CSWC vs HLX

Comparison between Capital Southwest Corp (CSWC, Company) and Helix Energy Solutions Group Inc (HLX, Company).

CSWC is from the Financial Services sector, while HLX is from the Energy sector.

5-Year PerformanceHLX has outperformed CSWC, delivering a return of +10.0% compared to +8.6%

CSWC vs HLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	HLX(COMPANY)
Market Cap	$1.43B	$1.42B
Max Drawdown	84.38%	97.87%
Sharpe Ratio	1.10	0.88
5Y Beta	0.76	1.21
Industry	Asset Management	Oil & Gas Equipment & Services
P/E Ratio	44.17	155.15
Forward P/E	11.10	113.64
PEG Ratio	1.85	17.67
Dividend Yield	9.97%	N/A
5Y Dividends CAGR	7.53%	N/A
5Y EPS CAGR	N/A	-32.08%
Debt to Equity	111.89%	19.51%
Free Cash Flow Yield	-13.57%	12.85%
P/S Ratio	6.30	1.08
P/B Ratio	1.45	0.90

Market Cap

Winner

CSWC

$1.43B

HLX

$1.42B

Max Drawdown

Winner

CSWC

84.38%

HLX

97.87%

Sharpe Ratio

Winner

CSWC

1.10

HLX

0.88

5Y Beta

Winner

CSWC

0.76

HLX

1.21

Industry

CSWC

Asset Management

HLX

Oil & Gas Equipment & Services

P/E Ratio

Winner

CSWC

44.17

HLX

155.15

Forward P/E

Winner

CSWC

11.10

HLX

113.64

PEG Ratio

Winner

CSWC

1.85

HLX

17.67

Dividend Yield

CSWC

9.97%

HLX

N/A

5Y Dividends CAGR

CSWC

7.53%

HLX

N/A

5Y EPS CAGR

CSWC

N/A

HLX

-32.08%

Debt to Equity

CSWC

111.89%

Winner

HLX

19.51%

Free Cash Flow Yield

CSWC

-13.57%

Winner

HLX

12.85%

P/S Ratio

CSWC

6.30

Winner

HLX

1.08

P/B Ratio

CSWC

1.45

Winner

HLX

0.90

CSWC vs HLX - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	HLX
1 month	-0.20%	-1.66%
3 months	+11.45%	+11.37%
6 months	+11.79%	+38.82%
1 year	+25.01%	+37.84%
5 years(CAGR)	+8.59%	+10.04%
10 years(CAGR)	+17.29%	+2.61%
Max(CAGR)	+10.87%	+0.66%

Winner

CSWC

-0.20%

HLX

-1.66%

Winner

CSWC

+11.45%

HLX

+11.37%

CSWC

+11.79%

Winner

HLX

+38.82%

CSWC

+25.01%

Winner

HLX

+37.84%

5Y(CAGR)

CSWC

+8.59%

Winner

HLX

+10.04%

10Y(CAGR)

Winner

CSWC

+17.29%

HLX

+2.61%

Max(CAGR)

Winner

CSWC

+10.87%

HLX

+0.66%

CSWC vs HLX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	HLX
2026	+10.42%	+52.27%
2025	+12.53%	-35.23%
2024	+2.15%	-6.89%
2023	+53.93%	+46.65%
2022	-25.09%	+118.34%
2021	+56.93%	-26.42%
2020	-2.17%	-56.52%
2019	+19.44%	+68.65%
2018	+26.83%	-29.19%
2017	+8.74%	-19.44%
2016	+15.11%	+64.25%
2015	-0.79%	-75.72%
2014	+11.11%	-4.99%
2013	+36.73%	+9.19%
2012	+47.03%	+23.67%
2011	-21.49%	+31.56%
2010	+30.32%	-2.10%
2009	-26.01%	+49.49%
2008	-3.80%	-82.64%
2007	-5.44%	+39.03%
2006	+40.63%	-20.40%
2005	+15.79%	+83.49%
2004	+26.98%	+66.60%
2003	+24.14%	-1.39%
2002	-22.47%	-2.08%
2001	+26.63%	-7.94%
2000	-11.61%	+60.12%
1999	-12.71%	+1.13%

CSWC vs HLX Drawdown Comparison

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

The maximum drawdown for HLX was -97.87%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current CSWC drawdown is -2.33%. The current HLX drawdown is -79.20%.

Rank	CSWC	HLX
#1	-68.36% May 22, 2007 - May 28, 2013	-97.87% Oct 12, 2007 - Apr 3, 2020
#2	-61.24% Jan 22, 2020 - Feb 2, 2021	-50.45% Mar 7, 2001 - Jun 23, 2004
#3	-42.37% May 31, 2002 - Apr 5, 2004	-37.21% Jan 19, 2006 - Oct 3, 2007
#4	-37.14% Nov 12, 1999 - Apr 9, 2002	-35.67% Oct 13, 2000 - Mar 7, 2001
#5	-33.55% Oct 25, 2021 - Sep 18, 2023	-24.18% Mar 30, 2000 - May 15, 2000
#6	-28.70% May 19, 2015 - Oct 2, 2017	-20.59% May 15, 2000 - Jun 30, 2000
#7	-27.79% Jul 11, 2024 - Jan 8, 2026	-19.08% Dec 7, 1999 - Feb 14, 2000
#8	-18.91% Dec 7, 2006 - Mar 21, 2007	-17.66% Jun 30, 2000 - Aug 30, 2000
#9	-16.17% Jul 12, 2013 - Jul 1, 2014	-17.20% Mar 4, 2005 - Jun 15, 2005
#10	-15.28% Dec 12, 2018 - Jan 8, 2019	-14.74% Sep 29, 2005 - Nov 2, 2005
#11	-15.01% Sep 2, 2014 - Dec 18, 2014	-14.14% Aug 2, 2005 - Aug 31, 2005
#12	-14.99% Jun 8, 2021 - Sep 3, 2021	-13.20% Sep 7, 2000 - Oct 13, 2000
#13	-14.20% Jun 17, 2004 - May 18, 2005	-12.32% Feb 16, 2000 - Mar 7, 2000
#14	-12.34% Jul 12, 2005 - Jan 17, 2006	-11.68% Nov 30, 2004 - Jan 31, 2005
#15	-11.17% Oct 12, 2017 - Mar 8, 2018	-11.45% Nov 1, 1999 - Nov 11, 1999

Correlation

Correlation between CSWC and HLX is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101