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MDBH vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MDBH vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Financial - Capital Markets | Asset Management |
| Market Cap | $18M | $1.43B |
| Revenue (TTM) | $2M | $164M |
| Net Income (TTM) | $11M | $103M |
| Gross Margin | -8.0% | 66.5% |
| Operating Margin | -12.9% | 48.5% |
| Forward P/E | 1.4x | 10.1x |
| Total Debt | $712K | $956M |
| Cash & Equiv. | $20M | $43M |
MDBH vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 23 | May 26 | Return |
|---|---|---|---|
| MDB Capital Holding… (MDBH) | 100 | 31.3 | -68.7% |
| Capital Southwest C… (CSWC) | 100 | 104.8 | +4.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MDBH vs CSWC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MDBH is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.45
- Lower volatility, beta 0.45, Low D/E 1.0%, current ratio 19.80x
- Beta 0.45, current ratio 19.80x
CSWC carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 7.7%, EPS growth -28.3%
- 234.2% 10Y total return vs MDBH's -71.3%
- NIM 7.0% vs MDBH's 1.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.7% NII/revenue growth vs MDBH's -47.5% | |
| Value | Lower P/E (1.4x vs 10.1x) | |
| Quality / Margins | Efficiency ratio 0.2% vs MDBH's 4.9% (lower = leaner) | |
| Stability / Safety | Beta 0.45 vs CSWC's 0.84, lower leverage | |
| Dividends | 10.2% yield; 3-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +34.0% vs MDBH's -19.4% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs MDBH's 4.9% |
MDBH vs CSWC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CSWC 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 — 73.8x MDBH's $2M. Profitability is closely matched — net margins range from 5.3% (MDBH) to 43.1% (CSWC).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2M | $164M |
| EBITDAEarnings before interest/tax | -$24M | $142M |
| Net IncomeAfter-tax profit | $11M | $103M |
| Free Cash FlowCash after capex | -$4M | -$69M |
| Gross MarginGross profit ÷ Revenue | -8.0% | +66.5% |
| Operating MarginEBIT ÷ Revenue | -12.9% | +48.5% |
| Net MarginNet income ÷ Revenue | +5.3% | +43.1% |
| FCF MarginFCF ÷ Revenue | -3.8% | -132.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +43.4% | +113.3% |
Valuation Metrics
MDBH leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
At 1.4x trailing earnings, MDBH trades at a 92% valuation discount to CSWC's 16.3x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $18M | $1.4B |
| Enterprise ValueMkt cap + debt − cash | -$2M | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | 1.36x | 16.32x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 10.06x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 27.43x |
| Price / SalesMarket cap ÷ Revenue | 8.07x | 8.71x |
| Price / BookPrice ÷ Book value/share | 0.23x | 1.39x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
MDBH leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
MDBH delivers a 19.2% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $10 for CSWC. MDBH carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSWC's 1.08x. On the Piotroski fundamental quality scale (0–9), MDBH scores 5/9 vs CSWC's 1/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.2% | +10.3% |
| ROA (TTM)Return on assets | +18.6% | +4.8% |
| ROICReturn on invested capital | -38.9% | +3.5% |
| ROCEReturn on capital employed | -51.8% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 1 |
| Debt / EquityFinancial leverage | 0.01x | 1.08x |
| Net DebtTotal debt minus cash | -$20M | $913M |
| Cash & Equiv.Liquid assets | $20M | $43M |
| Total DebtShort + long-term debt | $711,503 | $956M |
| Interest CoverageEBIT ÷ Interest expense | -399.73x | 2.91x |
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 $15,138 today (with dividends reinvested), compared to $2,868 for MDBH. Over the past 12 months, CSWC leads with a +34.0% total return vs MDBH's -19.4%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.7% vs MDBH's -34.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.4% | +11.4% |
| 1-Year ReturnPast 12 months | -19.4% | +34.0% |
| 3-Year ReturnCumulative with dividends | -71.3% | +75.8% |
| 5-Year ReturnCumulative with dividends | -71.3% | +51.4% |
| 10-Year ReturnCumulative with dividends | -71.3% | +234.2% |
| CAGR (3Y)Annualised 3-year return | -34.1% | +20.7% |
Risk & Volatility
Evenly matched — MDBH and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
MDBH is the less volatile stock with a 0.45 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 MDBH's 65.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.45x | 0.84x |
| 52-Week HighHighest price in past year | $5.50 | $24.43 |
| 52-Week LowLowest price in past year | $2.75 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +65.2% | +98.2% |
| RSI (14)Momentum oscillator 0–100 | 65.5 | 63.7 |
| Avg Volume (50D)Average daily shares traded | 6K | 664K |
Analyst Outlook
CSWC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
CSWC is the only dividend payer here at 10.20% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $22.50 |
| # AnalystsCovering analysts | — | 10 |
| Dividend YieldAnnual dividend ÷ price | — | +10.2% |
| Dividend StreakConsecutive years of raises | 1 | 3 |
| Dividend / ShareAnnual DPS | — | $2.45 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
CSWC leads in 3 of 6 categories (Income & Cash Flow, Total Returns). MDBH leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
MDBH vs CSWC: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is MDBH 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 -47. 5% for MDB Capital Holdings, LLC Class A common (MDBH). MDB Capital Holdings, LLC Class A common (MDBH) offers the better valuation at 1. 4x trailing P/E, 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 — MDBH or CSWC?
On trailing P/E, MDB Capital Holdings, LLC Class A common (MDBH) is the cheapest at 1.
4x versus Capital Southwest Corporation at 16. 3x.
03Which is the better long-term investment — MDBH or CSWC?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +51.
4%, compared to -71. 3% for MDB Capital Holdings, LLC Class A common (MDBH). Over 10 years, the gap is even starker: CSWC returned +234. 2% versus MDBH's -71. 3%. 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 — MDBH or CSWC?
By beta (market sensitivity over 5 years), MDB Capital Holdings, LLC Class A common (MDBH) is the lower-risk stock at 0.
45β versus Capital Southwest Corporation's 0. 84β — meaning CSWC is approximately 85% more volatile than MDBH relative to the S&P 500. On balance sheet safety, MDB Capital Holdings, LLC Class A common (MDBH) carries a lower debt/equity ratio of 1% versus 108% for Capital Southwest Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — MDBH or CSWC?
By revenue growth (latest reported year), Capital Southwest Corporation (CSWC) is pulling ahead at 7.
7% versus -47. 5% for MDB Capital Holdings, LLC Class A common (MDBH). On earnings-per-share growth, the picture is similar: MDB Capital Holdings, LLC Class A common grew EPS 407. 0% 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 — MDBH or CSWC?
MDB Capital Holdings, LLC Class A common (MDBH) is the more profitable company, earning 526.
5% net margin versus 43. 1% for Capital Southwest Corporation — meaning it keeps 526. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSWC leads at 48. 5% versus -1289. 4% for MDBH. At the gross margin level — before operating expenses — CSWC leads at 66. 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.
07Which pays a better dividend — MDBH or CSWC?
In this comparison, CSWC (10.
2% yield) pays a dividend. MDBH does not pay a meaningful dividend and should not be held primarily for income.
08Is MDBH or CSWC 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%, MDBH: -71. 3%), 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.
09What are the main differences between MDBH 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.
CSWC pays a dividend while MDBH 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.
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