CSWC vs. MAIN
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and Main Street Capital Corporation (MAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or MAIN.
Performance
CSWC vs. MAIN - Performance Comparison
Returns By Period
In the year-to-date period, CSWC achieves a 4.11% return, which is significantly lower than MAIN's 29.94% return. Over the past 10 years, CSWC has outperformed MAIN with an annualized return of 14.42%, while MAIN has yielded a comparatively lower 13.46% annualized return.
CSWC
4.11%
-10.76%
-8.20%
14.75%
14.88%
14.42%
MAIN
29.94%
1.13%
11.55%
40.21%
12.41%
13.46%
Fundamentals
| CSWC | MAIN | |
|---|---|---|
| Market Cap | $1.08B | $4.55B |
| EPS | $1.64 | $5.36 |
| PE Ratio | 13.85 | 9.75 |
| PEG Ratio | 12.55 | 2.09 |
| Total Revenue (TTM) | $176.11M | $521.06M |
| Gross Profit (TTM) | $162.18M | $489.22M |
| EBITDA (TTM) | $121.25M | $571.18M |
Key characteristics
| CSWC | MAIN | |
|---|---|---|
| Sharpe Ratio | 0.76 | 2.83 |
| Sortino Ratio | 1.04 | 3.62 |
| Omega Ratio | 1.15 | 1.54 |
| Calmar Ratio | 0.98 | 4.10 |
| Martin Ratio | 2.75 | 15.75 |
| Ulcer Index | 5.46% | 2.50% |
| Daily Std Dev | 19.70% | 13.89% |
| Max Drawdown | -69.40% | -64.53% |
| Current Drawdown | -13.29% | -0.48% |
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Correlation
The correlation between CSWC and MAIN is 0.35, 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.
Risk-Adjusted Performance
CSWC vs. MAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Main Street Capital Corporation (MAIN). 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
CSWC vs. MAIN - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.06%, more than MAIN's 7.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.06% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% | 0.00% | 0.00% | 0.00% |
MAIN Main Street Capital Corporation | 7.88% | 8.61% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% | 8.18% |
Drawdowns
CSWC vs. MAIN - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.40%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for CSWC and MAIN. For additional features, visit the drawdowns tool.
Volatility
CSWC vs. MAIN - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 9.49% compared to Main Street Capital Corporation (MAIN) at 4.06%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CSWC vs. MAIN - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Main Street Capital 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