CSWC vs ATLC

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

Both CSWC and ATLC are from the Financial Services sector.

5-Year PerformanceATLC has outperformed CSWC, delivering a return of +17.4% compared to +10.5%

CSWC vs ATLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	ATLC(COMPANY)
Market Cap	$1.44B	$1.44B
Max Drawdown	84.38%	98.25%
Sharpe Ratio	0.57	1.34
5Y Beta	0.76	1.61
Industry	Asset Management	Credit Services
P/E Ratio	44.38	10.63
Forward P/E	11.35	7.87
PEG Ratio	1.86	0.75
Dividend Yield	9.65%	N/A
5Y Dividends CAGR	5.88%	N/A
5Y EPS CAGR	N/A	1.79%
Debt to Equity	111.89%	0.00%
Free Cash Flow Yield	-13.50%	55.21%
P/S Ratio	6.34	2.29
P/B Ratio	1.48	2.25

Market Cap

CSWC

$1.44B

Winner

ATLC

$1.44B

Max Drawdown

Winner

CSWC

84.38%

ATLC

98.25%

Sharpe Ratio

CSWC

0.57

Winner

ATLC

1.34

5Y Beta

Winner

CSWC

0.76

ATLC

1.61

Industry

CSWC

Asset Management

ATLC

Credit Services

P/E Ratio

CSWC

44.38

Winner

ATLC

10.63

Forward P/E

CSWC

11.35

Winner

ATLC

7.87

PEG Ratio

CSWC

1.86

Winner

ATLC

0.75

Dividend Yield

CSWC

9.65%

ATLC

N/A

5Y Dividends CAGR

CSWC

5.88%

ATLC

N/A

5Y EPS CAGR

CSWC

N/A

ATLC

1.79%

Debt to Equity

CSWC

111.89%

Winner

ATLC

0.00%

Free Cash Flow Yield

CSWC

-13.50%

Winner

ATLC

55.21%

P/S Ratio

CSWC

6.34

Winner

ATLC

2.29

P/B Ratio

Winner

CSWC

1.48

ATLC

2.25

CSWC vs ATLC - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	ATLC
1 month	+3.05%	-4.84%
3 months	+2.53%	+26.04%
6 months	+7.39%	+74.50%
1 year	+13.03%	+94.22%
5 years(CAGR)	+10.50%	+17.41%
10 years(CAGR)	+17.11%	+42.38%
Max(CAGR)	+10.88%	+5.82%

Winner

CSWC

+3.05%

ATLC

-4.84%

CSWC

+2.53%

Winner

ATLC

+26.04%

CSWC

+7.39%

Winner

ATLC

+74.50%

CSWC

+13.03%

Winner

ATLC

+94.22%

5Y(CAGR)

CSWC

+10.50%

Winner

ATLC

+17.41%

10Y(CAGR)

CSWC

+17.11%

Winner

ATLC

+42.38%

Max(CAGR)

Winner

CSWC

+10.88%

ATLC

+5.82%

CSWC vs ATLC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	ATLC
2026	+12.10%	+49.93%
2025	+12.53%	+22.08%
2024	+2.15%	+48.04%
2023	+53.93%	+49.19%
2022	-25.09%	-62.30%
2021	+56.93%	+215.30%
2020	-2.17%	+169.47%
2019	+19.44%	+174.70%
2018	+26.83%	+48.57%
2017	+8.74%	-16.08%
2016	+15.11%	-8.41%
2015	-0.79%	+23.08%
2014	+11.11%	-34.40%
2013	+36.73%	+5.65%
2012	+47.03%	-11.38%
2011	-21.49%	-46.38%
2010	+30.32%	+111.52%
2009	-26.01%	-30.29%
2008	-3.80%	-41.97%
2007	-5.44%	-74.83%
2006	+40.63%	+1.66%
2005	+15.79%	+46.24%
2004	+26.98%	+29.33%
2003	+24.14%	+185.64%
2002	-22.47%	-39.31%
2001	+26.63%	-32.34%
2000	-11.61%	-52.32%
1999	-12.71%	+50.98%

CSWC vs ATLC Drawdown Comparison

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

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

The current CSWC drawdown is -3.50%. The current ATLC drawdown is -9.90%.

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

Correlation

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

0.70

-101

Dividend Comparison (1999 - 2026)

CSWC vs ATLC dividend yield comparison.

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