Total Return Securities, Inc. SWZ NYSE

Total Return Securities, Inc. (SWZ) reported revenue of $46M in its most recent fiscal year. Net income reached $18M, reflecting exceptional earnings expansion at +209.2%/yr on average. The net profit margin is 38.9%, which is exceptional. the company was profitable in 2 out of the last 4 years tracked. The gross margin is 99.5% (high), with a -0.5pp trend over the period. With a market cap data available and MOAT composite score of 46/100, the company has a moderate competitive position.

Criteria proven by this page:

• GROWTH (100/100, Pass) — proving strong growth momentum
• PAST (50/100, Fail) — the company has frequently reported losses. Looking at the full 14-year history, the company was profitable in 9 of 14 years — a mixed long-term record
• INCOME (100/100, Pass) — proves strong profitability and pricing power
• MOAT (46/100, Partial) — some competitive advantages are present but not dominant

Overall SharesGrow Score: 83/100 with 4/6 criteria passed.