Capital Southwest Corporation
CSWC
NASDAQ·Financial Services·Asset Management·Mkt cap $1.5B
$24.58
▲ +0.12%
P/E
11.65
Mkt Cap
$1.5B
52-Wk Range
$19.37–$25.75
52-Week Range
$19.37 - $25.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 6.9% 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
1 risk
- Low volatility (beta 0.7).
Growth
Strong growth ahead
Expansion in tech-enabled services and SaaS business models
Value
Valued in line with Asset Management peers (1.0x).
Momentum
Strong
+5.6% over 3m
Quality
Excellent
High-growth business (65% revenue growth, 84% gross margin). Profitable with strong growth momentum.
Dividend
High yield
10.42% 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: Nov 2, 2026
AUG 3, 2026
Reported EPS of $0.58 vs $0.56 consensus (+3.4% surprise). Revenue of $61.0M vs $61.2M expected (-0.3%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.4%
Revenue trend · last 8Q
—
—
—
+16%
+61%
+32%
+65%
+14%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$23.8M
$27.6M
$26.6M
$30.8M
$38.4M
$36.4M
$43.9M
$61.0M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
58.5%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: B. Riley · Aug 5, 2026
vs Industry
How CSWC stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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