BANX
ArrowMark Financial Corp.
Asset Management
Market Cap$154M
5Y Perf.+15.0%
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Stock Comparison
BANX vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
CSWC
Capital Southwest Corporation
Asset Management
Market Cap$1.43B
5Y Perf.+71.6%
BANX vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | BANX | CSWC |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $154M | $1.43B |
| Revenue (TTM) | $29M | $164M |
| Net Income (TTM) | $38M | $103M |
| Gross Margin | 100.0% | 66.5% |
| Operating Margin | 79.7% | 48.5% |
| Forward P/E | 8.7x | 10.1x |
| Total Debt | $47M | $956M |
| Cash & Equiv. | $9M | $43M |
BANX vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
BANX
CSWC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ArrowMark Financial… (BANX) | 100 | 115.0 | +15.0% |
| Capital Southwest C… (CSWC) | 100 | 171.6 | +71.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BANX vs CSWC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CSWC leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. ArrowMark Financial Corp. is the stronger pick specifically for valuation and capital efficiency and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
BANX
ArrowMark Financial Corp.
The Banking Pick
BANX is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 0.29, Low D/E 30.2%, current ratio 0.57x
- Beta 0.29, yield 9.5%, current ratio 0.57x
- NIM 12.1% vs CSWC's 7.0%
Best for: sleep-well-at-night and defensive
CSWC
Capital Southwest Corporation
The Banking Pick
CSWC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.84, yield 10.2%
- Rev growth 7.7%, EPS growth -28.3%
- 234.2% 10Y total return vs BANX's 118.5%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CSWC | 7.7% NII/revenue growth vs BANX's 2.7% |
| Value | BANX | Lower P/E (8.7x vs 10.1x) |
| Quality / Margins | CSWC | Efficiency ratio 0.2% vs BANX's 0.2% (lower = leaner) |
| Stability / Safety | BANX | Beta 0.29 vs CSWC's 0.84, lower leverage |
| Dividends | CSWC | 10.2% yield, 3-year raise streak, vs BANX's 9.5% |
| Momentum (1Y) | CSWC | +34.0% vs BANX's +10.3% |
| Efficiency (ROA) | CSWC | Efficiency ratio 0.2% vs BANX's 0.2% |
BANX vs CSWC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBANXLAGGINGCSWC
CSWCCapital Southwest Cor…
2leads
BANXArrowMark Financial C…
3leads
6 Total Categories
CATEGORYLEADERvs CSWCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BANX4/5
Valuation MetricsMultiples, price ratios, and targets
BANX5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BANX9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
CSWC4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
CSWC2/2
Income & Cash Flow (Last 12 Months)
BANX leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSWC is the larger business by revenue, generating $164M annually — 5.6x BANX's $29M. BANX is the more profitable business, keeping 56.8% of every revenue dollar as net income compared to CSWC's 43.1%.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| RevenueTrailing 12 months | $29M | $164M |
| EBITDAEarnings before interest/tax | $48M | $142M |
| Net IncomeAfter-tax profit | $38M | $103M |
| Free Cash FlowCash after capex | $31M | -$69M |
| Gross MarginGross profit ÷ Revenue | +100.0% | +66.5% |
| Operating MarginEBIT ÷ Revenue | +79.7% | +48.5% |
| Net MarginNet income ÷ Revenue | +56.8% | +43.1% |
| FCF MarginFCF ÷ Revenue | +46.8% | -132.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +37.1% | +113.3% |
BANX leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
BANX leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 8.4x trailing earnings, BANX trades at a 48% valuation discount to CSWC's 16.3x P/E. On an enterprise value basis, BANX's 8.2x EV/EBITDA is more attractive than CSWC's 27.4x.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| Market CapShares × price | $154M | $1.4B |
| Enterprise ValueMkt cap + debt − cash | $192M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | 8.41x | 16.32x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.71x | 10.06x |
| PEG RatioP/E ÷ EPS growth rate | 2.04x | — |
| EV / EBITDAEnterprise value multiple | 8.22x | 27.43x |
| Price / SalesMarket cap ÷ Revenue | 5.24x | 8.71x |
| Price / BookPrice ÷ Book value/share | 0.91x | 1.39x |
| Price / FCFMarket cap ÷ FCF | 11.20x | — |
BANX leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
BANX leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
BANX delivers a 24.6% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $10 for CSWC. BANX carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSWC's 1.08x. On the Piotroski fundamental quality scale (0–9), BANX scores 5/9 vs CSWC's 1/9, reflecting solid financial health.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| ROE (TTM)Return on equity | +24.6% | +10.3% |
| ROA (TTM)Return on assets | +18.0% | +4.8% |
| ROICReturn on invested capital | +8.8% | +3.5% |
| ROCEReturn on capital employed | +11.7% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 1 |
| Debt / EquityFinancial leverage | 0.30x | 1.08x |
| Net DebtTotal debt minus cash | $38M | $913M |
| Cash & Equiv.Liquid assets | $9M | $43M |
| Total DebtShort + long-term debt | $47M | $956M |
| Interest CoverageEBIT ÷ Interest expense | 6.36x | 2.91x |
BANX leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
CSWC leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CSWC five years ago would be worth $15,138 today (with dividends reinvested), compared to $14,295 for BANX. Over the past 12 months, CSWC leads with a +34.0% total return vs BANX's +10.3%. The 3-year compound annual growth rate (CAGR) favors BANX at 21.2% vs CSWC's 20.7% — a key indicator of consistent wealth creation.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| YTD ReturnYear-to-date | -7.6% | +11.4% |
| 1-Year ReturnPast 12 months | +10.3% | +34.0% |
| 3-Year ReturnCumulative with dividends | +78.1% | +75.8% |
| 5-Year ReturnCumulative with dividends | +43.0% | +51.4% |
| 10-Year ReturnCumulative with dividends | +118.5% | +234.2% |
| CAGR (3Y)Annualised 3-year return | +21.2% | +20.7% |
CSWC leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — BANX and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
BANX is the less volatile stock with a 0.29 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 98.2% from its 52-week high vs BANX's 83.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.29x | 0.84x |
| 52-Week HighHighest price in past year | $23.67 | $24.43 |
| 52-Week LowLowest price in past year | $18.45 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +83.5% | +98.2% |
| RSI (14)Momentum oscillator 0–100 | 58.0 | 63.7 |
| Avg Volume (50D)Average daily shares traded | 44K | 664K |
Evenly matched — BANX and CSWC each lead in 1 of 2 comparable metrics.
