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) | 13.64 | 33.10 | Capital Southwest |
| Price-to-Book Ratio | 1.31 | 4.36 | Capital Southwest |
| Debt-to-Equity Ratio | 101.59 | 115.79 | Capital Southwest |
| PEG Ratio | 0.22 | 1.08 | Capital Southwest |
| EV/EBITDA | 11.25 | 15.08 | 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 | 16.59% | 0.88% | Capital Southwest |
| 1-Year Return | -14.35% | 37.51% | WisdomTree |
| Price-to-Sales Ratio (TTM) | 5.95 | 4.49 | WisdomTree |
| Enterprise Value | $2.09B | $2.21B | WisdomTree |
| EV/Revenue Ratio | 10.00 | 4.98 | WisdomTree |
| Gross Profit Margin (TTM) | N/A | 51.98% | N/A |
| Revenue per Share (TTM) | $4 | $3 | Capital Southwest |
| Earnings per Share (Diluted) | $1.59 | $0.41 | Capital Southwest |
| Beta (Stock Volatility) | 1.01 | 1.18 | Capital Southwest |
Performance
News Sentiment
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 | -0.86% | -2.19% | -4.33% | -4.17% | 0.37% | -1.35% |
| WisdomTree | 1.95% | -2.16% | 0.67% | 8.97% | 59.44% | 34.52% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Capital Southwest | -14.35% | 30.60% | 52.37% | 48.34% | 157.36% | 185.62% |
| WisdomTree | 37.51% | 184.52% | 242.57% | -19.43% | 439.68% | 257.89% |
News Based Sentiment: Capital Southwest vs WisdomTree
Capital Southwest
News based Sentiment: POSITIVE
October was a strong month for Capital Southwest, marked by positive signals from an insider purchase, favorable analyst ratings, and a successful fixed-income offering. These developments suggest potential undervaluation and continued support for the company's dividend, creating a positive outlook for investors.
WisdomTree
News based Sentiment: POSITIVE
October 2025 was a significant month for WisdomTree, highlighted by a transformative acquisition into the private asset space with Ceres Partners and solid Q2 earnings. The company is actively diversifying its offerings and strategically managing its capital, leading to positive analyst sentiment and strong market momentum.
Performance & Financial Health Analysis: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Market Information | ||
| Market Cap | $1.25B | $2.00B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 598,440 | 2,665,169 |
| 90 Day Avg. Volume | 557,213 | 2,672,803 |
| Last Close | $21.85 | $13.60 |
| 52 Week Range | $17.46 - $25.90 | $7.47 - $14.96 |
| % from 52W High | -15.64% | -9.09% |
| All-Time High | $28.41 (Oct 25, 2021) | $26.23 (Aug 03, 2015) |
| % from All-Time High | -23.09% | -48.15% |
| 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 | 16.59% | 0.88% |
| Last 12-Month Dividend | $3.81 | $0.09 |
Valuation & Enterprise Metrics Analysis: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 13.64 | 33.10 |
| Forward P/E | 8.89 | 18.59 |
| PEG Ratio | 0.22 | 1.08 |
| Price to Sales (TTM) | 5.95 | 4.49 |
| Price to Book (MRQ) | 1.31 | 4.36 |
| Market Capitalization | ||
| Market Capitalization | $1.25B | $2.00B |
| Enterprise Value | $2.09B | $2.21B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 10.00 | 4.98 |
| Enterprise to EBITDA | 11.25 | 15.08 |
| Risk & Other Metrics | ||
| Beta | 1.01 | 1.18 |
| 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 | 2.89M | 27.06M |
| Short Ratio | 5.54 | 7.99 |
| Short % of Float | 0.05% | 0.27% |
| Average Daily Volume (10 Day) | 598,440 | 2,665,169 |
| Average Daily Volume (90 Day) | 557,213 | 2,672,803 |
| Shares Outstanding | 52.91M | 146.10M |
| Float Shares | 53.94M | 129.51M |
| % Held by Insiders | 0.04% | 0.09% |
| % Held by Institutions | 0.33% | 0.93% |
Dividend Analysis & Yield Comparison: Capital Southwest vs WisdomTree
| Metric | CSWC | WT |
|---|---|---|
| Last 12-Month Dividend | $3.81 | $0.09 |
| Last 12-Month Dividend Yield | 16.59% | 0.88% |
| 3-Year Avg Annual Dividend | $2.85 | $0.11 |
| 3-Year Avg Dividend Yield | 2.23% | 0.41% |
| 3-Year Total Dividends | $8.56 | $0.33 |
| Ex-Dividend Date | Dec 15, 2025 | Feb 12, 2025 |