CSWCZ vs GLP

Comparison between Capital Southwest Corp (CSWCZ, Company) and Global Partners LP (GLP, Company).

CSWCZ is from the Financial Services sector, while GLP is from the Energy sector.

CSWCZ vs GLP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWCZ(COMPANY)	GLP(COMPANY)
Market Cap	$1.64B	$1.65B
Max Drawdown	5.20%	83.45%
Sharpe Ratio	-0.15	-0.27
5Y Beta	N/A	0.67
Industry	Asset Management	Oil & Gas Midstream
P/E Ratio	16.19	16.65
Forward P/E	N/A	14.20
PEG Ratio	N/A	6.18
Dividend Yield	8.00%	6.10%
5Y Dividends CAGR	N/A	2.39%
Debt to Equity	109.27%	253.25%
Free Cash Flow Yield	-16.21%	14.07%
P/S Ratio	8.73	0.08
P/B Ratio	1.74	2.30

Market Cap

CSWCZ

$1.64B

Winner

GLP

$1.65B

Max Drawdown

Winner

CSWCZ

5.20%

GLP

83.45%

Sharpe Ratio

Winner

CSWCZ

-0.15

GLP

-0.27

5Y Beta

CSWCZ

N/A

GLP

0.67

Industry

CSWCZ

Asset Management

GLP

Oil & Gas Midstream

P/E Ratio

Winner

CSWCZ

16.19

GLP

16.65

Forward P/E

CSWCZ

N/A

GLP

14.20

PEG Ratio

CSWCZ

N/A

GLP

6.18

Dividend Yield

Winner

CSWCZ

8.00%

GLP

6.10%

5Y Dividends CAGR

CSWCZ

N/A

GLP

2.39%

Debt to Equity

Winner

CSWCZ

109.27%

GLP

253.25%

Free Cash Flow Yield

CSWCZ

-16.21%

Winner

GLP

14.07%

P/S Ratio

CSWCZ

8.73

Winner

GLP

0.08

P/B Ratio

Winner

CSWCZ

1.74

GLP

2.30

CSWCZ vs GLP - Historical Returns

Returns include dividend reinvestment.

Period	CSWCZ	GLP
1 month	+0.00%	-3.82%
3 months	+0.00%	+0.00%
6 months	N/A	+10.50%
1 year	+0.89%	-10.96%
5 years(CAGR)	N/A	+20.74%
10 years(CAGR)	N/A	+24.91%
Max(CAGR)	+5.31%	+13.06%

Winner

CSWCZ

+0.00%

GLP

-3.82%

CSWCZ

+0.00%

Winner

GLP

+0.00%

CSWCZ

N/A

GLP

+10.50%

Winner

CSWCZ

+0.89%

GLP

-10.96%

5Y(CAGR)

CSWCZ

N/A

GLP

+20.74%

10Y(CAGR)

CSWCZ

N/A

GLP

+24.91%

Max(CAGR)

CSWCZ

+5.31%

Winner

GLP

+13.06%

CSWCZ vs GLP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	CSWCZ	GLP
2026	+0.00%	+14.56%
2025	+3.88%	-5.14%
2024	+8.41%	+20.44%
2023	+2.86%	+37.59%
2022	N/A	+57.13%
2021	N/A	+57.94%
2020	N/A	-5.98%
2019	N/A	+34.08%
2018	N/A	+2.05%
2017	N/A	-9.56%
2016	N/A	+24.50%
2015	N/A	-42.89%
2014	N/A	-0.47%
2013	N/A	+46.25%
2012	N/A	+22.52%
2011	N/A	-13.08%
2010	N/A	+25.83%
2009	N/A	+130.54%
2008	N/A	-51.71%
2007	N/A	+8.85%
2006	N/A	+45.46%
2005	N/A	-21.10%

CSWCZ vs GLP Drawdown Comparison

The maximum drawdown for CSWCZ was -2.85%, occurring on Jan 4, 2024. Recovery took 44 trading sessions.

The maximum drawdown for GLP was -81.16%, occurring on Oct 10, 2008. Recovery took 877 trading sessions.

The current CSWCZ drawdown is -0.88%. The current GLP drawdown is -15.13%.

Rank	CSWCZ	GLP
#1	-2.85% Jan 3, 2024 - Mar 7, 2024	-81.16% Aug 1, 2007 - Jan 24, 2011
#2	-2.01% Mar 14, 2025 - May 1, 2025	-71.73% Nov 20, 2014 - Mar 12, 2021
#3	-1.93% Jul 18, 2024 - Aug 14, 2024	-47.17% Jan 31, 2011 - Sep 6, 2012
#4	-1.87% Sep 29, 2023 - Dec 6, 2023	-31.80% Jun 1, 2022 - Aug 29, 2022
#5	-1.53% Aug 14, 2024 - Sep 27, 2024	-30.61% Feb 20, 2025 - Jan 7, 2026
#6	-1.34% Dec 19, 2024 - Jan 15, 2025	-25.57% Jun 11, 2021 - Jan 11, 2022
#7	-1.34% Jun 27, 2023 - Aug 29, 2023	-24.50% Oct 3, 2005 - Nov 9, 2006
#8	-1.33% Sep 3, 2025 - Sep 10, 2025	-24.15% Jun 10, 2024 - Nov 8, 2024
#9	-1.31% May 22, 2024 - Jul 15, 2024	-23.16% Feb 13, 2023 - Nov 29, 2023
#10	-1.30% Mar 18, 2024 - Apr 12, 2024	-21.59% Jul 1, 2013 - Jan 28, 2014
#11	-1.25% Apr 15, 2024 - Apr 29, 2024	-19.38% Dec 5, 2024 - Feb 4, 2025
#12	-1.06% Sep 1, 2023 - Sep 29, 2023	-19.13% Jul 29, 2014 - Nov 17, 2014
#13	-1.03% Sep 27, 2024 - Oct 14, 2024	-17.82% Sep 14, 2022 - Oct 27, 2022
#14	-0.96% May 9, 2024 - May 22, 2024	-17.80% Oct 22, 2012 - Jan 8, 2013
#15	-0.90% Jun 10, 2025 - Jul 15, 2025	-14.62% Mar 20, 2024 - Jun 5, 2024

Correlation

Correlation between CSWCZ and GLP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

CSWCZ vs GLP dividend yield comparison.

Year	CSWCZ	GLP
2026	0.00%	3.25%
2025	5.73%	7.14%
2024	7.52%	6.14%
2023	0.99%	8.48%
2022	0.00%	6.93%
2021	0.00%	12.28%
2020	0.00%	11.30%
2019	0.00%	10.14%
2018	0.00%	11.50%
2017	0.00%	11.08%
2016	0.00%	9.51%
2015	0.00%	15.57%
2014	0.00%	7.66%
2013	0.00%	6.61%
2012	0.00%	8.12%
2011	0.00%	9.14%
2010	0.00%	7.14%
2009	0.00%	8.49%
2008	0.00%	17.25%
2007	0.00%	7.19%
2006	0.00%	6.62%