Capital Southwest Corp (CSWC)
19.62
-0.08 (-0.41%)
USD |
NASDAQ |
Feb 03, 16:00
19.60
-0.02 (-0.13%)
After-Hours: 19:59
Price Chart
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 678.05M |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | -15.96% |
| Valuation | |
| PE Ratio | 14.32 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 8.631 |
| Price to Book Value | 1.208 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | 0.58 |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 1.089 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | 61.24% |
News
Headline
Wire
Time (ET)
Yahoo
02/02 05:31
Yahoo
02/01 09:30
MT Newswires
02/01 07:39
MT Newswires
01/30 17:02
MT Newswires
01/30 16:10
Events
| DATE | TIME | TYPE | PERIOD | REPORTED EPS |
ESTIMATED EPS |
SURPRISE | |
| 05/24/2023* | 11:00 EST | Earnings Call | Q4 2023 | -- | -- | -- | |
| 05/23/2023* | -- | Results | Q4 2023 | -- | 0.60 | -- | |
| 01/31/2023 | 11:00 EST | Earnings Call | Q3 2023 | -- | -- | -- | |
| 01/30/2023 | -- | Results | Q3 2023 | 0.62 | 0.56 | 9.87% | |
| 11/01/2022 | 11:00 EST | Earnings Call | Q2 2023 | -- | -- | -- | |
| 10/31/2022 | -- | Results | Q2 2023 | 0.52 | 0.51 | 2.97% | |
| 08/02/2022 | 11:00 EST | Earnings Call | Q1 2023 | -- | -- | -- | |
| 08/01/2022 | -- | Results | Q1 2023 | 0.49 | 0.48 | 1.66% |
*Estimated Date/Time
Earnings
Profile
Edit
| 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 of interest income and dividend income from investments made as well as management fees. |
| URL | https://www.capitalsouthwest.com |
| Investor Relations URL | https://ir.capitalsouthwest.com/ |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Value |
| Next Earnings Release | May. 23, 2023 (est.) |
| Last Earnings Release | Jan. 30, 2023 |
| Next Ex-Dividend Date | Mar. 14, 2023 |
| Last Ex-Dividend Date | Dec. 14, 2022 |
Analyst Coverage
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Consensus Rating
|
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|
Analyst Recommendation
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Source: S&P Global
Dividends
| Dividend Per Share (TTM) | 2.03 |
|
2017
2018
2019
2020
2021
6.00%
4.00%
2.00%
|
|
| Yield to Market | 8.047 |
| Yield to Sector | 3.204 |
| Yield to Industry | 3.747 |
| Last Dividend Amt. | 0.58 |
| Dividend Frequency | Quarterly |
| Last Ex-Dividend Date | Dec. 14, 2022 |
| Yield (TTM) | 10.35% |
| Forward Yield | 10.81% |
| Payout Ratio | 179.1% |
| Cash Payout Ratio | -26.12% |
| Consistent Payer (5Y) |
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| Consistent Growth (5Y) |
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Risk Info
Total Returns Comparison
Annual Total Returns Versus Peers
As of February 03, 2023.
Fundamentals
| Revenue (TTM) | 61.98M |
| Total Expenses (TTM) | -- |
| Net Income (TTM) | 34.59M |
| Total Assets (Quarterly) | 1.202B |
| Total Liabilities (Quarterly) | 640.67M |
| Shareholders Equity (Quarterly) | 561.49M |
| Cash from Operations (TTM) | -237.22M |
| Cash from Investing (TTM) | -2.154M |
| Cash from Financing (TTM) | 242.39M |
Ratings
Profile
Edit
| 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 of interest income and dividend income from investments made as well as management fees. |
| URL | https://www.capitalsouthwest.com |
| Investor Relations URL | https://ir.capitalsouthwest.com/ |
| HQ State/Province | Texas |
| Sector | Financial Services |
| Industry | Asset Management |
| Equity Style | Small Cap/Value |
| Next Earnings Release | May. 23, 2023 (est.) |
| Last Earnings Release | Jan. 30, 2023 |
| Next Ex-Dividend Date | Mar. 14, 2023 |
| Last Ex-Dividend Date | Dec. 14, 2022 |
Risk Info
Ownership
| Insider Ownership Percentage | Upgrade |
Jul '20
Nov '20
Mar '21
80.00%
40.00%
10.00%
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
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Source: S&P Global
Top Fund Holders
| Symbol | Dollars Invested | % Weight |
|---|---|---|
| F00001ENLH | 800.00 USD | 8.00% |
| F00001E695 | 747.00 USD | 7.47% |
| SMBDXX | 724.00 USD | 7.24% |
| KBWD | 11.40M USD | 2.80% |
| PBDC | 147026.0 USD | 2.43% |
| FGB | 1.384M USD | 2.15% |
| VPC | 429972.0 USD | 2.04% |
| FOSIZX | 192853.0 USD | 1.93% |
| BIZD | 8.796M USD | 1.51% |
| LSHEX | 287980.0 USD | 1.02% |
| PFC3401 | 485897.0 USD | 1.00% |
Other Resources
| Whale Wisdom | 13F Filings |
| Seeking Alpha | Call Transcripts |
| Nasdaq | Insider Trading |
| Nasdaq | Institutional Ownership |
| Nasdaq | Option Chain |
| SEC | SEC Filings |
| CSWC Tweets |