SWZ — Stock Film
STOCK FILMSCENE 1/10SWZ · $5.94
Stock Expert AI presents
SWZ
Total Return Securities Fund
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Total Return Securities Fund. A quick introduction.

On the stock market since 1987, it operates in the world of money and finance. Now — the numbers.

on the stock market since 1987
$77.1M market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $39 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 39%

This is an established company with proven profits.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 64% a year over the last 4 years. Red columns mark years that ended in a loss.

$6.4M
2021
-$26.2M
2022
$2.9M
2023
$3.3M
2024
$46.1M
2025
What executives did with their own stock over the last 12 months:
66 buy30 sell

Executives buying with their own money is usually read as confidence in the company’s future.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
98
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
27
very weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
90
very strong

The price looks reasonable next to what the company earns.

GROWTH
97
very strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
24
very weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 41% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat profit margin

The net profit margin is 39% — the profit kept from each dollar of revenue is the company’s cushion in hard quarters.

2
THE BRIGHT SIDE · 2/3
Executives are buying their own stock

Over the last 12 months, company executives reported 66 buys and 30 sells. Management buying with its own money is usually read as a good sign.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $3.00 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/2
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 24/100. For a turnaround signal, the stock first needs to close the gap with the market.

2
THE RISKS · 2/2
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 27/100.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, SWZ sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: SWZ is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film