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Stock Comparison

CSWC vs TPVG

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

Live fundamentals10-year financials5-year price chart
CSWC
Capital Southwest Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$1.44B
5Y Perf.+73.8%
TPVG
TriplePoint Venture Growth BDC Corp.

Asset Management

Financial ServicesNYSE • US
Market Cap$222M
5Y Perf.-45.3%

CSWC vs TPVG — Key Financials

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

Company Snapshot
CSWC logoCSWC
TPVG logoTPVG
IndustryAsset ManagementAsset Management
Market Cap$1.44B$222M
Revenue (TTM)$164M$97M
Net Income (TTM)$103M$49M
Gross Margin66.5%83.5%
Operating Margin48.5%77.9%
Forward P/E10.2x5.9x
Total Debt$956M$469M
Cash & Equiv.$43M$20M

CSWC vs TPVGLong-Term Stock Performance

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

CSWC
TPVG
StockMay 20May 26Return
Capital Southwest C… (CSWC)100173.8+73.8%
TriplePoint Venture… (TPVG)10054.7-45.3%

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.

Bottom line: TPVG leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Capital Southwest Corporation is the stronger pick specifically for dividend income and shareholder returns and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
CSWC
Capital Southwest Corporation
The Banking Pick

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
Best for: income & stability and long-term compounding
TPVG
TriplePoint Venture Growth BDC Corp.
The Banking Pick

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
Best for: growth exposure and sleep-well-at-night
See the full category breakdown
CategoryWinnerWhy
GrowthTPVG logoTPVG36.6% NII/revenue growth vs CSWC's 7.7%
ValueTPVG logoTPVGLower P/E (5.9x vs 10.2x)
Quality / MarginsTPVG logoTPVGEfficiency ratio 0.1% vs CSWC's 0.2% (lower = leaner)
Stability / SafetyTPVG logoTPVGBeta 0.83 vs CSWC's 0.84
DividendsCSWC logoCSWC10.1% yield; 3-year raise streak; the other pay no meaningful dividend
Momentum (1Y)CSWC logoCSWC+34.7% vs TPVG's +9.4%
Efficiency (ROA)TPVG logoTPVGEfficiency 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.

BEST OVERALLTPVGLAGGINGCSWC

Income & Cash Flow (Last 12 Months)

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

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%.

MetricCSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
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%
TPVG leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

TPVG leads this category, winning 5 of 5 comparable 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.

MetricCSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
Market CapShares × price$1.4B$222M
Enterprise ValueMkt cap + debt − cash$2.4B$671M
Trailing P/EPrice ÷ TTM EPS16.53x4.49x
Forward P/EPrice ÷ next-FY EPS est.10.19x5.94x
PEG RatioP/E ÷ EPS growth rate4.43x
EV / EBITDAEnterprise value multiple27.65x8.86x
Price / SalesMarket cap ÷ Revenue8.82x2.28x
Price / BookPrice ÷ Book value/share1.41x0.62x
Price / FCFMarket cap ÷ FCF
TPVG leads this category, winning 5 of 5 comparable metrics.

Profitability & Efficiency

TPVG leads this category, winning 7 of 9 comparable metrics.

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.

MetricCSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
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 0–915
Debt / EquityFinancial leverage1.08x1.33x
Net DebtTotal debt minus cash$913M$449M
Cash & Equiv.Liquid assets$43M$20M
Total DebtShort + long-term debt$956M$469M
Interest CoverageEBIT ÷ Interest expense2.91x2.86x
TPVG leads this category, winning 7 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 $15,178 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.

MetricCSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
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%
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 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.

MetricCSWC logoCSWCCapital Southwest…TPVG logoTPVGTriplePoint Ventu…
Beta (5Y)Sensitivity to S&P 5000.84x0.83x
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 0–10063.760.7
Avg Volume (50D)Average daily shares traded663K491K
Evenly matched — CSWC and TPVG each lead in 1 of 2 comparable metrics.

Analyst Outlook

CSWC leads this category, winning 1 of 1 comparable metric.

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.

MetricCSWC 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%
Dividend StreakConsecutive years of raises30
Dividend / ShareAnnual DPS$2.45
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%
CSWC leads this category, winning 1 of 1 comparable metric.
Key Takeaway

TPVG leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). CSWC leads in 2 (Total Returns, Analyst Outlook). 1 tied.

Best OverallTriplePoint Venture Growth … (TPVG)Leads 3 of 6 categories
Loading custom metrics...

CSWC vs TPVG: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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.

09

Is 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.

10

What 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.

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
Custom Screen

Beat Both

Find stocks that outperform CSWC and TPVG on the metrics below

Revenue Growth>
%
(CSWC: 7.7% · TPVG: 36.6%)
Net Margin>
%
(CSWC: 43.1% · TPVG: 50.6%)
P/E Ratio<
x
(CSWC: 16.5x · TPVG: 4.5x)

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