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.
Performance
CSWC vs. MPW - Performance Comparison
Returns By Period
In the year-to-date period, CSWC achieves a 4.02% return, which is significantly higher than MPW's -7.56% return. Over the past 10 years, CSWC has outperformed MPW with an annualized return of 14.51%, while MPW has yielded a comparatively lower -4.32% annualized return.
CSWC
4.02%
-10.84%
-9.32%
14.65%
14.76%
14.51%
MPW
-7.56%
-15.63%
-15.82%
1.43%
-21.26%
-4.32%
Fundamentals
| CSWC | MPW | |
|---|---|---|
| Market Cap | $1.09B | $2.61B |
| EPS | $1.64 | -$2.90 |
| PEG Ratio | 12.55 | 1.93 |
| Total Revenue (TTM) | $176.11M | $641.32M |
| Gross Profit (TTM) | $162.18M | -$325.21M |
| EBITDA (TTM) | $159.93M | -$791.75M |
Key characteristics
| CSWC | MPW | |
|---|---|---|
| Sharpe Ratio | 0.77 | 0.03 |
| Sortino Ratio | 1.05 | 0.59 |
| Omega Ratio | 1.15 | 1.07 |
| Calmar Ratio | 0.99 | 0.02 |
| Martin Ratio | 2.75 | 0.09 |
| Ulcer Index | 5.53% | 21.64% |
| Daily Std Dev | 19.73% | 73.01% |
| Max Drawdown | -69.40% | -84.50% |
| Current Drawdown | -13.37% | -77.09% |
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Correlation
The correlation between CSWC and MPW is 0.31, 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. 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.
Dividends
CSWC vs. MPW - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.07%, less than MPW's 12.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.07% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% | 0.00% | 0.00% | 0.00% |
MPW Medical Properties Trust, Inc. | 12.59% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
Drawdowns
CSWC vs. MPW - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.40%, 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.
Volatility
CSWC vs. MPW - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 9.48%, while Medical Properties Trust, Inc. (MPW) has a volatility of 16.41%. 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.
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