CSWC
Price
$21.76
Change
-$0.09 (-0.41%)
Updated
Oct 6, 02:43 PM (EDT)
Capitalization
1.22B
28 days until earnings call
GBDC
Price
$13.82
Change
-$0.01 (-0.07%)
Updated
Oct 6, 12:54 PM (EDT)
Capitalization
3.68B
49 days until earnings call
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CSWC vs GBDC

Header iconCSWC vs GBDC Comparison
Open Charts CSWC vs GBDCBanner chart's image
Capital Southwest
Price$21.76
Change-$0.09 (-0.41%)
Volume$325
Capitalization1.22B
Golub Capital BDC
Price$13.82
Change-$0.01 (-0.07%)
Volume$1.62K
Capitalization3.68B
CSWC vs GBDC Comparison Chart in %
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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GBDC
Daily Signalchanged days ago
Gain/Loss if bought
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CSWC vs. GBDC commentary
Oct 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 CSWC is a Hold and GBDC is a StrongBuy.

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COMPARISON
Comparison
Oct 06, 2025
Stock price -- (CSWC: $21.85 vs. GBDC: $13.83)
Brand notoriety: CSWC and GBDC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CSWC: 80% vs. GBDC: 144%
Market capitalization -- CSWC: $1.22B vs. GBDC: $3.68B
CSWC [@Investment Managers] is valued at $1.22B. GBDC’s [@Investment Managers] market capitalization is $3.68B. The market cap for tickers in the [@Investment Managers] industry ranges from $179.74B to $0. The average market capitalization across the [@Investment Managers] industry is $7.42B.

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 2 FA rating(s) are green whileGBDC’s FA Score has 3 green FA rating(s).

  • CSWC’s FA Score: 2 green, 3 red.
  • GBDC’s FA Score: 3 green, 2 red.
According to our system of comparison, GBDC 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 GBDC’s TA Score has 4 bullish TA indicator(s).

  • CSWC’s TA Score: 4 bullish, 5 bearish.
  • GBDC’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, CSWC is a better buy in the short-term than GBDC.

Price Growth

CSWC (@Investment Managers) experienced а -2.19% price change this week, while GBDC (@Investment Managers) price change was +0.29% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.81%. For the same industry, the average monthly price growth was +1.37%, and the average quarterly price growth was +39.32%.

Reported Earning Dates

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

GBDC is expected to report earnings on Nov 24, 2025.

Industries' Descriptions

@Investment Managers (+0.81% 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
GBDC($3.68B) has a higher market cap than CSWC($1.22B). CSWC has higher P/E ratio than GBDC: CSWC (13.44) vs GBDC (9.68). CSWC YTD gains are higher at: 9.356 vs. GBDC (-1.377). CSWC has less debt than GBDC: CSWC (926M) vs GBDC (5.13B). GBDC has higher revenues than CSWC: GBDC (398M) vs CSWC (123M).
CSWCGBDCCSWC / GBDC
Capitalization1.22B3.68B33%
EBITDAN/AN/A-
Gain YTD9.356-1.377-680%
P/E Ratio13.449.68139%
Revenue123M398M31%
Total CashN/A99.8M-
Total Debt926M5.13B18%
FUNDAMENTALS RATINGS
CSWC vs GBDC: Fundamental Ratings
CSWC
GBDC
OUTLOOK RATING
1..100
7167
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
3
Undervalued
PROFIT vs RISK RATING
1..100
2117
SMR RATING
1..100
3816
PRICE GROWTH RATING
1..100
5760
P/E GROWTH RATING
1..100
5948
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.

GBDC's Valuation (3) in the null industry is in the same range as CSWC (27) in the Investment Managers industry. This means that GBDC’s stock grew similarly to CSWC’s over the last 12 months.

GBDC's Profit vs Risk Rating (17) in the null industry is in the same range as CSWC (21) in the Investment Managers industry. This means that GBDC’s stock grew similarly to CSWC’s over the last 12 months.

GBDC's SMR Rating (16) in the null industry is in the same range as CSWC (38) in the Investment Managers industry. This means that GBDC’s stock grew similarly to CSWC’s over the last 12 months.

CSWC's Price Growth Rating (57) in the Investment Managers industry is in the same range as GBDC (60) in the null industry. This means that CSWC’s stock grew similarly to GBDC’s over the last 12 months.

GBDC's P/E Growth Rating (48) in the null industry is in the same range as CSWC (59) in the Investment Managers industry. This means that GBDC’s stock grew similarly to CSWC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CSWCGBDC
RSI
ODDS (%)
N/A
Bullish Trend 4 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
52%
Bullish Trend 4 days ago
43%
Momentum
ODDS (%)
Bearish Trend 4 days ago
48%
Bearish Trend 4 days ago
27%
MACD
ODDS (%)
Bearish Trend 4 days ago
45%
Bearish Trend 4 days ago
29%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
49%
Bullish Trend 4 days ago
40%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
43%
Bearish Trend 4 days ago
29%
Advances
ODDS (%)
Bullish Trend 18 days ago
66%
Bullish Trend 4 days ago
38%
Declines
ODDS (%)
Bearish Trend 6 days ago
50%
Bearish Trend 6 days ago
31%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
57%
Bullish Trend 4 days ago
42%
Aroon
ODDS (%)
Bullish Trend 4 days ago
59%
Bearish Trend 4 days ago
35%
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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GBDC
Daily Signalchanged days ago
Gain/Loss if bought
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CSWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSWC has been closely correlated with SLRC. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSWC jumps, then SLRC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSWC
1D Price
Change %
CSWC100%
-0.86%
SLRC - CSWC
76%
Closely correlated
-1.45%
ARCC - CSWC
75%
Closely correlated
-1.18%
OBDC - CSWC
75%
Closely correlated
-0.55%
GBDC - CSWC
73%
Closely correlated
+0.66%
NMFC - CSWC
73%
Closely correlated
-2.81%
More