Capital Southwest Corporation (CSWC)
Company Info
Highlights
$1.06B
$1.40
14.90
12.55
$117.10M
$114.50M
$80.44M
$17.46 - $25.04
$23.42
4.31%
2.80
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Capital Southwest Corporation (CSWC) returned 0.90% year-to-date (YTD) and -8.39% over the past 12 months. Over the past 10 years, CSWC had an annualized return of 10.68%, just below the S&P 500 benchmark at 10.87%.
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of CSWC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.16% | 3.46% | -1.26% | -8.69% | 4.86% | 0.90% | |||||||
| 2024 | 3.63% | -1.79% | 6.16% | 3.45% | -0.93% | 4.51% | -1.61% | -1.32% | 2.42% | -4.39% | -2.56% | -4.72% | 2.14% |
| 2023 | 15.85% | -5.15% | -2.08% | 1.97% | 0.94% | 11.04% | 5.43% | 6.11% | 6.72% | -5.50% | 4.07% | 8.12% | 56.10% |
| 2022 | -1.50% | -1.61% | -1.13% | -2.19% | -3.71% | -14.88% | 8.47% | -2.40% | -10.77% | 11.28% | -3.77% | -2.73% | -24.42% |
| 2021 | 2.54% | 20.33% | 3.59% | 10.47% | 9.89% | -11.96% | 7.06% | 5.35% | -1.95% | 12.11% | -4.25% | -2.93% | 57.40% |
| 2020 | 0.96% | -13.23% | -34.69% | 18.83% | 3.02% | 0.04% | -1.26% | 10.89% | -1.43% | -5.48% | 30.12% | 5.86% | -1.56% |
| 2019 | 10.46% | 2.17% | -0.82% | 2.19% | 0.33% | -0.65% | 0.24% | 1.52% | 4.65% | 1.83% | -0.45% | -0.23% | 22.80% |
| 2018 | -2.11% | 6.17% | 0.57% | -0.18% | 0.06% | 8.17% | 2.26% | 4.21% | -1.15% | 0.11% | 4.89% | -1.39% | 23.18% |
| 2017 | 2.97% | -1.02% | 5.63% | -4.08% | -2.53% | 3.05% | 3.79% | -0.24% | 4.39% | 1.11% | -1.85% | -1.14% | 9.99% |
| 2016 | 2.66% | -1.75% | -0.65% | 2.38% | -2.32% | -1.01% | 7.02% | 1.98% | -0.75% | -1.84% | 3.26% | 9.57% | 19.35% |
| 2015 | 14.77% | 11.93% | -4.68% | 2.56% | 4.83% | 0.04% | -1.64% | -7.68% | 4.54% | -14.08% | 4.68% | -11.31% | -0.26% |
| 2014 | -2.01% | 1.49% | 0.11% | 1.10% | 2.99% | -0.39% | -2.69% | 4.45% | -2.27% | 2.49% | 1.58% | 1.80% | 8.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CSWC is 23, meaning it’s performing worse than 77% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Capital Southwest Corporation provided a 11.89% dividend yield over the last twelve months, with an annual payout of $2.54 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.54 | $2.53 | $2.42 | $2.18 | $2.56 | $2.04 | $2.72 | $1.13 | $1.16 | $0.38 | $0.00 | $0.00 |
Dividend yield | 11.89% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Capital Southwest Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.64 | |||||||
| 2024 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.63 | $2.53 |
| 2023 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.63 | $2.42 |
| 2022 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.57 | $2.18 |
| 2021 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.97 | $2.56 |
| 2020 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 | $2.04 |
| 2019 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $1.25 | $2.72 |
| 2018 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.46 | $1.13 |
| 2017 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $1.16 |
| 2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.38 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Capital Southwest Corporation has a dividend yield of 11.89%, which means its dividend payment is significantly above the market average.
Payout Ratio
Capital Southwest Corporation has a payout ratio of 90.43%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Capital Southwest Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Capital Southwest Corporation was 69.39%, occurring on Mar 9, 2009. Recovery took 1494 trading sessions.
The current Capital Southwest Corporation drawdown is 14.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.39% | May 23, 2007 | 452 | Mar 9, 2009 | 1494 | Feb 13, 2015 | 1946 |
| -61.15% | Jan 23, 2020 | 39 | Mar 18, 2020 | 221 | Feb 2, 2021 | 260 |
| -58.49% | May 1, 1998 | 418 | Mar 13, 2000 | 1534 | Jul 24, 2006 | 1952 |
| -33.66% | Oct 26, 2021 | 240 | Oct 7, 2022 | 236 | Sep 18, 2023 | 476 |
| -29.51% | May 20, 2015 | 185 | Feb 11, 2016 | 416 | Oct 5, 2017 | 601 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Capital Southwest Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Capital Southwest Corporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -11.5%.
Valuation
The Valuation section provides an overview of how Capital Southwest Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CSWC, comparing it with other companies in the Asset Management industry. Currently, CSWC has a P/E ratio of 14.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CSWC compared to other companies in the Asset Management industry. CSWC currently has a PEG ratio of 12.6. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CSWC relative to other companies in the Asset Management industry. Currently, CSWC has a P/S ratio of 5.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CSWC in comparison with other companies in the Asset Management industry. Currently, CSWC has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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