Capital Southwest (CSWC) Aperçu de l'action
Capital Southwest Corporation est une société de développement commercial. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
CSWC Community Fair Values
Create NarrativeSee what 50 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Southwest Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$23.59 |
| Plus haut sur 52 semaines | US$24.43 |
| Plus bas sur 52 semaines | US$19.37 |
| Bêta | 0.74 |
| Variation sur 1 mois | -1.87% |
| Variation sur 3 mois | -1.21% |
| Variation sur 1 an | 4.89% |
| Variation sur 3 ans | 9.26% |
| Variation sur 5 ans | -10.44% |
| Évolution depuis l'introduction en bourse | 499.11% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 27
Capital Southwest: This 11% Yielding Income Machine Keeps Delivering
Summary Capital Southwest offers an 11% dividend yield and trades at a forward P/E of 10.6, presenting compelling value for income-focused investors. CSWC’s portfolio is 90% first lien senior secured loans, diversified across basic economy sectors, with robust credit quality and declining nonaccruals. Operating efficiency continues to improve, with expenses at 1.4% of assets and strong deal flow, supporting disciplined underwriting and stable NAV per share. I maintain a Buy rating on CSWC, citing its durable income, conservative balance sheet, and accretive capital access as key drivers for long-term total returns. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 24
CSWC: Joint Ventures And Supplemental Dividends Will Shape Balanced Return Prospects
Analysts have nudged their average 12 month price target for Capital Southwest up by $0.50 to $24.50. They cited recent research that highlights supportive fundamentals, while still flagging cost pressures and mixed conditions across parts of the broader coverage universe.Recent updates
Seeking Alpha • Jul 27
Capital Southwest: This 11% Yielding Income Machine Keeps Delivering
Summary Capital Southwest offers an 11% dividend yield and trades at a forward P/E of 10.6, presenting compelling value for income-focused investors. CSWC’s portfolio is 90% first lien senior secured loans, diversified across basic economy sectors, with robust credit quality and declining nonaccruals. Operating efficiency continues to improve, with expenses at 1.4% of assets and strong deal flow, supporting disciplined underwriting and stable NAV per share. I maintain a Buy rating on CSWC, citing its durable income, conservative balance sheet, and accretive capital access as key drivers for long-term total returns. Read the full article on Seeking AlphaMise à jour du récit • Jun 24
CSWC: Joint Ventures And Supplemental Dividends Will Shape Balanced Return Prospects
Analysts have nudged their average 12 month price target for Capital Southwest up by $0.50 to $24.50. They cited recent research that highlights supportive fundamentals, while still flagging cost pressures and mixed conditions across parts of the broader coverage universe.Mise à jour du récit • Jun 05
CSWC: Premium Equity Issuance And Joint Venture Expansion Will Shape Returns
Analysts have nudged their average price target for Capital Southwest up by $0.50 to $24.50, citing updated assumptions around discount rates, modestly higher revenue growth, slightly stronger profit margins, and a P/E multiple of about 14x as the key drivers behind the change. Analyst Commentary Recent Street research on Capital Southwest is limited, but the latest published target move provides some insight into how analysts are sizing up the stock around the updated US$24.50 price target and roughly 14x P/E assumption.Mise à jour du récit • May 20
CSWC: Fair Outlook Suggests Earnings Guidance And Joint Venture Will Support Returns
Analysts have nudged their price target for Capital Southwest slightly higher to $24.90, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E. This is in line with recent Street research that lifted the stock's target to $24.50.Mise à jour du récit • Apr 26
CSWC: Fair Outlook Suggests Joint Venture And Distributions Will Sustain Returns
Capital Southwest's analyst price target has shifted modestly higher to $24.80 from $24.40, as analysts factor in updated assumptions around revenue growth, profit margins and a slightly adjusted discount rate, informed by recent research that highlights value creation and margin resilience in comparable industrial names. Analyst Commentary Recent Street research on comparable industrial names helps explain why the Capital Southwest price target has edged higher, with analysts updating their models around revenue, margins and required returns.Mise à jour du récit • Apr 12
CSWC: Stable Outlook Suggests Joint Ventures And Distributions Will Support Returns
Analysts have made a modest adjustment to the Capital Southwest price target to $24.40, reflecting updated assumptions around the discount rate and earnings multiple, while keeping the underlying fair value view unchanged. Analyst Commentary Recent research commentary on Capital Southwest sits in the context of broader coverage of credit and industrial names, with analysts updating price targets and refining their views on valuation and execution.Mise à jour du récit • Mar 29
