CGBD
Price
$13.92
Change
+$0.10 (+0.72%)
Updated
Jul 3 closing price
Capitalization
826.94M
37 days until earnings call
CSWC
Price
$22.80
Change
+$0.27 (+1.20%)
Updated
Jul 3 closing price
Capitalization
1.07B
36 days until earnings call
Interact to see
Advertisement

CGBD vs CSWC

Header iconCGBD vs CSWC Comparison
Open Charts CGBD vs CSWCBanner chart's image
Carlyle Secured Lending
Price$13.92
Change+$0.10 (+0.72%)
Volume$311.18K
Capitalization826.94M
Capital Southwest
Price$22.80
Change+$0.27 (+1.20%)
Volume$368.51K
Capitalization1.07B
CGBD vs CSWC Comparison Chart in %
Loading...
CGBD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CGBD vs. CSWC commentary
Jul 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 CGBD is a StrongBuy and CSWC is a Buy.

Interact to see
Advertisement
COMPARISON
Comparison
Jul 06, 2025
Stock price -- (CGBD: $13.92 vs. CSWC: $22.80)
Brand notoriety: CGBD and CSWC are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CGBD: 73% vs. CSWC: 72%
Market capitalization -- CGBD: $826.94M vs. CSWC: $1.07B
CGBD [@Investment Managers] is valued at $826.94M. 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 $6.16B.

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).

CGBD’s FA Score shows that 3 FA rating(s) are green whileCSWC’s FA Score has 4 green FA rating(s).

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

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.

CGBD’s TA Score shows that 3 TA indicator(s) are bullish while CSWC’s TA Score has 5 bullish TA indicator(s).

  • CGBD’s TA Score: 3 bullish, 4 bearish.
  • CSWC’s TA Score: 5 bullish, 4 bearish.
According to our system of comparison, CSWC is a better buy in the short-term than CGBD.

Price Growth

CGBD (@Investment Managers) experienced а +2.81% price change this week, while CSWC (@Investment Managers) price change was +4.68% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

CGBD is expected to report earnings on Aug 12, 2025.

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

Industries' Descriptions

@Investment Managers (+2.13% 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
Loading...
FUNDAMENTALS
Fundamentals
CSWC($1.07B) has a higher market cap than CGBD($827M). CSWC has higher P/E ratio than CGBD: CSWC (10.56) vs CGBD (9.82). CSWC YTD gains are higher at: 10.953 vs. CGBD (-17.911). CSWC has less debt than CGBD: CSWC (678M) vs CGBD (979M). CSWC has higher revenues than CGBD: CSWC (114M) vs CGBD (101M).
CGBDCSWCCGBD / CSWC
Capitalization827M1.07B77%
EBITDAN/AN/A-
Gain YTD-17.91110.953-164%
P/E Ratio9.8210.5693%
Revenue101M114M89%
Total Cash22.7MN/A-
Total Debt979M678M144%
FUNDAMENTALS RATINGS
CGBD vs CSWC: Fundamental Ratings
CGBD
CSWC
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
4
Undervalued
29
Undervalued
PROFIT vs RISK RATING
1..100
1917
SMR RATING
1..100
3228
PRICE GROWTH RATING
1..100
6248
P/E GROWTH RATING
1..100
6233
SEASONALITY SCORE
1..100
n/a50

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.

CGBD's Valuation (4) in the null industry is in the same range as CSWC (29) in the Investment Managers industry. This means that CGBD’s stock grew similarly to CSWC’s over the last 12 months.

CSWC's Profit vs Risk Rating (17) in the Investment Managers industry is in the same range as CGBD (19) in the null industry. This means that CSWC’s stock grew similarly to CGBD’s over the last 12 months.

CSWC's SMR Rating (28) in the Investment Managers industry is in the same range as CGBD (32) in the null industry. This means that CSWC’s stock grew similarly to CGBD’s over the last 12 months.

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

CSWC's P/E Growth Rating (33) in the Investment Managers industry is in the same range as CGBD (62) in the null industry. This means that CSWC’s stock grew similarly to CGBD’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGBDCSWC
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
57%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
38%
Bearish Trend 4 days ago
50%
Momentum
ODDS (%)
Bullish Trend 4 days ago
63%
Bullish Trend 4 days ago
59%
MACD
ODDS (%)
N/A
Bullish Trend 4 days ago
63%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
63%
Bullish Trend 4 days ago
65%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
60%
Bullish Trend 4 days ago
62%
Advances
ODDS (%)
Bullish Trend 4 days ago
59%
Bullish Trend 4 days ago
66%
Declines
ODDS (%)
Bearish Trend 21 days ago
43%
Bearish Trend 26 days ago
54%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
43%
Bearish Trend 4 days ago
43%
Aroon
ODDS (%)
Bearish Trend 4 days ago
40%
Bullish Trend 4 days ago
62%
View a ticker or compare two or three
Interact to see
Advertisement
CGBD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLBEX31.810.42
+1.34%
Plumb Equity Investor
DHSYX24.750.20
+0.81%
Diamond Hill Small Cap Y
CSJAX68.230.11
+0.16%
Cohen & Steers Realty Shares A
DCUSX14.220.02
+0.14%
DWS CROCI US S
TSOHX15.34-0.02
-0.13%
Nuveen International Res Eq I

CGBD and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBD has been closely correlated with BCSF. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBD jumps, then BCSF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBD
1D Price
Change %
CGBD100%
+0.72%
BCSF - CGBD
73%
Closely correlated
+0.66%
GLAD - CGBD
73%
Closely correlated
+0.58%
FSK - CGBD
72%
Closely correlated
+0.38%
MAIN - CGBD
72%
Closely correlated
+1.61%
CSWC - CGBD
72%
Closely correlated
+1.20%
More

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%
+1.20%
FSK - CSWC
80%
Closely correlated
+0.38%
MAIN - CSWC
78%
Closely correlated
+1.61%
SLRC - CSWC
77%
Closely correlated
+1.61%
PFLT - CSWC
76%
Closely correlated
+0.86%
BCSF - CSWC
76%
Closely correlated
+0.66%
More