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Capital Southwest Corporation
CSWC
NASDAQ·Financial Services·Asset Management·Mkt cap $1.5B
$23.73
▼ -1.29%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$19.37 - $24.43
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 6.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- 60+ years of middle-market investment expertise and deal sourcing relationships
- Flexible, tiered capital structures enabling complex transaction solutions
- Active board participation providing value-add operational oversight
- Focus on recession-resistant industrial, healthcare, and specialty chemicals sectors
Bear Case
2 risks
- Low volatility (beta 0.7).
- Growth premium of 1.0x vs Asset Management peers. Reasonable for this growth rate.
Growth
Strong growth ahead
Expansion in tech-enabled services and SaaS business models
Value
Growth premium of 1.0x vs Asset Management peers. Reasonable for this growth rate.
Momentum
Strong
+7.5% over 3m
Quality
Excellent
High-growth business (43% revenue growth, 78% gross margin). Profitable with strong growth momentum.
Dividend
High yield
8.24% yield
Smart-money signal
Who's buying CSWC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 5, 2026
MAY 13, 2026
Reported EPS of $0.57 vs $0.56 consensus (+1.8% surprise). Revenue of $57.8M vs $61.8M expected (-6.5%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+1.8%
Next: Aug 5, 2026
Revenue trend · last 8Q
—
—
—
—
+16%
+61%
+32%
+65%
Q4 24
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
$26.6M
$23.8M
$27.6M
$26.6M
$30.8M
$38.4M
$36.4M
$43.9M
Margins · last 8Q
Gross
100.0%
Operating
75.1%
Profit
75.0%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: B. Riley · May 15, 2026