Asset Management
Compare Stocks
2 / 10Stock Comparison
CSWC vs TPVG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
CSWC vs TPVG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $1.44B | $222M |
| Revenue (TTM) | $164M | $97M |
| Net Income (TTM) | $103M | $49M |
| Gross Margin | 66.5% | 83.5% |
| Operating Margin | 48.5% | 77.9% |
| Forward P/E | 10.2x | 5.9x |
| Total Debt | $956M | $469M |
| Cash & Equiv. | $43M | $20M |
CSWC vs TPVG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Capital Southwest C… (CSWC) | 100 | 173.8 | +73.8% |
| TriplePoint Venture… (TPVG) | 100 | 54.7 | -45.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CSWC vs TPVG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CSWC is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 3 yrs, beta 0.84, yield 10.1%
- 232.4% 10Y total return vs TPVG's 87.5%
- 10.1% yield; 3-year raise streak; the other pay no meaningful dividend
TPVG carries the broadest edge in this set and is the clearest fit for growth exposure and sleep-well-at-night.
- Rev growth 36.6%, EPS growth 48.8%
- Lower volatility, beta 0.83
- Beta 0.83
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 36.6% NII/revenue growth vs CSWC's 7.7% | |
| Value | Lower P/E (5.9x vs 10.2x) | |
| Quality / Margins | Efficiency ratio 0.1% vs CSWC's 0.2% (lower = leaner) | |
| Stability / Safety | Beta 0.83 vs CSWC's 0.84 | |
| Dividends | 10.1% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +34.7% vs TPVG's +9.4% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs CSWC's 0.2% |
CSWC vs TPVG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
TPVG leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSWC is the larger business by revenue, generating $164M annually — 1.7x TPVG's $97M. TPVG is the more profitable business, keeping 50.6% of every revenue dollar as net income compared to CSWC's 43.1%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $164M | $97M |
| EBITDAEarnings before interest/tax | $142M | $76M |
| Net IncomeAfter-tax profit | $103M | $49M |
| Free Cash FlowCash after capex | -$69M | $37M |
| Gross MarginGross profit ÷ Revenue | +66.5% | +83.5% |
| Operating MarginEBIT ÷ Revenue | +48.5% | +77.9% |
| Net MarginNet income ÷ Revenue | +43.1% | +50.6% |
| FCF MarginFCF ÷ Revenue | -132.6% | -58.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +113.3% | +2.1% |
Valuation Metrics
TPVG leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 4.5x trailing earnings, TPVG trades at a 73% valuation discount to CSWC's 16.5x P/E. On an enterprise value basis, TPVG's 8.9x EV/EBITDA is more attractive than CSWC's 27.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.4B | $222M |
| Enterprise ValueMkt cap + debt − cash | $2.4B | $671M |
| Trailing P/EPrice ÷ TTM EPS | 16.53x | 4.49x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.19x | 5.94x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.43x |
| EV / EBITDAEnterprise value multiple | 27.65x | 8.86x |
| Price / SalesMarket cap ÷ Revenue | 8.82x | 2.28x |
| Price / BookPrice ÷ Book value/share | 1.41x | 0.62x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
TPVG leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
TPVG delivers a 14.0% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $10 for CSWC. CSWC carries lower financial leverage with a 1.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to TPVG's 1.33x. On the Piotroski fundamental quality scale (0–9), TPVG scores 5/9 vs CSWC's 1/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +10.3% | +14.0% |
| ROA (TTM)Return on assets | +4.8% | +6.2% |
| ROICReturn on invested capital | +3.5% | +7.2% |
| ROCEReturn on capital employed | +4.6% | +9.4% |
| Piotroski ScoreFundamental quality 0–9 | 1 | 5 |
| Debt / EquityFinancial leverage | 1.08x | 1.33x |
| Net DebtTotal debt minus cash | $913M | $449M |
| Cash & Equiv.Liquid assets | $43M | $20M |
| Total DebtShort + long-term debt | $956M | $469M |
| Interest CoverageEBIT ÷ Interest expense | 2.91x | 2.86x |
Total Returns (Dividends Reinvested)
CSWC leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CSWC five years ago would be worth $15,178 today (with dividends reinvested), compared to $7,700 for TPVG. Over the past 12 months, CSWC leads with a +34.7% total return vs TPVG's +9.4%. The 3-year compound annual growth rate (CAGR) favors CSWC at 21.3% vs TPVG's -1.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +12.8% | -14.0% |
| 1-Year ReturnPast 12 months | +34.7% | +9.4% |
| 3-Year ReturnCumulative with dividends | +78.4% | -4.6% |
| 5-Year ReturnCumulative with dividends | +51.8% | -23.0% |
| 10-Year ReturnCumulative with dividends | +232.4% | +87.5% |
| CAGR (3Y)Annualised 3-year return | +21.3% | -1.5% |
Risk & Volatility
Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.
