BlackRock Capital Allocation Term (BCAT) vs Capital Southwest (CSWC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Capital Southwest (CSWC) has outperformed BlackRock Capital Allocation Term (BCAT) over the past year, gaining 12.2% versus a loss of 7.1%. Over five years, CSWC leads with a -14.4% price change compared with -29.2% for BCAT. Capital Southwest is the larger company by market cap ($1.50 billion vs $1.46 billion), about 1.0 times the size.
On valuation, BlackRock Capital Allocation Term trades at a lower trailing P/E (5.7x vs 13.0x for Capital Southwest). Capital Southwest pays a dividend yielding 9.88%, while BlackRock Capital Allocation Term does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BCAT | CSWC |
|---|---|---|
| Share price | $13.77 | $23.49 |
| Market cap | $1.46B | $1.50B |
| 1-day change | +0.44% | -0.76% |
| YTD return | -2.75% | +6.05% |
| 1-year return | -7.09% | +12.23% |
| 5-year return | -29.20% | -14.36% |
| P/E ratio (TTM) | 5.74 | 12.98 |
| Forward P/E | — | 10.06 |
| EPS (TTM) | $2.40 | $1.81 |
| Dividend yield | 21.80% | 9.88% |
| Annual dividend | $0.00 | $2.32 |
| 52-week high | $16.20 | $25.75 |
| 52-week low | $13.43 | $19.37 |
| Distance from 52-week high | -15.00% | -8.78% |
| Analyst consensus | — | none |
| Avg. price target upside | — | +7.71% |
| Average volume | 905.89K | 627.64K |
| Shares outstanding | 106.28M | 63.73M |
| Employees | — | 36 |
| Sector | Finance | Consumer Discretionary |
| Industry | Finance/Investors Services | Textiles |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CSWC has outperformed BCAT by 19.3 percentage points over the past year.
- Capital Southwest trades at a higher earnings multiple (13.0x vs 5.7x trailing P/E).
- BlackRock Capital Allocation Term offers a meaningfully higher dividend yield (21.80% vs 9.88%).
- The two companies sit in different sectors: BlackRock Capital Allocation Term in Finance and Capital Southwest in Consumer Discretionary.
About Capital Southwest
CSWC stock →Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.
Consumer Discretionary · Textiles · 36 employees
BCAT vs CSWC FAQ
Which is bigger, BlackRock Capital Allocation Term or Capital Southwest?
Capital Southwest (CSWC) is larger, with a market capitalization of $1.50B compared with $1.46B for BlackRock Capital Allocation Term (BCAT).
Which stock has performed better over the past year, BCAT or CSWC?
CSWC returned +12.23% over the past 12 months, compared with -7.09% for BCAT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BCAT or CSWC?
BCAT has the lower trailing P/E at 5.7, versus 13.0 for CSWC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, BlackRock Capital Allocation Term or Capital Southwest?
BlackRock Capital Allocation Term has the higher yield at 21.80%, compared with 9.88% for Capital Southwest.
Are BlackRock Capital Allocation Term and Capital Southwest in the same industry?
No. BlackRock Capital Allocation Term is in the Finance sector, while Capital Southwest is in Consumer Discretionary.