(CSWC) Capital Southwest - Ratings and Ratios

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

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

Capital Southwest Corporation (NASDAQ:CSWC) is a distinguished business development company (BDC) that specializes in both credit and private equity investments, targeting middle-market companies. Their expertise lies in various stages such as mezzanine, later-stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations, and growth capital investments. Notably, they steer clear of startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration, troubled companies, turnarounds, and firms facing significant senior management departures.

In the lower middle market, CSWCs strategy encompasses growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts. Their investment structures are diverse, including unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. They also make equity co-investments alongside debt, typically up to 20% of the total investment, maintaining a non-control stance.

While CSWC adopts an industry-agnostic approach, their preferences lean towards sectors such as industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services, and SaaS models. They particularly focus on energy services and products, industrial technologies, and specialty chemicals and products. Within energy, they target upstream, midstream, and downstream segments, excluding exploration and production, emphasizing differentiated products, equipment rental, consumables, and drilling chemicals. In industrial technologies, they invest in automation, process controls, handling and packaging equipment, filtration, fluid handling, measurement, monitoring, testing, professional tools, and sensors. Their specialty chemicals focus includes differentiated and high-margin products.

Financially, CSWC boasts a market cap of $1.186 billion, with a P/E ratio of 16.76 and a forward P/E of 9.80. The P/B ratio stands at 1.43, and P/S at 5.98. Their strategic investments and disciplined approach make them an attractive choice for investors seeking exposure to middle-market businesses with strong growth potential.

For more details, visit their official website: https://www.capitalsouthwest.com.

Additional Sources for CSWC Stock

CSWC Stock Overview

Market Cap in USD 1,001m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1990-03-27

CSWC Stock Ratings

Growth Rating 53.5
Fundamental -
Dividend Rating 84.4
Rel. Strength -27.1
Analysts 3.71/5
Fair Price Momentum 22.49 USD
Fair Price DCF -

CSWC Dividends

Dividend Yield 12m 12.09%
Yield on Cost 5y 36.60%
Annual Growth 5y 4.40%
Payout Consistency 94.5%

CSWC Growth Ratios

Growth Correlation 3m -38.5%
Growth Correlation 12m -66.9%
Growth Correlation 5y 80.7%
CAGR 5y 21.14%
CAGR/Max DD 5y 0.63
Sharpe Ratio 12m 0.62
Alpha -20.45
Beta 0.626
Volatility 28.38%
Current Volume 1555.7k
Average Volume 20d 593.8k
What is the price of CSWC stocks?
As of April 23, 2025, the stock is trading at USD 19.48 with a total of 1,555,720 shares traded.
Over the past week, the price has changed by -1.37%, over one month by -12.49%, over three months by -10.56% and over the past year by -14.59%.
Is Capital Southwest a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Capital Southwest (NASDAQ:CSWC) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.48 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CSWC as of April 2025 is 22.49. This means that CSWC is currently undervalued and has a potential upside of +15.45% (Margin of Safety).
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 24.5 in April 2026. The stock is currently trading at 19.48. This means that the stock has a potential upside of +25.56%.
Issuer Forecast Upside
Wallstreet Target Price 24 23.2%
Analysts Target Price 25.2 29.2%
ValueRay Target Price 24.5 25.6%