CSWC vs. MPW
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and Medical Properties Trust, Inc. (MPW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or MPW.
Correlation
The correlation between CSWC and MPW is 0.44, 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. MPW - Performance Comparison
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Key characteristics
CSWC:
-0.34
MPW:
0.13
CSWC:
-0.53
MPW:
0.22
CSWC:
0.92
MPW:
1.02
CSWC:
-0.45
MPW:
-0.08
CSWC:
-1.10
MPW:
-0.30
CSWC:
11.33%
MPW:
21.16%
CSWC:
24.83%
MPW:
53.03%
CSWC:
-69.39%
MPW:
-84.50%
CSWC:
-14.17%
MPW:
-71.48%
Fundamentals
CSWC:
$1.06B
MPW:
$3.01B
CSWC:
$1.40
MPW:
-$2.76
CSWC:
12.55
MPW:
1.93
CSWC:
5.34
MPW:
3.03
CSWC:
1.27
MPW:
0.62
CSWC:
$117.10M
MPW:
$948.03M
CSWC:
$114.50M
MPW:
$312.22M
CSWC:
$80.44M
MPW:
$1.69B
Returns By Period
In the year-to-date period, CSWC achieves a 0.90% return, which is significantly lower than MPW's 30.08% return. Over the past 10 years, CSWC has outperformed MPW with an annualized return of 10.68%, while MPW has yielded a comparatively lower -2.66% annualized return.
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
MPW
30.08%
-5.94%
21.59%
7.03%
-13.99%
-2.66%
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Risk-Adjusted Performance
CSWC vs. MPW — Risk-Adjusted Performance Rank
CSWC
MPW
CSWC vs. MPW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Medical Properties Trust, Inc. (MPW). 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.
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Dividends
CSWC vs. MPW - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.89%, more than MPW's 7.69% 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% |
MPW Medical Properties Trust, Inc. | 7.69% | 11.65% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% |
Drawdowns
CSWC vs. MPW - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.39%, smaller than the maximum MPW drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for CSWC and MPW. For additional features, visit the drawdowns tool.
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Volatility
CSWC vs. MPW - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 6.60%, while Medical Properties Trust, Inc. (MPW) has a volatility of 11.32%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than MPW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CSWC vs. MPW - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Medical Properties Trust, Inc.. 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. MPW - 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%.
MPW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a gross profit of 223.80M and revenue of 223.80M. Therefore, the gross margin over that period was 100.0%.
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%.
MPW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported an operating income of 181.89M and revenue of 223.80M, resulting in an operating margin of 81.3%.
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%.
MPW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Medical Properties Trust, Inc. reported a net income of -99.14M and revenue of 223.80M, resulting in a net margin of -44.3%.