CSWC 📈 Capital Southwest - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US1405011073

CSWC: Credit, Private Equity, Venture Capital, Debt Investments

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 Web URL: https://www.capitalsouthwest.com

Additional Sources for CSWC Stock

CSWC Stock Overview

Market Cap in USD 1,024m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1990-03-27

CSWC Stock Ratings

Growth 5y 57.0%
Fundamental 37.8%
Dividend 79.0%
Rel. Strength Industry -103
Analysts 3.71/5
Fair Price Momentum 21.58 USD
Fair Price DCF 23.43 USD

CSWC Dividends

Dividend Yield 12m 11.83%
Yield on Cost 5y 21.53%
Annual Growth 5y -2.31%
Payout Consistency 93.9%

CSWC Growth Ratios

Growth Correlation 3m -81%
Growth Correlation 12m 27.3%
Growth Correlation 5y 81.4%
CAGR 5y 12.70%
CAGR/Mean DD 5y 0.94
Sharpe Ratio 12m -0.19
Alpha -34.24
Beta 1.23
Volatility 25.84%
Current Volume 229.5k
Average Volume 20d 730.9k
What is the price of CSWC stocks?
As of December 26, 2024, the stock is trading at USD 21.38 with a total of 229,494 shares traded.
Over the past week, the price has changed by +2.39%, over one month by -5.32%, over three months by -11.35% and over the past year by -0.96%.
Is Capital Southwest a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Capital Southwest (NASDAQ:CSWC) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 37.82 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CSWC as of December 2024 is 21.58. This means that CSWC is currently overvalued and has a potential downside of 0.94%.
Is CSWC a buy, sell or hold?
Capital Southwest has received a consensus analysts rating of 3.71. Therefor, it is recommend to hold CSWC.
  • Strong Buy: 2
  • Buy: 1
  • Hold: 4
  • Sell: 0
  • Strong Sell: 0
What are the forecast for CSWC stock price target?
According to ValueRays Forecast Model, CSWC Capital Southwest will be worth about 24.2 in December 2025. The stock is currently trading at 21.38. This means that the stock has a potential upside of +13%.
Issuer Forecast Upside
Wallstreet Target Price 25.2 17.7%
Analysts Target Price 22.7 6.1%
ValueRay Target Price 24.2 13%