IMCR vs CSWC

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

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

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

IMCR vs CSWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

IMCR

$1.42B

Winner

CSWC

$1.43B

Max Drawdown

Winner

IMCR

67.45%

CSWC

84.38%

Sharpe Ratio

IMCR

-0.52

Winner

CSWC

1.10

5Y Beta

Winner

IMCR

0.73

CSWC

0.76

Industry

IMCR

Biotechnology

CSWC

Asset Management

P/E Ratio

Winner

IMCR

-51.11

CSWC

44.17

Forward P/E

IMCR

185.19

Winner

CSWC

11.10

PEG Ratio

Winner

IMCR

-1.95

CSWC

1.85

Dividend Yield

IMCR

N/A

CSWC

9.97%

5Y Dividends CAGR

IMCR

N/A

CSWC

7.53%

Debt to Equity

Winner

IMCR

0.00%

CSWC

111.89%

Free Cash Flow Yield

Winner

IMCR

-2.17%

CSWC

-13.57%

P/S Ratio

Winner

IMCR

3.44

CSWC

6.30

P/B Ratio

IMCR

3.61

Winner

CSWC

1.45

IMCR vs CSWC - Historical Returns

Returns include dividend reinvestment.

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

IMCR

-1.16%

Winner

CSWC

-0.20%

IMCR

-6.70%

Winner

CSWC

+11.45%

IMCR

-21.30%

Winner

CSWC

+11.79%

IMCR

-18.72%

Winner

CSWC

+25.01%

5Y(CAGR)

IMCR

-5.87%

Winner

CSWC

+8.59%

10Y(CAGR)

IMCR

N/A

CSWC

+17.29%

Max(CAGR)

IMCR

-7.21%

Winner

CSWC

+10.87%

IMCR vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IMCR	CSWC
2026	-14.27%	+10.42%
2025	+16.40%	+12.53%
2024	-58.82%	+2.15%
2023	+23.28%	+53.93%
2022	+66.43%	-25.09%
2021	-20.74%	+56.93%
2020	N/A	-2.17%
2019	N/A	+19.44%
2018	N/A	+26.83%
2017	N/A	+8.74%
2016	N/A	+15.11%
2015	N/A	-0.79%
2014	N/A	+11.11%
2013	N/A	+36.73%
2012	N/A	+47.03%
2011	N/A	-21.49%
2010	N/A	+30.32%
2009	N/A	-26.01%
2008	N/A	-3.80%
2007	N/A	-5.44%
2006	N/A	+40.63%
2005	N/A	+15.79%
2004	N/A	+26.98%
2003	N/A	+24.14%
2002	N/A	-22.47%
2001	N/A	+26.63%
2000	N/A	-11.61%
1999	N/A	-12.71%

IMCR vs CSWC Drawdown Comparison

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

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

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

Rank	IMCR	CSWC
#1	-67.45% Feb 7, 2024 - Apr 8, 2025	-68.36% May 22, 2007 - May 28, 2013
#2	-66.38% Feb 8, 2021 - Sep 8, 2022	-61.24% Jan 22, 2020 - Feb 2, 2021
#3	-35.66% Aug 1, 2023 - Dec 26, 2023	-42.37% May 31, 2002 - Apr 5, 2004
#4	-29.81% Feb 13, 2023 - Jul 28, 2023	-37.14% Nov 12, 1999 - Apr 9, 2002
#5	-29.70% Sep 8, 2022 - Oct 25, 2022	-33.55% Oct 25, 2021 - Sep 18, 2023
#6	-20.97% Nov 15, 2022 - Feb 13, 2023	-28.70% May 19, 2015 - Oct 2, 2017
#7	-8.33% Jan 11, 2024 - Feb 1, 2024	-27.79% Jul 11, 2024 - Jan 8, 2026
#8	-7.10% Jan 2, 2024 - Jan 9, 2024	-18.91% Dec 7, 2006 - Mar 21, 2007
#9	-4.61% Oct 25, 2022 - Nov 11, 2022	-16.17% Jul 12, 2013 - Jul 1, 2014
#10	-1.95% Feb 1, 2024 - Feb 7, 2024	-15.28% Dec 12, 2018 - Jan 8, 2019
#11	-1.70% Dec 27, 2023 - Jan 2, 2024	-15.01% Sep 2, 2014 - Dec 18, 2014
#12	-1.33% Jan 9, 2024 - Jan 11, 2024	-14.99% Jun 8, 2021 - Sep 3, 2021
#13	N/A	-14.20% Jun 17, 2004 - May 18, 2005
#14	N/A	-12.34% Jul 12, 2005 - Jan 17, 2006
#15	N/A	-11.17% Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between IMCR and CSWC is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101