Financial Services
Capital Southwest Corp(CSWC)
Live Price
Offline$22.98
+0.61% today
1Y Change
+8.65%
Window
Jun 25, 2025 โ Jun 15, 2026
- Market Cap
- $1.46B
- Revenue Growth
- +7.7%
- EPS Growth
- -28.3%
- Dividend Yield
- 11.3%
Coverage: 244 bars ยท Jun 25, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Capital Southwest Corp (CSWC) is a Financial Services stock with a market cap of $1.46B and listed on NASDAQ. The stock last traded around $22.98 and up 8.6% across the available one-year price window (Jun 25, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of +7.7%, EPS growth of -28.3%, a dividend yield of 11.3%. What stands out right now is revenue +7.7%, EPS -28.3%, free cash flow -16.1% with operating margin 53.7% and ROIC 4.9%. The dividend matters to the case here, with a current yield around 11.3%. Valuation is more restrained than many high-expectation growth names at P/E 13.6 and price/sales 6.8. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines CSWC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+7.7% vs +3.4% peer median
Operating Margin
Above sector median
+53.7% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 13, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +7.7% and EPS is at -28.3%, with operating margin around 53.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 11.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.4% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 13, 2026 | โ | +2.4% | -0.9% | -0.1% |
2026 Feb 2, 2026 | +9.0% | +0.6% | +0.4% | -2.7% |
2025 Nov 3, 2025 | -1.7% | -2.3% | +1.8% | +4.1% |
Benchmark Edge
CSWC vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CSWC
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CSWC Max Drawdown
-16.55%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CSWC and SPY.
Company Overview
Capital Southwest Corp
NASDAQ
Capital Southwest Corporation is a publicly traded business development company that provides customized financing solutions to middle-market companies across diverse industries. Operating as an internally managed BDC regulated under the Investment Company Act of 1940, the company specializes in debt and equity investments, offering first lien senior secured debt, second lien loans, subordinated debt, and equity co-investments. Capital Southwest typically invests between $5 million and $50 million per transaction with companies having annual earnings between $3 million and $25 million, serving sectors including healthcare, business services, consumer products, and industrial manufacturing. The firm generates revenue primarily through interest income on debt investments and capital appreciation on equity positions. As a BDC, Capital Southwest is required to distribute at least 90% of taxable income to shareholders, resulting in relatively high dividend yields. Founded in 1961 and headquartered in Dallas, Texas, the company provides retail and institutional investors access to private credit investments that would otherwise be unavailable to them, while offering management teams of portfolio companies a stable ownership platform for indefinite holding periods.
- Leadership
- Mr. Michael Scott Sarner CPA, CPA
- Employees
- 30
- Street Address
- 8333 Douglas Avenue, Suite 1100
- Mailing
- Dallas, TX, 75225
- Region
- Dallas, TX, United States
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 13.6
- EV/EBITDA
- 15.1
- Price/Sales
- 6.8
- Price/Book
- 1.4
Growth
- Revenue
- +7.7%
- EPS
- -28.3%
- Free Cash Flow
- -16.1%
Profitability
- Gross Margin
- 69.8%
- Operating Margin
- 53.7%
- Net Margin
- 48.2%
- ROE
- 11.2%
- ROIC
- 4.9%
Balance Sheet
- Debt/Equity
- 0.42
- Current Ratio
- 0.36
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.