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Capital Southwest NasdaqGS:CSWC Stock Report

Last Price

US$25.88

Market Cap

US$1.2b

7D

-3.9%

1Y

22.2%

Updated

22 Jul, 2024

Data

Company Financials +

Capital Southwest Corporation

NasdaqGS:CSWC Stock Report

Market Cap: US$1.2b

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, recapitalizations and growth capital investments.

CSWC fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance4/6
Financial Health2/6
Dividends3/6

Capital Southwest Corporation Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Capital Southwest
Historical stock prices
Current Share PriceUS$25.88
52 Week HighUS$27.23
52 Week LowUS$20.72
Beta1.29
11 Month Change3.64%
3 Month Change0.74%
1 Year Change22.19%
33 Year Change1.93%
5 Year Change24.36%
Change since IPO557.27%

Recent News & Updates

Capital Southwest: An Expensive But Well Run BDC, 9% Yield

Jul 22

Capital Southwest: I Was Wrong About This BDC Gem (Upgrade)

Jun 20

Recent updates

Capital Southwest: An Expensive But Well Run BDC, 9% Yield

Jul 22

Capital Southwest: I Was Wrong About This BDC Gem (Upgrade)

Jun 20

Capital Southwest: Strong Growth Momentum And Solid Portfolio Quality, Still A Buy

May 31

It's A Story Of Risk Vs Reward With Capital Southwest Corporation (NASDAQ:CSWC)

May 29
It's A Story Of Risk Vs Reward With Capital Southwest Corporation (NASDAQ:CSWC)

Capital Southwest Q4: Quality BDC But Valuation Is Too Rich Here

May 16

Capital Southwest: Hefty 9% Yield Supported By Low Operating Costs

Apr 05

Capital Southwest: Strong NII Can Potentially Offset Interest Rate Sensitivity

Mar 22

Capital Southwest: High Yield At Low Risk

Mar 04

Capital Southwest Yield 9%: The Next BDC Leader?

Feb 20

Capital Southwest Q3: A Must-Have For Income Investors But Wait For A Pullback

Feb 02

Broker Revenue Forecasts For Capital Southwest Corporation (NASDAQ:CSWC) Are Surging Higher

Feb 01
Broker Revenue Forecasts For Capital Southwest Corporation (NASDAQ:CSWC) Are Surging Higher

Capital Southwest reports preliminary estimates of Q2 operating results

Oct 07

Capital Southwest raises 4% to $0.52/shares

Sep 20

Capital Southwest goes ex-dividend tomorrow

Sep 13

Capital Southwest: 9% Yield, Dividend Hike, Strong Fiscal Q1 Earnings

Aug 19

Capital Southwest Q1 2023 Earnings Preview

Jul 31

Capital Southwest BDC: Generate Sustainable 10.3% Passive Income

Jul 14

Capital Southwest: 11% Yield, Benefits From Rising Rates, 28% Dividend Growth

Jun 19

Positioning For Higher Interest Rates With 10.1% Yielding Southwest Capital

Mar 27

Capital Southwest: Rare 12% Dividend Growth BDC, 7%-Plus Yield

Feb 04

Capital Southwest: 40 Big-Dividend BDCs Compared

Jan 29

Capital Southwest Still An Excellent Investment

Dec 16

Capital Southwest: If You Missed Main Street Capital, Then Look At This 7% Yielder

Nov 29

Capital Southwest: 9.5% Yield, Third Straight Dividend Hike, Plus $.50 Special

Nov 05

Capital Southwest Stock: Are You Putting Cash To Work?

Oct 10

Excellent Dividend Growth Stock Currently Yielding 9.1%: Capital Southwest

Sep 16

Shareholder Returns

CSWCUS Capital MarketsUS Market
7D-3.9%0.007%-1.1%
1Y22.2%24.2%20.0%

Return vs Industry: CSWC matched the US Capital Markets industry which returned 22.3% over the past year.

Return vs Market: CSWC exceeded the US Market which returned 19% over the past year.

Price Volatility

Is CSWC's price volatile compared to industry and market?
CSWC volatility
CSWC Average Weekly Movement2.6%
Capital Markets Industry Average Movement3.5%
Market Average Movement5.9%
10% most volatile stocks in US Market14.9%
10% least volatile stocks in US Market2.9%

Stable Share Price: CSWC has not had significant price volatility in the past 3 months.

Volatility Over Time: CSWC's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196127Bowen Diehlwww.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

How do Capital Southwest's earnings and revenue compare to its market cap?
CSWC fundamental statistics
Market capUS$1.19b
Earnings (TTM)US$83.39m
Revenue (TTM)US$178.14m

14.2x

P/E Ratio

6.7x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSWC income statement (TTM)
RevenueUS$178.14m
Cost of RevenueUS$0
Gross ProfitUS$178.14m
Other ExpensesUS$94.75m
EarningsUS$83.39m

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

Aug 05, 2024

Earnings per share (EPS)1.82
Gross Margin100.00%
Net Profit Margin46.81%
Debt/Equity Ratio102.0%

How did CSWC perform over the long term?

See historical performance and comparison

Dividends

9.7%

Current Dividend Yield

109%

Payout Ratio
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