Capital Southwest Corp CSWC
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.
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News
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Capital Southwest Receives Affirmed Investment Grade Rating from Moody’s Investors Service
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Capital Southwest Receives Affirmed Investment Grade Rating from Fitch Ratings
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Capital Southwest Announces New $150 MM Secured Credit Facility
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Capital Southwest Announces U.S. Federal Income Tax Treatment of 2023 Dividends
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Capital Southwest Announces Financial Results for Third Fiscal Quarter Ended December 31, 2023 and Announces Total Dividends of $0.63 per share for the Quarter Ended March 31, 2024
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Business development companies should withstand 2024 economic slowdown, but credit conditions will weaken, Fitch says
Trading Information
- Previous Close Price
- $25.06
- Day Range
- $25.00–25.43
- 52-Week Range
- $17.31–25.51
- Bid/Ask
- $25.00 / $25.50
- Market Cap
- $1.09 Bil
- Volume/Avg
- 219,603 / 368,155
Key Statistics
- Price/Earnings (Normalized)
- 10.66
- Price/Sales
- 6.26
- Dividend Yield (Trailing)
- 9.72%
- Dividend Yield (Forward)
- 9.92%
- Total Yield
- 9.72%
Company Profile
Capital Southwest Corp is an us-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective 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 partnership with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien and subordinated debt, preferred stock and common stock 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
- 26
- Website
- https://www.capitalsouthwest.com
Comparables
Valuation
|
Metric
|
CSWC
|
NMFC
|
MSCF
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.66 | 10.86 | 7.92 |
Price/Book Value | 1.49 | 0.99 | 0.73 |
Price/Sales | 6.26 | 4.45 | 3.18 |
Price/Cash Flow | — | 4.43 | 9.47 |
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) | 6.66% | 4.13% | 5.53% |
Return on Equity (Normalized) | 13.97% | 10.29% | 10.18% |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
CSWC
NMFC
MSCF
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