CSWC: Steady Fair Value And New JVs Will Support Future Upside
Analysts have kept Capital Southwest's fair value estimate steady at $24.40, with only modest tweaks to inputs like discount rate and forward P/E that reflect updated sector work, including recent research on CSW Industrials, where analysts cite value creation and solid margins as key reference points. Analyst Commentary Recent research on CSW Industrials is being used as a reference point for Capital Southwest, giving investors some context on how analysts are thinking about value creation, margins, and execution quality when they hold the fair value estimate at $24.40.Mise à jour du récit • Mar 15
CSWC: Stable Fair Value And Supplemental Dividend Will Support Future Upside
The analyst price target for Capital Southwest has been revised slightly, with the current fair value estimate steady at $24.40. Analysts point to relatively unchanged growth, profitability, and forward P/E assumptions as the basis for only a modest adjustment.Mise à jour du récit • Mar 01
CSWC: Lower Discount Rate And Higher P/E Outlook Will Support Upside
The analyst price target for Capital Southwest has increased by $0.40 to $24.40. Analysts attribute this change to modestly higher revenue growth assumptions, a slightly lower discount rate, and an updated future P/E outlook, which are partly offset by a lower projected profit margin.Article d’analyse • Nov 06
Capital Southwest Corporation Just Missed EPS By 22%: Here's What Analysts Think Will Happen Next
The quarterly results for Capital Southwest Corporation ( NASDAQ:CSWC ) were released last week, making it a good time...Article d’analyse • May 17
Earnings Miss: Capital Southwest Corporation Missed EPS By 15% And Analysts Are Revising Their Forecasts
It's been a good week for Capital Southwest Corporation ( NASDAQ:CSWC ) shareholders, because the company has just...Seeking Alpha • Mar 26
Capital Southwest: A Solid BDC, But This Isn't The Entry Point
Summary Capital Southwest offers a high dividend yield and strong underwriting but is riskier than larger peers like ARCC due to its size and business model. Despite solid fundamentals and attractive valuation, economic uncertainties suggest holding off on new investments in CSWC to avoid potential sharp declines. CSWC's diversified portfolio, primarily in first-lien senior secured loans, provides some protection, but the company remains vulnerable to economic downturns. Existing investors should continue collecting dividends but stay vigilant about macroeconomic trends and be ready to exit if conditions worsen. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Ride The Fat Dividend Train, +10% Yield: Capital Southwest
Summary I don't buy holdings hoping and praying that they climb in value. I buy holdings to get paid. A promised value increase tomorrow does little for me or you today. Collect income. It's the most powerful resource in the world. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Capital Southwest: Higher Rates Can Lead To A Higher Premium (Rating Upgrade)
Summary Capital Southwest focuses on generating attractive returns through a diverse portfolio of debt investments, showing meaningful growth in portfolio fair value last quarter. CSWC's Q4 earnings were solid, but non-accrual rates increased to 2.7% of fair portfolio value, raising concerns about credit quality. In addition, PIK income increased. The current dividend yield is around 10.8% and is fully supported by net investment income. Despite the rise in non-accruals, CSWC's overall performance and dividend yield remain attractive for investors seeking income. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Capital Southwest: Good For Income, Questionable For Superior Returns
Summary Over the past couple of quarters, CSWC has lagged behind the market. While CSWC is somewhat similar to MAIN, the return divergence between the two has been massive. By taking a closer look at the recent earnings report, I see an interesting opportunity for income investors to lock in high and durable yield. Yet, I am skeptical about CSWC's ability to produce solid total returns. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
Capital Southwest: Time To Pull The Buy Trigger (Upgrade)
Summary Capital Southwest's stock correction, triggered by higher non-accruals and lower net investment income, presents a buying opportunity at $21.50 for passive income investors. Despite the increased non-accrual ratio, Capital Southwest's First Lien portfolio grew to $1.4 billion, with cash interest collection up 2% QoQ. The base dividend was raised to $0.58 per share, but the rising dividend pay-out ratio to 100% raises concerns about future supplemental dividends. To restore investor confidence, Capital Southwest needs to lower its non-accrual ratio, avoid dilutive convertibles, and improve its dividend pay-out ratio to 80-85%. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Capital Southwest: Buying The Dip Despite Dividend Risks
