Capital Southwest Corporation (CSWC)
Company Info
| ISIN | US1405011073 |
|---|---|
| CUSIP | 140501107 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $1.08B |
|---|---|
| EPS | $2.34 |
| PE Ratio | 10.71 |
| PEG Ratio | 12.55 |
| Revenue (TTM) | $168.90M |
| Gross Profit (TTM) | $82.22M |
| EBITDA (TTM) | $148.27M |
| Year Range | $15.50 - $25.51 |
| Target Price | $25.13 |
| Short % | 1.58% |
| Short Ratio | 1.69 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Capital Southwest Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Capital Southwest Corporation had a return of 11.64% year-to-date (YTD) and 65.85% in the last 12 months. Over the past 10 years, Capital Southwest Corporation had an annualized return of 14.80%, outperforming the S&P 500 benchmark which had an annualized return of 10.46%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.64% | 5.84% |
| 1 month | 5.48% | -2.98% |
| 6 months | 28.45% | 22.02% |
| 1 year | 65.85% | 24.47% |
| 5 years (annualized) | 14.76% | 11.44% |
| 10 years (annualized) | 14.80% | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.63% | -1.79% | 6.16% | |||||||||
| 2023 | 6.72% | -5.50% | 4.07% | 8.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Capital Southwest Corporation(CSWC)
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.
Dividends
Dividend History
Capital Southwest Corporation granted a 9.57% dividend yield in the last twelve months. The annual payout for that period amounted to $2.47 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.47 | $2.42 | $2.18 | $2.56 | $1.22 | $1.87 | $1.13 | $1.16 | $0.37 | $0.04 | $0.07 | $0.33 |
Dividend yield | 9.57% | 10.20% | 12.75% | 10.32% | 6.87% | 8.99% | 5.88% | 7.01% | 2.31% | 0.26% | 0.53% | 2.55% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.63 | |||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.51 |
| 2019 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.40 |
| 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 |
| 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 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 |
| 2013 | $0.25 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 68.34%, occurring on Mar 9, 2009. Recovery took 1061 trading sessions.
The current Capital Southwest Corporation drawdown is 0.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.34% | May 23, 2007 | 452 | Mar 9, 2009 | 1061 | May 28, 2013 | 1513 |
| -63.22% | Oct 24, 2019 | 100 | Mar 18, 2020 | 225 | Feb 8, 2021 | 325 |
| -57.86% | May 1, 1998 | 418 | Mar 13, 2000 | 1468 | Apr 19, 2006 | 1886 |
| -47.38% | Sep 2, 1987 | 33 | Nov 10, 1987 | 318 | Oct 9, 1989 | 351 |
| -40.92% | Aug 18, 1981 | 135 | Sep 22, 1982 | 113 | May 6, 1983 | 248 |
Volatility
Volatility Chart
The current Capital Southwest Corporation volatility is 4.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |