CSWC Stock Overview
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.
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
Capital Southwest Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$26.57 |
| 52 Week High | US$26.79 |
| 52 Week Low | US$17.60 |
| Beta | 1.25 |
| 1 Month Change | 6.84% |
| 3 Month Change | 10.07% |
| 1 Year Change | 48.27% |
| 3 Year Change | 13.11% |
| 5 Year Change | 19.15% |
| Change since IPO | 574.79% |
Recent News & Updates
Capital 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 04Recent updates
Capital 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 01
Capital Southwest reports preliminary estimates of Q2 operating results
Oct 07Capital Southwest raises 4% to $0.52/shares
Sep 20Capital Southwest goes ex-dividend tomorrow
Sep 13Capital Southwest: 9% Yield, Dividend Hike, Strong Fiscal Q1 Earnings
Aug 19Capital Southwest Q1 2023 Earnings Preview
Jul 31Capital Southwest BDC: Generate Sustainable 10.3% Passive Income
Jul 14Capital Southwest: 11% Yield, Benefits From Rising Rates, 28% Dividend Growth
Jun 19Positioning For Higher Interest Rates With 10.1% Yielding Southwest Capital
Mar 27Capital Southwest: Rare 12% Dividend Growth BDC, 7%-Plus Yield
Feb 04Capital Southwest: 40 Big-Dividend BDCs Compared
Jan 29Capital Southwest Still An Excellent Investment
Dec 16Capital Southwest: If You Missed Main Street Capital, Then Look At This 7% Yielder
Nov 29Capital Southwest: 9.5% Yield, Third Straight Dividend Hike, Plus $.50 Special
Nov 05Capital Southwest Stock: Are You Putting Cash To Work?
Oct 10Excellent Dividend Growth Stock Currently Yielding 9.1%: Capital Southwest
Sep 16Capital Southwest: 8% Yield, Strong Q2 Earnings
Aug 158.3% Yield, 3 Dividend Hikes In A Row, Strong Buy: Capital Southwest
Aug 09Increases to Capital Southwest Corporation's (NASDAQ:CSWC) CEO Compensation Might Cool off for now
Jul 22Capital Southwest: 8% Yield, Extra Dividends Keep Coming
Jul 09Hidden Gem, 7.8% Yield, 15% Insider Ownership: Capital Southwest
Jun 07Capital Southwest 2021 Q4 - Results - Earnings Call Presentation
May 263 Reasons 7%-Yielding Capital Southwest Is A SWAN Worth Owning
May 03Is Capital Southwest Corporation (NASDAQ:CSWC) A Risky Dividend Stock?
Mar 12Capital Southwest Corporation Just Beat EPS By 98%: Here's What Analysts Think Will Happen Next
Feb 05
Shareholder Returns
| CSWC | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 2.9% | 2.1% | 1.6% |
| 1Y | 48.3% | 35.4% | 25.1% |
Return vs Industry: CSWC exceeded the US Capital Markets industry which returned 35.4% over the past year.
Return vs Market: CSWC exceeded the US Market which returned 25.1% over the past year.
Price Volatility
| CSWC volatility | |
|---|---|
| CSWC Average Weekly Movement | 2.7% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
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
| 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 fundamental statistics | |
|---|---|
| Market cap | US$1.14b |
| Earnings (TTM) | US$88.10m |
| Revenue (TTM) | US$168.90m |
13.0x
P/E Ratio6.8x
P/S RatioIs CSWC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSWC income statement (TTM) | |
|---|---|
| Revenue | US$168.90m |
| Cost of Revenue | US$0 |
| Gross Profit | US$168.90m |
| Other Expenses | US$80.80m |
| Earnings | US$88.10m |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
May 14, 2024
| Earnings per share (EPS) | 2.05 |
| Gross Margin | 100.00% |
| Net Profit Margin | 52.16% |
| Debt/Equity Ratio | 94.0% |
How did CSWC perform over the long term?
See historical performance and comparison