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CSWC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
23.520
Open
23.270
VWAP
23.37
Vol
671.77K
Mkt Cap
1.45B
Low
23.270
Amount
15.70M
EV/EBITDA(TTM)
20.60
Total Shares
62.14M
EV
2.54B
EV/OCF(TTM)
--
P/S(TTM)
7.19
Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies.
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Events Timeline

(ET)
2026-04-16
16:10:00
Capital Southwest Estimates Net Asset Value Per Share at $16.67 to $16.72
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2026-03-16 (ET)
2026-03-16
08:20:00
Capital Southwest and Trinity Capital Form Joint Venture
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2026-03-16
08:10:00
Capital Southwest Forms Joint Venture with Trinity Capital
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2026-02-02 (ET)
2026-02-02
16:10:00
Capital Southwest Q3 NAV per Share Reaches $16.75
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2026-01-22 (ET)
2026-01-22
16:50:00
Capital Southwest Forms Joint Venture with Private Credit Asset Manager
select
2026-01-15 (ET)
2026-01-15
16:30:00
Capital Southwest Sees Q3 NAV per Share at $16.72-$16.77
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News

Yahoo Finance
6.5
05-22Yahoo Finance
Analysis of Opportunities and Risks in Small-Cap Stocks
  • Lindblad Expeditions Outlook: Lindblad Expeditions (LIND) has shown a lackluster annual revenue growth of 17.4% over the past two years, indicating a loss of market share, while its forward P/E ratio of 76.9 suggests potential overvaluation risks.
  • Capital Southwest Financial Strain: Capital Southwest (CSWC) has experienced a 6.3% annual decline in earnings per share over the last two years, despite revenue growth, and its 7x net-debt-to-EBITDA ratio indicates over-leverage, increasing the risk of shareholder dilution.
  • Old Second Bancorp Growth Potential: Old Second Bancorp (OSBC) has achieved an impressive 21.5% annual revenue growth over the past five years, with net interest income growth of 27.4%, indicating significant market share gains, and its current P/B ratio of 1.1x suggests investment attractiveness.
  • Small-Cap Investment Strategy: While small-cap stocks present mispricing opportunities due to limited analyst coverage, the financial challenges faced by companies like LIND and CSWC necessitate cautious selection, with a recommendation to focus on outperformers like OSBC for better investment returns.
seekingalpha
9.5
05-14seekingalpha
Capital Southwest Q4 2026 Earnings Highlights
  • Portfolio Growth: Capital Southwest's portfolio grew by approximately $300 million or 17% in fiscal 2026, increasing from $1.8 billion to $2.1 billion, indicating strong market performance and sustained investment appeal.
  • Income Performance: Investment income increased by $28 million or 14% year-over-year, rising from $204 million to $232 million, although total investment income decreased to $57.8 million quarter-over-quarter, reflecting the impact of market interest rate fluctuations on revenue.
  • Improved Nonaccruals: The nonaccrual rate improved from 1.7% last year to 1.1%, indicating a continued enhancement in the quality of the company's debt portfolio, which boosts investor confidence in its financial health.
  • Future Outlook: Management anticipates that the joint venture will start generating double-digit returns within the next six months, with quarterly financing targets set at $30 million to $40 million, demonstrating the company's confidence in future growth.
seekingalpha
9.5
05-13seekingalpha
Capital Southwest Q4 2026 Earnings Exceed Expectations
  • Earnings Beat Expectations: Capital Southwest reported a fiscal Q4 2026 pretax net investment income per share of $0.59, surpassing the consensus estimate of $0.58, although it declined from $0.60 in Q3, indicating challenges in income management.
  • Total Investment Income Decline: The total investment income for the quarter was $57.8 million, exceeding the $62 million consensus but down from $61.4 million in the previous quarter, primarily due to decreased interest income and lower weighted average yields on debt investments, reflecting the impact of changing market conditions on company earnings.
  • Net Asset Value Drop: The net asset value per share fell from $16.75 in Q3 to $16.69, mainly due to net realized and unrealized losses on investments, although partially offset by the issuance of common stock at a premium, highlighting pressure on asset management.
  • Decrease in New Commitments: Capital Southwest originated $157.7 million in new commitments during the quarter, significantly down from $244 million in the previous quarter, indicating a cautious approach to new investment opportunities and reflecting increased market competition.
seekingalpha
9.5
05-13seekingalpha
Capital Southwest Reports Q4 Net Investment Income
  • Net Investment Income: Capital Southwest reported a Q4 net investment income per share of $2.37 for the quarter ending March 31, 2026, slightly down from $2.39 in the previous quarter, indicating challenges in maintaining income stability.
  • Investment Income Decline: The total investment income for the quarter was $57.8 million, a decrease from $61.4 million in the prior quarter, reflecting the impact of market conditions on the company's earnings, which may affect future dividend capabilities.
  • Net Asset Value: As of March 31, 2026, the company's net asset value per share was $16.69, a slight decline from $16.75 in the previous quarter, suggesting some pressure on asset management.
  • Portfolio Size: Capital Southwest's total investment portfolio stands at $2.1 billion, with a credit portfolio of $1.9 billion, demonstrating the company's ongoing efforts in diversification despite facing market volatility.
seekingalpha
9.5
05-13seekingalpha
Major Earnings Reports Expected After Bell on Wednesday
  • Earnings Forecast: Major earnings reports are expected after the market close on Wednesday from companies like Cisco Systems (CSCO), Inovio Pharmaceuticals (INO), and Manulife Financial Corporation (MFC), which could significantly impact market sentiment and investor decisions.
  • Market Focus: Investors will closely monitor these earnings to assess company performance in the current economic environment, particularly key indicators in the technology and financial sectors.
  • Additional Reports: In addition to major companies, several smaller firms are also slated to report earnings, including Bionano Genomics (BNGO) and Capital Southwest Corporation (CSWC), which may provide further insights into market segments.
  • Earnings Season Calendar: Seeking Alpha's full earnings season calendar will assist investors in tracking upcoming earnings releases, ensuring they do not miss any critical information.
seekingalpha
9.5
05-12seekingalpha
Capital Southwest Set to Announce Q4 Earnings on May 13
  • Earnings Announcement: Capital Southwest is set to release its Q4 earnings on May 13 after market close, with consensus EPS estimate at $0.58 and revenue forecast at $61.95 million, indicating strong investor interest in the company's financial performance.
  • Earnings Estimate Revisions: Over the last three months, EPS estimates have seen one upward revision with no downward changes, reflecting increased analyst confidence in the company's profitability, while revenue estimates also experienced one upward revision, showcasing optimism about future growth.
  • Dividend Declaration: Capital Southwest declared a dividend of $0.1934 per share, and with a 10% dividend yield, it further attracts income-seeking investors, enhancing its appeal in the BDC market.
  • Market Performance Comparison: Despite challenges in the BDC market, Capital Southwest continues to thrive, with analysts upgrading its rating to “Buy,” demonstrating confidence in its potential for stock price appreciation.
Wall Street analysts forecast CSWC stock price to rise
5 Analyst Rating
Wall Street analysts forecast CSWC stock price to rise
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
21.00
Averages
22.13
High
24.00
Current: 0.000
sliders
Low
21.00
Averages
22.13
High
24.00
B. Riley
Buy
maintain
$24
AI Analysis
2026-05-15
Reason
B. Riley
Price Target
$24
AI Analysis
2026-05-15
maintain
Buy
Reason
B. Riley raised the firm's price target on Capital Southwest to $24.50 from $24 and keeps a Buy rating on the shares.
Clear Street
Buy
maintain
$22 -> $24
2026-02-04
Reason
Clear Street
Price Target
$22 -> $24
2026-02-04
maintain
Buy
Reason
Clear Street raised the firm's price target on Capital Southwest to $24 from $22 and keeps a Buy rating on the shares. The company reported solid fiscal Q3 results, the analyst tells investors in a research note. Clear sees a constructive outlook for Capital Southwest.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CSWC
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Valuation Metrics

