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TXN vs. CSWC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

TXN vs. CSWC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Texas Instruments Incorporated (TXN) and Capital Southwest Corporation (CSWC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TXN achieves a 75.59% return, which is significantly higher than CSWC's 11.14% return. Over the past 10 years, TXN has outperformed CSWC with an annualized return of 20.39%, while CSWC has yielded a comparatively lower 17.30% annualized return.


TXN

1D
1.35%
1M
-0.53%
YTD
75.59%
6M
69.78%
1Y
58.75%
3Y*
22.83%
5Y*
12.97%
10Y*
20.39%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TXN vs. CSWC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TXN
Texas Instruments Incorporated
75.59%-4.47%13.14%6.41%-9.86%17.53%31.70%39.56%-7.17%46.75%
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 TXN and CSWC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Mar 27, 1990

0.17

The correlation between TXN and CSWC shifts across timeframes, from 0.17 (all time) to 0.30 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

TXN:

$275.22B

CSWC:

$1.47B

EPS

TXN:

$5.88

CSWC:

$1.76

PE Ratio

TXN:

51.24

CSWC:

13.38

PS Ratio

TXN:

14.91

CSWC:

6.81

PB Ratio

TXN:

16.40

CSWC:

1.45

Total Revenue (TTM)

TXN:

$18.44B

CSWC:

$222.04M

Gross Profit (TTM)

TXN:

$10.57B

CSWC:

$172.70M

EBITDA (TTM)

TXN:

$8.21B

CSWC:

$142.78M

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Return for Risk

TXN vs. CSWC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TXN
TXN Risk / Return Rank: 7878
Overall Rank
TXN Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
TXN Sortino Ratio Rank: 8080
Sortino Ratio Rank
TXN Omega Ratio Rank: 8181
Omega Ratio Rank
TXN Calmar Ratio Rank: 7575
Calmar Ratio Rank
TXN Martin Ratio Rank: 7373
Martin Ratio Rank

CSWC
CSWC Risk / Return Rank: 7676
Overall Rank
CSWC Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
CSWC Sortino Ratio Rank: 7676
Sortino Ratio Rank
CSWC Omega Ratio Rank: 7474
Omega Ratio Rank
CSWC Calmar Ratio Rank: 7272
Calmar Ratio Rank
CSWC Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TXN vs. CSWC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Texas Instruments Incorporated (TXN) 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.


TXNCSWCDifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

+0.21

Omega ratioGain probability vs. loss probability

1.30

1.24

+0.06

Calmar ratioReturn relative to maximum drawdown

1.87

1.59

+0.28

Martin ratioReturn relative to average drawdown

3.90

5.13

-1.23

TXN vs. CSWC - Sharpe Ratio Comparison

The current TXN Sharpe Ratio is 1.38, which is comparable to the CSWC Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of TXN and CSWC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TXN vs. CSWC - Drawdown Comparison

The maximum TXN drawdown since its inception was -85.81%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for TXN and CSWC.


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Drawdown Indicators


TXNCSWCDifference

Max Drawdown

Largest peak-to-trough decline

-85.81%

-68.33%

-17.48%

Max Drawdown (1Y)

Largest decline over 1 year

-29.57%

-15.75%

-13.82%

Max Drawdown (3Y)

Largest decline over 3 years

-33.41%

-27.74%

-5.67%

Max Drawdown (5Y)

Largest decline over 5 years

-33.41%

-33.66%

+0.25%

Max Drawdown (10Y)

Largest decline over 10 years

-33.41%

-61.15%

+27.74%

Current Drawdown

Current decline from peak

-7.32%

-2.34%

-4.98%

Average Drawdown

Average peak-to-trough decline

-34.78%

-18.35%

-16.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.17%

4.89%

+9.28%

Volatility

TXN vs. CSWC - Volatility Comparison

Texas Instruments Incorporated (TXN) has a higher volatility of 14.23% compared to Capital Southwest Corporation (CSWC) at 5.25%. This indicates that TXN'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


TXNCSWCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.23%

5.25%

+8.98%

Volatility (6M)

Calculated over the trailing 6-month period

31.44%

13.93%

+17.51%

Volatility (1Y)

Calculated over the trailing 1-year period

40.13%

18.98%

+21.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.42%

22.65%

+9.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.17%

27.40%

+3.77%

Dividends

TXN vs. CSWC - Dividend Comparison

TXN's dividend yield for the trailing twelve months is around 1.87%, less than CSWC's 12.52% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
TXN
Texas Instruments Incorporated
1.87%3.17%2.81%2.94%2.84%2.23%2.27%2.50%2.78%2.03%2.25%2.55%

Financials

TXN vs. CSWC - Financials Comparison

This section allows you to compare key financial metrics between Texas Instruments Incorporated 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B20222023202420252026
4.83B
54.00M
(TXN) Total Revenue
(CSWC) Total Revenue
Values in USD except per share items

TXN vs. CSWC - Profitability Comparison

The chart below illustrates the profitability comparison between Texas Instruments Incorporated and Capital Southwest Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%20222023202420252026
58.0%
100.0%
Portfolio components
TXN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported a gross profit of 2.80B and revenue of 4.83B. Therefore, the gross margin over that period was 58.0%.

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%.

TXN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported an operating income of 1.81B and revenue of 4.83B, resulting in an operating margin of 37.5%.

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%.

TXN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Texas Instruments Incorporated reported a net income of 1.55B and revenue of 4.83B, resulting in a net margin of 32.0%.

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


TXN and CSWC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TXN has higher volatility (14.23%) compared to CSWC (5.25%). In terms of maximum drawdown, TXN dropped -85.81% vs CSWC's -68.33%.

TXN currently has the higher Sharpe Ratio (1.38 vs 1.33), 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.

Portfolio Optimizer

Find the right allocation for TXN and CSWC

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