ATLC vs CSWC

Comparison between Atlanticus Holdings Corp (ATLC, Company) and Capital Southwest Corp (CSWC, Company).

Both ATLC and CSWC are from the Financial Services sector.

5-Year PerformanceATLC has outperformed CSWC, delivering a return of +16.5% compared to +10.5%

ATLC vs CSWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ATLC(COMPANY)	CSWC(COMPANY)
Market Cap	$1.44B	$1.44B
Max Drawdown	98.25%	84.38%
Sharpe Ratio	1.34	0.65
5Y Beta	1.61	0.76
Industry	Credit Services	Asset Management
P/E Ratio	10.63	44.38
Forward P/E	7.87	11.25
PEG Ratio	0.75	1.86
Dividend Yield	N/A	9.73%
5Y Dividends CAGR	N/A	5.88%
5Y EPS CAGR	1.79%	N/A
Debt to Equity	0.00%	111.89%
Free Cash Flow Yield	55.21%	-13.50%

Market Cap

Winner

ATLC

$1.44B

CSWC

$1.44B

Max Drawdown

ATLC

98.25%

Winner

CSWC

84.38%

Sharpe Ratio

Winner

ATLC

1.34

CSWC

0.65

5Y Beta

ATLC

1.61

Winner

CSWC

0.76

Industry

ATLC

Credit Services

CSWC

Asset Management

P/E Ratio

Winner

ATLC

10.63

CSWC

44.38

Forward P/E

Winner

ATLC

7.87

CSWC

11.25

PEG Ratio

Winner

ATLC

0.75

CSWC

1.86

Dividend Yield

ATLC

N/A

CSWC

9.73%

5Y Dividends CAGR

ATLC

N/A

CSWC

5.88%

5Y EPS CAGR

ATLC

1.79%

CSWC

N/A

Debt to Equity

Winner

ATLC

0.00%

CSWC

111.89%

Free Cash Flow Yield

Winner

ATLC

55.21%

CSWC

-13.50%

ATLC vs CSWC - Historical Returns

Returns include dividend reinvestment.

Period	ATLC	CSWC
1 month	-5.66%	+1.54%
3 months	+25.45%	+2.75%
6 months	+67.72%	+7.39%
1 year	+80.67%	+12.93%
5 years(CAGR)	+16.50%	+10.50%
10 years(CAGR)	+41.79%	+17.14%
Max(CAGR)	+5.67%	+10.88%

ATLC

-5.66%

Winner

CSWC

+1.54%

Winner

ATLC

+25.45%

CSWC

+2.75%

Winner

ATLC

+67.72%

CSWC

+7.39%

Winner

ATLC

+80.67%

CSWC

+12.93%

5Y(CAGR)

Winner

ATLC

+16.50%

CSWC

+10.50%

10Y(CAGR)

Winner

ATLC

+41.79%

CSWC

+17.14%

Max(CAGR)

ATLC

+5.67%

Winner

CSWC

+10.88%

ATLC vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ATLC	CSWC
2026	+44.11%	+12.10%
2025	+22.08%	+12.53%
2024	+48.04%	+2.15%
2023	+49.19%	+53.93%
2022	-62.30%	-25.09%
2021	+215.30%	+56.93%
2020	+169.47%	-2.17%
2019	+174.70%	+19.44%
2018	+48.57%	+26.83%
2017	-16.08%	+8.74%
2016	-8.41%	+15.11%
2015	+23.08%	-0.79%
2014	-34.40%	+11.11%
2013	+5.65%	+36.73%
2012	-11.38%	+47.03%
2011	-46.38%	-21.49%
2010	+111.52%	+30.32%
2009	-30.29%	-26.01%
2008	-41.97%	-3.80%
2007	-74.83%	-5.44%
2006	+1.66%	+40.63%
2005	+46.24%	+15.79%
2004	+29.33%	+26.98%
2003	+185.64%	+24.14%
2002	-39.31%	-22.47%
2001	-32.34%	+26.63%
2000	-52.32%	-11.61%
1999	+50.98%	-12.71%

ATLC vs CSWC Drawdown Comparison

The maximum drawdown for ATLC was -97.96%, occurring on Nov 10, 2014. Recovery took 5256 trading sessions.

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

The current ATLC drawdown is -13.40%. The current CSWC drawdown is -3.50%.

Rank	ATLC	CSWC
#1	-97.96% Oct 5, 2000 - Aug 27, 2021	-68.36% May 22, 2007 - May 28, 2013
#2	-74.90% Nov 3, 2021 - May 26, 2026	-61.24% Jan 22, 2020 - Feb 2, 2021
#3	-33.91% Feb 8, 2000 - Sep 6, 2000	-42.37% May 31, 2002 - Apr 5, 2004
#4	-26.29% Dec 31, 1999 - Feb 2, 2000	-37.14% Nov 12, 1999 - Apr 9, 2002
#5	-24.60% Aug 31, 2021 - Oct 18, 2021	-33.55% Oct 25, 2021 - Sep 18, 2023
#6	-15.36% Jun 26, 2026 - Jul 8, 2026	-28.70% May 19, 2015 - Oct 2, 2017
#7	-15.19% May 27, 2026 - Jun 11, 2026	-27.79% Jul 11, 2024 - Jan 8, 2026
#8	-10.24% Sep 14, 2000 - Sep 26, 2000	-18.91% Dec 7, 2006 - Mar 21, 2007
#9	-7.84% Nov 1, 1999 - Nov 15, 1999	-16.17% Jul 12, 2013 - Jul 1, 2014
#10	-7.13% Nov 18, 1999 - Dec 3, 1999	-15.28% Dec 12, 2018 - Jan 8, 2019
#11	-4.53% Sep 28, 2000 - Oct 3, 2000	-15.01% Sep 2, 2014 - Dec 18, 2014
#12	-3.39% Nov 16, 1999 - Nov 18, 1999	-14.99% Jun 8, 2021 - Sep 3, 2021
#13	-1.92% Sep 12, 2000 - Sep 14, 2000	-14.20% Jun 17, 2004 - May 18, 2005
#14	-1.85% Sep 26, 2000 - Sep 28, 2000	-12.34% Jul 12, 2005 - Jan 17, 2006
#15	-1.74% Oct 18, 2021 - Oct 20, 2021	-11.17% Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between ATLC and CSWC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (1999 - 2026)

ATLC vs CSWC dividend yield comparison.

Year	ATLC	CSWC
2026	0.00%	6.28%
2025	0.00%	11.56%
2024	0.00%	11.59%
2023	0.00%	10.21%
2022	0.00%	12.46%
2021	0.00%	10.13%
2020	0.00%	11.49%
2019	0.00%	13.07%
2018	0.00%	10.77%
2017	0.00%	7.01%
2016	0.00%	2.35%
2015	0.00%	216.86%
2014	0.00%	0.53%
2013	0.00%	2.55%
2012	0.00%	18.46%
2011	0.00%	0.98%
2010	0.00%	0.77%
2009	15.02%	1.02%
2008	0.00%	3.01%
2007	0.00%	0.51%
2006	0.00%	0.48%
2005	0.00%	0.66%
2004	0.00%	0.76%
2003	0.00%	0.97%
2002	0.00%	1.19%
2001	0.00%	0.91%
2000	0.00%	0.38%
1999	0.00%	0.67%