CSWC
Price
$19.78
Change
-$1.99 (-9.14%)
Updated
Apr 4 closing price
Capitalization
1.07B
50 days until earnings call
FDUS
Price
$18.80
Change
-$1.40 (-6.93%)
Updated
Apr 4 closing price
Capitalization
620.35M
25 days until earnings call
Ad is loading...

CSWC vs FDUS

Header iconCSWC vs FDUS Comparison
Open Charts CSWC vs FDUSBanner chart's image
Capital Southwest
Price$19.78
Change-$1.99 (-9.14%)
Volume$1.59M
Capitalization1.07B
Fidus Investment
Price$18.80
Change-$1.40 (-6.93%)
Volume$628.56K
Capitalization620.35M
CSWC vs FDUS Comparison Chart
Loading...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
FDUS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CSWC vs. FDUS commentary
Apr 07, 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 CSWC is a Buy and FDUS is a StrongBuy.

Ad is loading...
COMPARISON
Comparison
Apr 07, 2025
Stock price -- (CSWC: $19.78 vs. FDUS: $18.80)
Brand notoriety: CSWC and FDUS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CSWC: 264% vs. FDUS: 256%
Market capitalization -- CSWC: $1.07B vs. FDUS: $620.35M
CSWC [@Investment Managers] is valued at $1.07B. FDUS’s [@Investment Managers] market capitalization is $620.35M. 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).

CSWC’s FA Score shows that 3 FA rating(s) are green whileFDUS’s FA Score has 4 green FA rating(s).

  • CSWC’s FA Score: 3 green, 2 red.
  • FDUS’s FA Score: 4 green, 1 red.
According to our system of comparison, FDUS is a better buy in the long-term than CSWC.

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 while FDUS’s TA Score has 4 bullish TA indicator(s).

  • CSWC’s TA Score: 4 bullish, 6 bearish.
  • FDUS’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, FDUS is a better buy in the short-term than CSWC.

Price Growth

CSWC (@Investment Managers) experienced а -11.58% price change this week, while FDUS (@Investment Managers) price change was -8.56% 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.

FDUS is expected to report earnings on Jul 31, 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
Loading...
FUNDAMENTALS
Fundamentals
CSWC($1.07B) has a higher market cap than FDUS($620M). CSWC has higher P/E ratio than FDUS: CSWC (10.56) vs FDUS (6.69). CSWC YTD gains are higher at: -6.606 vs. FDUS (-8.216). FDUS has less debt than CSWC: FDUS (467M) vs CSWC (678M). CSWC has higher revenues than FDUS: CSWC (114M) vs FDUS (88M).
CSWCFDUSCSWC / FDUS
Capitalization1.07B620M173%
EBITDAN/AN/A-
Gain YTD-6.606-8.21680%
P/E Ratio10.566.69158%
Revenue114M88M130%
Total CashN/AN/A-
Total Debt678M467M145%
FUNDAMENTALS RATINGS
CSWC vs FDUS: Fundamental Ratings
CSWC
FDUS
OUTLOOK RATING
1..100
2169
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
5
Undervalued
PROFIT vs RISK RATING
1..100
155
SMR RATING
1..100
1212
PRICE GROWTH RATING
1..100
7458
P/E GROWTH RATING
1..100
1422
SEASONALITY SCORE
1..100
8550

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.

FDUS's Valuation (5) in the null industry is significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that FDUS’s stock grew significantly faster than CSWC’s over the last 12 months.

FDUS's Profit vs Risk Rating (5) in the null industry is in the same range as CSWC (15) in the Investment Managers industry. This means that FDUS’s stock grew similarly to CSWC’s over the last 12 months.

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

FDUS's Price Growth Rating (58) in the null industry is in the same range as CSWC (74) in the Investment Managers industry. This means that FDUS’s stock grew similarly to 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 FDUS (22) in the null industry. This means that CSWC’s stock grew similarly to FDUS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CSWCFDUS
RSI
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 3 days ago
78%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
54%
Bullish Trend 3 days ago
63%
Momentum
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
40%
MACD
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
55%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
38%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
45%
Bearish Trend 3 days ago
33%
Advances
ODDS (%)
Bullish Trend 11 days ago
68%
Bullish Trend 12 days ago
63%
Declines
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
38%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
71%
Aroon
ODDS (%)
Bearish Trend 3 days ago
38%
Bearish Trend 3 days ago
23%
View a ticker or compare two or three
Ad is loading...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
FDUS
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ERSMX28.85-1.31
-4.34%
Eaton Vance Atlanta Capital SMID-Cap R
JBSOX19.41-0.98
-4.81%
JHancock New Opportunities C
APPIX13.63-0.72
-5.02%
Appleseed Institutional
KLGDX41.99-2.64
-5.92%
NYLI WMC Growth Class R6
TRNEX34.10-2.89
-7.81%
T. Rowe Price New Era I

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%
GLAD - CSWC
64%
Loosely correlated
-9.02%
FSK - CSWC
64%
Loosely correlated
-6.37%
NMFC - CSWC
64%
Loosely correlated
-6.54%
FDUS - CSWC
63%
Loosely correlated
-6.93%
More

FDUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, FDUS 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 FDUS jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FDUS
1D Price
Change %
FDUS100%
-6.93%
MAIN - FDUS
73%
Closely correlated
-7.96%
ARCC - FDUS
72%
Closely correlated
-7.20%
GLAD - FDUS
72%
Closely correlated
-9.02%
NMFC - FDUS
71%
Closely correlated
-6.54%
FSK - FDUS
69%
Closely correlated
-6.37%
More