Price
No data yet.
Social Signal Score
Analyst Ratings
11 analystsRevenue
$61.45M+497.81%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Michael Scott Sarner
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 36
- Beta
- 0.74
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 0.87
Financials
Revenue
$61.45M+497.8%Net Income
$24.73M+257.5%EBITDA
$45.36M+512.5%Free Cash Flow
$-80.87MEPS (diluted)
$0.39-11.4%Shares Outstanding (diluted)
70.51M+346.1%Operating Expenses
$1.97MCash & Debt
$58.46MReturn of Capital
$39.64MDividend per Share
$0.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $245.94M | $113.00M | $1.98 |
| 2025 | $163.81M | $70.55M | $1.47 |
| 2024 | $152.15M | $83.39M | $2.05 |
| 2023 | $90.33M | $33.09M | $1.10 |
| 2022 | $102.93M | $42.81M | $1.87 |
| 2021 | $72.58M | $50.88M | $2.67 |
| 2020 | $15.60M | $-22.35M | $-1.24 |
| 2019 | $61.05M | $33.06M | $1.98 |
| 2018 | $58.07M | $39.31M | $2.45 |
| 2017 | $39.38M | $23.47M | $1.48 |
| 2016 | $14.55M | $-5.40M | $-0.35 |
| 2015 | $66.11M | $53.44M | $3.45 |
| 2014 | $120.36M | $112.01M | $7.36 |
| 2013 | $116.79M | $107.83M | $6.94 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from CSWC's reported EPS growth of -9.2% a year over 13 years.
- EPS in 5 years
- $1.23
- Implied price
- $13.57
- Return from $23.52
- -10.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $6.75 — -71.3% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 7 | 9 | 11 | 13 | 15 |
|---|---|---|---|---|---|
| -19.2% | -27.2% | -23.4% | -20.3% | -17.6% | -15.2% |
| -14.2% | -22.7% | -18.7% | -15.3% | -12.5% | -9.9% |
| -9.2% | -18.2% | -13.9% | -10.4% | -7.4% | -4.7% |
| -4.2% | -13.7% | -9.2% | -5.5% | -2.3% | 0.6% |
| 0.8% | -9.1% | -4.5% | -0.5% | 2.8% | 5.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
120+60.00%Social Signal Score
Mentions (11)
- Newsseekingalpha.com·3d ago·Positive
10%+ Yields Without The Junk: 2 Gems For Your Retirement Portfolio Income investors now have a much wider choice of attractive yields than they have had for years. Risks in the system are higher too, but that has pushed prices to levels that favor patient buyers. Two high-quality income vehicles have sold off recently, and the drop looks more like repricing than real trouble.
View source ↗ - Newsseekingalpha.com·9d ago·Neutral
…ding Faces Surging Treasury Rates Capital Southwest and PennantPark Floating Rate have seen their total return profiles materially diverge over the last 1-year, with CSWC now trading at a 42% premium to NAV. PFLT is trading at a 32% discount to NAV, around 58 cents on the dollar. It's paying a 14.24% dividend yield that's around 343 basis points ahead of CSWC. PFLT's dividend coverage at 104% is higher than CSWC's at around 100%, but the externally managed BDC's dividend is down by 22% on a year…
View source ↗ - Newsseekingalpha.com·10d ago·Neutral
Capital Southwest Looks Great, But I Keep It On Hold Capital Southwest's recent pullback left investors wondering if that's a good buying opportunity. CSWC's debt investment yield increased to 10.9%, supported by disciplined origination and robust portfolio credit health. Dividend sustainability is a risk as NII no longer covers regular and supplemental payouts; supplemental dividends may be at risk.
View source ↗ - Newsglobenewswire.com·18d ago·Neutral
…everage Commitment Available to Capital Southwest SBIC II, LP DALLAS, Sept. 17, 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, today announced that the U.S. Small Business Administration (the “SBA”) has approved Capital Southwest SBIC II, LP's (“SBIC II”) request to increase its levera…
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Reasons Why Capital Southwest Beats Golub Capital Capital Southwest and Golub Capital BDC both have high-quality portfolios and strong long-term underwriting track records. However, CSWC has crushed GBDC in the total return department over time. I detail the reasons why in this article and what BDC investors can learn from this case study.
View source ↗ - Newsglobenewswire.com·25d ago·Negative
… Southwest Corporation Prices Public Offering of $350 Million 6.750% Notes due 2031 DALLAS, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (NASDAQ: CSWC) (the “Company”, “Capital Southwest”, “we”, “us” and “our”) is pleased to announce that it has priced an underwritten public offering of $350.0 million in aggregate principal amount of 6.750% notes due 2031 (the “Notes”). The Notes will bear interest at a rate of 6.750% per year, payable semi-annually, will mature on September …
View source ↗ - Newsglobenewswire.com·33d ago·Negative
…cility to $595 million and Extends Maturity to September 2031 DALLAS, Sept. 02, 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, today announced an amendment to its senior secured credit facility (the “Corporate Credit Facility”). The amendment (a) increased commitments under the Corpora…
View source ↗ - Newsglobenewswire.com·34d ago·Neutral
…al of Proposal to Increase Authorized Shares DALLAS, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (Nasdaq: CSWC) today announced that, at its reconvened annual meeting of shareholders, shareholders voted to approve the Company's proposal to increase the number of authorized shares of common stock from 75.0 million to 135.0 million. The Company is grateful to its shareholders for their engagement and support throughout the process.
View source ↗ - Newsglobenewswire.com·39d ago·Neutral
…emental Dividend Payable on December 31, 2026 DALLAS, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (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 that its Board of Directors has declared a quarterly regular dividend of $0.58 per share, of which $0.1934 per share will be paid monthl…
View source ↗ - Newsseekingalpha.com·41d ago·Positive
Capital Southwest: High-Quality 10% Yield Worth Paying Up For Capital Southwest is a high-quality, internally managed BDC with disciplined underwriting and a 90% first-lien loan portfolio. CSWC maintains a low 1.4% operating expense ratio, a stable NAV per share, and a low 1.1% nonaccrual rate, supporting portfolio health. Strong origination momentum, a robust pipeline, and the CapTrin joint venture position CSWC for portfolio growth and income generation.
View source ↗ - Newsseekingalpha.com·55d ago·Negative
Capital Southwest: Collect The 10%+ Yield, But Don't Chase Shares Here Capital Southwest remains a top-tier BDC, delivering solid earnings and maintaining a secure dividend despite sector headwinds. CSWC's conservative leverage, internally-managed structure, and ample liquidity support dividend safety, with no debt maturities until 2028 and $375M in liquidity. Net investment income grew on a total basis, but per-share results and NAV saw modest pressure due to higher losses and rising non-accrua
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $0.57 per share
Typical surprise +0.0% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$0.58 vs $0.56beat
- Wed, May 13$0.57 vs $0.56beat
- Mon, Feb 2$0.64 vs $0.59beat
- Mon, Nov 3$0.57 vs $0.58miss
- Wed, Aug 6$0.59 vs $0.59beat
- Wed, May 14$0.54 vs $0.62miss
Estimates and results for CSWC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by CSWC officers and directors.
- Bought
- $702k
- Sold
- $109k
28 trades
1 trade
- Thomas William R Iiibought
- Rogers-windsor Ramona Lynnbought
- Battist Christinebought
- Thomas William R Iiibought
- Thomas William R Iiisold
- Rogers-windsor Ramona Lynnbought
- Sarner Michael Scottbought
- Battist Christinebought
71 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in CSWC.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.