REIT - Diversified
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MKZR vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MKZR vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | REIT - Diversified | Asset Management |
| Market Cap | $5M | $1.44B |
| Revenue (TTM) | $15M | $246M |
| Net Income (TTM) | $-17M | $113M |
| Gross Margin | -35.4% | 94.3% |
| Operating Margin | -89.3% | 76.9% |
| Forward P/E | — | 9.7x |
| Total Debt | $135M | $1.13B |
| Cash & Equiv. | $4M | $29M |
MKZR vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 24 | May 26 | Return |
|---|---|---|---|
| MacKenzie Realty Ca… (MKZR) | 100 | 8.1 | -91.9% |
| Capital Southwest C… (CSWC) | 100 | 90.5 | -9.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MKZR vs CSWC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MKZR is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.32, yield 100.0%
- Lower volatility, beta 0.32, current ratio 1.17x
- Beta 0.32, yield 100.0%, current ratio 1.17x
CSWC carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 50.1%, EPS growth 29.3%
- 229.3% 10Y total return vs MKZR's -45.3%
- 50.1% NII/revenue growth vs MKZR's 40.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 50.1% NII/revenue growth vs MKZR's 40.2% | |
| Quality / Margins | 45.9% margin vs MKZR's -118.3% | |
| Stability / Safety | Beta 0.32 vs CSWC's 0.76 | |
| Dividends | 100.0% yield, vs CSWC's 9.6% | |
| Momentum (1Y) | +26.1% vs MKZR's -74.3% | |
| Efficiency (ROA) | 5.5% ROA vs MKZR's -7.3%, ROIC 7.1% vs -1.9% |
MKZR 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 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
CSWC is the larger business by revenue, generating $246M annually — 16.6x MKZR's $15M. CSWC is the more profitable business, keeping 45.9% of every revenue dollar as net income compared to MKZR's -118.3%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $15M | $246M |
| EBITDAEarnings before interest/tax | -$2M | $143M |
| Net IncomeAfter-tax profit | -$17M | $113M |
| Free Cash FlowCash after capex | -$4M | -$67M |
| Gross MarginGross profit ÷ Revenue | -35.4% | +94.3% |
| Operating MarginEBIT ÷ Revenue | -89.3% | +76.9% |
| Net MarginNet income ÷ Revenue | -118.3% | +45.9% |
| FCF MarginFCF ÷ Revenue | -29.7% | -78.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +26.8% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +79.1% | +33.3% |
Valuation Metrics
MKZR leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
On an enterprise value basis, CSWC's 13.0x EV/EBITDA is more attractive than MKZR's 22.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5M | $1.4B |
| Enterprise ValueMkt cap + debt − cash | $137M | $2.5B |
| Trailing P/EPrice ÷ TTM EPS | -0.13x | 12.22x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 9.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 22.84x | 12.98x |
| Price / SalesMarket cap ÷ Revenue | 0.24x | 5.87x |
| Price / BookPrice ÷ Book value/share | 0.04x | 1.51x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
CSWC leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
CSWC delivers a 11.7% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $-20 for MKZR. CSWC carries lower financial leverage with a 1.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to MKZR's 1.45x. On the Piotroski fundamental quality scale (0–9), CSWC scores 4/9 vs MKZR's 3/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -19.7% | +11.7% |
| ROA (TTM)Return on assets | -7.3% | +5.5% |
| ROICReturn on invested capital | -1.9% | +7.1% |
| ROCEReturn on capital employed | -2.4% | +9.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 4 |
| Debt / EquityFinancial leverage | 1.45x | 1.12x |
| Net DebtTotal debt minus cash | $132M | $1.1B |
| Cash & Equiv.Liquid assets | $4M | $29M |
| Total DebtShort + long-term debt | $135M | $1.1B |
| Interest CoverageEBIT ÷ Interest expense | -1.81x | 2.06x |
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 $13,320 today (with dividends reinvested), compared to $5,469 for MKZR. Over the past 12 months, CSWC leads with a +26.1% total return vs MKZR's -74.3%. The 3-year compound annual growth rate (CAGR) favors CSWC at 19.2% vs MKZR's -18.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -46.1% | +8.8% |
| 1-Year ReturnPast 12 months | -74.3% | +26.1% |
