Financial Services
Live Price
Offline$25.37
+0.05% today
Window Change
-1.17%
Window
Jun 23, 2025 โ Oct 10, 2025
Historical coverage is still filling in
This 1Y daily history view is currently sparse. Use it as directional context while we continue backfilling more history.
Coverage: 78 bars ยท Jun 23, 2025 โ Oct 10, 2025
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Capital Southwest Corporation (CSWCZ) is a Financial Services stock with a market cap of $1.41B. The stock last traded around $25.37 and down 1.2% across the available one-year price window (Jun 23, 2025 โ Oct 10, 2025). 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 CSWCZ 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 came in below the EPS bar
2026 was reported on Feb 2, 2026 with an EPS surprise of -6.0% and a revenue surprise of +7.3%.
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 2 reported quarters, the stock averaged -0.6% over the next 5 trading days and finished higher after 0 of those reports.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2025 Aug 7, 2025 | -28.1% | -0.1% | -0.7% | -0.2% |
2025 May 20, 2025 | -44.1% | -0.8% | -0.4% | -1.6% |
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
CSWCZ
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
CSWCZ Max Drawdown
-1.67%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Uses the longest available daily history for CSWCZ and SPY.
Company Overview
Capital Southwest Corporation
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.