CSWC vs. OBDC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and Blue Owl Capital Corporation (OBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or OBDC.
Correlation
The correlation between CSWC and OBDC is 0.49, 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. OBDC - Performance Comparison
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Key characteristics
CSWC:
-0.34
OBDC:
0.02
CSWC:
-0.53
OBDC:
0.13
CSWC:
0.92
OBDC:
1.02
CSWC:
-0.45
OBDC:
-0.02
CSWC:
-1.10
OBDC:
-0.06
CSWC:
11.33%
OBDC:
6.79%
CSWC:
24.83%
OBDC:
21.42%
CSWC:
-69.39%
OBDC:
-56.16%
CSWC:
-14.17%
OBDC:
-3.26%
Fundamentals
CSWC:
$1.06B
OBDC:
$7.46B
CSWC:
$1.40
OBDC:
$1.55
CSWC:
14.90
OBDC:
9.42
CSWC:
5.34
OBDC:
4.49
CSWC:
1.27
OBDC:
0.96
CSWC:
$117.10M
OBDC:
$1.19B
CSWC:
$114.50M
OBDC:
$725.01M
CSWC:
$80.44M
OBDC:
$667.51M
Returns By Period
In the year-to-date period, CSWC achieves a 0.90% return, which is significantly higher than OBDC's 0.07% return.
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
OBDC
0.07%
8.72%
4.52%
0.42%
15.06%
N/A
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Risk-Adjusted Performance
CSWC vs. OBDC — Risk-Adjusted Performance Rank
CSWC
OBDC
CSWC vs. OBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Blue Owl Capital Corporation (OBDC). 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. OBDC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.89%, more than OBDC's 11.49% 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% |
OBDC Blue Owl Capital Corporation | 11.49% | 11.38% | 10.77% | 11.17% | 8.76% | 6.16% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSWC vs. OBDC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.39%, which is greater than OBDC's maximum drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for CSWC and OBDC. For additional features, visit the drawdowns tool.
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Volatility
CSWC vs. OBDC - Volatility Comparison
Capital Southwest Corporation (CSWC) and Blue Owl Capital Corporation (OBDC) have volatilities of 6.60% and 6.90%, 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.
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Financials
CSWC vs. OBDC - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Blue Owl 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. OBDC - 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%.
OBDC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported a gross profit of 263.00M and revenue of 404.35M. Therefore, the gross margin over that period was 65.0%.
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%.
OBDC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported an operating income of 247.94M and revenue of 404.35M, resulting in an operating margin of 61.3%.
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%.
OBDC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Corporation reported a net income of 242.64M and revenue of 404.35M, resulting in a net margin of 60.0%.