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Stock Comparison

CDT vs CSWC vs TPVG

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
CDT
CDT Equity Inc.

Biotechnology

HealthcareNASDAQ • US
Market Cap$400K
5Y Perf.-100.0%
CSWC
Capital Southwest Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$1.44B
5Y Perf.+1.9%
TPVG
TriplePoint Venture Growth BDC Corp.

Asset Management

Financial ServicesNYSE • US
Market Cap$226M
5Y Perf.-68.1%

CDT vs CSWC vs TPVG — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
CDT logoCDT
CSWC logoCSWC
TPVG logoTPVG
IndustryBiotechnologyAsset ManagementAsset Management
Market Cap$400K$1.44B$226M
Revenue (TTM)$696M$164M$97M
Net Income (TTM)$17M$103M$46M
Gross Margin36.9%66.5%83.5%
Operating Margin6.4%48.5%77.9%
Forward P/E0.0x10.1x6.0x
Total Debt$1.29B$956M$469M
Cash & Equiv.$390M$43M$20M

CDT vs CSWC vs TPVGLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

CDT
CSWC
TPVG
StockMar 22May 26Return
CDT Equity Inc. (CDT)1000.0-100.0%
Capital Southwest C… (CSWC)100101.9+1.9%
TriplePoint Venture… (TPVG)10031.9-68.1%

Price return only. Dividends and distributions are not included.

Quick Verdict: CDT vs CSWC vs TPVG

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: TPVG leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. CDT Equity Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
CDT
CDT Equity Inc.
The Growth Leader

CDT is the clearest fit if your priority is growth and value.

  • 8.9% revenue growth vs CSWC's 7.7%
  • Lower P/E (0.0x vs 10.1x)
Best for: growth and value
CSWC
Capital Southwest Corporation
The Banking Pick

CSWC is the clearest fit if your priority is long-term compounding.

  • 231.6% 10Y total return vs TPVG's 87.8%
  • 10.1% yield, 3-year raise streak, vs TPVG's 18.4%, (1 stock pays no dividend)
  • +33.7% vs CDT's -99.8%
Best for: long-term compounding
TPVG
TriplePoint Venture Growth BDC Corp.
The Banking Pick

TPVG has the current edge in this matchup, primarily because of its strength in income & stability and growth exposure.

  • Dividend streak 0 yrs, beta 0.83, yield 18.4%
  • Rev growth 36.6%, EPS growth 48.8%
  • Lower volatility, beta 0.83
Best for: income & stability and growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthCDT logoCDT8.9% revenue growth vs CSWC's 7.7%
ValueCDT logoCDTLower P/E (0.0x vs 10.1x)
Quality / MarginsTPVG logoTPVG50.6% margin vs CDT's 2.4%
Stability / SafetyTPVG logoTPVGBeta 0.83 vs CDT's 1.84
DividendsCSWC logoCSWC10.1% yield, 3-year raise streak, vs TPVG's 18.4%, (1 stock pays no dividend)
Momentum (1Y)CSWC logoCSWC+33.7% vs CDT's -99.8%
Efficiency (ROA)TPVG logoTPVG5.6% ROA vs CDT's 1.0%, ROIC 7.2% vs 21.9%

CDT vs CSWC vs TPVG — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

CDTCDT Equity Inc.
FY 2024
Automation Solutions
100.0%$1.3B
CSWCCapital Southwest Corporation

Segment breakdown not available.

TPVGTriplePoint Venture Growth BDC Corp.

Segment breakdown not available.

CDT vs CSWC vs TPVG — Financial Metrics

Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCDTLAGGINGTPVG

Income & Cash Flow (Last 12 Months)

TPVG leads this category, winning 3 of 5 comparable metrics.

CDT is the larger business by revenue, generating $696M annually — 7.2x TPVG's $97M. TPVG is the more profitable business, keeping 50.6% of every revenue dollar as net income compared to CDT's 2.4%.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
RevenueTrailing 12 months$696M$164M$97M
EBITDAEarnings before interest/tax$47M$142M$63M
Net IncomeAfter-tax profit$17M$103M$46M
Free Cash FlowCash after capex-$6M-$69M$35M
Gross MarginGross profit ÷ Revenue+36.9%+66.5%+83.5%
Operating MarginEBIT ÷ Revenue+6.4%+48.5%+77.9%
Net MarginNet income ÷ Revenue+2.4%+43.1%+50.6%
FCF MarginFCF ÷ Revenue-0.9%-132.6%-58.7%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+100.4%+113.3%-100.0%
TPVG leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

CDT leads this category, winning 4 of 5 comparable metrics.

