CSWC
Price
$20.65
Change
-$0.87 (-4.04%)
Updated
Jun 13 closing price
Capitalization
1.07B
57 days until earnings call
PBDC
Price
$33.36
Change
-$0.33 (-0.98%)
Updated
Jun 13 closing price
Net Assets
217.32M
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CSWC vs PBDC

Header iconCSWC vs PBDC Comparison
Open Charts CSWC vs PBDCBanner chart's image
Capital Southwest
Price$20.65
Change-$0.87 (-4.04%)
Volume$657.51K
Capitalization1.07B
Putnam BDC Income ETF
Price$33.36
Change-$0.33 (-0.98%)
Volume$48.76K
Net Assets217.32M
CSWC vs PBDC Comparison Chart
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
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CSWC vs. PBDC commentary
Jun 15, 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 StrongBuy and PBDC is a Buy.

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COMPARISON
Comparison
Jun 15, 2025
Stock price -- (CSWC: $20.65)
Brand notoriety:
Market capitalization --

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 while.

  • CSWC’s FA Score: 3 green, 2 red.

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 6 TA indicator(s) are bullish.

  • CSWC’s TA Score: 6 bullish, 3 bearish.

Price Growth

CSWC (@Investment Managers) experienced а +1.06% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.10%. For the same industry, the average monthly price growth was +0.63%, and the average quarterly price growth was +1.99%.

Reported Earning Dates

CSWC is expected to report earnings on Aug 11, 2025.

Industries' Descriptions

@Investment Managers (-0.10% 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 RATINGS
CSWC: Fundamental Ratings
CSWC
OUTLOOK RATING
1..100
73
VALUATION
overvalued / fair valued / undervalued
1..100
29
Undervalued
PROFIT vs RISK RATING
1..100
18
SMR RATING
1..100
12
PRICE GROWTH RATING
1..100
57
P/E GROWTH RATING
1..100
38
SEASONALITY SCORE
1..100
n/a

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.

TECHNICAL ANALYSIS
Technical Analysis
CSWCPBDC
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
68%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
50%
Bearish Trend 3 days ago
69%
Momentum
ODDS (%)
Bullish Trend 3 days ago
64%
Bearish Trend 3 days ago
74%
MACD
ODDS (%)
Bullish Trend 3 days ago
66%
Bearish Trend 3 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
65%
Bearish Trend 3 days ago
62%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 7 days ago
66%
Bullish Trend 6 days ago
88%
Declines
ODDS (%)
Bearish Trend 5 days ago
54%
Bearish Trend 3 days ago
63%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
43%
Bearish Trend 4 days ago
57%
Aroon
ODDS (%)
Bullish Trend 3 days ago
60%
Bullish Trend 3 days ago
87%
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PBDC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
-1.10%
FSK - CSWC
80%
Closely correlated
-0.98%
MAIN - CSWC
78%
Closely correlated
-0.81%
BCSF - CSWC
75%
Closely correlated
-1.84%
ARCC - CSWC
75%
Closely correlated
-1.24%
GSBD - CSWC
75%
Closely correlated
-1.21%
More

PBDC and

Correlation & Price change

A.I.dvisor indicates that over the last year, PBDC has been closely correlated with NMFC. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBDC jumps, then NMFC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBDC
1D Price
Change %
PBDC100%
-0.98%
NMFC - PBDC
85%
Closely correlated
-1.86%
KBDC - PBDC
63%
Loosely correlated
-1.31%
MAIN - PBDC
59%
Loosely correlated
-0.81%
HTGC - PBDC
55%
Loosely correlated
-0.72%
CSWC - PBDC
53%
Loosely correlated
-1.10%
More