CSWC Valuation

Capital Southwest Corp

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22.460

-0.38(-1.664%)1D

Overview
Forecast
Valuation
Earnings

CSWC Relative Valuation

CSWC's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, CSWC is overvalued; if below, it's undervalued.

Historical Valuation

Capital Southwest Corp (CSWC) is now in the Fair zone, suggesting that its current forward PE ratio of 9.71 is considered Fairly compared with the five-year average of 9.91. The fair price of Capital Southwest Corp (CSWC) is between 18.27 to 26.24 according to relative valuation methord.

Relative Value

Fair Zone

18.27-26.24

Current Price：22.46

Fair

9.71

Trailing

Forward

0.00

EV/EBITDA

Capital Southwest Corp. (CSWC) has a current EV/EBITDA of 0.00. The 5-year average EV/EBITDA is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBITDA of 0.00 falls within the Strongly Undervalued range.

0.00

EV/EBIT

Capital Southwest Corp. (CSWC) has a current EV/EBIT of 0.00. The 5-year average EV/EBIT is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward EV/EBIT of 0.00 falls within the Strongly Undervalued range.

5.39

Capital Southwest Corp. (CSWC) has a current PS of 5.39. The 5-year average PS is 5.17. The thresholds are as follows: Strongly Undervalued below 3.16, Undervalued between 3.16 and 4.17, Fairly Valued between 6.18 and 4.17, Overvalued between 6.18 and 7.19, and Strongly Overvalued above 7.19. The current Forward PS of 5.39 falls within the Historic Trend Line -Fairly Valued range.

-4.19

P/OCF

Capital Southwest Corp. (CSWC) has a current P/OCF of -4.19. The 5-year average P/OCF is -5.08. The thresholds are as follows: Strongly Undervalued below -23.17, Undervalued between -23.17 and -14.12, Fairly Valued between 3.97 and -14.12, Overvalued between 3.97 and 13.02, and Strongly Overvalued above 13.02. The current Forward P/OCF of -4.19 falls within the Historic Trend Line -Fairly Valued range.

0.00

P/FCF

Capital Southwest Corp. (CSWC) has a current P/FCF of 0.00. The 5-year average P/FCF is 0.00. The thresholds are as follows: Strongly Undervalued below 0.00, Undervalued between 0.00 and 0.00, Fairly Valued between 0.00 and 0.00, Overvalued between 0.00 and 0.00, and Strongly Overvalued above 0.00. The current Forward P/FCF of 0.00 falls within the Strongly Undervalued range.

Capital Southwest Corp (CSWC) has a current Price-to-Book (P/B) ratio of 1.35. Compared to its 3-year average P/B ratio of 1.32 , the current P/B ratio is approximately 2.85% higher. Relative to its 5-year average P/B ratio of 1.34, the current P/B ratio is about 1.14% higher. Capital Southwest Corp (CSWC) has a Forward Free Cash Flow (FCF) yield of approximately -17.58%. Compared to its 3-year average FCF yield of -22.16%, the current FCF yield is approximately -20.68% lower. Relative to its 5-year average FCF yield of -23.31% , the current FCF yield is about -24.56% lower.

1.35

P/B

Median3y

1.32

Median5y

1.34

-17.58

FCF Yield

Median3y

-22.16

Median5y

-23.31

Competitors Valuation Multiple

The average P/S ratio for CSWC's competitors is 2.41, providing a benchmark for relative valuation. Capital Southwest Corp Corp (CSWC) exhibits a P/S ratio of 5.39, which is 123.59% above the industry average. Given its robust revenue growth of 39.77%, this premium appears sustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

CSWC.O

Capital Southwest Corp

Virtus Investment Partners Inc

Kayne Anderson BDC Inc

Acadian Asset Management Inc

Associated Capital Group Inc

Loss

1102.30%

773.29M

Performance Decomposition

Market capitalization of CSWC decreased by 11.33% over the past 1 year. The primary factor behind the change was an increase in Revenue Growth from 36.53M to 51.06M.

The secondary factor is the Margin Expansion, contributed 37.64%to the performance.

Overall, the performance of CSWC in the past 1 year is driven by Revenue Growth. Which is more sustainable.

39.77%

36.53M → 51.06M

Revenue Growth

37.64%

38.42 → 52.88

Margin Expansion

-88.74%

121.64 → 13.70

P/E Change

-11.33%