- $1.12bn
- $1.78bn
- $119.30m
- 51
- 76
- 94
- 86
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 9.98 | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | -2.6% | ||
| Dividend Yield (f) | 9.29% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1.56 | ||
| Price to Tang. Book | 1.56 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 6.66 | ||
| EV to EBITDA | 16.5 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 7.27% | ||
| Return on Equity | 13.79% | ||
| Operating Margin | 61.54% | ||
Financial Summary
| Year End 31st Mar | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 51.88 | 62.04 | 68.06 | 82.22 | 119.3 | 177.42 | 195.45 | 27.7% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -22.03 | n/a | n/a | -3.53 | -58.02 | +144.07 | -2.6 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Capital Southwest Corporation is an internally managed business development company. The Company is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses with $5 million to $35 million 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 and debt capital to upper middle market (UMM) companies in a 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 the Company's debt investments and realizing capital appreciation from its equity and equity-related investments. It invests primarily in debt securities, including senior debt and second lien, and also invest in preferred stock and common stock alongside its debt investments or through warrants.
Directors
- David Brooks NEC (62)
- Bowen Diehl PRE (52)
- Michael Sarner CFO (48)
- Joshua Weinstein SMD (43)
- Christine Battist IND (52)
- Jack Furst IND (62)
- Thomas Morgan IND (71)
- Ramona Rogers-Windsor IND (61)
- William Thomas IND (50)
- Last Annual
- March 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- April 19th, 1961
- Public Since
- March 17th, 1980
- No. of Shareholders
- 333
- No. of Employees
- 26
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
NASDAQ Global Select Market- Shares in Issue
- 42,981,139
- Address
- 8333 Douglas Ave, Suite 1100, DALLAS, 75225
- Web
- https://www.capitalsouthwest.com/
- Phone
- +1 2142385700
- Auditors
- RSM US LLP
Upcoming Events for CSWC
Q4 2024 Capital Southwest Corp Earnings Call
Capital Southwest Corp Annual Shareholders Meeting
Q1 2025 Capital Southwest Corp Earnings Release
Q2 2025 Capital Southwest Corp Earnings Release
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FAQ
What is the Capital Southwest share price?
As of Today at 19:04 UTC, shares in Capital Southwest are trading at $26.17. This share price information is delayed by 15 minutes.
How has the Capital Southwest share price performed this year?
Shares in Capital Southwest last closed at $26.17 and the price had moved by +49.8% over the past 365 days. In terms of relative price strength the Capital Southwest share price has outperformed the S&P500 Index by +20.83% over the past year.
What are the analyst and broker recommendations for Capital Southwest?
The overall consensus recommendation for Capital Southwest is Buy. You can view the full broker recommendation list by unlocking its StockReport.
What is the Capital Southwest dividend yield?
The Capital Southwest dividend yield is 9.25% based on the trailing twelve month period.
Does Capital Southwest pay a dividend?
Last year, Capital Southwest paid a total dividend of $2.42, and it currently has a trailing dividend yield of 9.25%. We do not have any data on when Capital Southwest is to next pay dividends.
When does Capital Southwest next pay dividends?
We do not have data on when Capital Southwest is to next pay dividends. The historic dividend yield on Capital Southwest shares is currently 9.25%.
How do I buy Capital Southwest shares?
To buy shares in Capital Southwest you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Capital Southwest?
As of the previous close price of $26.17, shares in Capital Southwest had a market capitalisation of $1.12bn.
Where are Capital Southwest shares listed?
Here are the trading details for Capital Southwest:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: CSWC
What kind of share is Capital Southwest?
Based on an overall assessment of its quality, value and momentum Capital Southwest is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Capital Southwest share price forecast for 2024?
The analyst consensus target price for shares in Capital Southwest is $25.13. That is 3.97% below the last closing price of $26.17.
Analysts covering Capital Southwest currently have a consensus Earnings Per Share (EPS) forecast of $2.69 for the next financial year.
What is the trend in the Capital Southwest share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Capital Southwest. Over the past six months, its share price has outperformed the S&P500 Index by +3.16%.
As of the last closing price of $26.17, shares in Capital Southwest were trading +12.75% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Capital Southwest PE Ratio?
The Capital Southwest PE ratio based on its reported earnings over the past 12 months is 9.98. The shares last closed at $26.17.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Capital Southwest?
Capital Southwest's management team is headed by:
- David Brooks - NEC
- Bowen Diehl - PRE
- Michael Sarner - CFO
- Joshua Weinstein - SMD
- Christine Battist - IND
- Jack Furst - IND
- Thomas Morgan - IND
- Ramona Rogers-Windsor - IND
- William Thomas - IND