Compare Stocks

2 / 10
Try these comparisons:

Stock Comparison

CSWC vs BX

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$1.43B
5Y Perf.+71.6%
BX
Blackstone Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$95.85B
5Y Perf.+115.4%

CSWC vs BX — Key Financials

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

Company Snapshot
CSWC logoCSWC
BX logoBX
IndustryAsset ManagementAsset Management
Market Cap$1.43B$95.85B
Revenue (TTM)$164M$13.83B
Net Income (TTM)$103M$3.02B
Gross Margin66.5%86.0%
Operating Margin48.5%51.9%
Forward P/E10.1x20.5x
Total Debt$956M$13.31B
Cash & Equiv.$43M$2.63B

CSWC vs BXLong-Term Stock Performance

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

CSWC
BX
StockMay 20May 26Return
Capital Southwest C… (CSWC)100171.6+71.6%
Blackstone Inc. (BX)100215.4+115.4%

Price return only. Dividends and distributions are not included.

Quick Verdict: CSWC vs BX

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

Bottom line: CSWC leads in 6 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Blackstone Inc. is the stronger pick specifically for growth and revenue expansion. As sector peers, any of these can serve as alternatives in the same allocation.
CSWC
Capital Southwest Corporation
The Banking Pick

CSWC carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.

  • Dividend streak 3 yrs, beta 0.84, yield 10.2%
  • Lower volatility, beta 0.84
  • Beta 0.84, yield 10.2%
Best for: income & stability and sleep-well-at-night
BX
Blackstone Inc.
The Banking Pick

BX is the clearest fit if your priority is growth exposure and long-term compounding.

  • Rev growth 21.6%, EPS growth 7.2%
  • 476.1% 10Y total return vs CSWC's 234.2%
  • 21.6% NII/revenue growth vs CSWC's 7.7%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthBX logoBX21.6% NII/revenue growth vs CSWC's 7.7%
ValueCSWC logoCSWCLower P/E (10.1x vs 20.5x)
Quality / MarginsCSWC logoCSWCEfficiency ratio 0.2% vs BX's 0.3% (lower = leaner)
Stability / SafetyCSWC logoCSWCBeta 0.84 vs BX's 1.53
DividendsCSWC logoCSWC10.2% yield, 3-year raise streak, vs BX's 6.3%
Momentum (1Y)CSWC logoCSWC+34.0% vs BX's -6.5%
Efficiency (ROA)CSWC logoCSWCEfficiency ratio 0.2% vs BX's 0.3%

CSWC vs BX — Revenue Breakdown by Segment

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

CSWCCapital Southwest Corporation

Segment breakdown not available.

BXBlackstone Inc.
FY 2025
Private Equity Segment
77.3%$1.7B
Real Estate Segment
22.7%$490M

CSWC vs BX — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCSWCLAGGINGBX

Income & Cash Flow (Last 12 Months)

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

BX is the larger business by revenue, generating $13.8B annually — 84.4x CSWC's $164M. CSWC is the more profitable business, keeping 43.1% of every revenue dollar as net income compared to BX's 21.8%.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
RevenueTrailing 12 months$164M$13.8B
EBITDAEarnings before interest/tax$142M$7.2B
Net IncomeAfter-tax profit$103M$3.0B
Free Cash FlowCash after capex-$69M$3.5B
Gross MarginGross profit ÷ Revenue+66.5%+86.0%
Operating MarginEBIT ÷ Revenue+48.5%+51.9%
Net MarginNet income ÷ Revenue+43.1%+21.8%
FCF MarginFCF ÷ Revenue-132.6%+12.6%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+113.3%+41.3%
BX leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

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

At 16.3x trailing earnings, CSWC trades at a 48% valuation discount to BX's 31.5x P/E. On an enterprise value basis, BX's 14.8x EV/EBITDA is more attractive than CSWC's 27.4x.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
Market CapShares × price$1.4B$95.8B
Enterprise ValueMkt cap + debt − cash$2.3B$106.5B
Trailing P/EPrice ÷ TTM EPS16.32x31.53x
Forward P/EPrice ÷ next-FY EPS est.10.06x20.50x
PEG RatioP/E ÷ EPS growth rate1.51x
EV / EBITDAEnterprise value multiple27.43x14.77x
Price / SalesMarket cap ÷ Revenue8.71x6.93x
Price / BookPrice ÷ Book value/share1.39x4.37x
Price / FCFMarket cap ÷ FCF54.93x
CSWC leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

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

BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $10 for CSWC. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSWC's 1.08x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs CSWC's 1/9, reflecting solid financial health.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
ROE (TTM)Return on equity+10.3%+14.3%
ROA (TTM)Return on assets+4.8%+6.5%
ROICReturn on invested capital+3.5%+16.1%
ROCEReturn on capital employed+4.6%+16.9%
Piotroski ScoreFundamental quality 0–915
Debt / EquityFinancial leverage1.08x0.61x
Net DebtTotal debt minus cash$913M$10.7B
Cash & Equiv.Liquid assets$43M$2.6B
Total DebtShort + long-term debt$956M$13.3B
Interest CoverageEBIT ÷ Interest expense2.91x14.12x
BX leads this category, winning 7 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

CSWC leads this category, winning 4 of 6 comparable metrics.