| 3-Year ReturnCumulative with dividends | -45.3% | +69.4% |
| 5-Year ReturnCumulative with dividends | -45.3% | +33.2% |
| 10-Year ReturnCumulative with dividends | -45.3% | +229.3% |
| CAGR (3Y)Annualised 3-year return | -18.2% | +19.2% |
Risk & Volatility
Evenly matched — MKZR and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
MKZR is the less volatile stock with a 0.32 beta — it tends to amplify market swings less than CSWC's 0.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CSWC currently trades 95.0% from its 52-week high vs MKZR's 14.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.32x | 0.76x |
| 52-Week HighHighest price in past year | $16.90 | $24.43 |
| 52-Week LowLowest price in past year | $2.24 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +14.0% | +95.0% |
| RSI (14)Momentum oscillator 0–100 | 36.2 | 49.0 |
| Avg Volume (50D)Average daily shares traded | 19K | 652K |
Analyst Outlook
MKZR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
For income investors, MKZR offers the higher dividend yield at 100.00% vs CSWC's 9.63%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $23.58 |
| # AnalystsCovering analysts | — | 10 |
| Dividend YieldAnnual dividend ÷ price | +100.0% | +9.6% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $3.28 | $2.24 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
CSWC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). MKZR leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
MKZR vs CSWC: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is MKZR or CSWC a better buy right now?
For growth investors, Capital Southwest Corporation (CSWC) is the stronger pick with 50.
1% revenue growth year-over-year, versus 40. 2% for MacKenzie Realty Capital, Inc. (MKZR). Capital Southwest Corporation (CSWC) offers the better valuation at 12. 2x trailing P/E (9. 7x 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 is the better long-term investment — MKZR or CSWC?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +33.
2%, compared to -45. 3% for MacKenzie Realty Capital, Inc. (MKZR). Over 10 years, the gap is even starker: CSWC returned +229. 3% versus MKZR's -45. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — MKZR or CSWC?
By beta (market sensitivity over 5 years), MacKenzie Realty Capital, Inc.
(MKZR) is the lower-risk stock at 0. 32β versus Capital Southwest Corporation's 0. 76β — meaning CSWC is approximately 143% more volatile than MKZR relative to the S&P 500. On balance sheet safety, Capital Southwest Corporation (CSWC) carries a lower debt/equity ratio of 112% versus 145% for MacKenzie Realty Capital, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — MKZR or CSWC?
By revenue growth (latest reported year), Capital Southwest Corporation (CSWC) is pulling ahead at 50.
1% versus 40. 2% for MacKenzie Realty Capital, Inc. (MKZR). On earnings-per-share growth, the picture is similar: Capital Southwest Corporation grew EPS 29. 3% year-over-year, compared to -86. 6% for MacKenzie Realty Capital, 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.
05Which has better profit margins — MKZR or CSWC?
Capital Southwest Corporation (CSWC) is the more profitable company, earning 45.
9% net margin versus -117. 5% for MacKenzie Realty Capital, Inc. — meaning it keeps 45. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSWC leads at 76. 9% versus -24. 6% for MKZR. At the gross margin level — before operating expenses — CSWC leads at 94. 3%, 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.
06Which pays a better dividend — MKZR or CSWC?
All stocks in this comparison pay dividends.
MacKenzie Realty Capital, Inc. (MKZR) offers the highest yield at 100. 0%, versus 9. 6% for Capital Southwest Corporation (CSWC).
07Is MKZR or CSWC better for a retirement portfolio?
For long-horizon retirement investors, MacKenzie Realty Capital, Inc.
(MKZR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 32), 100. 0% yield). Both have compounded well over 10 years (MKZR: -45. 3%, CSWC: +229. 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.
08What are the main differences between MKZR and CSWC?
These companies operate in different sectors (MKZR (Real Estate) and CSWC (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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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