ARCC
Price
$21.38
Change
+$0.25 (+1.18%)
Updated
Dec 20 closing price
44 days until earnings call
CSWC
Price
$21.05
Change
+$0.20 (+0.96%)
Updated
Dec 20 closing price
42 days until earnings call
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ARCC vs CSWC

Header iconARCC vs CSWC Comparison
Open Charts ARCC vs CSWCBanner chart's image
Ares Capital
Price$21.38
Change+$0.25 (+1.18%)
Volume$9.05M
CapitalizationN/A
Capital Southwest
Price$21.05
Change+$0.20 (+0.96%)
Volume$1.12M
CapitalizationN/A
ARCC vs CSWC Comparison Chart
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ARCC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
ARCC vs. CSWC commentary
Dec 23, 2024

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 ARCC is a Hold and CSWC is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (ARCC: $21.38 vs. CSWC: $21.05)
Brand notoriety: ARCC: Notable vs. CSWC: Not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: ARCC: 227% vs. CSWC: 193%
Market capitalization -- ARCC: $12.63B vs. CSWC: $1.07B
ARCC [@Investment Managers] is valued at $12.63B. CSWC’s [@Investment Managers] market capitalization is $1.07B. 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 $5.91B.

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).

ARCC’s FA Score shows that 3 FA rating(s) are green whileCSWC’s FA Score has 3 green FA rating(s).

  • ARCC’s FA Score: 3 green, 2 red.
  • CSWC’s FA Score: 3 green, 2 red.
According to our system of comparison, ARCC 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.

ARCC’s TA Score shows that 6 TA indicator(s) are bullish while CSWC’s TA Score has 4 bullish TA indicator(s).

  • ARCC’s TA Score: 6 bullish, 3 bearish.
  • CSWC’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, ARCC is a better buy in the short-term than CSWC.

Price Growth

ARCC (@Investment Managers) experienced а -1.43% price change this week, while CSWC (@Investment Managers) price change was -3.13% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.17%. For the same industry, the average monthly price growth was +0.69%, and the average quarterly price growth was +9.08%.

Reported Earning Dates

ARCC is expected to report earnings on Feb 05, 2025.

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

Industries' Descriptions

@Investment Managers (-2.17% 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
ARCC($12.6B) has a higher market cap than CSWC($1.07B). CSWC has higher P/E ratio than ARCC: CSWC (10.56) vs ARCC (7.61). ARCC YTD gains are higher at: 16.986 vs. CSWC (-1.464). CSWC has less debt than ARCC: CSWC (678M) vs ARCC (11.9B). ARCC has higher revenues than CSWC: ARCC (1.64B) vs CSWC (114M).
ARCCCSWCARCC / CSWC
Capitalization12.6B1.07B1,174%
EBITDAN/AN/A-
Gain YTD16.986-1.464-1,161%
P/E Ratio7.6110.5672%
Revenue1.64B114M1,435%
Total CashN/AN/A-
Total Debt11.9B678M1,755%
FUNDAMENTALS RATINGS
ARCC vs CSWC: Fundamental Ratings
ARCC
CSWC
OUTLOOK RATING
1..100
8255
VALUATION
overvalued / fair valued / undervalued
1..100
7
Undervalued
99
Overvalued
PROFIT vs RISK RATING
1..100
2024
SMR RATING
1..100
1026
PRICE GROWTH RATING
1..100
4862
P/E GROWTH RATING
1..100
4528
SEASONALITY SCORE
1..100
7550

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.

ARCC's Valuation (7) in the null industry is significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that ARCC’s stock grew significantly faster than CSWC’s over the last 12 months.

ARCC's Profit vs Risk Rating (20) in the null industry is in the same range as CSWC (24) in the Investment Managers industry. This means that ARCC’s stock grew similarly to CSWC’s over the last 12 months.

ARCC's SMR Rating (10) in the null industry is in the same range as CSWC (26) in the Investment Managers industry. This means that ARCC’s stock grew similarly to CSWC’s over the last 12 months.

ARCC's Price Growth Rating (48) in the null industry is in the same range as CSWC (62) in the Investment Managers industry. This means that ARCC’s stock grew similarly to CSWC’s over the last 12 months.

CSWC's P/E Growth Rating (28) in the Investment Managers industry is in the same range as ARCC (45) in the null industry. This means that CSWC’s stock grew similarly to ARCC’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
ARCCCSWC
RSI
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
63%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
58%
Bullish Trend 3 days ago
64%
Momentum
ODDS (%)
Bearish Trend 3 days ago
27%
Bearish Trend 3 days ago
57%
MACD
ODDS (%)
Bearish Trend 3 days ago
30%
Bearish Trend 3 days ago
51%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
36%
Bearish Trend 3 days ago
54%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
45%
Bearish Trend 3 days ago
50%
Advances
ODDS (%)
Bullish Trend 3 days ago
48%
N/A
Declines
ODDS (%)
Bearish Trend 5 days ago
38%
Bearish Trend 4 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
62%
Bullish Trend 3 days ago
51%
Aroon
ODDS (%)
Bullish Trend 3 days ago
42%
Bullish Trend 3 days ago
62%
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ARCC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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ARCC and

Correlation & Price change

A.I.dvisor indicates that over the last year, ARCC has been closely correlated with MAIN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARCC jumps, then MAIN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARCC
1D Price
Change %
ARCC100%
+1.18%
MAIN - ARCC
67%
Closely correlated
+1.42%
TSLX - ARCC
64%
Loosely correlated
+0.96%
FSK - ARCC
64%
Loosely correlated
+0.33%
GBDC - ARCC
63%
Loosely correlated
+1.28%
BXSL - ARCC
63%
Loosely correlated
+1.26%
More

CSWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSWC has been loosely correlated with MAIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some 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%
+0.96%
MAIN - CSWC
66%
Loosely correlated
+1.42%
PNNT - CSWC
61%
Loosely correlated
+1.61%
ARCC - CSWC
60%
Loosely correlated
+1.18%
CCAP - CSWC
57%
Loosely correlated
+0.93%
BCSF - CSWC
57%
Loosely correlated
+1.65%
More