AEVA vs CSWC

Comparison between Aeva Technologies Inc (AEVA, Company) and Capital Southwest Corp (CSWC, Company).

AEVA is from the Technology sector, while CSWC is from the Financial Services sector.

5-Year PerformanceCSWC has outperformed AEVA, delivering a return of +8.6% compared to -14.9%

AEVA vs CSWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEVA(COMPANY)	CSWC(COMPANY)
Market Cap	$1.43B	$1.43B
Max Drawdown	97.71%	84.38%
Sharpe Ratio	0.58	1.10
5Y Beta	2.61	0.76
Industry	Software - Infrastructure	Asset Management
P/E Ratio	-8.55	44.17
Forward P/E	N/A	11.10
PEG Ratio	N/A	1.85
Dividend Yield	N/A	9.97%
5Y Dividends CAGR	N/A	7.53%
5Y EPS CAGR	5.02%	N/A
Debt to Equity	0.00%	111.89%
Free Cash Flow Yield	-8.15%	-13.57%
P/S Ratio	73.06	6.30
P/B Ratio	79.03	1.45

Market Cap

Winner

AEVA

$1.43B

CSWC

$1.43B

Max Drawdown

AEVA

97.71%

Winner

CSWC

84.38%

Sharpe Ratio

AEVA

0.58

Winner

CSWC

1.10

5Y Beta

AEVA

2.61

Winner

CSWC

0.76

Industry

AEVA

Software - Infrastructure

CSWC

Asset Management

P/E Ratio

Winner

AEVA

-8.55

CSWC

44.17

Forward P/E

AEVA

N/A

CSWC

11.10

PEG Ratio

AEVA

N/A

CSWC

1.85

Dividend Yield

AEVA

N/A

CSWC

9.97%

5Y Dividends CAGR

AEVA

N/A

CSWC

7.53%

5Y EPS CAGR

AEVA

5.02%

CSWC

N/A

Debt to Equity

Winner

AEVA

0.00%

CSWC

111.89%

Free Cash Flow Yield

Winner

AEVA

-8.15%

CSWC

-13.57%

P/S Ratio

AEVA

73.06

Winner

CSWC

6.30

P/B Ratio

AEVA

79.03

Winner

CSWC

1.45

AEVA vs CSWC - Historical Returns

Returns include dividend reinvestment.

Period	AEVA	CSWC
1 month	+30.38%	-0.20%
3 months	+62.68%	+11.45%
6 months	+55.47%	+11.79%
1 year	+5.15%	+25.01%
5 years(CAGR)	-14.89%	+8.59%
10 years(CAGR)	N/A	+17.29%
Max(CAGR)	-10.28%	+10.87%

Winner

AEVA

+30.38%

CSWC

-0.20%

Winner

AEVA

+62.68%

CSWC

+11.45%

Winner

AEVA

+55.47%

CSWC

+11.79%

AEVA

+5.15%

Winner

CSWC

+25.01%

5Y(CAGR)

AEVA

-14.89%

Winner

CSWC

+8.59%

10Y(CAGR)

AEVA

N/A

CSWC

+17.29%

Max(CAGR)

AEVA

-10.28%

Winner

CSWC

+10.87%

AEVA vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AEVA	CSWC
2026	+95.22%	+10.42%
2025	+165.07%	+12.53%
2024	+30.14%	+2.15%
2023	-40.80%	+53.93%
2022	-82.85%	-25.09%
2021	-53.90%	+56.93%
2020	+47.61%	-2.17%
2019	N/A	+19.44%
2018	N/A	+26.83%
2017	N/A	+8.74%
2016	N/A	+15.11%
2015	N/A	-0.79%
2014	N/A	+11.11%
2013	N/A	+36.73%
2012	N/A	+47.03%
2011	N/A	-21.49%
2010	N/A	+30.32%
2009	N/A	-26.01%
2008	N/A	-3.80%
2007	N/A	-5.44%
2006	N/A	+40.63%
2005	N/A	+15.79%
2004	N/A	+26.98%
2003	N/A	+24.14%
2002	N/A	-22.47%
2001	N/A	+26.63%
2000	N/A	-11.61%
1999	N/A	-12.71%

AEVA vs CSWC Drawdown Comparison

The maximum drawdown for AEVA was -97.71%, occurring on Jul 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.

The current AEVA drawdown is -75.11%. The current CSWC drawdown is -2.33%.

Rank	AEVA	CSWC
#1	-97.71% Feb 10, 2021 - Jul 2, 2024	-68.36% May 22, 2007 - May 28, 2013
#2	-22.12% Dec 22, 2020 - Feb 9, 2021	-61.24% Jan 22, 2020 - Feb 2, 2021
#3	-10.19% Dec 9, 2020 - Dec 21, 2020	-42.37% May 31, 2002 - Apr 5, 2004
#4	-6.60% Feb 27, 2020 - Jun 25, 2020	-37.14% Nov 12, 1999 - Apr 9, 2002
#5	-3.45% Jul 20, 2020 - Nov 20, 2020	-33.55% Oct 25, 2021 - Sep 18, 2023
#6	-1.01% Jul 1, 2020 - Jul 10, 2020	-28.70% May 19, 2015 - Oct 2, 2017
#7	-0.69% Jul 14, 2020 - Jul 20, 2020	-27.79% Jul 11, 2024 - Jan 8, 2026
#8	-0.55% Jun 25, 2020 - Jun 30, 2020	-18.91% Dec 7, 2006 - Mar 21, 2007
#9	-0.45% Nov 30, 2020 - Dec 2, 2020	-16.17% Jul 12, 2013 - Jul 1, 2014
#10	-0.28% Dec 7, 2020 - Dec 9, 2020	-15.28% Dec 12, 2018 - Jan 8, 2019
#11	N/A	-15.01% Sep 2, 2014 - Dec 18, 2014
#12	N/A	-14.99% Jun 8, 2021 - Sep 3, 2021
#13	N/A	-14.20% Jun 17, 2004 - May 18, 2005
#14	N/A	-12.34% Jul 12, 2005 - Jan 17, 2006
#15	N/A	-11.17% Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between AEVA and CSWC is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101