Risk & Volatility
TPVG is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than CSWC's 0.84 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSWC currently trades 99.5% from its 52-week high vs TPVG's 72.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.84x | 0.83x |
| 52-Week HighHighest price in past year | $24.42 | $7.53 |
| 52-Week LowLowest price in past year | $19.37 | $4.48 |
| % of 52W HighCurrent price vs 52-week peak | +99.5% | +72.8% |
| RSI (14)Momentum oscillator 0–100 | 63.7 | 60.7 |
| Avg Volume (50D)Average daily shares traded | 663K | 491K |
Analyst Outlook
CSWC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates CSWC as "Buy" and TPVG as "Hold". Consensus price targets imply 63.3% upside for TPVG (target: $9) vs -7.4% for CSWC (target: $23). CSWC is the only dividend payer here at 10.07% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $22.50 | $8.95 |
| # AnalystsCovering analysts | 10 | 12 |
| Dividend YieldAnnual dividend ÷ price | +10.1% | — |
| Dividend StreakConsecutive years of raises | 3 | 0 |
| Dividend / ShareAnnual DPS | $2.45 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
TPVG leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). CSWC leads in 2 (Total Returns, Analyst Outlook). 1 tied.
CSWC vs TPVG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is 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). TriplePoint Venture Growth BDC Corp. (TPVG) offers the better valuation at 4. 5x trailing P/E (5. 9x forward), 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.
02Which has the better valuation — CSWC or TPVG?
On trailing P/E, TriplePoint Venture Growth BDC Corp.
(TPVG) is the cheapest at 4. 5x versus Capital Southwest Corporation at 16. 5x. On forward P/E, TriplePoint Venture Growth BDC Corp. is actually cheaper at 5. 9x.
03Which is the better long-term investment — CSWC or TPVG?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +51.
8%, compared to -23. 0% for TriplePoint Venture Growth BDC Corp. (TPVG). Over 10 years, the gap is even starker: CSWC returned +232. 4% versus TPVG's +87. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — 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 Capital Southwest Corporation's 0. 84β — meaning CSWC is approximately 0% more volatile than TPVG relative to the S&P 500. On balance sheet safety, Capital Southwest Corporation (CSWC) carries a lower debt/equity ratio of 108% versus 133% for TriplePoint Venture Growth BDC Corp. — giving it more financial flexibility in a downturn.
05Which is growing faster — 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: TriplePoint Venture Growth BDC Corp. grew EPS 48. 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.
06Which has better profit margins — CSWC or TPVG?
TriplePoint Venture Growth BDC Corp.
(TPVG) is the more profitable company, earning 50. 6% net margin versus 43. 1% for Capital Southwest Corporation — 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 48. 5% for CSWC. 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.
07Is CSWC or TPVG more undervalued right now?
On forward earnings alone, TriplePoint Venture Growth BDC Corp.
(TPVG) trades at 5. 9x forward P/E versus 10. 2x for Capital Southwest Corporation — 4. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPVG: 63. 3% to $8. 95.
08Which pays a better dividend — CSWC or TPVG?
In this comparison, CSWC (10.
1% yield) pays a dividend. TPVG does not pay a meaningful dividend and should not be held primarily for income.
09Is 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, +232. 4% 10Y return). Both have compounded well over 10 years (CSWC: +232. 4%, TPVG: +87. 5%), 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.
10What are the main differences between CSWC and TPVG?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CSWC is a small-cap deep-value stock; TPVG is a small-cap high-growth stock. CSWC pays a dividend while TPVG 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 both.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.