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CSWC
ARCC logo
ARCC
KO logo
KO
GBDC logo
GBDC
OBDC logo
OBDC
JPM logo
JPM
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Stock Comparison

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM

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$1.44B
5Y Perf.+71.5%
ARCC
Ares Capital Corporation

Asset Management

Financial ServicesNASDAQ • US
Market Cap$13.37B
5Y Perf.+28.9%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$348.25B
5Y Perf.+81.1%
GBDC
Golub Capital BDC, Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$3.31B
5Y Perf.+9.2%
OBDC
Blue Owl Capital Corporation

Financial - Credit Services

Financial ServicesNYSE • US
Market Cap$5.50B
5Y Perf.-10.1%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$892.31B
5Y Perf.+239.6%

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM — Key Financials

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

Company Snapshot
CSWC logoCSWC
ARCC logoARCC
KO logoKO
GBDC logoGBDC
OBDC logoOBDC
JPM logoJPM
IndustryAsset ManagementAsset ManagementBeverages - Non-AlcoholicAsset ManagementFinancial - Credit ServicesBanks - Diversified
Market Cap$1.44B$13.37B$348.25B$3.31B$5.50B$892.31B
Revenue (TTM)$222M$2.63B$49.28B$761M$1.31B$280.33B
Net Income (TTM)$113M$1.15B$13.70B$205M$360M$57.05B
Gross Margin77.8%70.8%61.7%75.4%63.7%60.0%
Operating Margin62.0%66.2%29.3%57.1%49.7%25.9%
Forward P/E9.7x9.7x24.7x9.3x8.6x14.3x
Total Debt$1.13B$15.99B$45.49B$4.90B$9.30B$942.38B
Cash & Equiv.$29M$924M$10.27B$24M$10M$343.34B

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPMLong-Term Stock Performance

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

CSWC
ARCC
KO
GBDC
OBDC
JPM
StockJun 20Jun 26Return
Capital Southwest C… (CSWC)100171.5+71.5%
Ares Capital Corpor… (ARCC)100128.9+28.9%
The Coca-Cola Compa… (KO)100181.1+81.1%
Golub Capital BDC, … (GBDC)100109.2+9.2%
Blue Owl Capital Co… (OBDC)10089.9-10.1%
JPMorgan Chase & Co. (JPM)100339.6+239.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM

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

Bottom line: OBDC leads in 3 of 7 categories (6-stock set), making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Capital Southwest Corporation is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. KO and GBDC also each lead in at least one category. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
🥇OBDC emerged as the overall leader. Track its performance:
CSWC
Capital Southwest Corporation
The Banking Pick

CSWC is the #2 pick in this set and the best alternative if growth exposure is your priority.

  • Rev growth 50.1%, EPS growth 29.3%
  • 50.9% margin vs JPM's 20.4%
  • +24.3% vs OBDC's -13.2%
Best for: growth exposure
ARCC
Ares Capital Corporation
The Financial Play

Among these 6 stocks, ARCC doesn't own a clear edge in any measured category.

Best for: financial services exposure
KO
The Coca-Cola Company
The Niche Pick

KO ranks third and is worth considering specifically for efficiency.

  • 13.1% ROA vs JPM's 1.3%, ROIC 15.8% vs 4.5%
Best for: efficiency
GBDC
Golub Capital BDC, Inc.
The Banking Pick

GBDC is the clearest fit if your priority is income & stability and sleep-well-at-night.

  • Dividend streak 0 yrs, beta 0.60, yield 10.9%
  • Lower volatility, beta 0.60, current ratio 5.35x
  • PEG 0.30 vs KO's 2.21
  • Beta 0.60, yield 10.9%, current ratio 5.35x
Best for: income & stability and sleep-well-at-night
OBDC
Blue Owl Capital Corporation
The Banking Pick

OBDC carries the broadest edge in this set and is the clearest fit for bank quality.

  • NIM 7.3% vs JPM's 2.2%
  • 52.6% NII/revenue growth vs KO's 1.9%
  • Lower P/E (8.6x vs 14.3x)
  • 13.4% yield, vs KO's 2.5%
Best for: bank quality
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is long-term compounding.

