ALV.DE vs. CSWC
Compare and contrast key facts about Allianz SE (ALV.DE) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALV.DE or CSWC.
Key characteristics
| ALV.DE | CSWC | |
|---|---|---|
| YTD Return | 11.80% | 11.20% |
| 1Y Return | 27.47% | 59.78% |
| 3Y Return (Ann) | 12.99% | 14.73% |
| 5Y Return (Ann) | 10.25% | 14.72% |
| 10Y Return (Ann) | 13.58% | 14.64% |
| Sharpe Ratio | 1.64 | 3.06 |
| Daily Std Dev | 15.83% | 18.73% |
| Max Drawdown | -89.53% | -68.34% |
| Current Drawdown | -2.63% | 0.00% |
Fundamentals
| ALV.DE | CSWC | |
|---|---|---|
| Market Cap | €103.03B | $1.08B |
| EPS | €21.19 | $2.34 |
| PE Ratio | 12.42 | 10.71 |
| PEG Ratio | 1.87 | 12.55 |
| Revenue (TTM) | €107.63B | $168.90M |
| Gross Profit (TTM) | €9.03B | $82.22M |
| EBITDA (TTM) | €13.12B | $148.27M |
Correlation
The correlation between ALV.DE and CSWC is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ALV.DE vs. CSWC - Performance Comparison
In the year-to-date period, ALV.DE achieves a 11.80% return, which is significantly higher than CSWC's 11.20% return. Over the past 10 years, ALV.DE has underperformed CSWC with an annualized return of 13.58%, while CSWC has yielded a comparatively higher 14.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ALV.DE vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE (ALV.DE) and Capital Southwest Corporation (CSWC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ALV.DE vs. CSWC - Dividend Comparison
ALV.DE's dividend yield for the trailing twelve months is around 4.21%, less than CSWC's 9.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALV.DE Allianz SE | 4.21% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% | 3.45% |
CSWC Capital Southwest Corporation | 9.61% | 10.20% | 12.75% | 10.32% | 6.87% | 8.99% | 5.88% | 7.01% | 2.31% | 0.26% | 0.53% | 2.55% |
Drawdowns
ALV.DE vs. CSWC - Drawdown Comparison
The maximum ALV.DE drawdown since its inception was -89.53%, which is greater than CSWC's maximum drawdown of -68.34%. Use the drawdown chart below to compare losses from any high point for ALV.DE and CSWC. For additional features, visit the drawdowns tool.
Volatility
ALV.DE vs. CSWC - Volatility Comparison
Allianz SE (ALV.DE) has a higher volatility of 5.19% compared to Capital Southwest Corporation (CSWC) at 4.51%. This indicates that ALV.DE's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ALV.DE vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE and Capital Southwest Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities