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Company Analysis

Capital Southwest Corporation CSWC

A comprehensive view of key metrics, scores, and financial health for Capital Southwest Corporation

Overview of Capital Southwest Corporation

CSWC NMS
Financial Services Asset Management Small Cap
Capital Southwest Corporation (CSWC), is a Small Cap company, in the Asset Management industry, last closed at $21.42, about 28.0% overvalued vs fair value, -1.8% 1Y return, ranked 460/1004 in sector.
$21.42
-1.38%
As of March 13, 2026
Previous close • Vol 90d: 19.8%
52-Week Range
Market Cap
$1.29B
Enterprise Value
$2.32B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.capitalsouthwest.c...
HQ Dallas, TX
Employees 30
Fiscal year Mar 31

Next Events

Earnings May 13 Estimated
Dividend Jun 30

Fair Value Snapshot

Bear Base Bull
$9
$15
$29
Current: $21.42 -28% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$186.9M
16.3%%
Interest Expense
$55.0M
Net Interest Income
$131.9M
12.1%%
Total Revenue
$108.9M
-0.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
7.9%
Fair

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$126.3M
180.8% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Capital Southwest Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
51
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
51
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing CSWC's balance between Growth (33.3%), Profitability (28.7%), and Safety (38.0%). Growth 33% Safety 38% Profitability 29%

Click axes to expand details. Marker shows current allocation.

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Growth

49th percentile vs peers
49
Key Signals
Rev Growth YoY -0.2% 47p Revenue CAGR 3Y 9.5% 54p TSR 37.6% 82p EPS CAGR 3Y -10.0% 45p EPS Growth YoY -33.4% 29p
Strengths
  • Tsr in top 20% of peers (37.6%, 82th percentile)
  • Current Ratio in top 20% of peers (260.65, 96th percentile)
  • Quick Ratio in top 20% of peers (117.60, 98th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

42th percentile vs peers
42
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
56
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Capital Southwest Corporation.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$15.42
- - -
-28.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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