SRH Total Return Fund Inc. (STEW) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
SRH Total Return Fund Inc. stock (STEW) is currently trading at $17.11. SRH Total Return Fund Inc. PE ratio is 9.43. SRH Total Return Fund Inc. PS ratio (Price-to-Sales) is 50.49. WallStSmart rates STEW as Sell.
- STEW PE ratio analysis and historical PE chart
- STEW PS ratio (Price-to-Sales) history and trend
- STEW intrinsic value — DCF, Graham Number, EPV models
- STEW stock price prediction 2025 2026 2027 2028 2029 2030
- STEW fair value vs current price
- STEW insider transactions and insider buying
- Is STEW undervalued or overvalued?
- SRH Total Return Fund Inc. financial analysis — revenue, earnings, cash flow
- STEW Piotroski F-Score and Altman Z-Score
- STEW analyst price target and Smart Rating
SRH Total Return Fund Inc.
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STEW Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · SRH Total Return Fund Inc. (STEW)
STEW trades 49% above its Graham fair value of $12.24, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
SRH Total Return Fund Inc. (STEW) · 9 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/book, profit margin. Concerns around return on equity and price/sales. Mixed signals suggest waiting for clearer direction before acting.
SRH Total Return Fund Inc. (STEW) Key Strengths (2)
Trading below book value, meaning the market prices it less than net assets
Keeps $537 of every $100 in revenue as net profit
Supporting Valuation Data
SRH Total Return Fund Inc. (STEW) Areas to Watch (7)
Revenue declining -11.60%, a shrinking business
Earnings declining -44.10%, profits shrinking
Very expensive at 50.5x annual revenue
Low profitability relative to shareholder equity
Low institutional interest, mostly retail-driven
Small-cap company with higher risk but more growth potential
Decent operational efficiency, solid but not exceptional
Supporting Valuation Data
SRH Total Return Fund Inc. (STEW) Detailed Analysis Report
Overall Assessment
This company scores 41/100 in our Smart Analysis, earning a D grade. Out of 9 metrics analyzed, 2 register as strengths (avg 10.0/10) while 7 fall into concern territory (avg 2.9/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Book, Profit Margin. Valuation metrics including Price/Book (0.73) suggest the stock is attractively priced. Profitability is solid with Profit Margin at 537.00%.
The Bear Case
The primary concerns are Revenue Growth, EPS Growth, Price/Sales. Some valuation metrics including Price/Sales (50.49) suggest expensive pricing. Growth concerns include Revenue Growth at -11.60%, EPS Growth at -44.10%, which may limit upside. Profitability pressure is visible in Return on Equity at 8.01%, Operating Margin at 16.60%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 8.01% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -11.60% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Revenue Growth and EPS Growth are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
STEW Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
STEW's Price-to-Sales ratio of 50.49x trades 143% above its historical average of 20.78x (89th percentile), historically expensive. The current valuation is 5% below its historical high of 53.35x set in Mar 2026, and 1229% above its historical low of 3.8x in Sep 2022. Over the past 12 months, the PS ratio has expanded from ~19.9x, reflecting growing market expectations outpacing revenue growth.
WallStSmart Analysis Synopsis
Data-driven financial summary for SRH Total Return Fund Inc. (STEW) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
SRH Total Return Fund Inc. faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 32M with 12% decline year-over-year. Profit margins are strong at 537.0%, reflecting pricing power and operational efficiency.
Key Findings
Profit margin of 537.0% and operating margin of 16.6% demonstrate strong pricing power and operational efficiency.
Revenue contracted 12% YoY. Worth determining whether this is cyclical or structural.
Free cash flow is -144,279, meaning the company is burning cash. This may be acceptable for high-growth companies investing heavily.
What to Watch Next
Dividend sustainability with a current yield of 3.9%. Watch payout ratio and free cash flow coverage.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact SRH Total Return Fund Inc..
Bottom Line
SRH Total Return Fund Inc. faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(0 last 3 months)
Data sourced from SEC Form 4 filings
Last updated: 2:28:46 PM
About SRH Total Return Fund Inc.(STEW)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.