CSWC vs GBDC
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 GBDC is a Hold.
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 2 FA rating(s) are green whileGBDC’s FA Score has 2 green FA rating(s).
- CSWC’s FA Score: 2 green, 3 red.
- GBDC’s FA Score: 2 green, 3 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 while GBDC’s TA Score has 5 bullish TA indicator(s).
- CSWC’s TA Score: 6 bullish, 3 bearish.
- GBDC’s TA Score: 5 bullish, 3 bearish.
Price Growth
CSWC (@Investment Managers) experienced а +1.25% price change this week, while GBDC (@Investment Managers) price change was +1.29% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.64%. For the same industry, the average monthly price growth was +3.22%, and the average quarterly price growth was +2.80%.
Reported Earning Dates
CSWC is expected to report earnings on Oct 28, 2024.
GBDC is expected to report earnings on Nov 25, 2024.
Industries' Descriptions
@Investment Managers (+1.64% 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.
| CSWC | GBDC | CSWC / GBDC | |
| Capitalization | 1.07B | 2.84B | 38% |
| EBITDA | N/A | N/A | - |
| Gain YTD | 11.069 | 7.804 | 142% |
| P/E Ratio | 10.56 | 9.09 | 116% |
| Revenue | 114M | 334M | 34% |
| Total Cash | N/A | 65.6M | - |
| Total Debt | 678M | 3.07B | 22% |
CSWC | GBDC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 7 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 99 Overvalued | 5 Undervalued | |
PROFIT vs RISK RATING 1..100 | 16 | 50 | |
SMR RATING 1..100 | 25 | 12 | |
PRICE GROWTH RATING 1..100 | 56 | 59 | |
P/E GROWTH RATING 1..100 | 52 | 89 | |
SEASONALITY SCORE 1..100 | n/a | 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.
GBDC's Valuation (5) in the null industry is significantly better than the same rating for CSWC (99) in the Investment Managers industry. This means that GBDC’s stock grew significantly faster than CSWC’s over the last 12 months.
CSWC's Profit vs Risk Rating (16) in the Investment Managers industry is somewhat better than the same rating for GBDC (50) in the null industry. This means that CSWC’s stock grew somewhat faster than GBDC’s over the last 12 months.
GBDC's SMR Rating (12) in the null industry is in the same range as CSWC (25) in the Investment Managers industry. This means that GBDC’s stock grew similarly to CSWC’s over the last 12 months.
CSWC's Price Growth Rating (56) in the Investment Managers industry is in the same range as GBDC (59) in the null industry. This means that CSWC’s stock grew similarly to GBDC’s over the last 12 months.
CSWC's P/E Growth Rating (52) in the Investment Managers industry is somewhat better than the same rating for GBDC (89) in the null industry. This means that CSWC’s stock grew somewhat faster than GBDC’s over the last 12 months.
| CSWC | GBDC | |
|---|---|---|
| RSI ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| Stochastic ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| Momentum ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| MACD ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| TrendWeek ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| TrendMonth ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| Advances ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| Declines ODDS (%) | about 2 months ago 0% | about 2 months ago 35% |
| BollingerBands ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
| Aroon ODDS (%) | about 1 month ago 0% | about 1 month ago 0% |
CSWC and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSWC has been loosely correlated with TSLX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if CSWC jumps, then TSLX could also see price increases.
| Ticker / NAME | Correlation To CSWC | 1D Price Change % | ||
|---|---|---|---|---|
| CSWC | 100% | -1.14% | ||
| TSLX - CSWC | 64% Loosely correlated | -0.14% | ||
| ARCC - CSWC | 62% Loosely correlated | -0.38% | ||
| SLRC - CSWC | 58% Loosely correlated | -0.94% | ||
| FSK - CSWC | 57% Loosely correlated | -0.30% | ||
| GBDC - CSWC | 55% Loosely correlated | +0.07% | ||
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GBDC and
Correlation & Price change
A.I.dvisor indicates that over the last year, GBDC has been loosely correlated with ARCC. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if GBDC jumps, then ARCC could also see price increases.
| Ticker / NAME | Correlation To GBDC | 1D Price Change % | ||
|---|---|---|---|---|
| GBDC | 100% | +0.07% | ||
| ARCC - GBDC | 64% Loosely correlated | -0.38% | ||
| TSLX - GBDC | 62% Loosely correlated | -0.14% | ||
| CSWC - GBDC | 57% Loosely correlated | -1.14% | ||
| HTGC - GBDC | 56% Loosely correlated | -0.68% | ||
| BXSL - GBDC | 55% Loosely correlated | -0.70% | ||
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