CSWC
Price
$22.50
Change
-$0.13 (-0.57%)
Updated
Aug 7 closing price
Capitalization
1.07B
87 days until earnings call
NMFC
Price
$10.29
Change
+$0.09 (+0.88%)
Updated
Aug 8, 10:47 AM (EDT)
Capitalization
1.34B
82 days until earnings call
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CSWC vs NMFC

Header iconCSWC vs NMFC Comparison
Open Charts CSWC vs NMFCBanner chart's image
Capital Southwest
Price$22.50
Change-$0.13 (-0.57%)
Volume$662.18K
Capitalization1.07B
New Mountain Finance
Price$10.29
Change+$0.09 (+0.88%)
Volume$1K
Capitalization1.34B
CSWC vs NMFC Comparison Chart in %
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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NMFC
Daily Signalchanged days ago
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CSWC vs. NMFC commentary
Aug 08, 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 NMFC is a Buy.

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COMPARISON
Comparison
Aug 08, 2025
Stock price -- (CSWC: $22.50 vs. NMFC: $10.20)
Brand notoriety: CSWC and NMFC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CSWC: 118% vs. NMFC: 160%
Market capitalization -- CSWC: $1.07B vs. NMFC: $1.34B
CSWC [@Investment Managers] is valued at $1.07B. NMFC’s [@Investment Managers] market capitalization is $1.34B. 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 $6.22B.

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 1 FA rating(s) are green whileNMFC’s FA Score has 3 green FA rating(s).

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

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 5 TA indicator(s) are bullish while NMFC’s TA Score has 6 bullish TA indicator(s).

  • CSWC’s TA Score: 5 bullish, 4 bearish.
  • NMFC’s TA Score: 6 bullish, 5 bearish.
According to our system of comparison, both CSWC and NMFC are a good buy in the short-term.

Price Growth

CSWC (@Investment Managers) experienced а -1.40% price change this week, while NMFC (@Investment Managers) price change was -3.04% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.82%. For the same industry, the average monthly price growth was +2.02%, and the average quarterly price growth was +13.13%.

Reported Earning Dates

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

NMFC is expected to report earnings on Oct 29, 2025.

Industries' Descriptions

@Investment Managers (+0.82% 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
NMFC($1.34B) has a higher market cap than CSWC($1.07B). CSWC (10.56) and NMFC (10.15) have similar P/E ratio . CSWC YTD gains are higher at: 10.415 vs. NMFC (-3.831). CSWC has less debt than NMFC: CSWC (678M) vs NMFC (1.79B). NMFC has higher revenues than CSWC: NMFC (144M) vs CSWC (114M).
CSWCNMFCCSWC / NMFC
Capitalization1.07B1.34B80%
EBITDAN/AN/A-
Gain YTD10.415-3.831-272%
P/E Ratio10.5610.15104%
Revenue114M144M79%
Total CashN/AN/A-
Total Debt678M1.79B38%
FUNDAMENTALS RATINGS
CSWC vs NMFC: Fundamental Ratings
CSWC
NMFC
OUTLOOK RATING
1..100
7154
VALUATION
overvalued / fair valued / undervalued
1..100
44
Fair valued
4
Undervalued
PROFIT vs RISK RATING
1..100
1620
SMR RATING
1..100
4041
PRICE GROWTH RATING
1..100
5061
P/E GROWTH RATING
1..100
4030
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.

NMFC's Valuation (4) in the null industry is somewhat better than the same rating for CSWC (44) in the Investment Managers industry. This means that NMFC’s stock grew somewhat faster than CSWC’s over the last 12 months.

CSWC's Profit vs Risk Rating (16) in the Investment Managers industry is in the same range as NMFC (20) in the null industry. This means that CSWC’s stock grew similarly to NMFC’s over the last 12 months.

CSWC's SMR Rating (40) in the Investment Managers industry is in the same range as NMFC (41) in the null industry. This means that CSWC’s stock grew similarly to NMFC’s over the last 12 months.

CSWC's Price Growth Rating (50) in the Investment Managers industry is in the same range as NMFC (61) in the null industry. This means that CSWC’s stock grew similarly to NMFC’s over the last 12 months.

NMFC's P/E Growth Rating (30) in the null industry is in the same range as CSWC (40) in the Investment Managers industry. This means that NMFC’s stock grew similarly to CSWC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CSWCNMFC
RSI
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
74%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
52%
Bullish Trend 2 days ago
51%
Momentum
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
27%
MACD
ODDS (%)
Bearish Trend 2 days ago
43%
Bearish Trend 2 days ago
21%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
37%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 2 days ago
36%
Advances
ODDS (%)
Bullish Trend 3 days ago
66%
Bullish Trend 29 days ago
41%
Declines
ODDS (%)
Bearish Trend 5 days ago
52%
Bearish Trend 3 days ago
38%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
56%
Bullish Trend 2 days ago
63%
Aroon
ODDS (%)
Bullish Trend 2 days ago
62%
Bullish Trend 2 days ago
32%
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CSWC
Daily Signalchanged days ago
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NMFC
Daily Signalchanged days ago
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CSWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSWC has been closely correlated with FSK. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSWC jumps, then FSK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSWC
1D Price
Change %
CSWC100%
-0.57%
FSK - CSWC
80%
Closely correlated
-8.20%
PFLT - CSWC
77%
Closely correlated
-0.95%
ARCC - CSWC
77%
Closely correlated
-0.27%
PNNT - CSWC
76%
Closely correlated
-0.82%
BCSF - CSWC
76%
Closely correlated
+1.22%
More

NMFC and

Correlation & Price change

A.I.dvisor indicates that over the last year, NMFC has been closely correlated with FSK. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if NMFC jumps, then FSK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NMFC
1D Price
Change %
NMFC100%
+1.49%
FSK - NMFC
80%
Closely correlated
-8.20%
BCSF - NMFC
78%
Closely correlated
+1.22%
SLRC - NMFC
78%
Closely correlated
-1.09%
CSWC - NMFC
76%
Closely correlated
-0.57%
BBDC - NMFC
75%
Closely correlated
-1.18%
More