CSWC vs AEVA

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

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

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

CSWC vs AEVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

CSWC

$1.43B

Winner

AEVA

$1.43B

Max Drawdown

Winner

CSWC

84.38%

AEVA

97.71%

Sharpe Ratio

Winner

CSWC

1.10

AEVA

0.58

5Y Beta

Winner

CSWC

0.76

AEVA

2.61

Industry

CSWC

Asset Management

AEVA

Software - Infrastructure

P/E Ratio

CSWC

44.17

Winner

AEVA

-8.55

Forward P/E

CSWC

11.10

AEVA

N/A

PEG Ratio

CSWC

1.85

AEVA

N/A

Dividend Yield

CSWC

9.97%

AEVA

N/A

5Y Dividends CAGR

CSWC

7.53%

AEVA

N/A

5Y EPS CAGR

CSWC

N/A

AEVA

5.02%

Debt to Equity

CSWC

111.89%

Winner

AEVA

0.00%

Free Cash Flow Yield

CSWC

-13.57%

Winner

AEVA

-8.15%

P/S Ratio

Winner

CSWC

6.30

AEVA

73.06

P/B Ratio

Winner

CSWC

1.45

AEVA

79.03

CSWC vs AEVA - Historical Returns

Returns include dividend reinvestment.

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

CSWC

-0.20%

Winner

AEVA

+30.38%

CSWC

+11.45%

Winner

AEVA

+62.68%

CSWC

+11.79%

Winner

AEVA

+55.47%

Winner

CSWC

+25.01%

AEVA

+5.15%

5Y(CAGR)

Winner

CSWC

+8.59%

AEVA

-14.89%

10Y(CAGR)

CSWC

+17.29%

AEVA

N/A

Max(CAGR)

Winner

CSWC

+10.87%

AEVA

-10.28%

CSWC vs AEVA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

CSWC vs AEVA Drawdown Comparison

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

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

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

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

Correlation

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

-0.60

-101