COMP <GO>
CSWC vs V // RETURN ON INVESTED CAPITAL (ROIC)
Capital Southwest Corporation (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: CSWC 2
— V 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $23.41 (+1.74%) • MKT CAP: $1.45B
roic
13.60%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CSWC VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CSWC | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.60% | 32.30% | -18.70 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 28.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -13.32% | 2.90% | -16.22 | V | /fcf-yield <GO> |
| Operating Margin | — | 60.00% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 50.10% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 11.30% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 10.12% | 0.63% | +9.49 | CSWC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 9/9 | -7.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 65.6 | -15.47 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 34.0x | -24.00 | CSWC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.45B | $733.53B | -$732.08B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CSWC REV | V REV | CSWC GROSS % | V GROSS % | CSWC FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $40.00B | — | — | -$193.8M | $21.26B |
| FY 2024 | $0 | $35.93B | — | — | -$218.9M | $18.33B |
| FY 2023 | $0 | $32.65B | — | — | -$188.5M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CSWC // BETA —
V // BETA 1.06