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.
Performance
OBDC vs. CSWC - Performance Comparison
Returns By Period
In the year-to-date period, OBDC achieves a 11.13% return, which is significantly higher than CSWC's 4.61% return.
OBDC
11.13%
-1.12%
-3.94%
15.40%
6.79%
N/A
CSWC
4.61%
-11.06%
-6.18%
14.22%
14.77%
14.57%
Fundamentals
| OBDC | CSWC | |
|---|---|---|
| Market Cap | $5.86B | $1.10B |
| EPS | $1.61 | $1.64 |
| PE Ratio | 9.34 | 14.02 |
| Total Revenue (TTM) | $1.36B | $176.11M |
| Gross Profit (TTM) | $1.10B | $162.18M |
| EBITDA (TTM) | $1.08B | $159.93M |
Key characteristics
| OBDC | CSWC | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.68 |
| Sortino Ratio | 1.68 | 0.94 |
| Omega Ratio | 1.21 | 1.14 |
| Calmar Ratio | 1.16 | 0.86 |
| Martin Ratio | 2.81 | 2.35 |
| Ulcer Index | 5.45% | 5.65% |
| Daily Std Dev | 13.06% | 19.62% |
| Max Drawdown | -56.16% | -69.40% |
| Current Drawdown | -5.81% | -12.88% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between OBDC and CSWC is 0.50, 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.
Risk-Adjusted Performance
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.
Dividends
OBDC vs. CSWC - Dividend Comparison
OBDC's dividend yield for the trailing twelve months is around 11.49%, more than CSWC's 11.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
OBDC Blue Owl Capital Corporation | 11.49% | 10.77% | 11.17% | 8.76% | 7.98% | 3.47% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 11.00% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% |
Drawdowns
OBDC vs. CSWC - Drawdown Comparison
The maximum OBDC drawdown since its inception was -56.16%, smaller than the maximum CSWC drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for OBDC and CSWC. For additional features, visit the drawdowns tool.
Volatility
OBDC vs. CSWC - Volatility Comparison
The current volatility for Blue Owl Capital Corporation (OBDC) is 5.22%, while Capital Southwest Corporation (CSWC) has a volatility of 9.45%. This indicates that OBDC experiences smaller price fluctuations and is considered to be less risky than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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