RMR
The RMR Group Inc.
Real Estate - Services
Market Cap$625M
5Y Perf.-27.2%
Compare Stocks
2 / 10Try these comparisons:
Stock Comparison
RMR vs CSWC
Revenue, margins, valuation, and 5-year total return — side by side.
CSWC
Capital Southwest Corporation
Asset Management
Market Cap$1.44B
5Y Perf.+73.0%
RMR vs CSWC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | RMR | CSWC |
|---|---|---|
| Industry | Real Estate - Services | Asset Management |
| Market Cap | $625M | $1.44B |
| Revenue (TTM) | $640M | $164M |
| Net Income (TTM) | $23M | $103M |
| Gross Margin | 93.1% | 66.5% |
| Operating Margin | 9.4% | 48.5% |
| Forward P/E | 26.7x | 10.1x |
| Total Debt | $204M | $956M |
| Cash & Equiv. | $62M | $43M |
RMR vs CSWC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
RMR
CSWC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| The RMR Group Inc. (RMR) | 100 | 72.8 | -27.2% |
| Capital Southwest C… (CSWC) | 100 | 173.0 | +73.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RMR 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 valuation and capital efficiency. The RMR Group Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
RMR
The RMR Group Inc.
The Real Estate Income Play
RMR is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 3 yrs, beta 0.65, yield 9.3%
- Lower volatility, beta 0.65, Low D/E 50.8%, current ratio 1.64x
- Beta 0.65, yield 9.3%, current ratio 1.64x
Best for: income & stability and sleep-well-at-night
CSWC
Capital Southwest Corporation
The Banking Pick
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%
- 231.6% 10Y total return vs RMR's 59.7%
- 7.7% NII/revenue growth vs RMR's -22.0%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CSWC | 7.7% NII/revenue growth vs RMR's -22.0% |
| Value | CSWC | Lower P/E (10.1x vs 26.7x) |
| Quality / Margins | CSWC | 43.1% margin vs RMR's 3.6% |
| Stability / Safety | RMR | Beta 0.65 vs CSWC's 0.84, lower leverage |
| Dividends | CSWC | 10.1% yield, 3-year raise streak, vs RMR's 9.3% |
| Momentum (1Y) | RMR | +47.5% vs CSWC's +33.7% |
| Efficiency (ROA) | CSWC | 4.8% ROA vs RMR's 3.4%, ROIC 3.5% vs 6.7% |
RMR vs CSWC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
RMR vs CSWC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCSWCLAGGINGRMR
RMRThe RMR Group Inc.
2leads
CSWCCapital Southwest Cor…
3leads
6 Total Categories
CATEGORYLEADERvs RMRMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CSWC3/5
Valuation MetricsMultiples, price ratios, and targets
RMR3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
RMR7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
CSWC4/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
CSWC1/1
Income & Cash Flow (Last 12 Months)
CSWC leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
RMR is the larger business by revenue, generating $640M annually — 3.9x CSWC's $164M. CSWC is the more profitable business, keeping 43.1% of every revenue dollar as net income compared to RMR's 3.6%.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| RevenueTrailing 12 months | $640M | $164M |
| EBITDAEarnings before interest/tax | $76M | $142M |
| Net IncomeAfter-tax profit | $23M | $103M |
| Free Cash FlowCash after capex | $92M | -$69M |
| Gross MarginGross profit ÷ Revenue | +93.1% | +66.5% |
| Operating MarginEBIT ÷ Revenue | +9.4% | +48.5% |
| Net MarginNet income ÷ Revenue | +3.6% | +43.1% |
| FCF MarginFCF ÷ Revenue | +14.4% | -132.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -12.6% | — |
| EPS Growth (YoY)Latest quarter vs prior year | -76.2% | +113.3% |
CSWC leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
RMR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 16.5x trailing earnings, CSWC trades at a 14% valuation discount to RMR's 19.0x P/E. On an enterprise value basis, RMR's 14.4x EV/EBITDA is more attractive than CSWC's 27.6x.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| Market CapShares × price | $625M | $1.4B |
| Enterprise ValueMkt cap + debt − cash | $767M | $2.4B |
| Trailing P/EPrice ÷ TTM EPS | 19.05x | 16.46x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.69x | 10.14x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 14.38x | 27.57x |
| Price / SalesMarket cap ÷ Revenue | 0.89x | 8.78x |
| Price / BookPrice ÷ Book value/share | 0.81x | 1.40x |
| Price / FCFMarket cap ÷ FCF | 8.67x | — |
RMR leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
RMR leads this category, winning 7 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 $6 for RMR. RMR carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to CSWC's 1.08x. On the Piotroski fundamental quality scale (0–9), RMR scores 4/9 vs CSWC's 1/9, reflecting mixed financial health.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| ROE (TTM)Return on equity | +5.6% | +10.3% |
| ROA (TTM)Return on assets | +3.4% | +4.8% |
| ROICReturn on invested capital | +6.7% | +3.5% |
| ROCEReturn on capital employed | +7.2% | +4.6% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 1 |
| Debt / EquityFinancial leverage | 0.51x | 1.08x |
| Net DebtTotal debt minus cash | $142M | $913M |
| Cash & Equiv.Liquid assets | $62M | $43M |
| Total DebtShort + long-term debt | $204M | $956M |
| Interest CoverageEBIT ÷ Interest expense | 14.63x | 2.91x |
RMR leads this category, winning 7 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 $15,214 today (with dividends reinvested), compared to $8,763 for RMR. Over the past 12 months, RMR leads with a +47.5% total return vs CSWC's +33.7%. The 3-year compound annual growth rate (CAGR) favors CSWC at 20.9% vs RMR's 3.8% — a key indicator of consistent wealth creation.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| YTD ReturnYear-to-date | +35.6% | +12.3% |
| 1-Year ReturnPast 12 months | +47.5% | +33.7% |
| 3-Year ReturnCumulative with dividends | +11.9% | +76.9% |
| 5-Year ReturnCumulative with dividends | -12.4% | +52.1% |
| 10-Year ReturnCumulative with dividends | +59.7% | +231.6% |
| CAGR (3Y)Annualised 3-year return | +3.8% | +20.9% |
CSWC leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
Evenly matched — RMR and CSWC each lead in 1 of 2 comparable metrics.
