CSWC.Z 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 | 5/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
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Capital Southwest Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$25.22 |
| 52 Week High | US$25.43 |
| 52 Week Low | US$24.80 |
| Beta | 1.25 |
| 1 Month Change | n/a |
| 3 Month Change | n/a |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 0.72% |
Recent News & Updates
Recent updates
Shareholder Returns
| CSWC.Z | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -0.4% | 5.2% | 3.9% |
| 1Y | n/a | 25.3% | 11.6% |
Return vs Industry: Insufficient data to determine how CSWC.Z performed against the US Capital Markets industry.
Return vs Market: Insufficient data to determine how CSWC.Z performed against the US Market.
Price Volatility
| CSWC.Z volatility | |
|---|---|
| CSWC.Z Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 5.6% |
| Market Average Movement | 8.1% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 4.2% |
Stable Share Price: CSWC.Z has not had significant price volatility in the past 3 months.
Volatility Over Time: Insufficient data to determine CSWC.Z's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1961 | 26 | 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, 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
| CSWC.Z fundamental statistics | |
|---|---|
| Market cap | US$728.21m |
| Earnings (TTM) | US$33.09m |
| Revenue (TTM) | US$119.30m |
22.0x
P/E Ratio6.1x
P/S RatioIs CSWC.Z overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSWC.Z income statement (TTM) | |
|---|---|
| Revenue | US$119.30m |
| Cost of Revenue | US$0 |
| Gross Profit | US$119.30m |
| Other Expenses | US$86.21m |
| Earnings | US$33.09m |
Last Reported Earnings
Mar 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.90 |
| Gross Margin | 100.00% |
| Net Profit Margin | 27.74% |
| Debt/Equity Ratio | 108.0% |
How did CSWC.Z perform over the long term?
See historical performance and comparisonDividends
11.6%
Current Dividend Yield184%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/07/03 22:58 |
| End of Day Share Price | 2023/07/03 00:00 |
| Earnings | 2023/03/31 |
| Annual Earnings | 2023/03/31 |
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 |
| |
| Ownership | 10 years |
| |
| 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.
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 Github.
Analyst Sources
Capital Southwest Corporation is covered by 12 analysts. 7 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. |
| Devin Ryan | Citizens JMP Securities, LLC |