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BCG vs CSWC vs ARCC vs LPL
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
Asset Management
Consumer Electronics
BCG vs CSWC vs ARCC vs LPL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Asset Management | Asset Management | Asset Management | Consumer Electronics |
| Market Cap | $35M | $1.43B | $13.61B | $4.32B |
| Revenue (TTM) | $164M | $164M | $3.15B | $25.81T |
| Net Income (TTM) | $1M | $103M | $1.15B | $226.31B |
| Gross Margin | 7.2% | 66.5% | 75.7% | 13.1% |
| Operating Margin | 0.9% | 48.5% | 69.7% | 2.0% |
| Forward P/E | — | 10.1x | 9.9x | 0.0x |
| Total Debt | $29M | $956M | $15.99B | $12.73T |
| Cash & Equiv. | $7M | $43M | $924M | $1.57T |
BCG vs CSWC vs ARCC vs LPL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 24 | May 26 | Return |
|---|---|---|---|
| Binah Capital Group… (BCG) | 100 | 16.1 | -83.9% |
| Capital Southwest C… (CSWC) | 100 | 96.1 | -3.9% |
| Ares Capital Corpor… (ARCC) | 100 | 91.1 | -8.9% |
| LG Display Co., Ltd. (LPL) | 100 | 105.4 | +5.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BCG vs CSWC vs ARCC vs LPL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BCG lags the leaders in this set but could rank higher in a more targeted comparison.
CSWC carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 3 yrs, beta 0.84, yield 10.2%
- 234.2% 10Y total return vs ARCC's 139.2%
- NIM 7.0% vs BCG's 0.7%
- 43.1% margin vs BCG's -3.2%
ARCC is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 32.9%, EPS growth -23.8%
- Lower volatility, beta 0.77, current ratio 1.71x
- Beta 0.77, yield 2.0%, current ratio 1.71x
- 32.9% NII/revenue growth vs LPL's -3.0%
LPL is the clearest fit if your priority is value and momentum.
- Lower P/E (0.0x vs 10.1x)
- +39.8% vs BCG's -2.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 32.9% NII/revenue growth vs LPL's -3.0% | |
| Value | Lower P/E (0.0x vs 10.1x) | |
| Quality / Margins | 43.1% margin vs BCG's -3.2% | |
| Stability / Safety | Beta 0.77 vs LPL's 1.48, lower leverage | |
| Dividends | 10.2% yield, 3-year raise streak, vs BCG's 0.2%, (1 stock pays no dividend) | |
| Momentum (1Y) | +39.8% vs BCG's -2.8% | |
| Efficiency (ROA) | 4.8% ROA vs LPL's 0.8%, ROIC 3.5% vs 2.0% |
BCG vs CSWC vs ARCC vs LPL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
BCG vs CSWC vs ARCC vs LPL — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CSWC leads in 2 of 6 categories
ARCC leads 1 • LPL leads 1 • BCG leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
ARCC leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
LPL is the larger business by revenue, generating $25.81T annually — 157559.2x CSWC's $164M. CSWC is the more profitable business, keeping 43.1% of every revenue dollar as net income compared to BCG's -3.2%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $164M | $164M | $3.1B | $25.81T |
| EBITDAEarnings before interest/tax | $6M | $142M | $2.0B | $4.87T |
| Net IncomeAfter-tax profit | $1M | $103M | $1.1B | $226.3B |
| Free Cash FlowCash after capex | $4M | -$69M | $1.1B | $1.04T |
| Gross MarginGross profit ÷ Revenue | +7.2% | +66.5% | +75.7% | +13.1% |
| Operating MarginEBIT ÷ Revenue | +0.9% | +48.5% | +69.7% | +2.0% |
| Net MarginNet income ÷ Revenue | -3.2% | +43.1% | +41.3% | +0.9% |
| FCF MarginFCF ÷ Revenue | -0.4% | -132.6% | +36.3% | +4.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | -8.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.2% | +113.3% | -63.9% | +61.2% |
Valuation Metrics
LPL leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 10.2x trailing earnings, ARCC trades at a 63% valuation discount to LPL's 27.7x P/E. On an enterprise value basis, LPL's 3.5x EV/EBITDA is more attractive than CSWC's 27.4x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $35M | $1.4B | $13.6B | $4.3B |
| Enterprise ValueMkt cap + debt − cash | $56M | $2.3B | $28.7B | $12.0B |
| Trailing P/EPrice ÷ TTM EPS | -6.50x | 16.32x | 10.19x | 27.67x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 10.06x | 9.92x | 0.01x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 0.99x | — |
| EV / EBITDAEnterprise value multiple | 22.33x | 27.43x | 13.09x | 3.49x |
| Price / SalesMarket cap ÷ Revenue | 0.21x | 8.71x | 4.33x | 0.24x |
| Price / BookPrice ÷ Book value/share | 28.04x | 1.39x | 0.93x | 0.80x |
| Price / FCFMarket cap ÷ FCF | — | — | 11.92x | 6.24x |
Profitability & Efficiency
Evenly matched — CSWC and ARCC each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
CSWC delivers a 10.3% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $3 for LPL. CSWC carries lower financial leverage with a 1.08x debt-to-equity ratio, signaling a more conservative balance sheet compared to BCG's 23.41x. On the Piotroski fundamental quality scale (0–9), LPL scores 7/9 vs CSWC's 1/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.8% | +10.3% | +8.1% | +2.9% |
| ROA (TTM)Return on assets | +1.5% | +4.8% | +3.8% | +0.8% |
| ROICReturn on invested capital | +2.9% | +3.5% | +5.7% | +2.0% |
| ROCEReturn on capital employed | +3.2% | +4.6% | +7.5% | +3.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 1 | 4 | 7 |
| Debt / EquityFinancial leverage | 23.41x | 1.08x | 1.12x | 1.62x |
| Net DebtTotal debt minus cash | $21M | $913M | $15.1B | $11.16T |
| Cash & Equiv.Liquid assets | $7M | $43M | $924M | $1.57T |
| Total DebtShort + long-term debt | $29M | $956M | $16.0B | $12.73T |
| Interest CoverageEBIT ÷ Interest expense | 2.12x | 2.91x | 2.98x | 2.96x |
Total Returns (Dividends Reinvested)
CSWC leads this category, winning 5 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 $2,189 for BCG. Over the past 12 months, LPL leads with a +39.8% total return vs BCG's -2.8%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.7% vs BCG's -39.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -24.1% | +11.4% | -4.9% | +1.6% |
| 1-Year ReturnPast 12 months | -2.8% | +34.0% | +0.4% | +39.8% |
| 3-Year ReturnCumulative with dividends | -78.1% | +75.8% | +34.2% | -25.3% |
| 5-Year ReturnCumulative with dividends | -78.1% | +51.4% | +47.0% | -57.2% |
| 10-Year ReturnCumulative with dividends | -78.1% | +234.2% | +139.2% | -47.0% |
| CAGR (3Y)Annualised 3-year return | -39.7% | +20.7% | +10.3% | -9.2% |
Risk & Volatility
Evenly matched — CSWC and ARCC each lead in 1 of 2 comparable metrics.
Risk & Volatility
ARCC is the less volatile stock with a 0.77 beta — it tends to amplify market swings less than LPL's 1.48 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 BCG's 60.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 0.84x | 0.77x | 1.48x |
| 52-Week HighHighest price in past year | $3.44 | $24.43 | $23.42 | $5.67 |
| 52-Week LowLowest price in past year | $1.36 | $19.37 | $17.40 | $2.97 |
| % of 52W HighCurrent price vs 52-week peak | +60.5% | +98.2% | +81.0% | +76.2% |
| RSI (14)Momentum oscillator 0–100 | 54.8 | 63.7 | 56.7 | 53.8 |
| Avg Volume (50D)Average daily shares traded | 707K | 664K | 7.5M | 1.9M |
Analyst Outlook
CSWC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CSWC as "Buy", ARCC as "Buy", LPL as "Hold". Consensus price targets imply 15.4% upside for ARCC (target: $22) vs -6.2% for CSWC (target: $23). For income investors, CSWC offers the higher dividend yield at 10.20% vs BCG's 0.25%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | — | $22.50 | $21.88 | — |
| # AnalystsCovering analysts | — | 10 | 32 | 14 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +10.2% | +2.0% | — |
| Dividend StreakConsecutive years of raises | 0 | 3 | 0 | 1 |
| Dividend / ShareAnnual DPS | $0.01 | $2.45 | $0.38 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% | 0.0% | 0.0% |
CSWC leads in 2 of 6 categories (Total Returns, Analyst Outlook). ARCC leads in 1 (Income & Cash Flow). 2 tied.
