SNEX vs. CSWC
Compare and contrast key facts about StoneX Group Inc. (SNEX) and Capital Southwest Corporation (CSWC).
Performance
SNEX vs. CSWC - Performance Comparison
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SNEX vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNEX StoneX Group Inc. | 27.17% | 45.65% | 32.70% | 16.21% | 55.59% | 5.79% | 18.57% | 33.49% | -13.99% | 7.40% |
CSWC Capital Southwest Corporation | 2.75% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Fundamentals
SNEX:
$4.33B
CSWC:
$1.48B
SNEX:
$6.94
CSWC:
$1.65
SNEX:
11.62
CSWC:
13.38
SNEX:
0.03
CSWC:
6.71
SNEX:
1.72
CSWC:
1.49
SNEX:
$143.47B
CSWC:
$213.56M
SNEX:
$169.34B
CSWC:
$105.62M
SNEX:
$2.17B
CSWC:
$87.11M
Returns By Period
In the year-to-date period, SNEX achieves a 27.17% return, which is significantly higher than CSWC's 2.75% return. Over the past 10 years, SNEX has outperformed CSWC with an annualized return of 26.09%, while CSWC has yielded a comparatively lower 16.43% annualized return.
SNEX
- 1D
- 3.46%
- 1M
- -5.12%
- YTD
- 27.17%
- 6M
- 19.87%
- 1Y
- 58.39%
- 3Y*
- 38.02%
- 5Y*
- 32.84%
- 10Y*
- 26.09%
CSWC
- 1D
- 2.98%
- 1M
- 2.34%
- YTD
- 2.75%
- 6M
- 7.32%
- 1Y
- 11.41%
- 3Y*
- 20.27%
- 5Y*
- 11.43%
- 10Y*
- 16.43%
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Return for Risk
SNEX vs. CSWC — Risk / Return Rank
SNEX
CSWC
SNEX vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) 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.
| SNEX | CSWC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.46 | +0.97 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.80 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.11 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.82 | 0.56 | +2.25 |
Martin ratioReturn relative to average drawdown | 6.87 | 1.73 | +5.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SNEX | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.46 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.50 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.60 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.27 | -0.08 |
Correlation
The correlation between SNEX and CSWC is 0.18, 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.
Dividends
SNEX vs. CSWC - Dividend Comparison
SNEX has not paid dividends to shareholders, while CSWC's dividend yield for the trailing twelve months is around 11.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNEX StoneX Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 11.58% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 0.72% |
Drawdowns
SNEX vs. CSWC - Drawdown Comparison
The maximum SNEX drawdown since its inception was -97.89%, which is greater than CSWC's maximum drawdown of -77.32%. Use the drawdown chart below to compare losses from any high point for SNEX and CSWC.
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Drawdown Indicators
| SNEX | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.89% | -77.32% | -20.57% |
Max Drawdown (1Y)Largest decline over 1 year | -20.91% | -19.83% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -33.66% | +9.59% |
Max Drawdown (10Y)Largest decline over 10 years | -48.65% | -61.15% | +12.50% |
Current DrawdownCurrent decline from peak | -7.62% | -4.85% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -43.17% | -26.13% | -17.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.58% | 6.47% | +2.11% |
Volatility
SNEX vs. CSWC - Volatility Comparison
StoneX Group Inc. (SNEX) has a higher volatility of 15.14% compared to Capital Southwest Corporation (CSWC) at 5.89%. This indicates that SNEX'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
| SNEX | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.14% | 5.89% | +9.25% |
Volatility (6M)Calculated over the trailing 6-month period | 28.24% | 15.11% | +13.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.91% | 24.80% | +16.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.50% | 22.78% | +11.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.01% | 27.33% | +8.68% |
Financials
SNEX vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between StoneX Group 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
SNEX vs. CSWC - Profitability Comparison
SNEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, StoneX Group Inc. reported a gross profit of 38.67B and revenue of 39.03B. Therefore, the gross margin over that period was 99.1%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported a gross profit of 0.00 and revenue of 61.45M. Therefore, the gross margin over that period was 0.0%.
SNEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, StoneX Group Inc. reported an operating income of 38.63B and revenue of 39.03B, resulting in an operating margin of 99.0%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported an operating income of 0.00 and revenue of 61.45M, resulting in an operating margin of 0.0%.
SNEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, StoneX Group Inc. reported a net income of 139.00M and revenue of 39.03B, resulting in a net margin of 0.4%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported a net income of 36.99M and revenue of 61.45M, resulting in a net margin of 60.2%.