Capital Southwest (CSWC) Panoramica del titolo
Capital Southwest Corporation è una società di sviluppo aziendale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
CSWC Community Fair Values
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Analyst Price Targets
Concorrenti di Capital Southwest Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$23.62 |
| Massimo di 52 settimane | US$24.43 |
| Minimo di 52 settimane | US$19.37 |
| Beta | 0.74 |
| Variazione di 1 mese | 0.34% |
| Variazione a 3 mesi | 3.46% |
| Variazione di 1 anno | 2.07% |
| Variazione a 3 anni | 13.83% |
| Variazione a 5 anni | -8.63% |
| Variazione dall'IPO | 499.87% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 24
Capital Southwest: Don't Sleep On This 11%-Yielding BDC
Summary Capital Southwest is the second best performing BDC in the past 12-month period. This run has led to historically high P/NAV (valuation). However, the fundamental case remains robust and truly unique. In this article, I review the most recent earnings and share my latest views on CSWC (the reasons why it remains as my Top 3 BDC pick). Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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 • Jun 24
Capital Southwest: Don't Sleep On This 11%-Yielding BDC
Summary Capital Southwest is the second best performing BDC in the past 12-month period. This run has led to historically high P/NAV (valuation). However, the fundamental case remains robust and truly unique. In this article, I review the most recent earnings and share my latest views on CSWC (the reasons why it remains as my Top 3 BDC pick). Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking Alpha • Oct 17
Capital Southwest: High Quality And Stable 10% Yield At The Right Time
Summary Capital Southwest is a top-tier BDC, offering a high-quality 10% yield. The data points from the previous earnings report clearly confirm this. In the article, I emphasize the most important advantages of CSWC (based on recent earnings data) that long-term investors have to take into account. Plus, I explain in more detail what could be the key drivers for CSWC's solid performance going forward. Read the full article on Seeking AlphaSeeking Alpha • Sep 16
Capital Southwest: 10% Quality Yield Has Its Price
Summary Capital Southwest is a well-managed BDC with a focus on highly collateralized First Liens, offering a well-covered 10% yield and robust net investment income. Despite a 50% premium to net asset value, the quality of Capital Southwest's credit portfolio and consistent supplementary dividends justify the investment for passive income seekers. The BDC's net investment income surged 25% YoY due to substantial investments in floating-rate loans, though future growth may moderate with potential interest rate cuts. Capital Southwest's dividend payout metrics show a high margin of safety, with a stable $0.06 supplementary dividend and a leading dividend yield of 10.3%. Read the full article on Seeking AlphaRendimenti per gli azionisti
| CSWC | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | -0.5% | 2.4% | 0.6% |
| 1Y | 2.1% | 2.5% | 19.5% |
Ritorno vs Industria: CSWC ha trovato corrispondenza nel US Capital Markets che ha restituito 2.5 % nell'ultimo anno.
Rendimento vs Mercato: CSWC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.5 % nell'ultimo anno.
Volatilità dei prezzi
| CSWC volatility | |
|---|---|
| CSWC Average Weekly Movement | 2.6% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: CSWC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di CSWC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1961 | 36 | Michael Sarner | www.capitalsouthwest.com |
Capital Southwest Corporation è una società di sviluppo aziendale. L'azienda è specializzata in investimenti di credito, private equity e venture capital in aziende del mercato medio-basso, mezzanine, later stage, mature, late venture, emerging growth, buyout, consolidamento del settore, ricapitalizzazioni e investimenti in capitale di crescita. L'azienda non investe in startup, società quotate in borsa, sviluppi immobiliari, opportunità di project finance, attività di esplorazione di petrolio e gas, società in difficoltà, turnaround e società in cui un importante senior management sta lasciando.
Capital Southwest Corporation Riepilogo dei fondamenti
| CSWC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.46b |
| Utili (TTM) | US$111.78m |
| Ricavi(TTM) | US$232.11m |
13.1x
Rapporto P/E6.3x
Rapporto P/SCSWC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CSWC Conto economico (TTM) | |
|---|---|
| Ricavi | US$232.11m |
| Costo del fatturato | US$0 |
| Profitto lordo | US$232.11m |
| Altre spese | US$120.33m |
| Utili | US$111.78m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.80 |
| Margine lordo | 100.00% |
| Margine di profitto netto | 48.16% |
| Rapporto debito/patrimonio netto | 111.9% |
Come si è comportato CSWC nel lungo periodo?
Vedi performance storica e confrontoDividendi
10.8%
Rendimento attuale del dividendo117%
Rapporto di remunerazioneCSWC paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CSWC| Capital Southwest date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 15 2026 |
| Data di pagamento dei dividendi | Jul 31 2026 |
| Giorni fino al dividendo Ex | 4 days |
| Giorni prima della data di pagamento dei dividendi | 20 days |
CSWC paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di CSWCAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/09 16:53 |
| Prezzo dell'azione a fine giornata | 2026/07/09 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Capital Southwest Corporation è coperta da 10 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Bryce Rowe | Baird |
| Mitchel Penn | Brean Capital Historical (Janney Montgomery) |
| Sean-Paul Adams | B. Riley Securities, Inc. |