At 0.0x trailing earnings, CDT trades at a 100% valuation discount to CSWC's 16.5x P/E. On an enterprise value basis, CDT's 2.4x EV/EBITDA is more attractive than CSWC's 27.6x.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
Market CapShares × price$399,656$1.4B$226M
Enterprise ValueMkt cap + debt − cash$896M$2.4B$674M
Trailing P/EPrice ÷ TTM EPS0.00x16.46x4.57x
Forward P/EPrice ÷ next-FY EPS est.10.14x6.04x
PEG RatioP/E ÷ EPS growth rate4.50x
EV / EBITDAEnterprise value multiple2.43x27.57x8.90x
Price / SalesMarket cap ÷ Revenue0.00x8.78x2.32x
Price / BookPrice ÷ Book value/share0.00x1.40x0.63x
Price / FCFMarket cap ÷ FCF
CDT leads this category, winning 4 of 5 comparable metrics.

Profitability & Efficiency

Evenly matched — CDT and TPVG each lead in 4 of 9 comparable metrics.

TPVG delivers a 13.1% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $3 for CDT. CDT carries lower financial leverage with a 1.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to TPVG's 1.33x. On the Piotroski fundamental quality scale (0–9), CDT scores 6/9 vs CSWC's 1/9, reflecting solid financial health.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
ROE (TTM)Return on equity+2.6%+10.3%+13.1%
ROA (TTM)Return on assets+1.0%+4.8%+5.6%
ROICReturn on invested capital+21.9%+3.5%+7.2%
ROCEReturn on capital employed+22.2%+4.6%+9.4%
Piotroski ScoreFundamental quality 0–9615
Debt / EquityFinancial leverage1.02x1.08x1.33x
Net DebtTotal debt minus cash$896M$913M$449M
Cash & Equiv.Liquid assets$390M$43M$20M
Total DebtShort + long-term debt$1.3B$956M$469M
Interest CoverageEBIT ÷ Interest expense-1.05x2.91x2.15x
Evenly matched — CDT and TPVG each lead in 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

CSWC leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in CSWC five years ago would be worth $15,214 today (with dividends reinvested), compared to $0 for CDT. Over the past 12 months, CSWC leads with a +33.7% total return vs CDT's -99.8%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.9% vs CDT's -97.4% — a key indicator of consistent wealth creation.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
YTD ReturnYear-to-date-93.7%+12.3%-12.7%
1-Year ReturnPast 12 months-99.8%+33.7%+8.6%
3-Year ReturnCumulative with dividends-100.0%+76.9%-7.5%
5-Year ReturnCumulative with dividends-100.0%+52.1%-19.0%
10-Year ReturnCumulative with dividends-100.0%+231.6%+87.8%
CAGR (3Y)Annualised 3-year return-97.4%+20.9%-2.6%
CSWC leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.

TPVG is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than CDT's 1.84 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSWC currently trades 99.0% from its 52-week high vs CDT's 0.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
Beta (5Y)Sensitivity to S&P 5001.84x0.84x0.83x
52-Week HighHighest price in past year$1529.70$24.43$7.53
52-Week LowLowest price in past year$1.20$19.37$4.48
% of 52W HighCurrent price vs 52-week peak+0.1%+99.0%+74.0%
RSI (14)Momentum oscillator 0–10024.966.155.8
Avg Volume (50D)Average daily shares traded126K666K498K
Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.

Analyst consensus: CSWC as "Buy", TPVG as "Hold". Consensus price targets imply 60.7% upside for TPVG (target: $9) vs -7.0% for CSWC (target: $23). For income investors, TPVG offers the higher dividend yield at 18.40% vs CSWC's 10.12%.

MetricCDT logoCDTCDT Equity Inc.CSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$22.50$8.95
# AnalystsCovering analysts1012
Dividend YieldAnnual dividend ÷ price+10.1%+18.4%
Dividend StreakConsecutive years of raises130
Dividend / ShareAnnual DPS$2.45$1.02
Buyback YieldShare repurchases ÷ mkt cap+26.5%0.0%0.0%
Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.
Key Takeaway

TPVG leads in 1 of 6 categories (Income & Cash Flow). CDT leads in 1 (Valuation Metrics). 3 tied.

Best OverallCDT Equity Inc. (CDT)Leads 1 of 6 categories
Loading custom metrics...

CDT vs CSWC vs TPVG: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is CDT or CSWC or TPVG a better buy right now?

For growth investors, TriplePoint Venture Growth BDC Corp.

(TPVG) is the stronger pick with 36. 6% revenue growth year-over-year, versus 7. 7% for Capital Southwest Corporation (CSWC). CDT Equity Inc. (CDT) offers the better valuation at 0. 0x trailing P/E, making it the more compelling value choice. Analysts rate Capital Southwest Corporation (CSWC) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — CDT or CSWC or TPVG?

On trailing P/E, CDT Equity Inc.

(CDT) is the cheapest at 0. 0x versus Capital Southwest Corporation at 16. 5x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 6. 0x — notably different from the trailing picture, reflecting expected earnings growth.

03

Which is the better long-term investment — CDT or CSWC or TPVG?

Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +52.

1%, compared to -100. 0% for CDT Equity Inc. (CDT). Over 10 years, the gap is even starker: CSWC returned +231. 6% versus CDT's -100. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — CDT or CSWC or TPVG?

By beta (market sensitivity over 5 years), TriplePoint Venture Growth BDC Corp.

(TPVG) is the lower-risk stock at 0. 83β versus CDT Equity Inc. 's 1. 84β — meaning CDT is approximately 121% more volatile than TPVG relative to the S&P 500. On balance sheet safety, CDT Equity Inc. (CDT) carries a lower debt/equity ratio of 102% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.

05

Which is growing faster — CDT or CSWC or TPVG?

By revenue growth (latest reported year), TriplePoint Venture Growth BDC Corp.

(TPVG) is pulling ahead at 36. 6% versus 7. 7% for Capital Southwest Corporation (CSWC). On earnings-per-share growth, the picture is similar: CDT Equity Inc. grew EPS 128. 8% year-over-year, compared to -28. 3% for Capital Southwest Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — CDT or CSWC or TPVG?

TriplePoint Venture Growth BDC Corp.

(TPVG) is the more profitable company, earning 50. 6% net margin versus 8. 7% for CDT Equity Inc. — meaning it keeps 50. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TPVG leads at 77. 9% versus 11. 6% for CDT. At the gross margin level — before operating expenses — TPVG leads at 83. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is CDT or CSWC or TPVG more undervalued right now?

On forward earnings alone, TriplePoint Venture Growth BDC Corp.

(TPVG) trades at 6. 0x forward P/E versus 10. 1x for Capital Southwest Corporation — 4. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 60. 7% to $8. 95.

08

Which pays a better dividend — CDT or CSWC or TPVG?

In this comparison, TPVG (18.

4% yield), CSWC (10. 1% yield) pay a dividend. CDT does not pay a meaningful dividend and should not be held primarily for income.

09

Is CDT or CSWC or TPVG better for a retirement portfolio?

For long-horizon retirement investors, Capital Southwest Corporation (CSWC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

84), 10. 1% yield, +231. 6% 10Y return). CDT Equity Inc. (CDT) carries a higher beta of 1. 84 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CSWC: +231. 6%, CDT: -100. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between CDT and CSWC and TPVG?

These companies operate in different sectors (CDT (Healthcare) and CSWC (Financial Services) and TPVG (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CDT is a small-cap deep-value stock; CSWC is a small-cap deep-value stock; TPVG is a small-cap high-growth stock. CSWC, TPVG pay a dividend while CDT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.

Stocks Like

CDT

Quality Business

  • Sector: Healthcare
  • Market Cap > $20B
  • Gross Margin > 22%
Run This Screen
Stocks Like

CSWC

Dividend Mega-Cap Quality

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 25%
Run This Screen
Stocks Like

TPVG

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 18%
  • Net Margin > 30%
Run This Screen
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Beat Both

Find stocks that outperform CDT and CSWC and TPVG on the metrics below

Net Margin>
%
(CDT: 2.4% · CSWC: 43.1%)
P/E Ratio<
x
(CDT: 0.0x · CSWC: 16.5x)

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