N/A N/A
Revenue per Share (TTM) $14 $0 Blucora, Inc.
Earnings per Share (Diluted) $8.54 $1.80 Blucora, Inc.
Beta (Stock Volatility) N/A 0.88 N/A
Short % of Float N/A 0.03% N/A

Blucora, Inc. vs SRH Total Return Fund Inc. Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Blucora, Inc.0.00%0.00%0.00%0.00%0.00%0.00%
SRH Total Return Fund Inc.0.51%1.19%1.54%4.02%-3.04%-2.78%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Blucora, Inc.0.00%40.94%149.66%56.57%73.15%73.15%
SRH Total Return Fund Inc.3.50%33.94%33.43%122.56%180.13%127.11%

Performance & Financial Health Analysis: Blucora, Inc. vs SRH Total Return Fund Inc.

MetricAVTASTEW
Market Information
Market Cap i$956.74M$1.71B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i391,98773,542
90 Day Avg. Volume i442,37271,771
Last Close$25.99$17.85
52 Week Range$25.99 - $25.99$16.55 - $18.67
% from 52W High0.00%-4.39%
All-Time High$41.35 (Sep 24, 2018)$18.67 (Sep 05, 2025)
% from All-Time High-37.15%-4.39%
Growth Metrics
Quarterly Revenue Growth0.03%-0.12%
Quarterly Earnings GrowthN/A-0.44%
Financial Health
Profit Margin (TTM) i0.33%5.37%
Operating Margin (TTM) i-0.02%0.17%
Return on Equity (TTM) i0.57%0.08%
Debt to Equity (MRQ) i0.7310.04
Cash & Liquidity
Book Value per Share (MRQ)$10.93$23.11
Cash per Share (MRQ)N/AN/A
Operating Cash Flow (TTM) i$36.54M$63.65M
Levered Free Cash Flow (TTM) i$721.12M$6.02M
Dividends
Last 12-Month Dividend Yield iN/A4.97%
Last 12-Month Dividend iN/A$0.88

Valuation & Enterprise Metrics Analysis: Blucora, Inc. vs SRH Total Return Fund Inc.

MetricAVTA (Jun 23, 2025)STEW (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i515.4010.03
Forward P/E i27.36N/A
PEG Ratio i0.10N/A
Price to Sales (TTM) i1.4453.70
Price to Book (MRQ) i2.380.78
Market Capitalization
Market Capitalization i$956.74M$1.71B
Enterprise Value i$728.28M$0
Enterprise Value Metrics
Enterprise to Revenue i1.090.00
Enterprise to EBITDA i32.79N/A
Risk & Other Metrics
Beta iN/A0.88
Book Value per Share (MRQ) i$10.93$23.11

Financial Statements Comparison: Blucora, Inc. vs SRH Total Return Fund Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricAVTA (2022)STEW (2025)
Revenue/Sales i666.50M177.28M
Cost of Goods Sold i444.92MN/A
COGS % of Revenue i66.8%0.0%
Gross Profit i221.58MN/A
Gross Margin i33.2%0.0%
Research & Development i8.70MN/A
Operating Income (EBIT) i-15.52MN/A
Operating Margin i-2.3%0.0%
EBITDA i22.21MN/A
EBITDA Margin i3.3%0.0%
Pre-Tax Income i-11.81M174.09M
Pre-Tax Income % of Revenue i-1.8%98.2%
Income Tax i-14.93MN/A
Income Tax % of Revenue i-2.2%0.0%
Net Income (Profit) i420.25M174.09M
Profit Margin i63.1%98.2%

Balance Sheet & Liquidity Metrics

MetricAVTA (2022)STEW (2025)
Cash & Equivalents i263.93MN/A
Total Current Assets i323.75MN/A
Total Current Assets % of Revenue i48.6%0.0%
Total Current Liabilities i142.29MN/A
Total Current Liabilities % of Revenue i21.3%0.0%
Long-Term Debt i30.33M223.74M
Long-Term Debt % of Revenue i4.6%126.2%
Total Shareholders Equity i743.20M2.23B
Retained Earnings i-829.54M1.72B
Retained Earnings % of Revenue i-124.5%967.7%
Property, Plant & Equipment i72.40MN/A

Cash Flow Statement Comparison

MetricAVTA (2022)STEW (2025)
Operating Cash Flow i36.54M174.56M
Operating Cash Flow % of Revenue i5.5%98.5%
Capital Expenditures i-14.89MN/A
Free Cash Flow i91.73M63.65M
FCF Margin i13.8%35.9%
Debt Repayment i-561.34MN/A
Common Stock Repurchase i-35.00MN/A

Short Interest & Institutional Ownership Analysis

MetricAVTASTEW
Shares Short iN/A17,557
Short Ratio iN/A0.35
Short % of Float iN/A0.03%
Shares Outstanding i36.81M96.44M
Float Shares iN/AN/A
% Held by Insiders iN/A47.15%
% Held by Institutions iN/A16.70%
% Held by Public iN/A36.15%

Dividend Analysis & Yield Comparison: Blucora, Inc. vs SRH Total Return Fund Inc.

MetricAVTASTEW
Last 12-Month Dividend iN/A$0.88
Last 12-Month Dividend Yield iN/A4.97%
3-Year Avg Annual Dividend iN/A$0.60
3-Year Avg Dividend Yield iN/A0.97%
3-Year Total Dividends iN/A$1.80
Ex-Dividend DateN/AJan 23, 2026