CGBD
Price
$16.35
Change
-$0.18 (-1.09%)
Updated
Nov 14, 03:17 PM (EDT)
110 days until earnings call
CSWC
Price
$23.00
Change
-$0.11 (-0.48%)
Updated
Nov 14, 04:00 PM (EDT)
81 days until earnings call
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CGBD vs CSWC

Header iconCGBD vs CSWC Comparison
Open Charts CGBD vs CSWCBanner chart's image
Carlyle Secured Lending
Price$16.35
Change-$0.18 (-1.09%)
Volume$288
CapitalizationN/A
Capital Southwest
Price$23.00
Change-$0.11 (-0.48%)
Volume$50.74K
CapitalizationN/A
CGBD vs CSWC Comparison Chart
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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CGBD vs. CSWC commentary
Nov 14, 2024

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 CGBD is a StrongSell and CSWC is a Buy.

COMPARISON
Comparison
Nov 14, 2024
Stock price -- (CGBD: $16.53 vs. CSWC: $23.10)
Brand notoriety: CGBD and CSWC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CGBD: 73% vs. CSWC: 101%
Market capitalization -- CGBD: $826.94M vs. CSWC: $1.07B
CGBD [@Investment Managers] is valued at $826.94M. 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 $5.91B.

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).

CGBD’s FA Score shows that 3 FA rating(s) are green whileCSWC’s FA Score has 2 green FA rating(s).

  • CGBD’s FA Score: 3 green, 2 red.
  • CSWC’s FA Score: 2 green, 3 red.
According to our system of comparison, both CGBD 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.

CGBD’s TA Score shows that 5 TA indicator(s) are bullish while CSWC’s TA Score has 5 bullish TA indicator(s).

  • CGBD’s TA Score: 5 bullish, 5 bearish.
  • CSWC’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, CGBD is a better buy in the short-term than CSWC.

Price Growth

CGBD (@Investment Managers) experienced а +0.73% price change this week, while CSWC (@Investment Managers) price change was +1.49% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.24%. For the same industry, the average monthly price growth was +4.01%, and the average quarterly price growth was +5.35%.

Reported Earning Dates

CGBD is expected to report earnings on Mar 04, 2025.

CSWC is expected to report earnings on Feb 03, 2025.

Industries' Descriptions

@Investment Managers (+0.24% 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
CSWC($1.07B) has a higher market cap than CGBD($827M). CSWC has higher P/E ratio than CGBD: CSWC (10.56) vs CGBD (9.82). CGBD YTD gains are higher at: 20.069 vs. CSWC (5.111). CSWC has less debt than CGBD: CSWC (678M) vs CGBD (979M). CSWC has higher revenues than CGBD: CSWC (114M) vs CGBD (101M).
CGBDCSWCCGBD / CSWC
Capitalization827M1.07B77%
EBITDAN/AN/A-
Gain YTD20.0695.111393%
P/E Ratio9.8210.5693%
Revenue101M114M89%
Total Cash22.7MN/A-
Total Debt979M678M144%
FUNDAMENTALS RATINGS
CGBD vs CSWC: Fundamental Ratings
CGBD
CSWC
OUTLOOK RATING
1..100
7067
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
99
Overvalued
PROFIT vs RISK RATING
1..100
1822
SMR RATING
1..100
2426
PRICE GROWTH RATING
1..100
5460
P/E GROWTH RATING
1..100
8048
SEASONALITY SCORE
1..100
5050

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.

CGBD's Valuation (4) in the null industry is significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that CGBD’s stock grew significantly faster than CSWC’s over the last 12 months.

CGBD's Profit vs Risk Rating (18) in the null industry is in the same range as CSWC (22) in the Investment Managers industry. This means that CGBD’s stock grew similarly to CSWC’s over the last 12 months.

CGBD's SMR Rating (24) in the null industry is in the same range as CSWC (26) in the Investment Managers industry. This means that CGBD’s stock grew similarly to CSWC’s over the last 12 months.

CGBD's Price Growth Rating (54) in the null industry is in the same range as CSWC (60) in the Investment Managers industry. This means that CGBD’s stock grew similarly to CSWC’s over the last 12 months.

CSWC's P/E Growth Rating (48) in the Investment Managers industry is in the same range as CGBD (80) in the null industry. This means that CSWC’s stock grew similarly to CGBD’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGBDCSWC
RSI
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
72%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
58%
Momentum
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
55%
MACD
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
56%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
66%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
39%
Bearish Trend 2 days ago
49%
Advances
ODDS (%)
Bullish Trend 30 days ago
62%
Bullish Trend 2 days ago
67%
Declines
ODDS (%)
Bearish Trend 11 days ago
41%
Bearish Trend 4 days ago
55%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
55%
Aroon
ODDS (%)
Bullish Trend 2 days ago
53%
Bullish Trend 2 days ago
65%
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CGBD
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been loosely correlated with SLRC. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if CGBD jumps, then SLRC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
+0.98%
SLRC - CGBD
55%
Loosely correlated
+0.06%
GSBD - CGBD
53%
Loosely correlated
+1.02%
BCSF - CGBD
53%
Loosely correlated
+1.01%
CSWC - CGBD
52%
Loosely correlated
+0.87%
MAIN - CGBD
52%
Loosely correlated
-0.08%
More