` Comparison: CSWC vs BLK - Alpha Spread

CSWC
vs
BLK

Over the past 12 months, CSWC has underperformed BLK, delivering a return of -5% compared to the BLK's +11% growth.

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CSWC
BLK
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Valuation Comparison

CSWC Intrinsic Value
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BLK Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Capital Southwest Corp
NASDAQ:CSWC
21.96 USD
BlackRock Inc
NYSE:BLK
1 065.4 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
CSWC, BLK

CSWC
BLK
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Capital Southwest Corp
Revenue
BlackRock Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
CSWC, BLK

CSWC
BLK
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Capital Southwest Corp
NASDAQ:CSWC
BlackRock Inc
NYSE:BLK
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What is Free Cash Flow?

Gross Margin

CSWC
71.5%
BLK
81.6%

Operating Margin

CSWC
57.3%
BLK
29.8%

Net Margin

CSWC
45.5%
BLK
22.9%

FCF Margin

CSWC
-85.4%
BLK
16.2%

ROE

CSWC
11.3%
BLK
10.8%

ROA

CSWC
5.3%
BLK
3.7%

ROIC

CSWC
6.7%
BLK
4.1%

ROCE

CSWC
6.7%
BLK
5%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
CSWC, BLK

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Performance Gap
CSWC, BLK

Performance Gap Between CSWC and BLK
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Performance By Year
CSWC, BLK

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CSWC
BLK
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Compare CSWC to other stocks
BX
Blackstone Inc
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vs CSWC
BN
Brookfield Corp
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vs CSWC
NY1
Ninety One Ltd
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More expensive
vs CSWC
BK
Bank of New York Mellon...
More expensive
vs CSWC
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett