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Capital Southwest Corporation

Ticker: CSWC ISIN: US1405011073
Add to portfolio Portfolio analysis in 2min
Stock Small-cap Dividend payer High beta
Market cap
$1.06B
P/E
13.60
Forward P/E
9.11
Profit margin
37.77%
Revenue growth QoQ
13.90%
Div. yield
11.34%
Beta
1.30

Key stats

Market cap
1.06B
P/E
13.60
Dividend yield
11.34%
Beta
1.30
52-week range
20.68 - 25.80
50-day MA
22.43
200-day MA
24.67
Section 1

Business overview

Company profile data from fundamentals.

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. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. The firm is Industry agnostic, but it prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, th

Sector Financial Services
Industry Asset Management
Country United States
Exchange NASDAQ
Section 2

Financial quality

Above-average volatility

Profitability and balance-sheet quality indicators from reported fundamentals.

Profitability

ROE 10.17%
ROA 6.98%
Profit margin 37.77%
Operating margin 87.47%
PEG ratio 12.55
Revenue/share TTM 4.37
Revenue TTM 195.06M
EBITDA 173.76M
Gross profit TTM 195.06M
Beta 1.30

Valuation

Trailing P/E 13.60
Forward P/E 9.11
P/B 1.35
P/S 5.45
EV/EBITDA 0.00
EV/Revenue 17.97
Section 3

Earnings

Earnings metrics from company highlights and earnings datasets.

EPS estimate (current year) 2.49
Quarterly earnings growth -15.70%
Revenue TTM 195.06M
Reported quarters 105
Section 4

Dividends & corporate actions

Dividend and split fields from fundamentals.

Dividend yield 11.34%
Forward annual div. yield 11.34%
Dividend per share 2.2900
Payout ratio 84.05%
Ex-dividend date 2024-12-13
Split factor 2724:1000
Last split date 2015-10-01
Section 5

Ownership / analyst view

Institutional ownership and analyst estimate fields when available.

Analyst

Analyst target price $25.17
Analyst rating 3.7143

Ownership & short interest

Shares outstanding 47.69M
Shares float 45.59M
Institutional ownership 26.48%
Insider ownership 4.39%
Short ratio 1.59
Short % of float 2.63%

Details

Instrument metadata and source update timestamps.

Symbol CSWC
Name Capital Southwest Corporation
Asset type STOCK
Exchange NASDAQ
Currency USD
ISIN US1405011073
Country USA
Code + exchange CSWC.NASDAQ
Last price date 2025-01-23
Fundamentals updated 2025-01-24

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