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.
Correlation
The correlation between ALV.DE and CSWC is 0.36, 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
Key characteristics
ALV.DE:
2.26
CSWC:
-0.64
ALV.DE:
2.77
CSWC:
-0.74
ALV.DE:
1.40
CSWC:
0.89
ALV.DE:
3.35
CSWC:
-0.57
ALV.DE:
12.37
CSWC:
-1.42
ALV.DE:
3.26%
CSWC:
11.14%
ALV.DE:
18.27%
CSWC:
24.60%
ALV.DE:
-89.53%
CSWC:
-69.40%
ALV.DE:
-1.38%
CSWC:
-19.43%
Fundamentals
ALV.DE:
€142.79B
CSWC:
$1.02B
ALV.DE:
€25.20
CSWC:
$1.40
ALV.DE:
14.68
CSWC:
14.34
ALV.DE:
1.37
CSWC:
12.55
ALV.DE:
1.35
CSWC:
5.13
ALV.DE:
2.37
CSWC:
1.24
ALV.DE:
€93.99B
CSWC:
$117.10M
ALV.DE:
€93.99B
CSWC:
$114.50M
ALV.DE:
€10.95B
CSWC:
$80.44M
Returns By Period
In the year-to-date period, ALV.DE achieves a 25.85% return, which is significantly higher than CSWC's -5.28% return. Over the past 10 years, ALV.DE has outperformed CSWC with an annualized return of 14.41%, while CSWC has yielded a comparatively lower 10.51% annualized return.
ALV.DE
25.85%
14.55%
28.59%
43.34%
23.32%
14.41%
CSWC
-5.28%
11.51%
-8.79%
-15.60%
22.57%
10.51%
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Risk-Adjusted Performance
ALV.DE vs. CSWC — Risk-Adjusted Performance Rank
ALV.DE
CSWC
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 7.84%, less than CSWC's 12.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALV.DE Allianz SE | 7.84% | 4.66% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% |
CSWC Capital Southwest Corporation | 12.66% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.01% |
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 -69.40%. 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) and Capital Southwest Corporation (CSWC) have volatilities of 7.49% and 7.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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
ALV.DE vs. CSWC - Profitability Comparison
ALV.DE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Allianz SE reported a gross profit of 35.93B and revenue of 35.93B. Therefore, the gross margin over that period was 100.0%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a gross profit of 26.61M and revenue of 26.61M. Therefore, the gross margin over that period was 100.0%.
ALV.DE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Allianz SE reported an operating income of 3.52B and revenue of 35.93B, resulting in an operating margin of 9.8%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported an operating income of 19.64M and revenue of 26.61M, resulting in an operating margin of 73.8%.
ALV.DE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Allianz SE reported a net income of 2.47B and revenue of 35.93B, resulting in a net margin of 6.9%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a net income of 16.27M and revenue of 26.61M, resulting in a net margin of 61.1%.