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Capital Southwest Corporation (CSWC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1405011073

CUSIP

140501107

IPO Date

Mar 27, 1990

Highlights

Market Cap

$1.01B

EPS (TTM)

$1.42

PE Ratio

14.06

PEG Ratio

12.55

Total Revenue (TTM)

$117.10M

Gross Profit (TTM)

$114.50M

EBITDA (TTM)

$80.44M

Year Range

$17.46 - $25.04

Target Price

$23.42

Short %

5.02%

Short Ratio

3.93

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


1,500.00%2,000.00%2,500.00%3,000.00%NovemberDecember2025FebruaryMarchApril
2,363.79%
1,517.92%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

Returns By Period

Capital Southwest Corporation had a return of -4.43% year-to-date (YTD) and -12.56% in the last 12 months. Over the past 10 years, Capital Southwest Corporation had an annualized return of 10.93%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


CSWC

YTD

-4.43%

1M

-10.16%

6M

-16.30%

1Y

-12.56%

5Y*

22.13%

10Y*

10.93%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.16%3.46%-1.26%-9.32%-4.43%
20243.63%-1.79%6.16%3.45%-0.93%4.51%-1.61%-1.32%2.42%-4.39%-2.56%-4.72%2.14%
202315.85%-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%
20212.54%20.33%3.59%10.47%9.89%-11.96%7.06%5.35%-1.95%12.11%-4.25%-2.93%57.40%
20200.96%-13.23%-34.69%18.83%3.02%0.04%-1.26%10.89%-1.43%-5.48%30.12%5.86%-1.56%
201910.46%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%
20172.97%-1.02%5.63%-4.08%-2.53%3.05%3.79%-0.24%4.39%1.11%-1.85%-1.14%9.99%
20162.66%-1.75%-0.65%2.38%-2.32%-1.01%7.02%1.98%-0.75%-1.84%3.26%9.57%19.35%
201514.77%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%0.12%1.09%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.


The Risk-Adjusted Performance Rank of CSWC is 2323
Overall Rank
The Sharpe Ratio Rank of CSWC is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of CSWC is 2323
Sortino Ratio Rank
The Omega Ratio Rank of CSWC is 2121
Omega Ratio Rank
The Calmar Ratio Rank of CSWC is 2323
Calmar Ratio Rank
The Martin Ratio Rank of CSWC is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for CSWC, currently valued at -0.50, compared to the broader market-2.00-1.000.001.002.003.00
CSWC: -0.50
^GSPC: 0.46
The chart of Sortino ratio for CSWC, currently valued at -0.53, compared to the broader market-6.00-4.00-2.000.002.004.00
CSWC: -0.53
^GSPC: 0.77
The chart of Omega ratio for CSWC, currently valued at 0.92, compared to the broader market0.501.001.502.00
CSWC: 0.92
^GSPC: 1.11
The chart of Calmar ratio for CSWC, currently valued at -0.44, compared to the broader market0.001.002.003.004.005.00
CSWC: -0.44
^GSPC: 0.47
The chart of Martin ratio for CSWC, currently valued at -1.16, compared to the broader market-5.000.005.0010.0015.0020.00
CSWC: -1.16
^GSPC: 1.94

The current Capital Southwest Corporation Sharpe ratio is -0.50. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Capital Southwest Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.50
0.46
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Capital Southwest Corporation provided a 12.55% 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.00$2.50201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$2.54$2.53$2.42$2.18$2.56$2.04$2.72$1.13$1.16$0.38

Dividend yield

12.55%11.59%10.21%12.75%10.13%11.49%13.07%5.88%7.01%2.35%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.64$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$0.04$0.00$0.00$0.06$0.00$0.00$0.11$0.00$0.00$0.17$0.38

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
CSWC: 12.6%
Capital Southwest Corporation has a dividend yield of 12.55%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
CSWC: 86.4%
Capital Southwest Corporation has a payout ratio of 86.39%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-18.71%
-10.07%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

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 69.40%, occurring on Mar 9, 2009. Recovery took 1494 trading sessions.

The current Capital Southwest Corporation drawdown is 18.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.4%May 23, 2007452Mar 9, 20091494Feb 13, 20151946
-61.15%Jan 23, 202039Mar 18, 2020221Feb 2, 2021260
-58.49%May 1, 1998417Mar 13, 20001533Jul 24, 20061950
-33.66%Oct 26, 2021240Oct 7, 2022236Sep 18, 2023476
-29.51%May 20, 2015185Feb 11, 2016416Oct 5, 2017601

Volatility

Volatility Chart

The current Capital Southwest Corporation volatility is 16.60%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.60%
14.23%
CSWC (Capital Southwest Corporation)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

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
20.040.060.080.0100.0
CSWC: 14.1
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 14.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
CSWC: 12.6
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
20.040.060.080.0100.0
CSWC: 5.1
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 5.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
CSWC: 1.2
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 1.2. 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



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items