CSWC vs OGCP

Comparison between Capital Southwest Corp (CSWC, Company) and Empire State Realty OP LP (OGCP, Company).

CSWC is from the Financial Services sector, while OGCP is from the Real Estate sector.

5-Year PerformanceCSWC has outperformed OGCP, delivering a return of +9.5% compared to -12.8%

CSWC vs OGCP - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	OGCP(COMPANY)
Market Cap	$1.46B	$1.45B
Max Drawdown	84.38%	86.29%
Sharpe Ratio	0.66	-0.63
5Y Beta	0.75	0.38
Industry	Asset Management	Reit - Office
P/E Ratio	45.03	32.93
Forward P/E	11.20	N/A
PEG Ratio	1.88	0.00
Dividend Yield	9.78%	2.59%
5Y Dividends CAGR	4.35%	0.00%
5Y EPS CAGR	N/A	-11.16%
Debt to Equity	111.89%	N/A
Free Cash Flow Yield	-13.31%	16.18%
P/S Ratio	6.44	1.95
P/B Ratio	1.48	0.83

Market Cap

Winner

CSWC

$1.46B

OGCP

$1.45B

Max Drawdown

Winner

CSWC

84.38%

OGCP

86.29%

Sharpe Ratio

Winner

CSWC

0.66

OGCP

-0.63

5Y Beta

CSWC

0.75

Winner

OGCP

0.38

Industry

CSWC

Asset Management

OGCP

Reit - Office

P/E Ratio

CSWC

45.03

Winner

OGCP

32.93

Forward P/E

CSWC

11.20

OGCP

N/A

PEG Ratio

CSWC

1.88

Winner

OGCP

0.00

Dividend Yield

Winner

CSWC

9.78%

OGCP

2.59%

5Y Dividends CAGR

Winner

CSWC

4.35%

OGCP

0.00%

5Y EPS CAGR

CSWC

N/A

OGCP

-11.16%

Debt to Equity

CSWC

111.89%

OGCP

N/A

Free Cash Flow Yield

CSWC

-13.31%

Winner

OGCP

16.18%

P/S Ratio

CSWC

6.44

Winner

OGCP

1.95

P/B Ratio

CSWC

1.48

Winner

OGCP

0.83

CSWC vs OGCP - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	OGCP
1 month	+2.09%	+4.92%
3 months	+5.95%	+10.52%
6 months	+8.47%	-11.29%
1 year	+15.85%	-32.65%
5 years(CAGR)	+9.51%	-12.83%
10 years(CAGR)	+17.13%	-10.07%
Max(CAGR)	+10.88%	-8.97%

CSWC

+2.09%

Winner

OGCP

+4.92%

CSWC

+5.95%

Winner

OGCP

+10.52%

Winner

CSWC

+8.47%

OGCP

-11.29%

Winner

CSWC

+15.85%

OGCP

-32.65%

5Y(CAGR)

Winner

CSWC

+9.51%

OGCP

-12.83%

10Y(CAGR)

Winner

CSWC

+17.13%

OGCP

-10.07%

Max(CAGR)

Winner

CSWC

+10.88%

OGCP

-8.97%

CSWC vs OGCP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	OGCP
2026	+11.48%	-14.51%
2025	+12.53%	-35.42%
2024	+2.15%	+5.54%
2023	+53.93%	+48.12%
2022	-25.09%	-26.60%
2021	+56.93%	+1.19%
2020	-2.17%	-27.29%
2019	+19.44%	+3.68%
2018	+26.83%	-25.08%
2017	+8.74%	+3.73%
2016	+15.11%	+14.97%
2015	-0.79%	+3.28%
2014	+11.11%	+27.91%
2013	+36.73%	-38.37%
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 OGCP Drawdown Comparison

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

The maximum drawdown for OGCP was -82.33%, occurring on May 16, 2023. This drawdown has not yet recovered.

The current CSWC drawdown is -2.20%. The current OGCP drawdown is -80.16%.

Rank	CSWC	OGCP
#1	-68.36% May 22, 2007 - May 28, 2013	-82.33% Oct 10, 2013 - May 16, 2023
#2	-61.24% Jan 22, 2020 - Feb 2, 2021	N/A
#3	-42.37% May 31, 2002 - Apr 5, 2004	N/A
#4	-37.14% Nov 12, 1999 - Apr 9, 2002	N/A
#5	-33.55% Oct 25, 2021 - Sep 18, 2023	N/A
#6	-28.70% May 19, 2015 - Oct 2, 2017	N/A
#7	-27.79% Jul 11, 2024 - Jan 8, 2026	N/A
#8	-18.91% Dec 7, 2006 - Mar 21, 2007	N/A
#9	-16.17% Jul 12, 2013 - Jul 1, 2014	N/A
#10	-15.28% Dec 12, 2018 - Jan 8, 2019	N/A
#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 OGCP is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101

Dividend Comparison (1999 - 2026)

CSWC vs OGCP dividend yield comparison.

Year	CSWC	OGCP
2026	5.45%	1.31%
2025	11.56%	2.21%
2024	11.59%	1.40%
2023	10.21%	1.46%
2022	12.46%	2.12%
2021	10.13%	1.18%
2020	11.49%	2.20%
2019	13.07%	3.03%
2018	10.77%	2.85%
2017	7.01%	2.06%
2016	2.35%	2.03%
2015	216.86%	1.90%
2014	0.53%	1.92%
2013	2.55%	0.56%
2012	18.46%	0.00%
2011	0.98%	0.00%
2010	0.77%	0.00%
2009	1.02%	0.00%
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%