Nama Insights

SRH Total Return Fund (STEW)

Financial Services · Asset Management · NYSE

SRH Total Return Fund (STEW) is a Financial Services company in the Asset Management industry. It has a market capitalization of $1.78B and a free-cash-flow yield of 3.6%. Over the most recent reported fiscal year, revenue declined 67.8% and free cash flow per share grew 1.8%. Nama's AI scorecard rates it Hold, 4.5 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 4.5/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -0.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-3.8%
How far the last close sits under the highest price of the past five years.
Market cap$1.78B
Trailing P/E—
Price / book0.8
Price / sales54.4
FCF yield3.6%
Dividend yield4.3%
Gross margin100.0%
Operating margin33.6%
Net margin446.8%
Revenue growth (YoY)-67.8%
Revenue growth (3-yr annual)+38.7%
EPS growth (YoY)—
FCF/share growth (YoY)+1.8%
Beta0.8
ExchangeNYSE
SectorFinancial Services
IndustryAsset Management

Asset Management peers

TickerCompanyMarket capP/E
BLK BlackRock $182.05B 21.2
BX Blackstone $148.61B 20.1
BN Brookfield $92.37B 591.1
KKR KKR $89.11B 17.4
BAM Brookfield Asset Management $84.57B 29.2
APO Apollo Global Management $68.96B 13.6
STT State Street $45.05B 12.6
ARES Ares Management $44.45B 25.6
Explore live STEW data on Nama Insights →

STEW FAQ

Is STEW a buy?
Nama's AI scorecard currently rates SRH Total Return Fund Hold (4.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
Is STEW Shariah compliant?
Nama's AAOIFI-style screen reads SRH Total Return Fund as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does STEW pay a dividend?
Yes — SRH Total Return Fund's dividend yield is 4.3%.