Capital Southwest [CSWC] vs WisdomTree [WT] Detailed Stock Comparison
Capital Southwest
NASDAQ
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WisdomTree
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Capital Southwest wins in 12 metrics, WisdomTree wins in 7 metrics, with 0 ties. Capital Southwest appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Capital Southwest | WisdomTree | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 13.70 | 32.71 | Capital Southwest |
| Price-to-Book Ratio | 1.35 | 4.31 | Capital Southwest |
| Debt-to-Equity Ratio | 101.59 | 115.79 | Capital Southwest |
| PEG Ratio | 0.22 | 1.06 | Capital Southwest |
| EV/EBITDA | 11.48 | 14.60 | Capital Southwest |
| Profit Margin (TTM) | 39.95% | 16.25% | Capital Southwest |
| Operating Margin (TTM) | 85.76% | 32.50% | Capital Southwest |
| EBITDA Margin (TTM) | 85.76% | 32.50% | Capital Southwest |
| Return on Equity | 9.86% | 14.12% | WisdomTree |
| Return on Assets (TTM) | 6.55% | 9.02% | WisdomTree |
| Free Cash Flow (TTM) | $-218.92M | $110.98M | WisdomTree |
| Dividend Yield | 14.90% | 0.88% | Capital Southwest |
| 1-Year Return | -8.74% | 31.18% | WisdomTree |
| Price-to-Sales Ratio (TTM) | 5.98 | 4.44 | WisdomTree |
| Enterprise Value | $2.13B | $2.14B | WisdomTree |
| EV/Revenue Ratio | 10.21 | 4.82 | WisdomTree |
| Gross Profit Margin (TTM) | N/A | 51.98% | N/A |
| Revenue per Share (TTM) | $4 | $3 | Capital Southwest |
| Earnings per Share (Diluted) | $1.64 | $0.41 | Capital Southwest |
| Beta (Stock Volatility) | 1.03 | 1.16 | Capital Southwest |
Performance
Key Stats
Valuation
Financials
Short Interest
Dividends
Capital Southwest vs WisdomTree Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Capital Southwest | -0.80% | -1.05% | -2.00% | 4.69% | -4.53% | 1.85% |
| WisdomTree | -1.76% | -1.25% | 3.79% | 36.24% | 43.22% | 32.74% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Capital Southwest | -8.74% | 10.81% | 50.60% | 33.97% | 172.46% | 194.52% |
| WisdomTree | 31.18% | 166.80% | 246.77% | -31.77% | 606.32% | 253.16% |
Performance & Financial Health Analysis: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Market Information | ||
| Market Cap | $1.25B | $1.97B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 707,850 | 4,705,260 |
| 90 Day Avg. Volume | 587,320 | 3,440,627 |
| Last Close | $22.38 | $13.42 |
| 52 Week Range | $17.46 - $25.90 | $7.47 - $13.79 |
| % from 52W High | -13.59% | -2.68% |
| All-Time High | $28.41 (Oct 25, 2021) | $26.23 (Aug 03, 2015) |
| % from All-Time High | -21.22% | -48.84% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.09% | 0.05% |
| Quarterly Earnings Growth | 0.92% | 0.14% |
| Financial Health | ||
| Profit Margin (TTM) | 0.40% | 0.16% |
| Operating Margin (TTM) | 0.86% | 0.33% |
| Return on Equity (TTM) | 0.10% | 0.14% |
| Debt to Equity (MRQ) | 101.59 | 115.79 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $16.60 | $3.11 |
| Cash per Share (MRQ) | $0.84 | $2.04 |
| Operating Cash Flow (TTM) | $-217,890,000 | $127.47M |
| Levered Free Cash Flow (TTM) | $85.13M | $105.71M |
| Dividends | ||
| Last 12-Month Dividend Yield | 14.90% | 0.88% |
| Last 12-Month Dividend | $3.18 | $0.09 |
Valuation & Enterprise Metrics Analysis: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 13.70 | 32.71 |
| Forward P/E | 9.20 | 18.37 |
| PEG Ratio | 0.22 | 1.06 |
| Price to Sales (TTM) | 5.98 | 4.44 |
| Price to Book (MRQ) | 1.35 | 4.31 |
| Market Capitalization | ||
| Market Capitalization | $1.25B | $1.97B |
| Enterprise Value | $2.13B | $2.14B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 10.21 | 4.82 |
| Enterprise to EBITDA | 11.48 | 14.60 |
| Risk & Other Metrics | ||
| Beta | 1.03 | 1.16 |
| Book Value per Share (MRQ) | $16.60 | $3.11 |
Financial Statements Comparison: Capital Southwest vs WisdomTree
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | CSWC | WT |
|---|---|---|
| Revenue/Sales | $30.81M | $108.08M |
| Cost of Goods Sold | N/A | $54.50M |
| Gross Profit | N/A | $53.58M |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | $34.16M |
| EBITDA | N/A | $36.68M |
| Pre-Tax Income | $22.06M | $30.37M |
| Income Tax | $4.50M | $5.74M |
| Net Income (Profit) | $17.56M | $24.63M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | CSWC | WT |
|---|---|---|
| Cash & Equivalents | $43.22M | $170.37M |
| Total Current Assets | N/A | $313.49M |
| Total Current Liabilities | N/A | $81.86M |
| Long-Term Debt | $956.07M | $512.75M |
| Total Shareholders Equity | $883.63M | $415.63M |
| Retained Earnings | $-88.72M | $150.04M |
| Property, Plant & Equipment | N/A | $1.10M |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | CSWC | WT |
|---|---|---|
| Operating Cash Flow | $17.26M | $32.67M |
| Capital Expenditures | $-396,000 | $-31,000 |
| Free Cash Flow | $-59.12M | $5.76M |
| Debt Repayment | $-59.00M | N/A |
| Common Stock Repurchase | N/A | $-12.71M |
Short Interest & Institutional Ownership Analysis
| Metric | CSWC | WT |
|---|---|---|
| Shares Short | 2.74M | 21.41M |
| Short Ratio | 5.13 | 7.54 |
| Short % of Float | 0.05% | 0.21% |
| Average Daily Volume (10 Day) | 707,850 | 4,705,260 |
| Average Daily Volume (90 Day) | 587,320 | 3,440,627 |
| Shares Outstanding | 52.91M | 146.10M |
| Float Shares | 53.94M | 111.16M |
| % Held by Insiders | 0.04% | 0.13% |
| % Held by Institutions | 0.33% | 0.96% |
Dividend Analysis & Yield Comparison: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Last 12-Month Dividend | $3.18 | $0.09 |
| Last 12-Month Dividend Yield | 14.90% | 0.88% |
| 3-Year Avg Annual Dividend | $2.64 | $0.11 |
| 3-Year Avg Dividend Yield | 2.52% | 0.41% |
| 3-Year Total Dividends | $7.93 | $0.33 |
| Ex-Dividend Date | Sep 15, 2025 | Feb 12, 2025 |