  • 475.6% 10Y total return vs CSWC's 230.2%
Best for: long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthOBDC logoOBDC52.6% NII/revenue growth vs KO's 1.9%
ValueOBDC logoOBDCLower P/E (8.6x vs 14.3x)
Quality / MarginsCSWC logoCSWC50.9% margin vs JPM's 20.4%
Stability / SafetyGBDC logoGBDCBeta 0.60 vs JPM's 0.94, lower leverage
DividendsOBDC logoOBDC13.4% yield, vs KO's 2.5%
Momentum (1Y)CSWC logoCSWC+24.3% vs OBDC's -13.2%
Efficiency (ROA)KO logoKO13.1% ROA vs JPM's 1.3%, ROIC 15.8% vs 4.5%

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM — Revenue Breakdown by Segment

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

CSWCCapital Southwest Corporation

Segment breakdown not available.

ARCCAres Capital Corporation

Segment breakdown not available.

KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
GBDCGolub Capital BDC, Inc.

Segment breakdown not available.

OBDCBlue Owl Capital Corporation

Segment breakdown not available.

JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM — Financial Metrics

Side-by-side numbers across 6 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLKOLAGGINGGBDC

Income & Cash Flow (Last 12 Months)

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

JPM is the larger business by revenue, generating $280.3B annually — 1262.6x CSWC's $222M. CSWC is the more profitable business, keeping 50.9% of every revenue dollar as net income compared to JPM's 20.4%.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$222M$2.6B$49.3B$761M$1.3B$280.3B
EBITDAEarnings before interest/tax$143M$2.0B$15.5B$431M$650M$81.4B
Net IncomeAfter-tax profit$113M$1.1B$13.7B$205M$360M$57.0B
Free Cash FlowCash after capex-$67M$1.1B$12.6B$313M$1.1B$100.9B
Gross MarginGross profit ÷ Revenue+77.8%+70.8%+61.7%+75.4%+63.7%+60.0%
Operating MarginEBIT ÷ Revenue+62.0%+66.2%+29.3%+57.1%+49.7%+25.9%
Net MarginNet income ÷ Revenue+50.9%+43.7%+27.8%+26.9%+27.5%+20.4%
FCF MarginFCF ÷ Revenue-30.0%+43.5%+25.5%+41.2%+82.2%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+12.1%
EPS Growth (YoY)Latest quarter vs prior year+33.3%-63.9%+18.2%-160.0%-110.2%+16.0%
CSWC leads this category, winning 3 of 5 comparable metrics.

Valuation Metrics

OBDC leads this category, winning 4 of 7 comparable metrics.

At 8.9x trailing earnings, OBDC trades at a 66% valuation discount to KO's 26.6x P/E. Adjusting for growth (PEG ratio), GBDC offers better value at 0.29x vs KO's 2.38x — a lower PEG means you pay less per unit of expected earnings growth.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
Market CapShares × price$1.4B$13.4B$348.2B$3.3B$5.5B$892.3B
Enterprise ValueMkt cap + debt − cash$2.5B$28.4B$383.5B$8.2B$14.8B$1.49T
Trailing P/EPrice ÷ TTM EPS12.17x10.01x26.62x8.96x8.94x15.93x
Forward P/EPrice ÷ next-FY EPS est.9.69x9.72x24.75x9.27x8.58x14.34x
PEG RatioP/E ÷ EPS growth rate0.97x2.38x0.29x2.03x0.90x
EV / EBITDAEnterprise value multiple12.95x12.98x25.89x11.92x11.93x18.32x
Price / SalesMarket cap ÷ Revenue5.84x4.25x7.26x3.81x3.28x3.19x
Price / BookPrice ÷ Book value/share1.51x0.91x10.18x0.85x0.76x2.46x
Price / FCFMarket cap ÷ FCF11.71x65.76x3.16x8.85x
OBDC leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

KO leads this category, winning 6 of 9 comparable metrics.

KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $5 for OBDC. ARCC carries lower financial leverage with a 1.12x debt-to-equity ratio, signaling a more conservative balance sheet compared to JPM's 2.60x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs GBDC's 4/9, reflecting strong financial health.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+11.7%+8.1%+41.1%+5.2%+4.8%+15.9%
ROA (TTM)Return on assets+5.5%+3.8%+13.1%+2.3%+2.1%+1.3%
ROICReturn on invested capital+7.1%+5.7%+15.8%+5.9%+6.1%+4.5%
ROCEReturn on capital employed+9.3%+7.5%+17.3%+7.8%+7.9%+8.9%
Piotroski ScoreFundamental quality 0–9447455
Debt / EquityFinancial leverage1.12x1.12x1.33x1.23x1.26x2.60x
Net DebtTotal debt minus cash$1.1B$15.1B$35.2B$4.9B$9.3B$599.0B
Cash & Equiv.Liquid assets$29M$924M$10.3B$24M$10M$343.3B
Total DebtShort + long-term debt$1.1B$16.0B$45.5B$4.9B$9.3B$942.4B
Interest CoverageEBIT ÷ Interest expense2.06x2.98x10.70x1.62x1.16x0.74x
KO leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

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

A $10,000 investment in JPM five years ago would be worth $22,071 today (with dividends reinvested), compared to $12,519 for OBDC. Over the past 12 months, CSWC leads with a +24.3% total return vs OBDC's -13.2%. The 3-year compound annual growth rate (CAGR) favors JPM at 32.7% vs OBDC's 5.4% — a key indicator of consistent wealth creation.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date+9.5%-4.2%+18.6%-1.4%-8.8%-0.9%
1-Year ReturnPast 12 months+24.3%-3.7%+17.7%-2.0%-13.2%+20.3%
3-Year ReturnCumulative with dividends+59.1%+30.7%+42.6%+31.1%+17.2%+133.8%
5-Year ReturnCumulative with dividends+36.1%+44.6%+63.1%+31.2%+25.2%+120.7%
10-Year ReturnCumulative with dividends+230.2%+153.0%+118.2%+56.9%+39.0%+475.6%
CAGR (3Y)Annualised 3-year return+16.7%+9.3%+12.6%+9.4%+5.4%+32.7%
JPM leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

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

KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than JPM's 0.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.3% from its 52-week high vs OBDC's 72.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5000.72x0.69x-0.20x0.60x0.78x0.94x
52-Week HighHighest price in past year$24.43$23.42$84.04$15.63$15.19$337.25
52-Week LowLowest price in past year$19.37$17.40$65.35$11.77$10.52$266.85
% of 52W HighCurrent price vs 52-week peak+94.6%+79.5%+96.3%+81.4%+72.9%+94.7%
RSI (14)Momentum oscillator 0–10052.560.260.854.649.565.0
Avg Volume (50D)Average daily shares traded635K5.5M12.7M1.4M3.6M7.0M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — KO and OBDC each lead in 1 of 2 comparable metrics.

Analyst consensus: CSWC as "Buy", ARCC as "Buy", KO as "Buy", GBDC as "Buy", OBDC as "Buy", JPM as "Buy". Consensus price targets imply 17.3% upside for OBDC (target: $13) vs 2.0% for CSWC (target: $24). For income investors, OBDC offers the higher dividend yield at 13.42% vs JPM's 1.86%.

MetricCSWC logoCSWCCapital Southwest…ARCC logoARCCAres Capital Corp…KO logoKOThe Coca-Cola Com…GBDC logoGBDCGolub Capital BDC…OBDC logoOBDCBlue Owl Capital …JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyBuyBuyBuy
Price TargetConsensus 12-month target$23.58$19.00$86.13$14.25$13.00$339.75
# AnalystsCovering analysts103248121361
Dividend YieldAnnual dividend ÷ price+9.7%+2.1%+2.5%+10.9%+13.4%+1.9%
Dividend StreakConsecutive years of raises00560015
Dividend / ShareAnnual DPS$2.24$0.38$2.04$1.38$1.49$5.95
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%+0.2%+2.3%+2.7%+3.9%
Evenly matched — KO and OBDC each lead in 1 of 2 comparable metrics.
Key Takeaway

KO leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). CSWC leads in 1 (Income & Cash Flow). 1 tied.

