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Capital Southwest Corp CSWC

Morningstar Rating
$26.83 −0.06 (0.22%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

CSWC is trading at a 481% premium.
Price
$26.73
Fair Value
$81.73
Uncertainty
High
1-Star Price
$99.92
5-Star Price
$51.98
Economic Moat
Dprsxk
Capital Allocation
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News

Trading Information

Previous Close Price
$26.89
Day Range
$26.5626.97
52-Week Range
$20.5527.23
Bid/Ask
$25.97 / $26.79
Market Cap
$1.23 Bil
Volume/Avg
1 / 284,139

Key Statistics

Price/Earnings (Normalized)
13.13
Price/Sales
7.18
Dividend Yield (Trailing)
9.36%
Dividend Yield (Forward)
9.39%
Total Yield
9.36%

Company Profile

Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source company's revenue comprises interest income and dividend income from investments made as well as management fees.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
27

Comparables

Valuation

Metric
CSWC
NMFC
MSCF
Price/Earnings (Normalized)
13.1310.628.33
Price/Book Value
1.600.970.78
Price/Sales
7.184.563.34
Price/Cash Flow
4.6822.16
Price/Earnings
CSWC
NMFC
MSCF

Financial Strength

Metric
CSWC
NMFC
MSCF
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
CSWC
NMFC
MSCF
Return on Assets (Normalized)
5.98%3.65%5.34%
Return on Equity (Normalized)
12.46%8.97%9.88%
Return on Invested Capital (Normalized)
Return on Assets
CSWC
NMFC
MSCF
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Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
VcmskrlnqFykw$124.6 Bil
Blackstone Inc
BX
VxvszdtJmjxbc$101.3 Bil
KKR & Co Inc Ordinary Shares
KKR
FywtbfzjhRvkkf$101.0 Bil
Bank of New York Mellon Corp
BK
NkybtbfTqhsf$47.3 Bil
Ameriprise Financial Inc
AMP
JhstkvrTlxbjh$41.9 Bil
T. Rowe Price Group Inc
TROW
JnsrytngSvy$26.4 Bil
State Street Corporation
STT
TczrckdfLbfyk$25.5 Bil
Northern Trust Corp
NTRS
KxhjqlftQjbl$17.4 Bil
The Carlyle Group Inc
CG
GzkdbczHfgbtt$16.4 Bil
Franklin Resources Inc
BEN
QcxtyfkglHqdrk$12.5 Bil

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