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STEWSTEWSell4.7·$17.84+0.71%
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STEW (STEW) Stock Analysis

Breakout setup

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $17.84: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality.

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities... Read more

$17.84-1.8% A.UpsideScore 4.7/10#92 of 109 Asset Management
QualityF-score4 / 9FCF yield0.35%
IncomeYield4.51%(5y avg 3.55%)Payout36.67%sustainable
Stop $17.46Target $17.52(resistance)A.R:R 0.0:1

Sell if holding. Engine safety override at $17.84: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 55, MACD bullish. Score 4.7/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.7 < 4.0)

Key Metrics

P/E (TTM)9.8
P/E (Fwd)
Mkt Cap$1.7B
EV/EBITDA
Profit Mgn536.8%
ROE8.0%
Rev Growth-11.6%
Beta0.82
Dividend4.51%
Rating analysts

Quality Signals

Piotroski F4/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers·2 ceiling hits

Revenue shrinking — -11.6% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Earnings Growth
0.0
Declining revenue: -12%

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
1.5
Value Rank
3.5
Quality Rank
6.8
Best-in-class margins

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.5
Bollinger
0.6
52w Position
9.5

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roa
0.1
Current Ratio
0.3
Fcf Quality
0.3
Roe
2.7
Rule Of 40
3.0
Piotroski F
4.4
Moat
6.1
Operating Margin
6.6
Gross Margin
10.0
Earnings quality RED FLAG: 3% FCF/NIRule of 40: 7 (fail)
GatesMomentum 4.7<5.5 (soft — BUY_NOW allowed but watch)A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 4.7>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $17.23Resistance $17.88

Price Targets

$17
$18
A.Upside-1.8%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.7 < 4.0)

Earnings

We could not retrieve earnings history for STEW.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is STEW stock a buy right now?

Sell if holding. Engine safety override at $17.84: Quality below floor (3.7 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 55, MACD bullish. Prior stop was $17.46. Score 4.7/10, moderate confidence.

What is the STEW stock price target?

Take-profit target: $17.52 (-1.8% upside). Prior stop was $17.46. Stop-loss: $17.46.

What are the risks of investing in STEW?

Quality below floor (3.7 < 4.0).

Is STEW overvalued or undervalued?

STEW trades at a P/E of 9.8 (forward N/A). TrendMatrix value score: 9.0/10. Verdict: Sell.

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What does STEW do?SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky...

SRH Total Return Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Paralel Advisors LLC. Rocky Mountain Advisers, LLC serves as the Fund's sub-adviser. The fund invests in equity and fixed-income markets across the globe. It seeks to invest in securities of companies operating across diversified industries. The fund primarily invests in dividend-paying value stocks of companies across all capitalizations, as well as in fixed-income securities issued by companies. It employs both fundamental and quantitative analysis with a bottom-up security picking approach, focusing on such factors as defensible businesses with solid financial positions and strong operating track records to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Composite Index. SRH Total Return Fund, Inc. is domiciled in the United States.

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