Total Return Securities, Inc. (SWZ) Stock Price & Growth Analysis

Quote Panel

Updated October 15, 2025

1W -0.51 % 1M -3.91 % 3M -5.45 % 1Y 3.33 %

Key Metrics

Market Cap
76.65M
Shares Outstanding
12.99M
Share in Float
12.97M
Dividende
3.2916

Earning Date
No Data
Price Target
5.9
Average Volume
59189
Beta
0.8641253

Range
5.84-9.43
Industry
Asset Management
Website
https://www.swzfund.com
Sector
Financial Services

Quote Panel

Updated October 15, 2025

1W % 1M % 3M % 1Y %

Key Metrics

Market Cap
Shares Outstanding
Share in Float
Dividende

Earning Date
No Data
Price Target
Average Volume
Beta

Range
Industry
Website
Sector

Fundamentals

14.97x

P/E Ratio

1.61x

P/S Ratio

0.66x

P/B Ratio

0.0

Debt/Equity

26.1%

Net Margin

$-1.9

EPS

How SWZ compares to sector?

P/E Ratio

Fundamentals

Relative Strength

SWZ

Sector

Top 5 RS in Group

Symbol	Company	RS	5-Day Perf.

Relative Strength

SWZ

Sector

Top 5 RS in Group

Symbol	Company	RS	5-Day Perf.

Forecast

N/A

2025-Revenue

N/A

2025-EPS

N/A

2025-EBITDA

Analyst rating

Strong Sell

Sell

Buy

Neutral

Strong Buy

Price Target

N/A(N/A)

Number of analyst

N/A

Last analyst upgrade/downgrade

No Data Available

Forecast

Analyst rating

Last analyst upgrade/downgrade

Earnings Growth

YoY

Current

Estimates

Q1.23

N/A

NA
vs NA

Q2.23

+192%

1.14
vs -1.24

Q3.23

N/A

NA
vs NA

Q4.23

+51%

0.31
vs 0.21

Q1.24

N/A

NA
vs NA

Q2.24

-93%

0.08
vs 1.14

Q3.24

N/A

NA
vs NA

Q4.24

N/A

NA
vs 0.31

Q1.25

N/A

NA
vs NA

Q2.25

N/A

NA
vs 0.08

Sales Growth

YoY

Current

Estimates

Q1.23

NA vs NA

Q2.23

-1%

2.8M vs 2.8M

Q3.23

NA vs NA

Q4.23

-16%

172.1K vs 205K

Q1.24

NA vs NA

Q2.24

-183%

-2306205.00 vs 2.8M

Q3.24

NA vs NA

Q4.24

+3181%

5.6M vs 172.1K

Q1.25

NA vs NA

Q2.25

+1923%

42M vs -2306205

Return on Equity

QoQ

Q1.23

NA
vs NA

Q2.23

+12%

0.12
vs 0.05

Q3.23

NA
vs NA

Q4.23

+3%

0.03
vs 0.12

Q1.24

NA
vs NA

Q2.24

+1%

0.01
vs 0.03

Q3.24

NA
vs NA

Q4.24

-4%

-0.04
vs 0.01

Q1.25

NA
vs NA

Q2.25

NA
vs -0.04

Institutionnal Ownership

QoQ

Q1.23

30
vs 33

-9%

Q2.23

32
vs 30

Q3.23

32
vs 32

Q4.23

32
vs 32

Q1.24

36
vs 32

13%

Q2.24

42
vs 36

17%

Q3.24

38
vs 42

-10%

Q4.24

38
vs 38

Q1.25

38
vs 38

Q2.25

38
vs 38

Earnings Growth

YoY

Current

Estimates

Q1.23

N/A

NA
vs NA

Q2.23

+192%

1.14
vs -1.24

Q3.23

N/A

NA
vs NA

Q4.23

+51%

0.31
vs 0.21

Q1.24

N/A

NA
vs NA

Q2.24

-93%

0.08
vs 1.14

Q3.24

N/A

NA
vs NA

Q4.24

N/A

NA
vs 0.31

Q1.25

N/A

NA
vs NA

Q2.25

N/A

NA
vs 0.08

Sales Growth

YoY

Current

Estimates

Q1.23

NA vs NA

Q2.23

-1%

2.8M vs 2.8M

Q3.23

NA vs NA

Q4.23

-16%

172.1K vs 205K

Q1.24

NA vs NA

Q2.24

-183%

-2306205.00 vs 2.8M

Q3.24

NA vs NA

Q4.24

+3181%

5.6M vs 172.1K

Q1.25

NA vs NA

Q2.25

+1923%

42M vs -2306205

Return on Equity

QoQ

Q1.23

NA
vs NA

Q2.23

+12%

0.12
vs 0.05

Q3.23

NA
vs NA

Q4.23

+3%

0.03
vs 0.12

Q1.24

NA
vs NA

Q2.24

+1%

0.01
vs 0.03

Q3.24

NA
vs NA

Q4.24

-4%

-0.04
vs 0.01

Q1.25

NA
vs NA

Q2.25

NA
vs -0.04

Institutionnal Ownership

QoQ

Q1.23

30
vs 33

-9%

Q2.23

32
vs 30

Q3.23

32
vs 32

Q4.23

32
vs 32

Q1.24

36
vs 32

13%

Q2.24

42
vs 36

17%

Q3.24

38
vs 42

-10%

Q4.24

38
vs 38

Q1.25

38
vs 38

Q2.25

38
vs 38

Company Description

5.90USD

14.97x

1.61x

0.66x

0.0

26.1%

$-1.9

N/A

N/A

N/A

Earnings Growth

Latest News

Latest News

Latest News

Earnings Growth

N/A

N/A

N/A

Company Description

5.90USD

14.97x

1.61x

0.66x

0.0

26.1%

$-1.9