SFW Stock Overview
A business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
My Notes
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Capital Southwest Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$21.18 |
| 52 Week High | US$25.04 |
| 52 Week Low | US$19.60 |
| Beta | 1.29 |
| 1 Month Change | -4.51% |
| 3 Month Change | -8.55% |
| 1 Year Change | -7.51% |
| 3 Year Change | -1.94% |
| 5 Year Change | n/a |
| Change since IPO | 87.67% |
Recent News & Updates
Recent updates
Shareholder Returns
| SFW | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | -1.8% | 1.9% | 1.2% |
| 1Y | -7.5% | 25.0% | 10.1% |
Return vs Industry: SFW underperformed the German Capital Markets industry which returned 25% over the past year.
Return vs Market: SFW underperformed the German Market which returned 10.1% over the past year.
Price Volatility
| SFW volatility | |
|---|---|
| SFW Average Weekly Movement | 4.5% |
| Capital Markets Industry Average Movement | 4.6% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 11.5% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: SFW has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: SFW's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1961 | 27 | Bowen Diehl | www.capitalsouthwest.com |
Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations.
Capital Southwest Corporation Fundamentals Summary
| SFW fundamental statistics | |
|---|---|
| Market cap | €1.02b |
| Earnings (TTM) | €71.59m |
| Revenue (TTM) | €189.56m |
14.2x
P/E Ratio5.4x
P/S RatioIs SFW overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SFW income statement (TTM) | |
|---|---|
| Revenue | US$195.06m |
| Cost of Revenue | US$0 |
| Gross Profit | US$195.06m |
| Other Expenses | US$121.39m |
| Earnings | US$73.67m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.54 |
| Gross Margin | 100.00% |
| Net Profit Margin | 37.77% |
| Debt/Equity Ratio | 99.2% |
How did SFW perform over the long term?
See historical performance and comparisonDividends
11.6%
Current Dividend Yield139%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/10 17:15 |
| End of Day Share Price | 2025/01/09 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Capital Southwest Corporation is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Bryce Rowe | Baird |
| Bryce Rowe | B. Riley Securities, Inc. |
| Mitchel Penn | Janney Montgomery Scott LLC |