STAG vs. CSWC
STAG (STAG Industrial, Inc.) and CSWC (Capital Southwest Corporation) are both stocks. STAG operates in REIT - Industrial (Real Estate), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, STAG returned 10.66%/yr vs 17.30%/yr for CSWC. At a 0.28 correlation, their price movements are largely independent.
Performance
STAG vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, STAG achieves a 6.64% return, which is significantly lower than CSWC's 11.14% return. Over the past 10 years, STAG has underperformed CSWC with an annualized return of 10.66%, while CSWC has yielded a comparatively higher 17.30% annualized return.
STAG
- 1D
- 2.05%
- 1M
- 2.67%
- YTD
- 6.64%
- 6M
- 4.38%
- 1Y
- 10.33%
- 3Y*
- 6.09%
- 5Y*
- 4.10%
- 10Y*
- 10.66%
CSWC
- 1D
- 0.51%
- 1M
- -0.13%
- YTD
- 11.14%
- 6M
- 11.81%
- 1Y
- 26.38%
- 3Y*
- 18.73%
- 5Y*
- 8.54%
- 10Y*
- 17.30%
STAG vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 6.64% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
CSWC Capital Southwest Corporation | 11.14% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between STAG and CSWC is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.28 |
The correlation between STAG and CSWC shifts across timeframes, from 0.28 (10 years) to 0.38 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
STAG:
$7.42B
CSWC:
$1.47B
STAG:
$1.30
CSWC:
$1.76
STAG:
29.92
CSWC:
13.38
STAG:
3.79
CSWC:
1.01
STAG:
8.45
CSWC:
6.81
STAG:
2.07
CSWC:
1.45
STAG:
$863.82M
CSWC:
$222.04M
STAG:
$356.54M
CSWC:
$172.70M
STAG:
$598.36M
CSWC:
$142.78M
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Return for Risk
STAG vs. CSWC — Risk / Return Rank
STAG
CSWC
STAG vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for STAG Industrial, Inc. (STAG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STAG | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.24 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.59 | -0.58 |
| Martin ratioReturn relative to average drawdown | 2.49 | 5.13 | -2.64 |
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Drawdowns
STAG vs. CSWC - Drawdown Comparison
The maximum STAG drawdown since its inception was -45.08%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for STAG and CSWC.
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Drawdown Indicators
| STAG | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.08% | -68.33% | +23.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -15.75% | +6.31% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -27.74% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -42.22% | -33.66% | -8.56% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -61.15% | +16.07% |
Current DrawdownCurrent decline from peak | -3.43% | -2.34% | -1.09% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -18.35% | +7.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 4.89% | -1.04% |
Volatility
STAG vs. CSWC - Volatility Comparison
STAG Industrial, Inc. (STAG) has a higher volatility of 5.63% compared to Capital Southwest Corporation (CSWC) at 5.25%. This indicates that STAG'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
| STAG | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 5.25% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 13.93% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.50% | 18.98% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 22.65% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.17% | 27.40% | -1.23% |
Dividends
STAG vs. CSWC - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 3.24%, less than CSWC's 12.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 9.80% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
STAG STAG Industrial, Inc. | 3.24% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
STAG vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between STAG Industrial, 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
STAG vs. CSWC - Profitability Comparison
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
Frequently Asked Questions
STAG and CSWC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STAG has higher volatility (5.63%) compared to CSWC (5.25%). In terms of maximum drawdown, STAG dropped -45.08% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.33 vs 0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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