Analyst Outlook
CSWC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BANX as "Buy" and CSWC as "Buy". For income investors, CSWC offers the higher dividend yield at 10.20% vs BANX's 9.49%.
| Metric | BANXArrowMark Financi… | CSWCCapital Southwest… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $22.50 |
| # AnalystsCovering analysts | 8 | 10 |
| Dividend YieldAnnual dividend ÷ price | +9.5% | +10.2% |
| Dividend StreakConsecutive years of raises | 0 | 3 |
| Dividend / ShareAnnual DPS | $1.88 | $2.45 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
CSWC leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
BANX leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). CSWC leads in 2 (Total Returns, Analyst Outlook). 1 tied.
Best OverallArrowMark Financial Corp. (BANX)Leads 3 of 6 categories
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BANX vs CSWC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BANX or CSWC a better buy right now?
For growth investors, Capital Southwest Corporation (CSWC) is the stronger pick with 7.
7% revenue growth year-over-year, versus 2. 7% for ArrowMark Financial Corp. (BANX). ArrowMark Financial Corp. (BANX) offers the better valuation at 8. 4x trailing P/E (8. 7x forward), making it the more compelling value choice. Analysts rate ArrowMark Financial Corp. (BANX) a "Buy" — based on 8 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 — BANX or CSWC?
On trailing P/E, ArrowMark Financial Corp.
(BANX) is the cheapest at 8. 4x versus Capital Southwest Corporation at 16. 3x. On forward P/E, ArrowMark Financial Corp. is actually cheaper at 8. 7x.
03Which is the better long-term investment — BANX or CSWC?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +51.
4%, compared to +43. 0% for ArrowMark Financial Corp. (BANX). Over 10 years, the gap is even starker: CSWC returned +234. 2% versus BANX's +118. 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 — BANX or CSWC?
By beta (market sensitivity over 5 years), ArrowMark Financial Corp.
(BANX) is the lower-risk stock at 0. 29β versus Capital Southwest Corporation's 0. 84β — meaning CSWC is approximately 191% more volatile than BANX relative to the S&P 500. On balance sheet safety, ArrowMark Financial Corp. (BANX) carries a lower debt/equity ratio of 30% versus 108% for Capital Southwest Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — BANX or CSWC?
By revenue growth (latest reported year), Capital Southwest Corporation (CSWC) is pulling ahead at 7.
7% versus 2. 7% for ArrowMark Financial Corp. (BANX). On earnings-per-share growth, the picture is similar: ArrowMark Financial Corp. grew EPS -17. 3% 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 — BANX or CSWC?
ArrowMark Financial Corp.
(BANX) is the more profitable company, earning 56. 8% net margin versus 43. 1% for Capital Southwest Corporation — meaning it keeps 56. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BANX leads at 79. 7% versus 48. 5% for CSWC. At the gross margin level — before operating expenses — BANX leads at 100. 0%, 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 BANX or CSWC more undervalued right now?
On forward earnings alone, ArrowMark Financial Corp.
(BANX) trades at 8. 7x forward P/E versus 10. 1x for Capital Southwest Corporation — 1. 3x cheaper on a one-year earnings basis.
08Which pays a better dividend — BANX or CSWC?
All stocks in this comparison pay dividends.
Capital Southwest Corporation (CSWC) offers the highest yield at 10. 2%, versus 9. 5% for ArrowMark Financial Corp. (BANX).
09Is BANX or CSWC better for a retirement portfolio?
For long-horizon retirement investors, ArrowMark Financial Corp.
(BANX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 29), 9. 5% yield, +118. 5% 10Y return). Both have compounded well over 10 years (BANX: +118. 5%, CSWC: +234. 2%), 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 BANX and CSWC?
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.
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.
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Revenue Growth>
%
(BANX: 2.7% · CSWC: 7.7%)Net Margin>
%
(BANX: 56.8% · CSWC: 43.1%)P/E Ratio<
x
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