OBDC vs. CSWC
Compare and contrast key facts about Blue Owl Capital Corporation (OBDC) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OBDC or CSWC.
Correlation
The correlation between OBDC and CSWC 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
OBDC vs. CSWC - Performance Comparison
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Key characteristics
OBDC:
0.02
CSWC:
-0.34
OBDC:
0.13
CSWC:
-0.53
OBDC:
1.02
CSWC:
0.92
OBDC:
-0.02
CSWC:
-0.45
OBDC:
-0.06
CSWC:
-1.10
OBDC:
6.79%
CSWC:
11.33%
OBDC:
21.42%
CSWC:
24.83%
OBDC:
-56.16%
CSWC:
-69.39%
OBDC:
-3.26%
CSWC:
-14.17%
Fundamentals
OBDC:
$7.46B
CSWC:
$1.06B
OBDC:
$1.55
CSWC:
$1.40
OBDC:
9.42
CSWC:
14.90
OBDC:
4.49
CSWC:
5.34
OBDC:
0.96
CSWC:
1.27
OBDC:
$1.19B
CSWC:
$117.10M
OBDC:
$725.01M
CSWC:
$114.50M
OBDC:
$667.51M
CSWC:
$80.44M
Returns By Period
In the year-to-date period, OBDC achieves a 0.07% return, which is significantly lower than CSWC's 0.90% return.
OBDC
0.07%
8.72%
4.52%
0.42%
15.06%
N/A
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
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Risk-Adjusted Performance
OBDC vs. CSWC — Risk-Adjusted Performance Rank
OBDC
CSWC
OBDC vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Owl Capital Corporation (OBDC) 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
OBDC vs. CSWC - Dividend Comparison
OBDC's dividend yield for the trailing twelve months is around 11.49%, less than CSWC's 11.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
OBDC vs. CSWC - Drawdown Comparison
The maximum OBDC drawdown since its inception was -56.16%, smaller than the maximum CSWC drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for OBDC and CSWC. For additional features, visit the drawdowns tool.
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Volatility
OBDC vs. CSWC - Volatility Comparison
Blue Owl Capital Corporation (OBDC) and Capital Southwest Corporation (CSWC) have volatilities of 6.90% 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
OBDC vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Blue Owl 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
OBDC vs. CSWC - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.