MPW vs. CSWC
Compare and contrast key facts about Medical Properties Trust, Inc. (MPW) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPW or CSWC.
Performance
MPW vs. CSWC - Performance Comparison
Returns By Period
In the year-to-date period, MPW achieves a -7.29% return, which is significantly lower than CSWC's 4.11% return. Over the past 10 years, MPW has underperformed CSWC with an annualized return of -4.24%, while CSWC has yielded a comparatively higher 14.42% annualized return.
MPW
-7.29%
-15.39%
-11.87%
1.72%
-21.17%
-4.24%
CSWC
4.11%
-10.76%
-8.20%
14.75%
14.88%
14.42%
Fundamentals
MPW | CSWC | |
---|---|---|
Market Cap | $2.61B | $1.08B |
EPS | -$2.90 | $1.64 |
PEG Ratio | 1.93 | 12.55 |
Total Revenue (TTM) | $641.32M | $176.11M |
Gross Profit (TTM) | -$325.21M | $162.18M |
EBITDA (TTM) | -$791.75M | $121.25M |
Key characteristics
MPW | CSWC | |
---|---|---|
Sharpe Ratio | 0.03 | 0.76 |
Sortino Ratio | 0.59 | 1.04 |
Omega Ratio | 1.08 | 1.15 |
Calmar Ratio | 0.03 | 0.98 |
Martin Ratio | 0.10 | 2.75 |
Ulcer Index | 21.64% | 5.46% |
Daily Std Dev | 73.00% | 19.70% |
Max Drawdown | -84.50% | -69.40% |
Current Drawdown | -77.02% | -13.29% |
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Correlation
The correlation between MPW and CSWC 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
MPW vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medical Properties Trust, Inc. (MPW) 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.
Dividends
MPW vs. CSWC - Dividend Comparison
MPW's dividend yield for the trailing twelve months is around 12.55%, more than CSWC's 11.06% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Medical Properties Trust, Inc. | 12.55% | 17.92% | 10.41% | 4.74% | 4.96% | 4.83% | 6.22% | 6.97% | 7.40% | 7.65% | 6.10% | 6.63% |
Capital Southwest Corporation | 11.06% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPW vs. CSWC - Drawdown Comparison
The maximum MPW drawdown since its inception was -84.50%, which is greater than CSWC's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for MPW and CSWC. For additional features, visit the drawdowns tool.
Volatility
MPW vs. CSWC - Volatility Comparison
Medical Properties Trust, Inc. (MPW) has a higher volatility of 16.38% compared to Capital Southwest Corporation (CSWC) at 9.49%. This indicates that MPW'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.
Financials
MPW vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Medical Properties Trust, 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.
Total Revenue: Total amount of money received from sales and other business activities