Skip to content
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 Framework: Asset Management & Capital Markets Small Cap
Capital Southwest Corporation (CSWC), is a Small Cap company, in the Asset Management industry, last closed at $23.54, about 84.0% undervalued vs fair value, +14.0% 1Y return, ranked 480/1037 in sector.
Metrics P/E 16.4× Rev Growth -0.2% ROE 8.6% Div Yield 11.10%
USD 23.54
0.51%
(Delayed)
• Vol 90d: 20.0%
52-Week Range
Market Cap
$1.47B
Enterprise Value
$2.57B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 88%
Updated: Mar 8
Top Beats

Quick Facts

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

Next Events

Earnings Aug 5 Estimated
Dividend Sep 30 Ex-div: Jun 15

Fair Value Snapshot

Bear Base Bull
$33
$43
$59
Current: $23.54 +84% vs base

Engine Room Money Flow™

Small Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$151.3M
39%%
Operating Income (FRE Proxy)
$79.4M
-6.1%%
EBITDA
$85.3M
-4.1%%
Net Income
$113.0M
60.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
52.5%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
1
High Impact
1
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
48
/100
Developing
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Fee Revenue Quality

Developing
50
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing CSWC's balance between Growth (22.7%), Profitability (33.5%), and Safety (43.8%). Growth 23% Safety 44% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

35th percentile vs peers
36
Key Signals
Rev Growth YoY -0.2% 38p Revenue CAGR 3Y 9.5% 50p EPS Growth YoY -33.4% 23p EPS CAGR 3Y -10.0% 35p
Strengths
  • Current Ratio in top 20% of peers (260.65, 97th percentile)
  • Debt/Assets in top 20% of peers (50.8%, 82th percentile)
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks
  • Growth below peer median (percentile: 35)

Profitability

52th percentile vs peers
53
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

69th percentile vs peers
69
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Capital Southwest Corporation.

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$43.32
- - -
+84.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000