NasdaqGS:CSWC

Stock Analysis Report

Executive Summary

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.

Rewards

Loading interface...

Risk Analysis

Loading interface...

Snowflake Analysis


Similar Companies

Share Price & News

How has Capital Southwest's share price performed over time and what events caused price changes?


Latest Share Price and Events

Information is not available.


Market Performance


7 Day Return

0.3%

CSWC

1.6%

US Capital Markets

1.3%

US Market


1 Year Return

9.3%

CSWC

22.3%

US Capital Markets

19.4%

US Market

Information is not available.

Information is not available.


Shareholder returns

CSWCIndustryMarket
7 Day0.3%1.6%1.3%
30 Day4.3%4.9%2.6%
90 Day3.2%6.7%5.0%
1 Year17.0%9.3%24.8%22.3%22.0%19.4%
3 Year80.8%41.1%41.4%33.3%46.8%37.3%
5 Year-28.3%-45.5%78.2%61.6%66.3%48.0%

Price Volatility Vs. Market

How volatile is Capital Southwest's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Capital Southwest undervalued compared to its fair value and its price relative to the market?

15.88x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Information is not available.

Information is not available.


Price To Earnings Ratio

Information is not available.

Information is not available.


Price to Earnings Growth Ratio

Information is not available.


Price to Book Ratio

Information is not available.

Future Growth

How is Capital Southwest forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?

22.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Information is not available.

Information is not available.

Information is not available.

Information is not available.

Information is not available.


Earnings per Share Growth Forecasts


Future Return on Equity

Information is not available.

Past Performance

How has Capital Southwest performed over the past 5 years?

0.7%

Historical annual earnings growth


Earnings and Revenue History

Information is not available.

Information is not available.


Past Earnings Growth Analysis

Information is not available.

Information is not available.

Information is not available.


Return on Equity

Information is not available.


Return on Assets


Return on Capital Employed

Financial Health

How is Capital Southwest's financial position?


Financial Position Analysis

Information is not available.

Information is not available.


Debt to Equity History and Analysis

Information is not available.

Information is not available.

Information is not available.

Information is not available.


Balance Sheet

Information is not available.

Information is not available.

Dividend

What is Capital Southwest's current dividend yield, its reliability and sustainability?

9.05%

Current Dividend Yield


Upcoming Dividend Payment

Purchase Capital Southwest before the 'Buy Limit' to receive their next dividend payment.


Dividend Yield vs Market

company9.0%marketbottom25%1.4%markettop25%3.7%industryaverage1.9%forecastin3Years9.1%

Current dividend yield vs market & industry

Information is not available.

Information is not available.


Stability and Growth of Payments

Information is not available.

Information is not available.


Current Payout to Shareholders

Information is not available.


Future Payout to Shareholders

Information is not available.

Management

What is the CEO of Capital Southwest's salary, the management and board of directors tenure and is there insider trading?

4.2yrs

Average management tenure


CEO

Bowen Diehl (50yo)

4.3yrs

Tenure

US$2,446,770

Compensation

Mr. Bowen S. Diehl has been the Chief Executive Officer and President of Capital Southwest Corporation since September 31, 2015. He led the relaunch of the firm. Mr. Diehl served as the Chief Investment Of ...


CEO Compensation Analysis

Information is not available.

Information is not available.


Management Age and Tenure

4.2yrs

Average Tenure

Information is not available.


Board Age and Tenure

4.8yrs

Average Tenure

55yo

Average Age

Information is not available.


Insider Trading

Information is not available.


Recent Insider Transactions

BuyUS$53,42303 Sep 19
David Brooks
EntityIndividual
Role
Chairman of the Board
Non-Executive Chairman
Shares2,500
Max PriceUS$21.37
BuyUS$19,88830 Aug 19
Christine Battist
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares910
Max PriceUS$21.85
BuyUS$118,46927 Dec 18
Jack Furst
EntityIndividual
Role
Member of the Board of Directors
Independent Director
Shares6,404
Max PriceUS$18.78

Ownership Breakdown

Information is not available.


Management Team

  • Bowen Diehl (50yo)

    President

    • Tenure: 4.3yrs
    • Compensation: US$2.45m
  • Matt Darrah

    Principal

    • Tenure: 1.6yrs
  • Doug Kelley

    Managing Director

    • Tenure: 4.9yrs
  • Grant Eason

    Vice President

    • Tenure: 0.9yrs
  • Josh Weinstein

    Managing Director

    • Tenure: 0yrs
  • Michael Sarner (46yo)

    CFO, Chief Compliance Officer

    • Tenure: 4.3yrs
    • Compensation: US$1.91m
  • Chris Rehberger

    VP of Finance & Treasurer

    • Tenure: 4.2yrs
  • Ryan Kelly

    Principal

    • Tenure: 0yrs
  • Curtis Harrison

    Principal

    • Tenure: 2.3yrs
  • Amy Baker

    Controller

    • Tenure: 0yrs

Board Members

  • Jack Furst (60yo)

    Independent Director

    • Tenure: 5.4yrs
    • Compensation: US$107.00k
  • Bowen Diehl (50yo)

    President

    • Tenure: 4.3yrs
    • Compensation: US$2.45m
  • T. Morgan (69yo)

    Independent Director

    • Tenure: 7.6yrs
    • Compensation: US$110.00k
  • Will Thomas (48yo)

    Independent Director

    • Tenure: 5.9yrs
    • Compensation: US$102.00k
  • Christine Battist (50yo)

    Independent Director

    • Tenure: 1.3yrs
  • David Brooks (60yo)

    Non-Executive Chairman

    • Tenure: 2.3yrs
    • Compensation: US$132.00k

Company Information

Capital Southwest Corporation's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Capital Southwest Corporation
  • Ticker: CSWC
  • Exchange: NasdaqGS
  • Founded: 1961
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: US$396.194m
  • Shares outstanding: 17.93m
  • Website: https://www.capitalsouthwest.com

Number of Employees


Location

  • Capital Southwest Corporation
  • Lincoln Center Tower 1
  • Suite 1300
  • Dallas
  • Texas
  • 75240
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CSWCNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJan 1969

Biography

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 ve ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/12/12 23:33
End of Day Share Price2019/12/12 00:00
Earnings2019/09/30
Annual Earnings2019/03/31


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.