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SRH Total Return Fund, Inc.

STEWFinancial ServicesNASDAQ

Asset Management · Last scanned May 29, 2026

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Financials · Annual
Revenue
$177.3M
-67.8% YoY
Net Income
$174.1M
-68.2% YoY
Free Cash Flow
$6.0M

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About SRH Total Return Fund, Inc.

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. The $1.69B market capitalization puts STEW squarely in small-cap range for its industry. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser.

Key stats
Market Cap$1.69B
P/E (TTM)9.72
EPS$1.80
Beta0.84
52W Change-0.7%
Dividend Yield4.57%
ROE8.0%
Analysis

SRH Total Return Fund, Inc. carries $223.7M in total debt, a figure that investors should evaluate relative to the company's earnings power. Free cash flow comes in at $6.0M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. ROE of 8.0% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 0.2% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $66.5M (2022) to $177.3M (2025), reflecting a 167% increase over the period.

Investors considering SRH Total Return Fund, Inc. should weigh the typical risks associated with STEW's sector, size, and financial profile against their own risk tolerance and investment objectives. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing STEW.

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