CSWC
Price
$19.78
Change
-$1.99 (-9.14%)
Updated
Apr 4 closing price
Capitalization
1.07B
50 days until earnings call
NMFC
Price
$10.00
Change
-$0.70 (-6.54%)
Updated
Apr 4 closing price
Capitalization
1.34B
36 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$19.78
Change-$1.99 (-9.14%)
Volume$1.59M
Capitalization1.07B
New Mountain Finance
Price$10.00
Change-$0.70 (-6.54%)
Volume$1.58M
Capitalization1.34B
CSWC vs NMFC Comparison Chart
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
NMFC
Daily Signalchanged days ago
Gain/Loss if bought
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VS
CSWC vs. NMFC 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 NMFC is a Buy.

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COMPARISON
Comparison
Apr 07, 2025
Stock price -- (CSWC: $19.78 vs. NMFC: $10.00)
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: 264% vs. NMFC: 308%
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 $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 whileNMFC’s FA Score has 3 green FA rating(s).

  • CSWC’s FA Score: 3 green, 2 red.
  • NMFC’s FA Score: 3 green, 2 red.
According to our system of comparison, NMFC 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 NMFC’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

CSWC (@Investment Managers) experienced а -11.58% price change this week, while NMFC (@Investment Managers) price change was -9.67% 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.

NMFC is expected to report earnings on Jul 30, 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
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: -6.606 vs. NMFC (-8.568). 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 YTD-6.606-8.56877%
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
2178
VALUATION
overvalued / fair valued / undervalued
1..100
99
Overvalued
4
Undervalued
PROFIT vs RISK RATING
1..100
1533
SMR RATING
1..100
1211
PRICE GROWTH RATING
1..100
7473
P/E GROWTH RATING
1..100
1442
SEASONALITY SCORE
1..100
8530

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 significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that NMFC’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 in the same range as NMFC (33) in the null industry. This means that CSWC’s stock grew similarly to NMFC’s over the last 12 months.

NMFC's SMR Rating (11) in the null industry is in the same range as CSWC (12) in the Investment Managers industry. This means that NMFC’s stock grew similarly to CSWC’s over the last 12 months.

NMFC's Price Growth Rating (73) in the null industry is in the same range as CSWC (74) in the Investment Managers industry. This means that NMFC’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 NMFC (42) in the null industry. This means that CSWC’s stock grew similarly to NMFC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CSWCNMFC
RSI
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 3 days ago
86%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
54%
Bullish Trend 3 days ago
58%
Momentum
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
38%
MACD
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
38%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
37%
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
43%
Declines
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
37%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
61%
Bullish Trend 3 days ago
57%
Aroon
ODDS (%)
Bearish Trend 3 days ago
38%
N/A
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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 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

NMFC and

Correlation & Price change

A.I.dvisor indicates that over the last year, NMFC has been closely correlated with MAIN. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if NMFC jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NMFC
1D Price
Change %
NMFC100%
-6.54%
MAIN - NMFC
68%
Closely correlated
-7.96%
ARCC - NMFC
67%
Closely correlated
-7.20%
SLRC - NMFC
67%
Closely correlated
-7.48%
CSWC - NMFC
64%
Loosely correlated
-9.14%
BXSL - NMFC
62%
Loosely correlated
-7.86%
More