CSWCZ vs MQ

Comparison between Capital Southwest Corp (CSWCZ, Company) and Marqeta Inc - Class A (MQ, Company).

CSWCZ is from the Financial Services sector, while MQ is from the Technology sector.

CSWCZ vs MQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWCZ(COMPANY)	MQ(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	5.20%	89.71%
Sharpe Ratio	-0.15	-0.73
5Y Beta	N/A	0.77
Industry	Asset Management	Software - Infrastructure
P/E Ratio	16.19	-498.70
Forward P/E	N/A	192.31
PEG Ratio	N/A	1.50
Dividend Yield	8.00%	N/A
Debt to Equity	109.27%	0.00%
Free Cash Flow Yield	-16.21%	8.96%
P/S Ratio	8.73	2.46
P/B Ratio	1.74	2.19

Market Cap

Winner

CSWCZ

$1.64B

Max Drawdown

Winner

CSWCZ

5.20%

89.71%

Sharpe Ratio

Winner

CSWCZ

-0.15

-0.73

5Y Beta

CSWCZ

N/A

0.77

Industry

CSWCZ

Asset Management

Software - Infrastructure

P/E Ratio

CSWCZ

16.19

Winner

-498.70

Forward P/E

CSWCZ

N/A

192.31

PEG Ratio

CSWCZ

N/A

1.50

Dividend Yield

CSWCZ

8.00%

N/A

Debt to Equity

CSWCZ

109.27%

Winner

0.00%

Free Cash Flow Yield

CSWCZ

-16.21%

Winner

8.96%

P/S Ratio

CSWCZ

8.73

Winner

2.46

P/B Ratio

Winner

CSWCZ

1.74

2.19

CSWCZ vs MQ - Historical Returns

Returns include dividend reinvestment.

Period	CSWCZ	MQ
1 month	+0.00%	-4.01%
3 months	+0.00%	-4.01%
6 months	N/A	-22.47%
1 year	+0.89%	-30.49%
5 years(CAGR)	N/A	-34.38%
Max(CAGR)	+5.31%	-33.93%

Winner

CSWCZ

+0.00%

-4.01%

Winner

CSWCZ

+0.00%

-4.01%

CSWCZ

N/A

-22.47%

Winner

CSWCZ

+0.89%

-30.49%

5Y(CAGR)

CSWCZ

N/A

-34.38%

Max(CAGR)

Winner

CSWCZ

+5.31%

-33.93%

CSWCZ vs MQ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	CSWCZ	MQ
2026	+0.00%	-17.46%
2025	+3.88%	+27.35%
2024	+8.41%	-44.35%
2023	+2.86%	+18.91%
2022	N/A	-66.06%
2021	N/A	-43.74%

CSWCZ vs MQ Drawdown Comparison

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

The maximum drawdown for MQ was -89.71%, occurring on Nov 5, 2024. This drawdown has not yet recovered.

The current CSWCZ drawdown is -0.88%. The current MQ drawdown is -88.48%.

Rank	CSWCZ	MQ
#1	-2.85% Jan 3, 2024 - Mar 7, 2024	-89.71% Nov 1, 2021 - Nov 5, 2024
#2	-2.01% Mar 14, 2025 - May 1, 2025	-38.00% Jun 14, 2021 - Oct 26, 2021
#3	-1.93% Jul 18, 2024 - Aug 14, 2024	-5.44% Oct 27, 2021 - Nov 1, 2021
#4	-1.87% Sep 29, 2023 - Dec 6, 2023	-2.03% Jun 9, 2021 - Jun 11, 2021
#5	-1.53% Aug 14, 2024 - Sep 27, 2024	N/A
#6	-1.34% Dec 19, 2024 - Jan 15, 2025	N/A
#7	-1.34% Jun 27, 2023 - Aug 29, 2023	N/A
#8	-1.33% Sep 3, 2025 - Sep 10, 2025	N/A
#9	-1.31% May 22, 2024 - Jul 15, 2024	N/A
#10	-1.30% Mar 18, 2024 - Apr 12, 2024	N/A
#11	-1.25% Apr 15, 2024 - Apr 29, 2024	N/A
#12	-1.06% Sep 1, 2023 - Sep 29, 2023	N/A
#13	-1.03% Sep 27, 2024 - Oct 14, 2024	N/A
#14	-0.96% May 9, 2024 - May 22, 2024	N/A
#15	-0.90% Jun 10, 2025 - Jul 15, 2025	N/A

Correlation

Correlation between CSWCZ and MQ is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101