Summary Capital Southwest is an internally managed BDC with a diversified portfolio, primarily focused on first-lien debt, offering a 10% regular dividend yield. Despite recent stock price volatility and increased non-accruals, CSWC's long-term value creation has provided my portfolio with attractive returns. Lower interest rates could improve the Company's equity investments and credit situation, but dynamic rate cuts may pressure dividend coverage, potentially reducing yield-on-cost. I prepared a sensitivity analysis of CSWC's dividend coverage considering different Fed-related scenarios to help you examine the risk yourself. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Buy The Dip With +10% Yield: Capital Southwest
Summary Panic selling is a terrible way to destroy your income stream, and retirees are often guilty of this practice. We review the recent earnings and dip to see if the sell-off is overdone. I collect income from all corners of the economy to fund my retirement. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Capital Southwest: Mediocre Quarter? Don't Ignore The Growth
Summary Capital Southwest's recent earnings report showed a decline in net investment income and total investment income, but impressive portfolio growth and solid credit quality. Despite a slight drop in NAV, this grew on an absolute basis. Their balance sheet remains strong with significant liquidity and one of the lowest leverages amongst their peers. Investors should wait for a pullback to around $18 or below for a better entry point, as the stock is currently expensive. Capital Southwest remains a top BDC due to its high-quality investments and resilience in a competitive market. If interest rates continue to lower as expected, I suspect investors may get a better entry price in the next 6 - 12 months. Read the full article on Seeking AlphaRendement pour les actionnaires
| CSWC | US Capital Markets | US Marché | |
|---|---|---|---|
| 7D | 0.6% | -0.4% | 1.0% |
| 1Y | 4.9% | 2.4% | 19.1% |
Rendement vs Industrie: CSWC a dépassé le secteur US Capital Markets qui a rapporté 2.4 % au cours de l'année écoulée.
Rendement vs marché: CSWC a sous-performé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.
Volatilité des prix
| CSWC volatility | |
|---|---|
| CSWC Average Weekly Movement | 2.4% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: CSWC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de CSWC ( 2% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1961 | 36 | Michael Sarner | www.capitalsouthwest.com |
Capital Southwest Corporation est une société de développement commercial. La société est spécialisée dans le crédit et les investissements en capital privé et en capital-risque dans les entreprises du marché intermédiaire inférieur, les investissements mezzanine, les entreprises en phase avancée, les entreprises matures, les entreprises en phase tardive, les entreprises à croissance émergente, les rachats, les consolidations industrielles, les recapitalisations et les investissements en capital de croissance. La société n'investit pas dans les start-ups, les sociétés cotées en bourse, les développements immobiliers, les opportunités de financement de projets, les entreprises d'exploration pétrolière et gazière, les sociétés en difficulté, les redressements et les sociétés dans lesquelles des cadres supérieurs importants sont en train de partir.
Capital Southwest Corporation Résumé des fondamentaux
| CSWC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.47b |
| Bénéfices(TTM) | US$111.78m |
| Recettes(TTM) | US$232.11m |
13.1x
Ratio P/E6.3x
Ratio P/SLe site CSWC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| CSWC compte de résultat (TTM) | |
|---|---|
| Recettes | US$232.11m |
| Coût des recettes | US$0 |
| Marge brute | US$232.11m |
| Autres dépenses | US$120.33m |
| Les revenus | US$111.78m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 03, 2026
| Résultat par action (EPS) | 1.80 |
| Marge brute | 100.00% |
| Marge bénéficiaire nette | 48.16% |
| Ratio dettes/capitaux propres | 111.9% |
Quelles ont été les performances à long terme de CSWC?
Voir les performances historiques et les comparaisonsDividendes
10.9%
Rendement actuel des dividendes117%
Ratio de distributionLe site CSWC verse-t-il des dividendes fiables ?
Voir CSWC l'historique des dividendes et les indices de référence| Capital Southwest dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 15 2026 |
| Date de paiement du dividende | Jul 31 2026 |
| Jours jusqu'au dividende Ex | 19 days |
| Jours jusqu'à la date de paiement du dividende | 3 days |
Le site CSWC verse-t-il des dividendes fiables ?
Voir CSWC l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/31 01:58 |
| Cours de l'action en fin de journée | 2026/07/31 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Capital Southwest Corporation est couverte par 11 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Bryce Rowe | Baird |
| Mitchel Penn | Brean Capital Historical (Janney Montgomery) |
| Sean-Paul Adams | B. Riley Securities, Inc. |