A $10,000 investment in BX five years ago would be worth $15,900 today (with dividends reinvested), compared to $15,138 for CSWC. Over the past 12 months, CSWC leads with a +34.0% total return vs BX's -6.5%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.7% vs BX's 18.4% — a key indicator of consistent wealth creation.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
YTD ReturnYear-to-date+11.4%-21.3%
1-Year ReturnPast 12 months+34.0%-6.5%
3-Year ReturnCumulative with dividends+75.8%+65.9%
5-Year ReturnCumulative with dividends+51.4%+59.0%
10-Year ReturnCumulative with dividends+234.2%+476.1%
CAGR (3Y)Annualised 3-year return+20.7%+18.4%
CSWC leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

CSWC leads this category, winning 2 of 2 comparable metrics.

CSWC is the less volatile stock with a 0.84 beta — it tends to amplify market swings less than BX's 1.53 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 BX's 64.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
Beta (5Y)Sensitivity to S&P 5000.84x1.53x
52-Week HighHighest price in past year$24.43$190.09
52-Week LowLowest price in past year$19.37$101.73
% of 52W HighCurrent price vs 52-week peak+98.2%+64.3%
RSI (14)Momentum oscillator 0–10063.754.8
Avg Volume (50D)Average daily shares traded664K7.1M
CSWC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

CSWC leads this category, winning 2 of 2 comparable metrics.

Wall Street rates CSWC as "Buy" and BX as "Buy". Consensus price targets imply 27.8% upside for BX (target: $156) vs -6.2% for CSWC (target: $23). For income investors, CSWC offers the higher dividend yield at 10.20% vs BX's 6.30%.

MetricCSWC logoCSWCCapital Southwest…BX logoBXBlackstone Inc.
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$22.50$156.29
# AnalystsCovering analysts1029
Dividend YieldAnnual dividend ÷ price+10.2%+6.3%
Dividend StreakConsecutive years of raises32
Dividend / ShareAnnual DPS$2.45$7.70
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.3%
CSWC leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

CSWC leads in 4 of 6 categories (Valuation Metrics, Total Returns). BX leads in 2 (Income & Cash Flow, Profitability & Efficiency).

Best OverallCapital Southwest Corporati… (CSWC)Leads 4 of 6 categories
Loading custom metrics...

CSWC vs BX: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is CSWC or BX a better buy right now?

For growth investors, Blackstone Inc.

(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus 7. 7% for Capital Southwest Corporation (CSWC). Capital Southwest Corporation (CSWC) offers the better valuation at 16. 3x trailing P/E (10. 1x 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 BX?

On trailing P/E, Capital Southwest Corporation (CSWC) is the cheapest at 16.

3x versus Blackstone Inc. at 31. 5x. On forward P/E, Capital Southwest Corporation is actually cheaper at 10. 1x.

03

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

Over the past 5 years, Blackstone Inc.

(BX) delivered a total return of +59. 0%, compared to +51. 4% for Capital Southwest Corporation (CSWC). Over 10 years, the gap is even starker: BX returned +476. 1% versus CSWC's +234. 2%. 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 BX?

By beta (market sensitivity over 5 years), Capital Southwest Corporation (CSWC) is the lower-risk stock at 0.

84β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 83% more volatile than CSWC relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 108% for Capital Southwest Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — CSWC or BX?

By revenue growth (latest reported year), Blackstone Inc.

(BX) is pulling ahead at 21. 6% versus 7. 7% for Capital Southwest Corporation (CSWC). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% 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 BX?

Capital Southwest Corporation (CSWC) is the more profitable company, earning 43.

1% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 43. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 48. 5% for CSWC. At the gross margin level — before operating expenses — BX leads at 86. 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.

07

Is CSWC or BX more undervalued right now?

On forward earnings alone, Capital Southwest Corporation (CSWC) trades at 10.

1x forward P/E versus 20. 5x for Blackstone Inc. — 10. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BX: 27. 8% to $156. 29.

08

Which pays a better dividend — CSWC or BX?

All stocks in this comparison pay dividends.

Capital Southwest Corporation (CSWC) offers the highest yield at 10. 2%, versus 6. 3% for Blackstone Inc. (BX).

09

Is CSWC or BX 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). Blackstone Inc. (BX) carries a higher beta of 1. 53 — 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: +234. 2%, BX: +476. 1%), 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 BX?

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; BX is a mid-cap high-growth stock. 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

BX

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 10%
  • Net Margin > 13%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform CSWC and BX on the metrics below

Revenue Growth>
%
(CSWC: 7.7% · BX: 21.6%)
Net Margin>
%
(CSWC: 43.1% · BX: 21.8%)
P/E Ratio<
x
(CSWC: 16.3x · BX: 31.5x)

You Might Also Compare

Based on how these companies actually compete and overlap — not just which sector they're filed under.