SNEX vs. CSWC
Compare and contrast key facts about StoneX Group Inc. (SNEX) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNEX or CSWC.
Correlation
The correlation between SNEX and CSWC is 0.20, 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.
Performance
SNEX vs. CSWC - Performance Comparison
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Key characteristics
SNEX:
60.85%
CSWC:
10.43%
SNEX:
-6.73%
CSWC:
-0.94%
SNEX:
-5.86%
CSWC:
-0.69%
Fundamentals
SNEX:
$4.32B
CSWC:
$1.01B
SNEX:
$5.89
CSWC:
$1.40
SNEX:
15.05
CSWC:
14.29
SNEX:
0.04
CSWC:
5.10
SNEX:
2.30
CSWC:
1.22
SNEX:
$123.03B
CSWC:
$117.10M
SNEX:
$2.22B
CSWC:
$114.50M
SNEX:
$1.35B
CSWC:
$80.44M
Returns By Period
SNEX
N/A
N/A
N/A
N/A
N/A
N/A
CSWC
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
SNEX vs. CSWC — Risk-Adjusted Performance Rank
SNEX
CSWC
SNEX vs. CSWC - Risk-Adjusted Performance 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.
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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 12.69%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 12.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SNEX vs. CSWC - Drawdown Comparison
The maximum SNEX drawdown since its inception was -6.73%, which is greater than CSWC's maximum drawdown of -0.94%. Use the drawdown chart below to compare losses from any high point for SNEX and CSWC. For additional features, visit the drawdowns tool.
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Volatility
SNEX vs. CSWC - Volatility Comparison
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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 May 2025, StoneX Group Inc. reported a gross profit of 590.80M and revenue of 36.89B. Therefore, the gross margin over that period was 1.6%.
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%.
SNEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, StoneX Group Inc. reported an operating income of 430.60M and revenue of 36.89B, resulting in an operating margin of 1.2%.
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%.
SNEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, StoneX Group Inc. reported a net income of 71.70M and revenue of 36.89B, resulting in a net margin of 0.2%.
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%.