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.
Correlation
The correlation between CSWC and MAIN is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CSWC vs. MAIN - Performance Comparison
Loading data...
Key characteristics
CSWC:
-0.34
MAIN:
1.08
CSWC:
-0.53
MAIN:
1.37
CSWC:
0.92
MAIN:
1.20
CSWC:
-0.45
MAIN:
0.96
CSWC:
-1.10
MAIN:
3.24
CSWC:
11.33%
MAIN:
6.19%
CSWC:
24.83%
MAIN:
21.48%
CSWC:
-69.39%
MAIN:
-64.53%
CSWC:
-14.17%
MAIN:
-10.67%
Fundamentals
CSWC:
$1.06B
MAIN:
$4.92B
CSWC:
$1.40
MAIN:
$5.90
CSWC:
14.90
MAIN:
9.37
CSWC:
12.55
MAIN:
2.09
CSWC:
5.34
MAIN:
9.01
CSWC:
1.27
MAIN:
1.69
CSWC:
$117.10M
MAIN:
$735.48M
CSWC:
$114.50M
MAIN:
$607.66M
CSWC:
$80.44M
MAIN:
$544.08M
Returns By Period
In the year-to-date period, CSWC achieves a 0.90% return, which is significantly higher than MAIN's -2.97% return. Over the past 10 years, CSWC has underperformed MAIN with an annualized return of 10.68%, while MAIN has yielded a comparatively higher 14.48% annualized return.
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
MAIN
-2.97%
5.31%
10.04%
22.95%
23.22%
14.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CSWC vs. MAIN — Risk-Adjusted Performance Rank
CSWC
MAIN
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.
Loading data...
Dividends
CSWC vs. MAIN - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.89%, more than MAIN's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.89% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
MAIN Main Street Capital Corporation | 7.52% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% |
Drawdowns
CSWC vs. MAIN - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.39%, 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.
Loading data...
Volatility
CSWC vs. MAIN - Volatility Comparison
Capital Southwest Corporation (CSWC) and Main Street Capital Corporation (MAIN) have volatilities of 6.60% and 6.64%, 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.
Loading data...
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
CSWC vs. MAIN - Profitability Comparison
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%.
MAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a gross profit of 139.52M and revenue of 170.69M. Therefore, the gross margin over that period was 81.7%.
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%.
MAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported an operating income of 123.46M and revenue of 170.69M, resulting in an operating margin of 72.3%.
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%.
MAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Main Street Capital Corporation reported a net income of 116.08M and revenue of 170.69M, resulting in a net margin of 68.0%.