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PGRE vs CSWC

Comparison between PARAMOUNT GROUP, INC. (PGRE, Company) and Capital Southwest Corp (CSWC, Company).

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

5-Year PerformanceCSWC has outperformed PGRE, delivering a return of +9.5% compared to -3.6%

PGRE vs CSWC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PGRE
$1.46B
CSWC
$1.46B
Max Drawdown
Winner
PGRE
80.05%
CSWC
84.38%
Sharpe Ratio
Winner
PGRE
0.93
CSWC
0.66
5Y Beta
PGRE
N/A
CSWC
0.75
Industry
PGRE
Reit - Office
CSWC
Asset Management
P/E Ratio
Winner
PGRE
-14.88
CSWC
45.03
Forward P/E
PGRE
N/A
CSWC
11.20
PEG Ratio
PGRE
N/A
CSWC
1.88
Dividend Yield
PGRE
N/A
CSWC
9.78%
5Y Dividends CAGR
PGRE
-18.94%
Winner
CSWC
4.35%
5Y EPS CAGR
PGRE
10.84%
CSWC
N/A
Debt to Equity
Winner
PGRE
0.00%
CSWC
111.89%
Free Cash Flow Yield
Winner
PGRE
11.70%
CSWC
-13.31%
P/S Ratio
PGRE
N/A
CSWC
6.44
P/B Ratio
PGRE
N/A
CSWC
1.48

PGRE vs CSWC - Historical Returns

Returns include dividend reinvestment.

1M
PGRE
+0.76%
Winner
CSWC
+2.09%
3M
PGRE
+0.61%
Winner
CSWC
+5.95%
6M
PGRE
+4.27%
Winner
CSWC
+8.47%
1Y
Winner
PGRE
+41.63%
CSWC
+15.85%
5Y(CAGR)
PGRE
-3.63%
Winner
CSWC
+9.51%
10Y(CAGR)
PGRE
-6.81%
Winner
CSWC
+17.13%
Max(CAGR)
PGRE
-6.22%
Winner
CSWC
+10.88%

PGRE vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPGRECSWC
2026N/A+11.48%
2025+33.06%+12.53%
2024-4.11%+2.15%
2023-9.03%+53.93%
2022-30.15%-25.09%
2021-2.59%+56.93%
2020-30.65%-2.17%
2019+16.89%+19.44%
2018-18.24%+26.83%
2017-0.00%+8.74%
2016-8.21%+15.11%
2015-1.31%-0.79%
2014+2.26%+11.11%
2013N/A+36.73%
2012N/A+47.03%
2011N/A-21.49%
2010N/A+30.32%
2009N/A-26.01%
2008N/A-3.80%
2007N/A-5.44%
2006N/A+40.63%
2005N/A+15.79%
2004N/A+26.98%
2003N/A+24.14%
2002N/A-22.47%
2001N/A+26.63%
2000N/A-11.61%
1999N/A-12.71%

PGRE vs CSWC Drawdown Comparison

The maximum drawdown for PGRE was -73.74%, occurring on Mar 23, 2023. 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 PGRE drawdown is -54.81%. The current CSWC drawdown is -2.20%.

RankPGRECSWC
#1-73.74%
Jan 29, 2015 - Mar 23, 2023
-68.36%
May 22, 2007 - May 28, 2013
#2-3.94%
Nov 28, 2014 - Jan 5, 2015
-61.24%
Jan 22, 2020 - Feb 2, 2021
#3-2.15%
Jan 8, 2015 - Jan 26, 2015
-42.37%
May 31, 2002 - Apr 5, 2004
#4-0.20%
Jan 26, 2015 - Jan 29, 2015
-37.14%
Nov 12, 1999 - Apr 9, 2002
#5-0.17%
Nov 19, 2014 - Nov 21, 2014
-33.55%
Oct 25, 2021 - Sep 18, 2023
#6N/A-28.70%
May 19, 2015 - Oct 2, 2017
#7N/A-27.79%
Jul 11, 2024 - Jan 8, 2026
#8N/A-18.91%
Dec 7, 2006 - Mar 21, 2007
#9N/A-16.17%
Jul 12, 2013 - Jul 1, 2014
#10N/A-15.28%
Dec 12, 2018 - Jan 8, 2019
#11N/A-15.01%
Sep 2, 2014 - Dec 18, 2014
#12N/A-14.99%
Jun 8, 2021 - Sep 3, 2021
#13N/A-14.20%
Jun 17, 2004 - May 18, 2005
#14N/A-12.34%
Jul 12, 2005 - Jan 17, 2006
#15N/A-11.17%
Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between PGRE and CSWC is -0.81 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.81
-101

Dividend Comparison (1999 - 2026)

PGRE vs CSWC dividend yield comparison.

YearPGRECSWC
20260.00%5.45%
20250.00%11.56%
20241.42%11.59%
20233.53%10.21%
20225.22%12.46%
20213.36%10.13%
20204.09%11.49%
20192.87%13.07%
20183.18%10.77%
20172.40%7.01%
20162.38%2.35%
20152.31%216.86%
20140.00%0.53%
20130.00%2.55%
20120.00%18.46%
20110.00%0.98%
20100.00%0.77%
20090.00%1.02%
20080.00%3.01%
20070.00%0.51%
20060.00%0.48%
20050.00%0.66%
20040.00%0.76%
20030.00%0.97%
20020.00%1.19%
20010.00%0.91%
20000.00%0.38%
19990.00%0.67%

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