BCG vs CSWC vs ARCC vs LPL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BCG or CSWC or ARCC or LPL a better buy right now?
For growth investors, Ares Capital Corporation (ARCC) is the stronger pick with 32.
9% revenue growth year-over-year, versus -3. 0% for LG Display Co. , Ltd. (LPL). Ares Capital Corporation (ARCC) offers the better valuation at 10. 2x trailing P/E (9. 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 — BCG or CSWC or ARCC or LPL?
On trailing P/E, Ares Capital Corporation (ARCC) is the cheapest at 10.
2x versus LG Display Co. , Ltd. at 27. 7x. On forward P/E, LG Display Co. , Ltd. is actually cheaper at 0. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BCG or CSWC or ARCC or LPL?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +51.
4%, compared to -78. 1% for Binah Capital Group, Inc. (BCG). Over 10 years, the gap is even starker: CSWC returned +234. 2% versus BCG's -78. 1%. 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 — BCG or CSWC or ARCC or LPL?
By beta (market sensitivity over 5 years), Ares Capital Corporation (ARCC) is the lower-risk stock at 0.
77β versus LG Display Co. , Ltd. 's 1. 48β — meaning LPL is approximately 93% more volatile than ARCC relative to the S&P 500. On balance sheet safety, Capital Southwest Corporation (CSWC) carries a lower debt/equity ratio of 108% versus 23% for Binah Capital Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BCG or CSWC or ARCC or LPL?
By revenue growth (latest reported year), Ares Capital Corporation (ARCC) is pulling ahead at 32.
9% versus -3. 0% for LG Display Co. , Ltd. (LPL). On earnings-per-share growth, the picture is similar: LG Display Co. , Ltd. grew EPS 108. 3% year-over-year, compared to -1004. 0% for Binah Capital Group, Inc.. 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 — BCG or CSWC or ARCC or LPL?
Capital Southwest Corporation (CSWC) is the more profitable company, earning 43.
1% net margin versus -3. 2% for Binah Capital Group, Inc. — meaning it keeps 43. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ARCC leads at 69. 7% versus 0. 9% for BCG. At the gross margin level — before operating expenses — ARCC leads at 75. 7%, 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 BCG or CSWC or ARCC or LPL more undervalued right now?
On forward earnings alone, LG Display Co.
, Ltd. (LPL) trades at 0. 0x forward P/E versus 10. 1x for Capital Southwest Corporation — 10. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ARCC: 15. 4% to $21. 88.
08Which pays a better dividend — BCG or CSWC or ARCC or LPL?
In this comparison, CSWC (10.
2% yield), ARCC (2. 0% yield), BCG (0. 2% yield) pay a dividend. LPL does not pay a meaningful dividend and should not be held primarily for income.
09Is BCG or CSWC or ARCC or LPL 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. 2% yield, +234. 2% 10Y return). Both have compounded well over 10 years (CSWC: +234. 2%, LPL: -47. 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.
10What are the main differences between BCG and CSWC and ARCC and LPL?
These companies operate in different sectors (BCG (Financial Services) and CSWC (Financial Services) and ARCC (Financial Services) and LPL (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BCG is a small-cap quality compounder stock; CSWC is a small-cap deep-value stock; ARCC is a mid-cap high-growth stock; LPL is a small-cap quality compounder stock. CSWC, ARCC pay a dividend while BCG, LPL do 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.
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