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CSWC vs IART

Comparison between Capital Southwest Corp (CSWC, Company) and Integra Lifesciences Holdings Corp (IART, Company).

CSWC is from the Financial Services sector, while IART is from the Healthcare sector.

5-Year PerformanceCSWC has outperformed IART, delivering a return of +10.9% compared to -22.5%

CSWC vs IART - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CSWC
$1.45B
IART
$1.45B
Max Drawdown
Winner
CSWC
84.38%
IART
88.39%
Sharpe Ratio
CSWC
0.67
Winner
IART
1.12
5Y Beta
Winner
CSWC
0.75
IART
1.33
Industry
CSWC
Asset Management
IART
Medical Devices
P/E Ratio
CSWC
44.86
Winner
IART
-2.77
Forward P/E
CSWC
11.47
Winner
IART
7.82
PEG Ratio
CSWC
1.88
Winner
IART
-0.00
Dividend Yield
CSWC
9.55%
IART
N/A
5Y Dividends CAGR
CSWC
5.88%
IART
N/A
Debt to Equity
CSWC
111.89%
Winner
IART
68.77%
Free Cash Flow Yield
CSWC
-13.36%
Winner
IART
0.28%
P/S Ratio
CSWC
6.40
Winner
IART
0.87
P/B Ratio
CSWC
1.45
Winner
IART
1.39

CSWC vs IART - Historical Returns

Returns include dividend reinvestment.

1M
CSWC
+4.54%
Winner
IART
+8.01%
3M
CSWC
+3.96%
Winner
IART
+80.70%
6M
CSWC
+9.85%
Winner
IART
+55.95%
1Y
CSWC
+17.08%
Winner
IART
+67.19%
5Y(CAGR)
Winner
CSWC
+10.86%
IART
-22.54%
10Y(CAGR)
Winner
CSWC
+17.50%
IART
-7.13%
Max(CAGR)
Winner
CSWC
+10.99%
IART
+8.14%

CSWC vs IART - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSWCIART
2026+15.01%+58.28%
2025+12.53%-46.05%
2024+2.15%-47.56%
2023+53.93%-21.83%
2022-25.09%-18.04%
2021+56.93%+6.96%
2020-2.17%+12.18%
2019+19.44%+33.24%
2018+26.83%-3.78%
2017+8.74%+12.37%
2016+15.11%+29.63%
2015-0.79%+55.19%
2014+11.11%+14.36%
2013+36.73%+20.69%
2012+47.03%+24.50%
2011-21.49%-36.33%
2010+30.32%+22.86%
2009-26.01%+3.02%
2008-3.80%-16.89%
2007-5.44%-1.41%
2006+40.63%+20.62%
2005+15.79%-1.25%
2004+26.98%+28.32%
2003+24.14%+60.20%
2002-22.47%-31.03%
2001+26.63%+106.59%
2000-11.61%+124.92%
1999-12.71%+2.71%

CSWC vs IART Drawdown Comparison

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

The maximum drawdown for IART was -88.39%, occurring on Mar 18, 2026. This drawdown has not yet recovered.

The current CSWC drawdown is -0.99%. The current IART drawdown is -75.19%.

RankCSWCIART
#1-68.36%
May 22, 2007 - May 28, 2013
-88.39%
Apr 27, 2021 - Mar 18, 2026
#2-61.24%
Jan 22, 2020 - Feb 2, 2021
-63.34%
Jun 5, 2007 - Apr 28, 2011
#3-42.37%
May 31, 2002 - Apr 5, 2004
-61.11%
Mar 6, 2000 - May 31, 2001
#4-37.14%
Nov 12, 1999 - Apr 9, 2002
-58.57%
Feb 13, 2002 - Oct 31, 2003
#5-33.55%
Oct 25, 2021 - Sep 18, 2023
-55.64%
May 10, 2011 - Dec 18, 2014
#6-28.70%
May 19, 2015 - Oct 2, 2017
-45.46%
Jun 15, 2018 - Jan 14, 2021
#7-27.79%
Jul 11, 2024 - Jan 8, 2026
-29.14%
Feb 17, 2000 - Mar 1, 2000
#8-18.91%
Dec 7, 2006 - Mar 21, 2007
-26.53%
Mar 4, 2005 - Jan 27, 2006
#9-16.17%
Jul 12, 2013 - Jul 1, 2014
-23.39%
Aug 24, 2001 - Feb 1, 2002
#10-15.28%
Dec 12, 2018 - Jan 8, 2019
-23.05%
Jun 25, 2004 - Dec 22, 2004
#11-15.01%
Sep 2, 2014 - Dec 18, 2014
-19.11%
Dec 29, 2015 - Apr 27, 2016
#12-14.99%
Jun 8, 2021 - Sep 3, 2021
-18.99%
Nov 13, 2003 - Jun 16, 2004
#13-14.20%
Jun 17, 2004 - May 18, 2005
-17.80%
May 5, 2006 - Dec 11, 2006
#14-12.34%
Jul 12, 2005 - Jan 17, 2006
-17.11%
Jul 19, 2017 - Mar 12, 2018
#15-11.17%
Oct 12, 2017 - Mar 8, 2018
-14.09%
Sep 23, 2015 - Dec 16, 2015

Correlation

Correlation between CSWC and IART is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

CSWC vs IART dividend yield comparison.

YearCSWCIART
20266.13%0.00%
202511.56%0.00%
202411.59%0.00%
202310.21%0.00%
202212.46%0.00%
202110.13%0.00%
202011.49%0.00%
201913.07%0.00%
201810.77%0.00%
20177.01%0.00%
20162.35%0.00%
2015216.86%9.40%
20140.53%0.00%
20132.55%0.00%
201218.46%0.00%
20110.98%0.00%
20100.77%0.00%
20091.02%0.00%
20083.01%0.00%
20070.51%0.00%
20060.48%0.00%
20050.66%0.00%
20040.76%0.00%
20030.97%0.00%
20021.19%0.00%
20010.91%0.00%
20000.38%0.00%
19990.67%0.00%

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