Capital Southwest Corporation

CSWC • Asset Management

$22.70

▲ +0.31 (+1.38%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL EQUILIBRADONeutralConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Perfil mixto. La empresa no es necesariamente mala, pero la valoración, el crecimiento o el balance todavía no justifican una señal más fuerte.

Capitalización

$1.60B

Crecimiento

12.3%

Flujo de caja

0/5

Tendencia

Negative

Evidencia

Márgenes estables o en mejora · 45.9%Múltiplo de ganancias razonable · 11.07Tendencia de crecimiento negativa

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$22.70

Change1.38%

Shares Out70.51M

Market Cap$1.60B

Enterprise Value$2.03B

52W Range19.37 - 24.86

Beta0.73

P/E13.15

P/S6.98

P/B1.51

P/FCF-9.00

EV/Sales8.83

Price$22.70

Change1.38%

Shares Out70.51M

Market Cap$1.60B

Enterprise Value$2.03B

52W Range19.37 - 24.86

Beta0.73

P/E13.15

P/S6.98

P/B1.51

P/FCF-9.00

EV/Sales8.83

EV/EBITDA18.31

EV/FCF-11.39

Earnings Yield7.60%

FCF Yield-11.11%

Dividend Yield8.65%

Gross Margin94.33%

Oper. Margin76.87%

Profit Margin45.95%

Debt/Eq1.12

Current Ratio0.00

Quick Ratio0.00

Revenue 5Y12.30%

Target$24.00

Target Upside5.73%

Target Median$24.00

Target Range24.00 - 24.00

Volume1.07M

Avg Volume652.28K

EPS Surprise0.01

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

33/100

Potencial de crecimiento

Ingresos y expansión

20/100

Atractivo del precio

Barata o cara hoy

79/100

Por qué este puntaje▼

Márgenes estables o en mejora · 45.9%Múltiplo de ganancias razonable · 11.07Tendencia de crecimiento negativa

Analyst view

Analyst sentiment and price target

CSWC

Analyst sentiment

Based on 11 analyst votes · 2026-10-20

86/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-05

Bajo

$21.50

Promedio

$23.58

Mediana

$24.00

Alto

$25.00

Resumen de la compañía

IPO: 3/17/1980

Industria: Asset Management

P/B i: 1.51

Deuda / Patrimonio i: 1.12

Margen operativo: 76.87%

Margen neto: 45.95%

ROE i: -

ROIC: -

Salud financiera

Puntaje7 / 20

Deuda / Patrimonio: 1.12

Ratio corriente: 0.00

Ratio rápido: 0.00

Estado: Weak

Transacciones internas

Actividad reciente de ejecutivos e insiders

Rogers-Windsor Ramona Lynn

Transacción: 06/30/2026

COMPRA

Cambio

—

Precio

$23.70

Presentación

06/30/2026

Tipo

COMPRA

BATTIST CHRISTINE

Transacción: 06/17/2026

COMPRA

Cambio

+860

Precio

$23.23

Presentación

06/18/2026

Tipo

COMPRA

Rehberger Chris

Transacción: 06/10/2026

VENTA

Cambio

-3,688

Precio

$23.54

Presentación

06/10/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Rogers-Windsor Ramona Lynn	COMPRA	—	$23.70	06/30/2026	06/30/2026
BATTIST CHRISTINE	COMPRA	+860	$23.23	06/17/2026	06/18/2026
Rehberger Chris	VENTA	-3,688	$23.54	06/10/2026	06/10/2026
Sarner Michael Scott	VENTA	-11,705	$23.54	06/10/2026	06/10/2026
Weinstein Joshua S.	VENTA	-9,588	$23.54	06/10/2026	06/10/2026
Rehberger Chris	VENTA	-4,492	$23.28	06/09/2026	06/10/2026
Sarner Michael Scott	VENTA	-13,765	$23.28	06/09/2026	06/10/2026
Weinstein Joshua S.	VENTA	-11,349	$23.28	06/09/2026	06/10/2026
Thomas William R III	VENTA	-4,661	$23.29	06/05/2026	06/05/2026
Rogers-Windsor Ramona Lynn	COMPRA	+213	$23.42	06/01/2026	06/01/2026
Sarner Michael Scott	COMPRA	—	$21.90	02/27/2026	03/02/2026
BATTIST CHRISTINE	COMPRA	+600	$23.16	02/09/2026	02/09/2026
Rogers-Windsor Ramona Lynn	COMPRA	+463	$21.55	10/01/2025	10/01/2025
BATTIST CHRISTINE	COMPRA	+667	$22.45	08/20/2025	08/21/2025
FURST JACK D	COMPRA	+2,193	Not reported	08/12/2025	08/14/2025
Thomas William R III	COMPRA	+2,193	Not reported	08/12/2025	08/13/2025
BATTIST CHRISTINE	COMPRA	+2,193	Not reported	08/12/2025	08/13/2025
Rogers-Windsor Ramona Lynn	COMPRA	+2,193	Not reported	08/12/2025	08/13/2025
Brooks David R	COMPRA	+2,193	Not reported	08/12/2025	08/13/2025
Rogers-Windsor Ramona Lynn	COMPRA	+471	$21.19	06/23/2025	06/23/2025

