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.
View Metrics Details
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
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| 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
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Capital Southwest Corporation | 14.00% | 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.
| Metric | CSWC | STEW |
|---|---|---|
| Market Information | ||
| Market Cap | $1.41B | $1.71B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 787,656 | 73,542 |
| 90 Day Avg. Volume | 679,189 | 71,771 |
| 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 Growth | 0.32% | -0.44% |
| Financial Health | ||
| Profit Margin (TTM) | 0.45% | 5.37% |
| Operating Margin (TTM) | 0.76% | 0.17% |
| Return on Equity (TTM) | 0.11% | 0.08% |
| Debt to Equity (MRQ) | 119.31 | 10.04 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $16.75 | $23.11 |
| Cash per Share (MRQ) | $0.25 | N/A |
| Operating Cash Flow (TTM) | $-193,092,992 | $63.65M |
| Levered Free Cash Flow (TTM) | $87.00M | $6.02M |
| Dividends | ||
| Last 12-Month Dividend Yield | 16.74% | 4.97% |
| Last 12-Month Dividend | $3.80 | $0.88 |
Valuation & Enterprise Metrics Analysis: Capital Southwest Corporation vs SRH Total Return Fund Inc.
| Metric | CSWC (Apr 24, 2026) | STEW (Apr 24, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 13.14 | 10.03 |
| Forward P/E | 10.51 | N/A |
| PEG Ratio | 0.19 | N/A |
| Price to Sales (TTM) | 6.31 | 53.70 |
| Price to Book (MRQ) | 1.42 | 0.78 |
| Market Capitalization | ||
| Market Capitalization | $1.41B | $1.71B |
| Enterprise Value | $1.75B | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.71 | 0.00 |
| Enterprise to EBITDA | 8.68 | N/A |
| Risk & Other Metrics | ||
| Beta | 0.77 | 0.88 |
| Book Value per Share (MRQ) | $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
| Metric | CSWC (2025) | STEW (2025) |
|---|---|---|
| Revenue/Sales | 108.85M | 177.28M |
| Cost of Goods Sold | N/A | N/A |
| COGS % of Revenue | 0.0% | 0.0% |
| Gross Profit | N/A | N/A |
| Gross Margin | 0.0% | 0.0% |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| Operating Margin | 0.0% | 0.0% |
| EBITDA | N/A | N/A |
| EBITDA Margin | 0.0% | 0.0% |
| Pre-Tax Income | 79.41M | 174.09M |
| Pre-Tax Income % of Revenue | 73.0% | 98.2% |
| Income Tax | 8.87M | N/A |
| Income Tax % of Revenue | 8.1% | 0.0% |
| Net Income (Profit) | 70.55M | 174.09M |
| Profit Margin | 64.8% | 98.2% |
Balance Sheet & Liquidity Metrics
| Metric | CSWC (2025) | STEW (2025) |
|---|---|---|
| Cash & Equivalents | 43.22M | N/A |
| Total Current Assets | N/A | N/A |
| Total Current Assets % of Revenue | 0.0% | 0.0% |
| Total Current Liabilities | N/A | N/A |
| Total Current Liabilities % of Revenue | 0.0% | 0.0% |
| Long-Term Debt | 956.07M | 223.74M |
| Long-Term Debt % of Revenue | 878.3% | 126.2% |
| Total Shareholders Equity | 883.63M | 2.23B |
| Retained Earnings | -88.72M | 1.72B |
| Retained Earnings % of Revenue | -81.5% | 967.7% |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison
| Metric | CSWC (2025) | STEW (2025) |
|---|---|---|
| Operating Cash Flow | 59.27M | 174.56M |
| Operating Cash Flow % of Revenue | 54.4% | 98.5% |
| Capital Expenditures | -1.67M | N/A |
| Free Cash Flow | -218.92M | 63.65M |
| FCF Margin | -201.1% | 35.9% |
| Debt Repayment | -430.00M | N/A |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | CSWC | STEW |
|---|---|---|
| Shares Short | 4.37M | 17,557 |
| Short Ratio | 7.17 | 0.35 |
| Short % of Float | 7.41% | 0.03% |
| Shares Outstanding | 59.46M | 96.44M |
| Float Shares | 58.46M | N/A |
| % Held by Insiders | 2.75% | 47.15% |
| % Held by Institutions | 28.46% | 16.70% |
| % Held by Public | 68.79% | 36.15% |
Dividend Analysis & Yield Comparison: Capital Southwest Corporation vs SRH Total Return Fund Inc.
| Metric | CSWC | STEW |
|---|---|---|
| Last 12-Month Dividend | $3.80 | $0.88 |
| Last 12-Month Dividend Yield | 16.74% | 4.97% |
| 3-Year Avg Annual Dividend | $2.92 | $0.60 |
| 3-Year Avg Dividend Yield | 1.82% | 0.97% |
| 3-Year Total Dividends | $8.75 | $1.80 |
| Ex-Dividend Date | Jun 15, 2026 | Jan 23, 2026 |