Risk & Volatility
RMR is the less volatile stock with a 0.65 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.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.65x | 0.84x |
| 52-Week HighHighest price in past year | $19.91 | $24.43 |
| 52-Week LowLowest price in past year | $13.48 | $19.37 |
| % of 52W HighCurrent price vs 52-week peak | +98.5% | +99.0% |
| RSI (14)Momentum oscillator 0–100 | 77.3 | 66.1 |
| Avg Volume (50D)Average daily shares traded | 155K | 666K |
Evenly matched — RMR and CSWC each lead in 1 of 2 comparable metrics.
Analyst Outlook
CSWC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates RMR as "Hold" and CSWC as "Buy". Consensus price targets imply 63.1% upside for RMR (target: $32) vs -7.0% for CSWC (target: $23). For income investors, CSWC offers the higher dividend yield at 10.12% vs RMR's 9.29%.
| Metric | RMRThe RMR Group Inc. | CSWCCapital Southwest… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $32.00 | $22.50 |
| # AnalystsCovering analysts | 14 | 10 |
| Dividend YieldAnnual dividend ÷ price | +9.3% | +10.1% |
| Dividend StreakConsecutive years of raises | 3 | 3 |
| Dividend / ShareAnnual DPS | $1.82 | $2.45 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% |
CSWC leads this category, winning 1 of 1 comparable metric.
Key Takeaway
CSWC leads in 3 of 6 categories (Income & Cash Flow, Total Returns). RMR leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
Best OverallCapital Southwest Corporati… (CSWC)Leads 3 of 6 categories
Loading custom metrics...
RMR vs CSWC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is RMR 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 -22. 0% for The RMR Group Inc. (RMR). Capital Southwest Corporation (CSWC) offers the better valuation at 16. 5x 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.
02Which has the better valuation — RMR or CSWC?
On trailing P/E, Capital Southwest Corporation (CSWC) is the cheapest at 16.
5x versus The RMR Group Inc. at 19. 0x. On forward P/E, Capital Southwest Corporation is actually cheaper at 10. 1x.
03Which is the better long-term investment — RMR or CSWC?
Over the past 5 years, Capital Southwest Corporation (CSWC) delivered a total return of +52.
1%, compared to -12. 4% for The RMR Group Inc. (RMR). Over 10 years, the gap is even starker: CSWC returned +231. 6% versus RMR's +59. 7%. 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 — RMR or CSWC?
By beta (market sensitivity over 5 years), The RMR Group Inc.
(RMR) is the lower-risk stock at 0. 65β versus Capital Southwest Corporation's 0. 84β — meaning CSWC is approximately 29% more volatile than RMR relative to the S&P 500. On balance sheet safety, The RMR Group Inc. (RMR) carries a lower debt/equity ratio of 51% versus 108% for Capital Southwest Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — RMR or CSWC?
By revenue growth (latest reported year), Capital Southwest Corporation (CSWC) is pulling ahead at 7.
7% versus -22. 0% for The RMR Group Inc. (RMR). On earnings-per-share growth, the picture is similar: The RMR Group Inc. grew EPS -25. 4% 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 — RMR or CSWC?
Capital Southwest Corporation (CSWC) is the more profitable company, earning 43.
1% net margin versus 2. 5% for The RMR Group Inc. — meaning it keeps 43. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CSWC leads at 48. 5% versus 6. 0% for RMR. At the gross margin level — before operating expenses — RMR leads at 76. 9%, 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 RMR or CSWC more undervalued right now?
On forward earnings alone, Capital Southwest Corporation (CSWC) trades at 10.
1x forward P/E versus 26. 7x for The RMR Group Inc. — 16. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RMR: 63. 1% to $32. 00.
08Which pays a better dividend — RMR or CSWC?
All stocks in this comparison pay dividends.
Capital Southwest Corporation (CSWC) offers the highest yield at 10. 1%, versus 9. 3% for The RMR Group Inc. (RMR).
09Is RMR or CSWC better for a retirement portfolio?
For long-horizon retirement investors, The RMR Group Inc.
(RMR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 65), 9. 3% yield). Both have compounded well over 10 years (RMR: +59. 7%, CSWC: +231. 6%), 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 RMR and CSWC?
These companies operate in different sectors (RMR (Real Estate) and CSWC (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: RMR is a small-cap income-oriented stock; CSWC is a small-cap deep-value 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.
Revenue Growth>
%
(RMR: -12.6% · CSWC: 7.7%)Net Margin>
%
(RMR: 3.6% · CSWC: 43.1%)P/E Ratio<
x
(RMR: 19.0x · CSWC: 16.5x)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.