CSWC vs IMCR

Comparison between Capital Southwest Corp (CSWC, Company) and Immunocore Holdings plc (IMCR, Company).

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

5-Year PerformanceCSWC has outperformed IMCR, delivering a return of +8.6% compared to -5.9%

CSWC vs IMCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	IMCR(COMPANY)
Market Cap	$1.43B	$1.42B
Max Drawdown	84.38%	67.45%
Sharpe Ratio	1.10	-0.52
5Y Beta	0.76	0.73
Industry	Asset Management	Biotechnology
P/E Ratio	44.17	-51.11
Forward P/E	11.10	185.19
PEG Ratio	1.85	-1.95
Dividend Yield	9.97%	N/A
5Y Dividends CAGR	7.53%	N/A
Debt to Equity	111.89%	0.00%
Free Cash Flow Yield	-13.57%	-2.17%
P/S Ratio	6.30	3.44
P/B Ratio	1.45	3.61

Market Cap

Winner

CSWC

$1.43B

IMCR

$1.42B

Max Drawdown

CSWC

84.38%

Winner

IMCR

67.45%

Sharpe Ratio

Winner

CSWC

1.10

IMCR

-0.52

5Y Beta

CSWC

0.76

Winner

IMCR

0.73

Industry

CSWC

Asset Management

IMCR

Biotechnology

P/E Ratio

CSWC

44.17

Winner

IMCR

-51.11

Forward P/E

Winner

CSWC

11.10

IMCR

185.19

PEG Ratio

CSWC

1.85

Winner

IMCR

-1.95

Dividend Yield

CSWC

9.97%

IMCR

N/A

5Y Dividends CAGR

CSWC

7.53%

IMCR

N/A

Debt to Equity

CSWC

111.89%

Winner

IMCR

0.00%

Free Cash Flow Yield

CSWC

-13.57%

Winner

IMCR

-2.17%

P/S Ratio

CSWC

6.30

Winner

IMCR

3.44

P/B Ratio

Winner

CSWC

1.45

IMCR

3.61

CSWC vs IMCR - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	IMCR
1 month	-0.20%	-1.16%
3 months	+11.45%	-6.70%
6 months	+11.79%	-21.30%
1 year	+25.01%	-18.72%
5 years(CAGR)	+8.59%	-5.87%
10 years(CAGR)	+17.29%	N/A
Max(CAGR)	+10.87%	-7.21%

Winner

CSWC

-0.20%

IMCR

-1.16%

Winner

CSWC

+11.45%

IMCR

-6.70%

Winner

CSWC

+11.79%

IMCR

-21.30%

Winner

CSWC

+25.01%

IMCR

-18.72%

5Y(CAGR)

Winner

CSWC

+8.59%

IMCR

-5.87%

10Y(CAGR)

CSWC

+17.29%

IMCR

N/A

Max(CAGR)

Winner

CSWC

+10.87%

IMCR

-7.21%

CSWC vs IMCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	IMCR
2026	+10.42%	-14.27%
2025	+12.53%	+16.40%
2024	+2.15%	-58.82%
2023	+53.93%	+23.28%
2022	-25.09%	+66.43%
2021	+56.93%	-20.74%
2020	-2.17%	N/A
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 IMCR Drawdown Comparison

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

The maximum drawdown for IMCR was -67.45%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current CSWC drawdown is -2.33%. The current IMCR drawdown is -61.57%.

Rank	CSWC	IMCR
#1	-68.36% May 22, 2007 - May 28, 2013	-67.45% Feb 7, 2024 - Apr 8, 2025
#2	-61.24% Jan 22, 2020 - Feb 2, 2021	-66.38% Feb 8, 2021 - Sep 8, 2022
#3	-42.37% May 31, 2002 - Apr 5, 2004	-35.66% Aug 1, 2023 - Dec 26, 2023
#4	-37.14% Nov 12, 1999 - Apr 9, 2002	-29.81% Feb 13, 2023 - Jul 28, 2023
#5	-33.55% Oct 25, 2021 - Sep 18, 2023	-29.70% Sep 8, 2022 - Oct 25, 2022
#6	-28.70% May 19, 2015 - Oct 2, 2017	-20.97% Nov 15, 2022 - Feb 13, 2023
#7	-27.79% Jul 11, 2024 - Jan 8, 2026	-8.33% Jan 11, 2024 - Feb 1, 2024
#8	-18.91% Dec 7, 2006 - Mar 21, 2007	-7.10% Jan 2, 2024 - Jan 9, 2024
#9	-16.17% Jul 12, 2013 - Jul 1, 2014	-4.61% Oct 25, 2022 - Nov 11, 2022
#10	-15.28% Dec 12, 2018 - Jan 8, 2019	-1.95% Feb 1, 2024 - Feb 7, 2024
#11	-15.01% Sep 2, 2014 - Dec 18, 2014	-1.70% Dec 27, 2023 - Jan 2, 2024
#12	-14.99% Jun 8, 2021 - Sep 3, 2021	-1.33% Jan 9, 2024 - Jan 11, 2024
#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 IMCR is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101