Best OverallThe Coca-Cola Company (KO)Leads 2 of 6 categories
Loading custom metrics...

CSWC vs ARCC vs KO vs GBDC vs OBDC vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is CSWC or ARCC or KO or GBDC or OBDC or JPM a better buy right now?

For growth investors, Blue Owl Capital Corporation (OBDC) is the stronger pick with 52.

6% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Blue Owl Capital Corporation (OBDC) offers the better valuation at 8. 9x trailing P/E (8. 6x 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 ARCC or KO or GBDC or OBDC or JPM?

On trailing P/E, Blue Owl Capital Corporation (OBDC) is the cheapest at 8.

9x versus The Coca-Cola Company at 26. 6x. On forward P/E, Blue Owl Capital Corporation is actually cheaper at 8. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Golub Capital BDC, Inc. wins at 0. 30x versus The Coca-Cola Company's 2. 21x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — CSWC or ARCC or KO or GBDC or OBDC or JPM?

Over the past 5 years, JPMorgan Chase & Co.

(JPM) delivered a total return of +120. 7%, compared to +25. 2% for Blue Owl Capital Corporation (OBDC). Over 10 years, the gap is even starker: JPM returned +475. 6% versus OBDC's +39. 0%. 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 ARCC or KO or GBDC or OBDC or JPM?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.

20β versus JPMorgan Chase & Co. 's 0. 94β — meaning JPM is approximately -571% more volatile than KO relative to the S&P 500. On balance sheet safety, Ares Capital Corporation (ARCC) carries a lower debt/equity ratio of 112% versus 3% for JPMorgan Chase & Co. — giving it more financial flexibility in a downturn.

05

Which is growing faster — CSWC or ARCC or KO or GBDC or OBDC or JPM?

By revenue growth (latest reported year), Blue Owl Capital Corporation (OBDC) is pulling ahead at 52.

6% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: Capital Southwest Corporation grew EPS 29. 3% year-over-year, compared to -23. 8% for Ares Capital 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 ARCC or KO or GBDC or OBDC or JPM?

Capital Southwest Corporation (CSWC) is the more profitable company, earning 45.

9% net margin versus 20. 4% for JPMorgan Chase & Co. — meaning it keeps 45. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GBDC leads at 78. 9% versus 26. 0% for JPM. 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.

07

Is CSWC or ARCC or KO or GBDC or OBDC or JPM more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Golub Capital BDC, Inc. (GBDC) is the more undervalued stock at a PEG of 0. 30x versus The Coca-Cola Company's 2. 21x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Blue Owl Capital Corporation (OBDC) trades at 8. 6x forward P/E versus 24. 7x for The Coca-Cola Company — 16. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OBDC: 17. 3% to $13. 00.

08

Which pays a better dividend — CSWC or ARCC or KO or GBDC or OBDC or JPM?

All stocks in this comparison pay dividends.

Blue Owl Capital Corporation (OBDC) offers the highest yield at 13. 4%, versus 1. 9% for JPMorgan Chase & Co. (JPM).

09

Is CSWC or ARCC or KO or GBDC or OBDC or JPM better for a retirement portfolio?

For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

20), 2. 5% yield, +118. 2% 10Y return). Both have compounded well over 10 years (KO: +118. 2%, OBDC: +39. 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.

10

What are the main differences between CSWC and ARCC and KO and GBDC and OBDC and JPM?

These companies operate in different sectors (CSWC (Financial Services) and ARCC (Financial Services) and KO (Consumer Defensive) and GBDC (Financial Services) and OBDC (Financial Services) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CSWC is a small-cap high-growth stock; ARCC is a mid-cap high-growth stock; KO is a large-cap quality compounder stock; GBDC is a small-cap high-growth stock; OBDC is a small-cap high-growth stock; JPM is a large-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.

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