The current forward P/E ratio for Capital Southwest Corp (CSWC.O) is 10.91, compared to its 5-year average forward P/E of 9.79. For a more detailed relative valuation and DCF analysis to assess Capital Southwest Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.79
Current PE
10.91
Overvalued PE
11.81
Undervalued PE
7.76

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.85
Current EV/EBITDA
11.51
Overvalued EV/EBITDA
3.77
Undervalued EV/EBITDA
-2.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
5.23
Current PS
5.10
Overvalued PS
6.17
Undervalued PS
4.29

Financials

AI Analysis
Annual
Quarterly

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Whales Holding CSWC

S
Sound Income Strategies, LLC
Holding
CSWC
+4.14%
3M Return

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Frequently Asked Questions

What is Capital Southwest Corp (CSWC) stock price today?

The current price of CSWC is 23.32 USD — it has increased 0.21

What is Capital Southwest Corp (CSWC)'s business?

Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies.

What is the price predicton of CSWC Stock?

Wall Street analysts forecast CSWC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSWC is22.13 USD with a low forecast of 21.00 USD and a high forecast of 24.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Capital Southwest Corp (CSWC)'s revenue for the last quarter?

Capital Southwest Corp revenue for the last quarter amounts to 50.64M USD, increased 20.18

What is Capital Southwest Corp (CSWC)'s earnings per share (EPS) for the last quarter?

Capital Southwest Corp. EPS for the last quarter amounts to 0.40 USD, increased 33.33

How many employees does Capital Southwest Corp (CSWC). have?

Capital Southwest Corp (CSWC) has 36 emplpoyees as of May 29 2026.

What is Capital Southwest Corp (CSWC) market cap?

Today CSWC has the market capitalization of 1.45B USD.