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

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Capital Southwest Corporation wins in 11 metrics, SRH Total Return Fund Inc. wins in 6 metrics, with 1 ties. Capital Southwest Corporation appears stronger overall.

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Vital Metrics Comparison

Metric Capital Southwest Corporation SRH Total Return Fund Inc. Better
P/E Ratio (TTM) 13.14 10.03 SRH Total Return Fund Inc.
Price-to-Book Ratio 1.42 0.78 SRH Total Return Fund Inc.
Debt-to-Equity Ratio 119.31 10.04 SRH Total Return Fund Inc.
PEG Ratio 0.19 N/A N/A
EV/EBITDA 8.68 N/A N/A
Profit Margin (TTM) 45.46% 536.79% SRH Total Return Fund Inc.
Operating Margin (TTM) 75.82% 16.56% Capital Southwest Corporation
EBITDA Margin (TTM) 75.82% 16.56% Capital Southwest Corporation
Return on Equity 11.29% 8.01% Capital Southwest Corporation
Return on Assets (TTM) 6.22% 0.22% Capital Southwest Corporation
Free Cash Flow (TTM) $-218.92M $63.65M SRH Total Return Fund Inc.
Dividend Yield 16.74% 4.97% Capital Southwest Corporation
1-Year Return 14.00% 3.50% Capital Southwest Corporation
Price-to-Sales Ratio (TTM) 6.31 53.70 Capital Southwest Corporation
Enterprise Value $1.75B $0 Capital Southwest Corporation
EV/Revenue Ratio 7.71 0.00 Tie
Revenue per Share (TTM) $4 $0 Capital Southwest Corporation
Earnings per Share (Diluted) $1.81 $1.80 Capital Southwest Corporation
Beta (Stock Volatility) 0.77 0.88 Capital Southwest Corporation
Short % of Float 7.41% 0.03% SRH Total Return Fund Inc.

Capital Southwest Corporation vs SRH Total Return Fund Inc. Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Capital Southwest Corporation-1.78%-0.69%-1.91%8.14%5.04%3.72%
SRH Total Return Fund Inc.0.51%1.19%1.54%4.02%-3.04%-2.78%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Capital Southwest Corporation14.00%23.44%-4.35%70.21%170.89%149.36%
SRH Total Return Fund Inc.3.50%33.94%33.43%122.56%180.13%127.11%

Performance & Financial Health Analysis: Capital Southwest Corporation vs SRH Total Return Fund Inc.

MetricCSWCSTEW
Market Information
Market Cap i$1.41B$1.71B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i787,65673,542
90 Day Avg. Volume i679,18971,771
Last Close$23.12$17.85
52 Week Range$19.37 - $24.43$16.55 - $18.67
% from 52W High-5.36%-4.39%
All-Time High$28.41 (Oct 25, 2021)$18.67 (Sep 05, 2025)
% from All-Time High-18.62%-4.39%
Growth Metrics
Quarterly Revenue Growth-0.04%-0.12%
Quarterly Earnings Growth0.32%-0.44%
Financial Health
Profit Margin (TTM) i0.45%5.37%
Operating Margin (TTM) i0.76%0.17%
Return on Equity (TTM) i0.11%0.08%
Debt to Equity (MRQ) i119.3110.04
Cash & Liquidity
Book Value per Share (MRQ)$16.75$23.11
Cash per Share (MRQ)$0.25N/A
Operating Cash Flow (TTM) i$-193,092,992$63.65M
Levered Free Cash Flow (TTM) i$87.00M$6.02M
Dividends
Last 12-Month Dividend Yield i16.74%4.97%
Last 12-Month Dividend i$3.80$0.88

Valuation & Enterprise Metrics Analysis: Capital Southwest Corporation vs SRH Total Return Fund Inc.

MetricCSWC (Apr 24, 2026)STEW (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i13.1410.03
Forward P/E i10.51N/A
PEG Ratio i0.19N/A
Price to Sales (TTM) i6.3153.70
Price to Book (MRQ) i1.420.78
Market Capitalization
Market Capitalization i$1.41B$1.71B
Enterprise Value i$1.75B$0
Enterprise Value Metrics
Enterprise to Revenue i7.710.00
Enterprise to EBITDA i8.68N/A
Risk & Other Metrics
Beta i0.770.88
Book Value per Share (MRQ) i$16.75$23.11

Financial Statements Comparison: Capital Southwest Corporation 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

MetricCSWC (2025)STEW (2025)
Revenue/Sales i108.85M177.28M
Cost of Goods Sold iN/AN/A
COGS % of Revenue i0.0%0.0%
Gross Profit iN/AN/A
Gross Margin i0.0%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) iN/AN/A
Operating Margin i0.0%0.0%
EBITDA iN/AN/A
EBITDA Margin i0.0%0.0%
Pre-Tax Income i79.41M174.09M
Pre-Tax Income % of Revenue i73.0%98.2%
Income Tax i8.87MN/A
Income Tax % of Revenue i8.1%0.0%
Net Income (Profit) i70.55M174.09M
Profit Margin i64.8%98.2%

Balance Sheet & Liquidity Metrics

MetricCSWC (2025)STEW (2025)
Cash & Equivalents i43.22MN/A
Total Current Assets iN/AN/A
Total Current Assets % of Revenue i0.0%0.0%
Total Current Liabilities iN/AN/A
Total Current Liabilities % of Revenue i0.0%0.0%
Long-Term Debt i956.07M223.74M
Long-Term Debt % of Revenue i878.3%126.2%
Total Shareholders Equity i883.63M2.23B
Retained Earnings i-88.72M1.72B
Retained Earnings % of Revenue i-81.5%967.7%
Property, Plant & Equipment iN/AN/A

Cash Flow Statement Comparison

MetricCSWC (2025)STEW (2025)
Operating Cash Flow i59.27M174.56M
Operating Cash Flow % of Revenue i54.4%98.5%
Capital Expenditures i-1.67MN/A
Free Cash Flow i-218.92M63.65M
FCF Margin i-201.1%35.9%
Debt Repayment i-430.00MN/A
Common Stock Repurchase iN/AN/A

Short Interest & Institutional Ownership Analysis

MetricCSWCSTEW
Shares Short i4.37M17,557
Short Ratio i7.170.35
Short % of Float i7.41%0.03%
Shares Outstanding i59.46M96.44M
Float Shares i58.46MN/A
% Held by Insiders i2.75%47.15%
% Held by Institutions i28.46%16.70%
% Held by Public i68.79%36.15%

Dividend Analysis & Yield Comparison: Capital Southwest Corporation vs SRH Total Return Fund Inc.

MetricCSWCSTEW
Last 12-Month Dividend i$3.80$0.88
Last 12-Month Dividend Yield i16.74%4.97%
3-Year Avg Annual Dividend i$2.92$0.60
3-Year Avg Dividend Yield i1.82%0.97%
3-Year Total Dividends i$8.75$1.80
Ex-Dividend DateJun 15, 2026Jan 23, 2026