Income statement
USD
Annual
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 164M | 152M | 90M | 103M | 73M |
| Gross Profit | 109M | 109M | 61M | 83M | 73M |
| Operating Income | 79M | 85M | 40M | 47M | 56M |
| EBITDA | 85M | 89M | 43M | 49M | 58M |
| Net Income | 71M | 83M | 33M | 43M | 51M |
| EPS (Diluted) | — | — | — | — | — |
Financial Services
Live Price
Offline$25.37
+0.05% today
Window Change
-1.17%
Window
Jun 23, 2025 → 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 · Jun 23, 2025 → 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 → 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.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
CSWCZ
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
CSWCZ Max Drawdown
-1.67%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for CSWCZ and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$72.6M
-29.5% YoY
FY Net Income
$50.9M
+18.8% YoY
Free Cash Flow
-$184.7M
+0.0% YoY
Revenue Growth
+7.7%
EPS Growth
-28.3%
Gross Margin
69.8%
Net Margin
48.2%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 164M | 152M | 90M | 103M | 73M |
| Gross Profit | 109M | 109M | 61M | 83M | 73M |
| Operating Income | 79M | 85M | 40M | 47M | 56M |
| EBITDA | 85M | 89M | 43M | 49M | 58M |
| Net Income | 71M | 83M | 33M | 43M | 51M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 43M | 32M | 22M | 11M | 32M |
| Total Assets | 1.9B | 1.6B | 1.3B | 974M | 736M |
| Total Liabilities | 999M | 801M | 667M | 553M | 399M |
| Shareholder Equity | 884M | 756M | 590M | 421M | 336M |
| Total Debt | 956M | 771M | 638M | 529M | 381M |
| Net Debt | 913M | 739M | 616M | 517M | 350M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
183M
+0.0% YoY
Capital Expenditures
2M
+0.0% YoY
Free Cash Flow
185M
+0.0% YoY
Key ratios
Gross Margin
69.8%
Operating Margin
53.7%
Net Margin
48.2%
ROE
11.2%
Debt / Equity
0.42x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.