Capital Southwest [CSWC] vs SRH Total Return [STEW] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Capital Southwest wins in 7 metrics, SRH Total Return wins in 10 metrics, with 0 ties. SRH Total Return appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricCapital SouthwestSRH Total ReturnBetter
P/E Ratio (TTM)13.705.45SRH Total Return
Price-to-Book Ratio1.350.83SRH Total Return
Debt-to-Equity Ratio101.5910.77SRH Total Return
PEG Ratio0.22N/AN/A
EV/EBITDA11.48N/AN/A
Profit Margin (TTM)39.95%928.40%SRH Total Return
Operating Margin (TTM)85.76%34.92%Capital Southwest
EBITDA Margin (TTM)85.76%34.92%Capital Southwest
Return on Equity9.86%16.36%SRH Total Return
Return on Assets (TTM)6.55%0.34%Capital Southwest
Free Cash Flow (TTM)$-218.92M$62.50MSRH Total Return
Dividend Yield14.90%3.62%Capital Southwest
1-Year Return-8.74%16.86%SRH Total Return
Price-to-Sales Ratio (TTM)5.9850.45Capital Southwest
Enterprise Value$2.13B$0Capital Southwest
EV/Revenue Ratio10.210.00SRH Total Return
Revenue per Share (TTM)$4$0Capital Southwest
Earnings per Share (Diluted)$1.64$3.30SRH Total Return
Beta (Stock Volatility)1.030.95SRH Total Return
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends

Capital Southwest vs SRH Total Return Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Capital Southwest-0.80%-1.05%-2.00%4.69%-4.53%1.85%
SRH Total Return0.50%1.52%2.49%1.34%6.47%13.49%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Capital Southwest-8.74%10.81%50.60%33.97%172.46%194.52%
SRH Total Return16.86%45.18%75.12%131.63%210.82%169.60%

Performance & Financial Health Analysis: Capital Southwest vs SRH Total Return

MetricCSWCSTEW
Market Information
Market Cap i$1.25B$1.73B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i707,85084,340
90 Day Avg. Volume i587,32088,530
Last Close$22.38$18.09
52 Week Range$17.46 - $25.90$15.00 - $18.13
% from 52W High-13.59%-0.22%
All-Time High$28.41 (Oct 25, 2021)$18.13 (Aug 19, 2025)
% from All-Time High-21.22%-0.22%
Growth Metrics
Quarterly Revenue Growth0.09%-0.07%
Quarterly Earnings Growth0.92%N/A
Financial Health
Profit Margin (TTM) i0.40%9.28%
Operating Margin (TTM) i0.86%0.35%
Return on Equity (TTM) i0.10%0.16%
Debt to Equity (MRQ) i101.5910.77
Cash & Liquidity
Book Value per Share (MRQ)$16.60$21.54
Cash per Share (MRQ)$0.84N/A
Operating Cash Flow (TTM) i$-217,890,000$62.98M
Levered Free Cash Flow (TTM) i$85.13M$2.92M
Dividends
Last 12-Month Dividend Yield i14.90%3.62%
Last 12-Month Dividend i$3.18$0.62

Valuation & Enterprise Metrics Analysis: Capital Southwest vs SRH Total Return

MetricCSWCSTEW
Price Ratios
P/E Ratio (TTM) i13.705.45
Forward P/E i9.20N/A
PEG Ratio i0.22N/A
Price to Sales (TTM) i5.9850.45
Price to Book (MRQ) i1.350.83
Market Capitalization
Market Capitalization i$1.25B$1.73B
Enterprise Value i$2.13B$0
Enterprise Value Metrics
Enterprise to Revenue i10.210.00
Enterprise to EBITDA i11.48N/A
Risk & Other Metrics
Beta i1.030.95
Book Value per Share (MRQ) i$16.60$21.54

Financial Statements Comparison: Capital Southwest vs SRH Total Return

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)CSWCSTEW
Revenue/Sales i$30.81MN/A
Cost of Goods Sold iN/AN/A
Gross Profit iN/AN/A
Research & Development iN/AN/A
Operating Income (EBIT) iN/AN/A
EBITDA iN/AN/A
Pre-Tax Income i$22.06MN/A
Income Tax i$4.50MN/A
Net Income (Profit) i$17.56MN/A

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)CSWCSTEW
Cash & Equivalents i$43.22MN/A
Total Current Assets iN/AN/A
Total Current Liabilities iN/AN/A
Long-Term Debt i$956.07M$223.55M
Total Shareholders Equity i$883.63M$2.12B
Retained Earnings i$-88.72M$1.60B
Property, Plant & Equipment iN/AN/A

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)CSWCSTEW
Operating Cash Flow i$17.26MN/A
Capital Expenditures i$-396,000N/A
Free Cash Flow i$-59.12MN/A
Debt Repayment i$-59.00MN/A
Common Stock Repurchase iN/AN/A

Short Interest & Institutional Ownership Analysis

MetricCSWCSTEW
Shares Short i2.74M33,263
Short Ratio i5.130.37
Short % of Float i0.05%0.00%
Average Daily Volume (10 Day) i707,85084,340
Average Daily Volume (90 Day) i587,32088,530
Shares Outstanding i52.91M96.44M
Float Shares i53.94MN/A
% Held by Insiders i0.04%0.47%
% Held by Institutions i0.33%0.16%

Dividend Analysis & Yield Comparison: Capital Southwest vs SRH Total Return

MetricCSWCSTEW
Last 12-Month Dividend i$3.18$0.62
Last 12-Month Dividend Yield i14.90%3.62%
3-Year Avg Annual Dividend i$2.64$0.54
3-Year Avg Dividend Yield i2.52%0.96%
3-Year Total Dividends i$7.93$1.62
Ex-Dividend DateSep 15, 2025Apr 23, 2025