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FCBC vs. CSWC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FCBC vs. CSWC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Community Bankshares, Inc. (FCBC) and Capital Southwest Corporation (CSWC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCBC achieves a 33.27% return, which is significantly higher than CSWC's 11.42% return. Over the past 10 years, FCBC has underperformed CSWC with an annualized return of 11.68%, while CSWC has yielded a comparatively higher 17.26% annualized return.


FCBC

1D
1.39%
1M
0.25%
YTD
33.27%
6M
35.35%
1Y
23.00%
3Y*
20.73%
5Y*
11.88%
10Y*
11.68%

CSWC

1D
1.24%
1M
-0.37%
YTD
11.42%
6M
17.36%
1Y
30.59%
3Y*
21.53%
5Y*
9.27%
10Y*
17.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FCBC vs. CSWC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCBC
First Community Bankshares, Inc.
33.27%-12.10%15.82%13.72%5.12%60.52%-27.17%1.42%14.19%-2.35%
CSWC
Capital Southwest Corporation
11.42%14.28%2.14%56.10%-24.63%57.40%-1.56%22.80%29.52%9.99%

Correlation

The correlation between FCBC and CSWC is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since May 12, 1997

0.28

Fundamentals

Market Cap

FCBC:

$817.66M

CSWC:

$1.47B

EPS

FCBC:

$2.64

CSWC:

$1.76

PE Ratio

FCBC:

16.27

CSWC:

13.41

PS Ratio

FCBC:

4.74

CSWC:

6.83

PB Ratio

FCBC:

1.57

CSWC:

1.46

Total Revenue (TTM)

FCBC:

$168.35M

CSWC:

$222.04M

Gross Profit (TTM)

FCBC:

$117.77M

CSWC:

$172.70M

EBITDA (TTM)

FCBC:

$50.67M

CSWC:

$142.78M

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Return for Risk

FCBC vs. CSWC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCBC
FCBC Risk / Return Rank: 6161
Overall Rank
FCBC Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
FCBC Sortino Ratio Rank: 6161
Sortino Ratio Rank
FCBC Omega Ratio Rank: 5959
Omega Ratio Rank
FCBC Calmar Ratio Rank: 6060
Calmar Ratio Rank
FCBC Martin Ratio Rank: 5858
Martin Ratio Rank

CSWC
CSWC Risk / Return Rank: 7878
Overall Rank
CSWC Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
CSWC Sortino Ratio Rank: 8080
Sortino Ratio Rank
CSWC Omega Ratio Rank: 7777
Omega Ratio Rank
CSWC Calmar Ratio Rank: 7373
Calmar Ratio Rank
CSWC Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCBC vs. CSWC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Community Bankshares, Inc. (FCBC) and Capital Southwest Corporation (CSWC). 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.


FCBCCSWCDifference

Sharpe ratio

Return per unit of total volatility

0.87

1.63

-0.76

Sortino ratio

Return per unit of downside risk

1.37

2.36

-0.99

Omega ratio

Gain probability vs. loss probability

1.16

1.29

-0.13

Calmar ratio

Return relative to maximum drawdown

0.93

1.87

-0.95

Martin ratio

Return relative to average drawdown

1.84

6.08

-4.24

FCBC vs. CSWC - Sharpe Ratio Comparison

The current FCBC Sharpe Ratio is 0.87, which is lower than the CSWC Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of FCBC and CSWC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FCBCCSWCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

1.63

-0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.41

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.63

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.39

-0.19

Drawdowns

FCBC vs. CSWC - Drawdown Comparison

The maximum FCBC drawdown since its inception was -79.46%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for FCBC and CSWC.


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Drawdown Indicators


FCBCCSWCDifference

Max Drawdown

Largest peak-to-trough decline

-79.46%

-68.33%

-11.13%

Max Drawdown (1Y)

Largest decline over 1 year

-23.43%

-15.75%

-7.68%

Max Drawdown (3Y)

Largest decline over 3 years

-29.94%

-27.74%

-2.20%

Max Drawdown (5Y)

Largest decline over 5 years

-39.51%

-33.66%

-5.85%

Max Drawdown (10Y)

Largest decline over 10 years

-49.53%

-61.15%

+11.62%

Current Drawdown

Current decline from peak

-1.05%

-2.09%

+1.04%

Average Drawdown

Average peak-to-trough decline

-26.48%

-18.37%

-8.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.82%

4.86%

+6.96%

Volatility

FCBC vs. CSWC - Volatility Comparison

First Community Bankshares, Inc. (FCBC) has a higher volatility of 5.48% compared to Capital Southwest Corporation (CSWC) at 5.00%. This indicates that FCBC's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCBCCSWCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.48%

5.00%

+0.48%

Volatility (6M)

Calculated over the trailing 6-month period

18.98%

13.87%

+5.11%

Volatility (1Y)

Calculated over the trailing 1-year period

26.57%

18.83%

+7.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.01%

22.64%

+6.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.87%

27.39%

+5.48%

Dividends

FCBC vs. CSWC - Dividend Comparison

FCBC's dividend yield for the trailing twelve months is around 5.21%, less than CSWC's 12.49% yield.


PositionTTM20252024202320222021202020192018201720162015
CSWC
Capital Southwest Corporation
12.49%11.56%11.59%10.21%12.46%10.13%11.49%13.07%10.77%7.01%2.35%216.86%
FCBC
First Community Bankshares, Inc.
5.21%9.81%2.88%3.13%3.30%3.11%4.63%3.09%4.00%2.37%1.99%2.90%

Financials

FCBC vs. CSWC - Financials Comparison

This section allows you to compare key financial metrics between First Community Bankshares, Inc. and Capital Southwest 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00M20.00M30.00M40.00M50.00M60.00M20222023202420252026
37.78M
54.00M
(FCBC) Total Revenue
(CSWC) Total Revenue
Values in USD except per share items

FCBC vs. CSWC - Profitability Comparison

The chart below illustrates the profitability comparison between First Community Bankshares, Inc. and Capital Southwest Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
100.0%
Portfolio components
FCBC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, First Community Bankshares, Inc. reported a gross profit of 0.00 and revenue of 37.78M. Therefore, the gross margin over that period was 0.0%.

CSWC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.

FCBC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, First Community Bankshares, Inc. reported an operating income of 0.00 and revenue of 37.78M, resulting in an operating margin of 0.0%.

CSWC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.

FCBC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, First Community Bankshares, Inc. reported a net income of 12.03M and revenue of 37.78M, resulting in a net margin of 31.8%.

CSWC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.


Frequently Asked Questions


FCBC and CSWC have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FCBC has higher volatility (5.48%) compared to CSWC (5.00%). In terms of maximum drawdown, FCBC dropped -79.46% vs CSWC's -68.33%.

CSWC currently has the higher Sharpe Ratio (1.63 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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