CSWC 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 | 6/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
+ 1 more risk
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Capital Southwest Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$19.03 |
| 52 Week High | US$27.23 |
| 52 Week Low | US$17.46 |
| Beta | 1.05 |
| 1 Month Change | -12.26% |
| 3 Month Change | -12.38% |
| 1 Year Change | -22.36% |
| 3 Year Change | -18.36% |
| 5 Year Change | 68.26% |
| Change since IPO | 383.30% |
Recent News & Updates
Capital Southwest: A Solid BDC, But This Isn't The Entry Point
Mar 26Ride The Fat Dividend Train, +10% Yield: Capital Southwest
Feb 24Recent updates
Capital Southwest: A Solid BDC, But This Isn't The Entry Point
Mar 26Ride The Fat Dividend Train, +10% Yield: Capital Southwest
Feb 24Capital Southwest: Higher Rates Can Lead To A Higher Premium (Rating Upgrade)
Feb 17Capital Southwest: Good For Income, Questionable For Superior Returns
Jan 14Capital Southwest: Time To Pull The Buy Trigger (Upgrade)
Dec 18Capital Southwest: Buying The Dip Despite Dividend Risks
Dec 06Buy The Dip With +10% Yield: Capital Southwest
Nov 11Capital Southwest: Mediocre Quarter? Don't Ignore The Growth
Nov 05Capital Southwest: High Quality And Stable 10% Yield At The Right Time
Oct 17Capital Southwest: 10% Quality Yield Has Its Price
Sep 16
Calculated Leverage And Diversified Investments Propel Revenue And Secure Margins
Sep 15 Emphasis on strategic risk management and targeted investments in lower-middle-market companies indicate a conservative yet growth-oriented approach.My 10% Yield Keeps Growing: Capital Southwest
Aug 22Capital Southwest: Looking To Add But Waiting For A Further Drop In Price
Aug 16Capital Southwest: An Expensive But Well Run BDC, 9% Yield
Jul 22Capital Southwest: I Was Wrong About This BDC Gem (Upgrade)
Jun 20Capital Southwest: Strong Growth Momentum And Solid Portfolio Quality, Still A Buy
May 31It's A Story Of Risk Vs Reward With Capital Southwest Corporation (NASDAQ:CSWC)
May 29
Capital Southwest Q4: Quality BDC But Valuation Is Too Rich Here
May 16Capital Southwest: Hefty 9% Yield Supported By Low Operating Costs
Apr 05Capital Southwest: Strong NII Can Potentially Offset Interest Rate Sensitivity
Mar 22Capital Southwest: High Yield At Low Risk
Mar 04Capital Southwest Yield 9%: The Next BDC Leader?
Feb 20Capital Southwest Q3: A Must-Have For Income Investors But Wait For A Pullback
Feb 02Broker Revenue Forecasts For Capital Southwest Corporation (NASDAQ:CSWC) Are Surging Higher
Feb 01Shareholder Returns
| CSWC | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -3.8% | 6.1% | 5.4% |
| 1Y | -22.4% | 12.7% | 3.6% |
Return vs Industry: CSWC underperformed the US Capital Markets industry which returned 12.6% over the past year.
Return vs Market: CSWC underperformed the US Market which returned 3.6% over the past year.
Price Volatility
| CSWC volatility | |
|---|---|
| CSWC Average Weekly Movement | 4.9% |
| Capital Markets Industry Average Movement | 5.5% |
| Market Average Movement | 7.7% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 4.0% |
Stable Share Price: CSWC has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CSWC's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1961 | 27 | Michael Sarner | 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
| CSWC fundamental statistics | |
|---|---|
| Market cap | US$962.57m |
| Earnings (TTM) | US$66.46m |
| Revenue (TTM) | US$198.46m |
14.5x
P/E Ratio4.9x
P/S RatioIs CSWC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSWC income statement (TTM) | |
|---|---|
| Revenue | US$198.46m |
| Cost of Revenue | US$0 |
| Gross Profit | US$198.46m |
| Other Expenses | US$132.01m |
| Earnings | US$66.46m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.31 |
| Gross Margin | 100.00% |
| Net Profit Margin | 33.49% |
| Debt/Equity Ratio | 110.8% |
How did CSWC perform over the long term?
See historical performance and comparisonDividends
13.4%
Current Dividend Yield160%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/13 16:08 |
| End of Day Share Price | 2025/04/11 00:00 |
| Earnings | 2024/12/31 |
| 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 |
| |
| 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.
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 11 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 |