CEVIY
Price
$6.44
Change
+$0.11 (+1.74%)
Updated
Jan 10 closing price
Capitalization
1.1B
CSWC
Price
$19.78
Change
-$1.99 (-9.14%)
Updated
Apr 4 closing price
Capitalization
1.07B
50 days until earnings call
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CEVIY vs CSWC

Header iconCEVIY vs CSWC Comparison
Open Charts CEVIY vs CSWCBanner chart's image
China Everbright IHD Pacific
Price$6.44
Change+$0.11 (+1.74%)
Volume$184
Capitalization1.1B
Capital Southwest
Price$19.78
Change-$1.99 (-9.14%)
Volume$1.59M
Capitalization1.07B
CEVIY vs CSWC Comparison Chart
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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CEVIY vs. CSWC commentary
Apr 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CEVIY is a Hold and CSWC is a Hold.

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COMPARISON
Comparison
Apr 06, 2025
Stock price -- (CEVIY: $6.44 vs. CSWC: $19.78)
Brand notoriety: CEVIY and CSWC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CEVIY: 100% vs. CSWC: 264%
Market capitalization -- CEVIY: $1.1B vs. CSWC: $1.07B
CEVIY [@Investment Managers] is valued at $1.1B. CSWC’s [@Investment Managers] market capitalization is $1.07B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CEVIY’s FA Score shows that 1 FA rating(s) are green whileCSWC’s FA Score has 3 green FA rating(s).

  • CEVIY’s FA Score: 1 green, 4 red.
  • CSWC’s FA Score: 3 green, 2 red.
According to our system of comparison, both CEVIY and CSWC are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CSWC’s TA Score shows that 4 TA indicator(s) are bullish.

  • CSWC’s TA Score: 4 bullish, 6 bearish.

Price Growth

CEVIY (@Investment Managers) experienced а 0.00% price change this week, while CSWC (@Investment Managers) price change was -11.58% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -5.17%. For the same industry, the average monthly price growth was -5.94%, and the average quarterly price growth was -5.43%.

Reported Earning Dates

CSWC is expected to report earnings on May 26, 2025.

Industries' Descriptions

@Investment Managers (-5.17% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CEVIY($1.1B) and CSWC($1.07B) have the same market capitalization . CSWC has higher P/E ratio than CEVIY: CSWC (10.56) vs CEVIY (4.78). CEVIY YTD gains are higher at: 58.904 vs. CSWC (-6.606). CSWC has higher revenues than CEVIY: CSWC (114M) vs CEVIY (-5.59B).
CEVIYCSWCCEVIY / CSWC
Capitalization1.1B1.07B103%
EBITDAN/AN/A-
Gain YTD58.904-6.606-892%
P/E Ratio4.7810.5645%
Revenue-5.59B114M-4,906%
Total CashN/AN/A-
Total DebtN/A678M-
FUNDAMENTALS RATINGS
CEVIY vs CSWC: Fundamental Ratings
CEVIY
CSWC
OUTLOOK RATING
1..100
4110
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
99
Overvalued
PROFIT vs RISK RATING
1..100
10015
SMR RATING
1..100
10012
PRICE GROWTH RATING
1..100
3774
P/E GROWTH RATING
1..100
3614
SEASONALITY SCORE
1..100
5085

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

CEVIY's Valuation (25) in the null industry is significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that CEVIY’s stock grew significantly faster than CSWC’s over the last 12 months.

CSWC's Profit vs Risk Rating (15) in the Investment Managers industry is significantly better than the same rating for CEVIY (100) in the null industry. This means that CSWC’s stock grew significantly faster than CEVIY’s over the last 12 months.

CSWC's SMR Rating (12) in the Investment Managers industry is significantly better than the same rating for CEVIY (100) in the null industry. This means that CSWC’s stock grew significantly faster than CEVIY’s over the last 12 months.

CEVIY's Price Growth Rating (37) in the null industry is somewhat better than the same rating for CSWC (74) in the Investment Managers industry. This means that CEVIY’s stock grew somewhat faster than CSWC’s over the last 12 months.

CSWC's P/E Growth Rating (14) in the Investment Managers industry is in the same range as CEVIY (36) in the null industry. This means that CSWC’s stock grew similarly to CEVIY’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CSWC
RSI
ODDS (%)
Bullish Trend 2 days ago
65%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
54%
Momentum
ODDS (%)
Bearish Trend 2 days ago
53%
MACD
ODDS (%)
Bearish Trend 2 days ago
64%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
52%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
45%
Advances
ODDS (%)
Bullish Trend 10 days ago
68%
Declines
ODDS (%)
Bearish Trend 2 days ago
55%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
61%
Aroon
ODDS (%)
Bearish Trend 2 days ago
38%
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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CEVIY and

Correlation & Price change

A.I.dvisor tells us that CEVIY and CYMBF have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that CEVIY and CYMBF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CEVIY
1D Price
Change %
CEVIY100%
N/A
CYMBF - CEVIY
21%
Poorly correlated
N/A
BXLC - CEVIY
11%
Poorly correlated
N/A
CSWC - CEVIY
4%
Poorly correlated
-9.14%
BCSF - CEVIY
2%
Poorly correlated
-6.84%
APO - CEVIY
2%
Poorly correlated
-11.96%
More

CSWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSWC has been closely correlated with MAIN. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSWC jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSWC
1D Price
Change %
CSWC100%
-9.14%
MAIN - CSWC
73%
Closely correlated
-7.96%
FSK - CSWC
64%
Loosely correlated
-6.37%
NMFC - CSWC
64%
Loosely correlated
-6.54%
FDUS - CSWC
63%
Loosely correlated
-6.93%
BXSL - CSWC
62%
Loosely correlated
-7.86%
More