Capital Southwest [CSWC] vs SRH Total Return [STEW] Detailed Stock Comparison
Capital Southwest
NASDAQ
Loading...
SRH Total Return
NYSE
Loading...
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
| Metric | Capital Southwest | SRH Total Return | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 13.64 | 5.49 | SRH Total Return |
| Price-to-Book Ratio | 1.31 | 0.84 | SRH Total Return |
| Debt-to-Equity Ratio | 101.59 | 10.77 | SRH Total Return |
| PEG Ratio | 0.22 | N/A | N/A |
| EV/EBITDA | 11.25 | N/A | N/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 Equity | 9.86% | 16.36% | SRH Total Return |
| Return on Assets (TTM) | 6.55% | 0.34% | Capital Southwest |
| Free Cash Flow (TTM) | $-218.92M | $62.50M | SRH Total Return |
| Dividend Yield | 16.59% | 3.62% | Capital Southwest |
| 1-Year Return | -14.35% | 15.21% | SRH Total Return |
| Price-to-Sales Ratio (TTM) | 5.95 | 50.68 | Capital Southwest |
| Enterprise Value | $2.09B | $0 | Capital Southwest |
| EV/Revenue Ratio | 10.00 | 0.00 | SRH Total Return |
| Revenue per Share (TTM) | $4 | $0 | Capital Southwest |
| Earnings per Share (Diluted) | $1.59 | $3.29 | SRH Total Return |
| Beta (Stock Volatility) | 1.01 | 0.96 | SRH Total Return |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Capital Southwest vs SRH Total Return Stock Performance Analysis
Loading Price Chart...
Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Capital Southwest | -0.86% | -2.19% | -4.33% | -4.17% | 0.37% | -1.35% |
| SRH Total Return | 0.28% | -0.82% | -1.79% | 1.46% | 8.32% | 13.55% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Capital Southwest | -14.35% | 30.60% | 52.37% | 48.34% | 157.36% | 185.62% |
| SRH Total Return | 15.21% | 63.36% | 77.97% | 132.35% | 185.49% | 168.55% |
News Based Sentiment: Capital Southwest vs SRH Total Return
Capital Southwest
News based Sentiment: POSITIVE
October was a strong month for Capital Southwest, marked by positive signals from an insider purchase, favorable analyst ratings, and a successful fixed-income offering. These developments suggest potential undervaluation and continued support for the company's dividend, creating a positive outlook for investors.
SRH Total Return
News based Sentiment: POSITIVE
The month's developments indicate a generally positive outlook for SRH Total Return Fund (STEW), with a rising share price and strong one-year performance. However, the increase in short interest introduces a note of caution, suggesting a mixed sentiment among investors.
Performance & Financial Health Analysis: Capital Southwest vs SRH Total Return
| Metric | CSWC | STEW |
|---|---|---|
| Market Information | ||
| Market Cap | $1.25B | $1.76B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 598,440 | 78,890 |
| 90 Day Avg. Volume | 557,213 | 78,323 |
| Last Close | $21.85 | $18.10 |
| 52 Week Range | $17.46 - $25.90 | $15.00 - $18.67 |
| % from 52W High | -15.64% | -3.05% |
| All-Time High | $28.41 (Oct 25, 2021) | $18.67 (Sep 05, 2025) |
| % from All-Time High | -23.09% | -3.05% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.09% | -0.07% |
| Quarterly Earnings Growth | 0.92% | N/A |
| Financial Health | ||
| Profit Margin (TTM) | 0.40% | 9.28% |
| Operating Margin (TTM) | 0.86% | 0.35% |
| Return on Equity (TTM) | 0.10% | 0.16% |
| Debt to Equity (MRQ) | 101.59 | 10.77 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $16.60 | $21.54 |
| Cash per Share (MRQ) | $0.84 | N/A |
| Operating Cash Flow (TTM) | $-217,890,000 | $62.98M |
| Levered Free Cash Flow (TTM) | $85.13M | $2.92M |
| Dividends | ||
| Last 12-Month Dividend Yield | 16.59% | 3.62% |
| Last 12-Month Dividend | $3.81 | $0.62 |
Valuation & Enterprise Metrics Analysis: Capital Southwest vs SRH Total Return
| Metric | CSWC | STEW |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 13.64 | 5.49 |
| Forward P/E | 8.89 | N/A |
| PEG Ratio | 0.22 | N/A |
| Price to Sales (TTM) | 5.95 | 50.68 |
| Price to Book (MRQ) | 1.31 | 0.84 |
| Market Capitalization | ||
| Market Capitalization | $1.25B | $1.76B |
| Enterprise Value | $2.09B | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 10.00 | 0.00 |
| Enterprise to EBITDA | 11.25 | N/A |
| Risk & Other Metrics | ||
| Beta | 1.01 | 0.96 |
| Book Value per Share (MRQ) | $16.60 | $21.54 |
Financial Statements Comparison: Capital Southwest 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) | CSWC | STEW |
|---|---|---|
| Revenue/Sales | $30.81M | N/A |
| Cost of Goods Sold | N/A | N/A |
| Gross Profit | N/A | N/A |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| EBITDA | N/A | N/A |
| Pre-Tax Income | $22.06M | N/A |
| Income Tax | $4.50M | N/A |
| Net Income (Profit) | $17.56M | N/A |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | CSWC | STEW |
|---|---|---|
| Cash & Equivalents | $43.22M | N/A |
| Total Current Assets | N/A | N/A |
| Total Current Liabilities | N/A | N/A |
| Long-Term Debt | $956.07M | $223.55M |
| Total Shareholders Equity | $883.63M | $2.12B |
| Retained Earnings | $-88.72M | $1.60B |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | CSWC | STEW |
|---|---|---|
| Operating Cash Flow | $17.26M | N/A |
| Capital Expenditures | $-396,000 | N/A |
| Free Cash Flow | $-59.12M | N/A |
| Debt Repayment | $-59.00M | N/A |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | CSWC | STEW |
|---|---|---|
| Shares Short | 2.89M | 24,867 |
| Short Ratio | 5.54 | 0.34 |
| Short % of Float | 0.05% | 0.00% |
| Average Daily Volume (10 Day) | 598,440 | 78,890 |
| Average Daily Volume (90 Day) | 557,213 | 78,323 |
| Shares Outstanding | 52.91M | 96.44M |
| Float Shares | 53.94M | N/A |
| % Held by Insiders | 0.04% | 0.47% |
| % Held by Institutions | 0.33% | 0.16% |
Dividend Analysis & Yield Comparison: Capital Southwest vs SRH Total Return
| Metric | CSWC | STEW |
|---|---|---|
| Last 12-Month Dividend | $3.81 | $0.62 |
| Last 12-Month Dividend Yield | 16.59% | 3.62% |
| 3-Year Avg Annual Dividend | $2.85 | $0.54 |
| 3-Year Avg Dividend Yield | 2.23% | 0.96% |
| 3-Year Total Dividends | $8.56 | $1.62 |
| Ex-Dividend Date | Dec 15, 2025 | Apr 23, 2025 |