Total Return Securities, Inc. SWZ NYSE

Total Return Securities, Inc. (SWZ) reported exceptional year-over-year revenue growth of +689.1% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed exceptional earnings expansion of +265.4% YoY, reaching $618,491 in the latest quarter. The net profit margin is 15.4%, which is high. the company was profitable in 3 out of the last 4 quarters. The gross margin is 58.1% (high), down 41.9pp vs the prior year. With a market cap data available, MOAT composite score of 35/100 (low competitive position).

Criteria proven by this page:

• GROWTH (100/100, Pass) — proving strong growth momentum
• PAST (50/100, Partial) — profitability has been inconsistent. Looking at the full 14-year annual 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 (35/100, Fail) — limited competitive moat based on margins and scale

Overall SharesGrow Score: 80/100 with 4/7 criteria passed.