IDT vs CSWCZ

Comparison between IDT Corp - Class B (IDT, Company) and Capital Southwest Corp (CSWCZ, Company).

IDT is from the Communication Services sector, while CSWCZ is from the Financial Services sector.

IDT vs CSWCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDT(COMPANY)	CSWCZ(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	99.08%	5.20%
Sharpe Ratio	0.33	-0.04
5Y Beta	0.60	N/A
Industry	Telecom Services	Asset Management
P/E Ratio	19.11	16.19
Forward P/E	12.05	N/A
PEG Ratio	0.37	N/A
Dividend Yield	0.38%	8.00%
Debt to Equity	0.00%	109.27%
Free Cash Flow Yield	3.37%	-16.21%
P/S Ratio	1.30	8.73
P/B Ratio	4.58	1.74

Market Cap

IDT

$1.64B

Winner

CSWCZ

$1.64B

Max Drawdown

IDT

99.08%

Winner

CSWCZ

5.20%

Sharpe Ratio

Winner

IDT

0.33

CSWCZ

-0.04

5Y Beta

IDT

0.60

CSWCZ

N/A

Industry

IDT

Telecom Services

CSWCZ

Asset Management

P/E Ratio

IDT

19.11

Winner

CSWCZ

16.19

Forward P/E

IDT

12.05

CSWCZ

N/A

PEG Ratio

IDT

0.37

CSWCZ

N/A

Dividend Yield

IDT

0.38%

Winner

CSWCZ

8.00%

Debt to Equity

Winner

IDT

0.00%

CSWCZ

109.27%

Free Cash Flow Yield

Winner

IDT

3.37%

CSWCZ

-16.21%

P/S Ratio

Winner

IDT

1.30

CSWCZ

8.73

P/B Ratio

IDT

4.58

Winner

CSWCZ

1.74

IDT vs CSWCZ - Historical Returns

Returns include dividend reinvestment.

Period	IDT	CSWCZ
1 month	+6.55%	+0.00%
3 months	+21.71%	+0.00%
6 months	+35.22%	+0.00%
1 year	+8.51%	-0.85%
5 years(CAGR)	+4.67%	N/A
10 years(CAGR)	+19.35%	N/A
Max(CAGR)	+8.83%	+5.05%

Winner

IDT

+6.55%

CSWCZ

+0.00%

Winner

IDT

+21.71%

CSWCZ

+0.00%

Winner

IDT

+35.22%

CSWCZ

+0.00%

Winner

IDT

+8.51%

CSWCZ

-0.85%

5Y(CAGR)

IDT

+4.67%

CSWCZ

N/A

10Y(CAGR)

IDT

+19.35%

CSWCZ

N/A

Max(CAGR)

Winner

IDT

+8.83%

CSWCZ

+5.05%

IDT vs CSWCZ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IDT	CSWCZ
2026	+29.04%	+0.00%
2025	+9.28%	+3.88%
2024	+41.68%	+8.41%
2023	+20.97%	+2.86%
2022	-36.54%	N/A
2021	+249.64%	N/A
2020	+71.91%	N/A
2019	+13.90%	N/A
2018	-32.76%	N/A
2017	-40.90%	N/A
2016	+102.23%	N/A
2015	-36.15%	N/A
2014	+24.10%	N/A
2013	+122.05%	N/A
2012	+10.79%	N/A
2011	-34.63%	N/A
2010	+462.80%	N/A
2009	+341.85%	N/A
2008	-94.88%	N/A
2007	-34.83%	N/A
2006	+14.14%	N/A
2005	-23.33%	N/A
2004	-30.89%	N/A
2003	+54.72%	N/A
2002	+2.04%	N/A
2001	+25.36%	N/A

IDT vs CSWCZ Drawdown Comparison

The maximum drawdown for IDT was -99.05%, occurring on Dec 19, 2008. Recovery took 3889 trading sessions.

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

The current IDT drawdown is -6.40%. The current CSWCZ drawdown is -0.88%.

Rank	IDT	CSWCZ
#1	-99.05% May 31, 2001 - Nov 14, 2016	-2.85% Jan 3, 2024 - Mar 7, 2024
#2	-72.54% Nov 23, 2016 - Feb 5, 2021	-2.01% Mar 14, 2025 - May 1, 2025
#3	-66.93% Nov 12, 2021 - Jun 6, 2025	-1.93% Jul 18, 2024 - Aug 14, 2024
#4	-33.18% Jul 2, 2025 - Oct 10, 2025	-1.87% Sep 29, 2023 - Dec 6, 2023
#5	-27.72% Aug 13, 2021 - Nov 5, 2021	-1.53% Aug 14, 2024 - Sep 27, 2024
#6	-22.15% Feb 10, 2021 - Mar 9, 2021	-1.34% Dec 19, 2024 - Jan 15, 2025
#7	-15.80% Jun 9, 2021 - Jul 2, 2021	-1.34% Jun 27, 2023 - Aug 29, 2023
#8	-12.37% Jul 12, 2021 - Jul 21, 2021	-1.33% Sep 3, 2025 - Sep 10, 2025
#9	-7.82% Apr 19, 2021 - Apr 26, 2021	-1.31% May 22, 2024 - Jul 15, 2024
#10	-7.19% Nov 14, 2016 - Nov 21, 2016	-1.30% Mar 18, 2024 - Apr 12, 2024
#11	-6.82% Jul 26, 2021 - Jul 29, 2021	-1.25% Apr 15, 2024 - Apr 29, 2024
#12	-6.46% Jul 29, 2021 - Aug 10, 2021	-1.06% Sep 1, 2023 - Sep 29, 2023
#13	-5.99% Jun 6, 2025 - Jul 1, 2025	-1.03% Sep 27, 2024 - Oct 14, 2024
#14	-5.11% May 3, 2021 - May 10, 2021	-0.96% May 9, 2024 - May 22, 2024
#15	-4.97% Mar 16, 2021 - Mar 26, 2021	-0.90% Jun 10, 2025 - Jul 15, 2025

Correlation

Correlation between IDT and CSWCZ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

IDT vs CSWCZ dividend yield comparison.

Year	IDT	CSWCZ
2026	0.22%	0.00%
2025	0.47%	5.73%
2024	0.42%	7.52%
2023	0.00%	0.99%
2018	2.68%	0.00%
2017	8.96%	0.00%
2016	3.93%	0.00%
2015	11.75%	0.00%
2014	6.75%	0.00%
2013	19.31%	0.00%
2012	11.00%	0.00%
2011	103.73%	0.00%
2010	1.72%	0.00%
2009	2.06%	0.00%
2007	4.44%	0.00%