Sobre la compañía

Capital Southwest Corporation

Capital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth capital funding. The company explicitly refrains from investing in startups, publicly traded entities, real estate developments, project finance opportunities, oil and gas exploration ventures, troubled companies, turnaround situations, or businesses facing significant departures of senior management. Within the lower middle market, Capital Southwest provides capital for growth initiatives, bolt-on and new platform acquisitions, refinancing, dividend recapitalizations, and both sponsor-led and management buyouts. Its investment structures are diverse, encompassing Unitranche debt, subordinated debt, senior debt, first and second lien debt, alongside preferred and common equity. The firm also participates in equity co-investments alongside its debt financing, taking non-controlling stakes up to 20% of the total transaction value. Investment criteria for target companies include revenues exceeding $10 million, consistent profitability, and a historical annual growth rate of at least 15%. For lower middle market opportunities, the firm typically seeks businesses with less than $15 million in EBITDA, while also opportunistically considering upper middle market ventures, generally defined as companies with EBITDA greater than $50 million. Capital Southwest strategically focuses its investments within several key industry sectors: Industrial manufacturing and services Value-added distribution Healthcare products and services Business services Specialty chemicals Food and beverage Tech-enabled services and SaaS models More specifically, the firm seeks opportunities in: Energy services and products: This segment includes all industry facets (upstream, midstream, downstream) with the exclusion of direct exploration and production. Focus areas encompass differentiated products and services, equipment and tool rentals, consumable products, and drilling and completion chemicals. Industrial technologies: Covering automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring, and testing solutions, professional tools, and sensors and instrumentation. Specialty chemicals and products: This segment targets businesses involved in the development and manufacture of highly differentiated products such as adhesives, coatings, sealants, catalysts, absorbents, cosmeceuticals, fine chemicals, flavors, fragrances, performance lubricants, polymers, plastics, composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, and specified high-performance materials for fire protection and oilfield applications. Additionally, the firm considers exceptional opportunities within building products. Beyond direct investments, Capital Southwest allocates capital to syndicated first and second lien term loans in the upper middle market. The criteria for these syndicated loans include: First Lien: Companies with EBITDA over $30 million, closing leverage exceeding 4x, an investment hold size between $5 million and $7 million, and an investment yield greater than 6.5%. Second Lien: Companies with EBITDA surpassing $50 million, closing leverage above 6x, an investment hold size between $5 million and $7 million, and an investment yield exceeding 9%. The firm's investment sizes typically range from $5 million to $25 million for securities generally. Specifically, equity investments can range from $5 million to $50 million, while debt investments typically fall between $5 million and $20 million. Co-investment transaction sizes can extend up to $40 million. While its equity co-investments are exclusively non-controlling, the firm generally maintains flexibility in taking both majority and minority positions across its investment portfolio. Capital Southwest has the capacity to hold investments for extended periods and may also utilize warrants as an investment mechanism. The firm prioritizes obtaining Board representation in its portfolio companies. Capital Southwest Corporation was established on April 19, 1961, and is headquartered in Dallas, Texas.

Fuente - Link

Competidores

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Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

Will Capital Southwest (CSWC) Beat Estimates Again in Its Next Earnings Report?

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Seeking Alpha

Capital Southwest Announces Preliminary Estimate of Second Quarter 2027 Operating Results and Earnings Release and Conference Call Schedule

DALLAS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the second quarter of its 2027 fiscal year (quarter ended September 30, 2026) and its second quarter 2027 earnings release and conference call schedule.

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Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-13	0.56	0.57	0.01
2026-02-02	0.587	0.64	0.053
2025-11-03	0.58	0.57	-0.01
2025-08-06	0.59	0.59	0
2025-05-14	0.62	0.54	-0.08
2025-02-03	0.62	0.63	0.01
2024-10-28	0.66	0.66	0
2024-08-05	0.66	0.63	-0.03
2024-05-14	0.66	0.66	0
2024-01-29	0.66	0.7	0.04
2023-10-30	0.65	0.69	0.04
2023-08-07	0.64	0.65	0.01