MAIN vs. CSWC
Compare and contrast key facts about Main Street Capital Corporation (MAIN) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAIN or CSWC.
Correlation
The correlation between MAIN and CSWC 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
MAIN vs. CSWC - Performance Comparison
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Key characteristics
MAIN:
1.08
CSWC:
-0.34
MAIN:
1.37
CSWC:
-0.53
MAIN:
1.20
CSWC:
0.92
MAIN:
0.96
CSWC:
-0.45
MAIN:
3.24
CSWC:
-1.10
MAIN:
6.19%
CSWC:
11.33%
MAIN:
21.48%
CSWC:
24.83%
MAIN:
-64.53%
CSWC:
-69.39%
MAIN:
-10.67%
CSWC:
-14.17%
Fundamentals
MAIN:
$4.92B
CSWC:
$1.06B
MAIN:
$5.90
CSWC:
$1.40
MAIN:
9.37
CSWC:
14.90
MAIN:
2.09
CSWC:
12.55
MAIN:
9.01
CSWC:
5.34
MAIN:
1.69
CSWC:
1.27
MAIN:
$735.48M
CSWC:
$117.10M
MAIN:
$607.66M
CSWC:
$114.50M
MAIN:
$544.08M
CSWC:
$80.44M
Returns By Period
In the year-to-date period, MAIN achieves a -2.97% return, which is significantly lower than CSWC's 0.90% return. Over the past 10 years, MAIN has outperformed CSWC with an annualized return of 14.48%, while CSWC has yielded a comparatively lower 10.68% annualized return.
MAIN
-2.97%
5.31%
10.04%
22.95%
23.22%
14.48%
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
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Risk-Adjusted Performance
MAIN vs. CSWC — Risk-Adjusted Performance Rank
MAIN
CSWC
MAIN vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Main Street Capital Corporation (MAIN) 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.
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Dividends
MAIN vs. CSWC - Dividend Comparison
MAIN's dividend yield for the trailing twelve months is around 7.52%, less than CSWC's 11.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
MAIN vs. CSWC - Drawdown Comparison
The maximum MAIN drawdown since its inception was -64.53%, smaller than the maximum CSWC drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for MAIN and CSWC. For additional features, visit the drawdowns tool.
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Volatility
MAIN vs. CSWC - Volatility Comparison
Main Street Capital Corporation (MAIN) and Capital Southwest Corporation (CSWC) have volatilities of 6.64% and 6.60%, 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
MAIN vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Main Street Capital Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities
MAIN vs. CSWC - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.