Capital Southwest Management
Management criteria checks 4/4
Capital Southwest's CEO is Bowen Diehl, appointed in Oct 2015, has a tenure of 9.17 years. total yearly compensation is $3.81M, comprised of 14.4% salary and 85.6% bonuses, including company stock and options. directly owns 1.42% of the company’s shares, worth $14.64M. The average tenure of the management team and the board of directors is 4.8 years and 9.8 years respectively.
Key information
Bowen Diehl
Chief executive officer
US$3.8m
Total compensation
| CEO salary percentage | 14.4% |
| CEO tenure | 9.2yrs |
| CEO ownership | 1.4% |
| Management average tenure | 4.8yrs |
| Board average tenure | 9.8yrs |
Recent management updates
Recent updates
Capital 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 16My 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 01Capital 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 19CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | US$74m |
| Jun 30 2024 | n/a | n/a | US$74m |
| Mar 31 2024 | US$4m | US$550k | US$83m |
| Dec 31 2023 | n/a | n/a | US$88m |
| Sep 30 2023 | n/a | n/a | US$68m |
| Jun 30 2023 | n/a | n/a | US$54m |
| Mar 31 2023 | US$3m | US$550k | US$33m |
| Dec 31 2022 | n/a | n/a | US$35m |
| Sep 30 2022 | n/a | n/a | US$44m |
| Jun 30 2022 | n/a | n/a | US$30m |
| Mar 31 2022 | US$3m | US$475k | US$43m |
| Dec 31 2021 | n/a | n/a | US$33m |
| Sep 30 2021 | n/a | n/a | US$36m |
| Jun 30 2021 | n/a | n/a | US$57m |
| Mar 31 2021 | US$3m | US$454k | US$51m |
| Dec 31 2020 | n/a | n/a | US$16m |
| Sep 30 2020 | n/a | n/a | -US$7m |
| Jun 30 2020 | n/a | n/a | -US$20m |
| Mar 31 2020 | US$2m | US$454k | -US$22m |
| Dec 31 2019 | n/a | n/a | US$13m |
| Sep 30 2019 | n/a | n/a | US$24m |
| Jun 30 2019 | n/a | n/a | US$28m |
| Mar 31 2019 | US$2m | US$442k | US$33m |
| Dec 31 2018 | n/a | n/a | US$38m |
| Sep 30 2018 | n/a | n/a | US$43m |
| Jun 30 2018 | n/a | n/a | US$46m |
| Mar 31 2018 | US$3m | US$442k | US$39m |
Compensation vs Market: Bowen's total compensation ($USD3.81M) is about average for companies of similar size in the US market ($USD3.21M).
Compensation vs Earnings: Bowen's compensation has been consistent with company performance over the past year.
CEO
Bowen Diehl (55 yo)
9.2yrs
Tenure
US$3,809,514
Compensation
Mr. Bowen S. Diehl has been the Chief Executive Officer, President and Director of Capital Southwest Corporation since October 2015. He led the relaunch of Capital Southwest Corporation. Mr. Diehl served a...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 9.2yrs | US$3.81m | 1.42% $ 14.6m | |
| CFO, Chief Compliance Officer & Secretary | 9.2yrs | US$2.66m | 0.86% $ 8.8m | |
| Senior MD & Chief Investment Officer | less than a year | US$2.37m | 0.53% $ 5.5m | |
| Accounting Senior Manager | 1.9yrs | no data | no data | |
| Managing Director | 3.6yrs | no data | no data | |
| Executive VP & Treasurer | 9.2yrs | no data | no data | |
| Controller | no data | no data | no data | |
| Assistant Controller | no data | no data | no data | |
| Principal | 4.6yrs | no data | no data | |
| Principal | 5.9yrs | no data | no data | |
| Vice President | 4.9yrs | no data | no data | |
| Vice President | 2.3yrs | no data | no data |
4.8yrs
Average Tenure
51yo
Average Age
Experienced Management: CSWC's management team is considered experienced (4.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 9.2yrs | US$3.81m | 1.42% $ 14.6m | |
| Independent Director | 10.4yrs | US$174.52k | 0.18% $ 1.8m | |
| Independent Director | 10.9yrs | US$172.50k | 1.26% $ 12.9m | |
| Independent Director | 6.3yrs | US$179.52k | 0.035% $ 357.4k | |
| Independent Chairman | 10.9yrs | US$202.02k | 0.081% $ 836.2k | |
| Independent Director | 3.8yrs | US$179.52k | 0.034% $ 354.1k |
9.8yrs
Average Tenure
59.5yo
Average Age
Experienced Board: CSWC's board of directors are considered experienced (9.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 09:00 |
| End of Day Share Price | 2024/12/30 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 |
| |
| 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
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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 |