CSWC

Capital Southwest Corporation
NASDAQFINANCIAL SERVICESASSET MANAGEMENT

Key Statistics

Market Cap
$1.47B
P/E Ratio
12.75
EPS
$1.81
Beta
0.75
52W High
$25.27
52W Low
$17.82
50-Day MA
$24.20
200-Day MA
$23.41
Dividend Yield
9.87%
Profit Margin
46.70%
Forward P/E
11.44
PEG Ratio
12.54

About Capital Southwest Corporation

Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.

Official WebsiteUSAFY End: March

Fundamentals

Revenue (TTM)$237.21M
Gross Profit (TTM)$237.21M
EBITDA$215.78M
Operating Margin87.60%
Return on Equity11.20%
Return on Assets6.21%
Revenue/Share (TTM)$4.06
Book Value$16.61
Price-to-Book1.41
Price-to-Sales (TTM)6.20
EV/Revenue18.52
EV/EBITDA—
Quarterly Earnings Growth (YoY)-17.80%
Quarterly Revenue Growth (YoY)9.10%
Shares Outstanding$63.73M
Float$61.77M
% Insiders2.78%
% Institutions29.02%

Historical Volatility

HV 10-Day
14.76%
HV 20-Day
13.43%
HV 30-Day
14.78%
HV 60-Day
15.89%
HV Rank
8.3%

Volatility is currently contracting

Analyst Ratings

Consensus ($25.08 target)
1
Strong Buy
3
Buy
2
Hold

Latest News

Buy The Dip: Sustainable And Growing 10%+ Yields

Double-digit dividend yields typically signal serious risks. However, occasionally, the market offers rare opportunities to lock in enormous income without sacrificing long-term growth. I highlight two deeply discounted dividend stocks yielding over 10% that I believe offer surprisingly sustainable payouts backed by resilient cash flows.

Seeking Alpha10/16/2026Positive
Capital Southwest Announces Preliminary Estimate of Second Quarter 2027 Operating Results and Earnings Release and Conference Call Schedule

DALLAS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the second quarter of its 2027 fiscal year (quarter ended September 30, 2026) and its second quarter 2027 earnings release and conference call schedule.

GlobeNewsWire10/15/2026Neutral
Capital Southwest: Fed Catalyst, Solid 11% Yield, NAV Strength

Capital Southwest is a high-quality, first lien-focused private credit platform with robust balance sheet quality and net investment income growth. CSWC trades at a 39% premium to NAV, justified by solid historical dividend coverage and supplemental distributions from accumulated undistributed income. Despite a recent pullback, CSWC's dividend remains well-supported, with only a minor coverage dip in Q1 '27, making the stock attractive for income investors.

Seeking Alpha9/28/2026Positive
The 3 Most Dangerous Investing Mistakes I Keep Seeing

Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.

Seeking Alpha9/22/2026Negative
Capital Southwest Announces SBA Approval to Increase Leverage Commitment Available to Capital Southwest SBIC II, LP

DALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced that the U.S. Small Business Administration (the “SBA”) has approved Capital Southwest SBIC II, LP's (“SBIC II”) request to increase its leverage commitment from $175 million to $250 million pursuant to recent legislation.

GlobeNewsWire9/17/2026Neutral
Reasons Why Capital Southwest Beats Golub Capital

Capital Southwest and Golub Capital BDC both have high-quality portfolios and strong long-term underwriting track records. However, CSWC has crushed GBDC in the total return department over time. I detail the reasons why in this article and what BDC investors can learn from this case study.

Seeking Alpha9/11/2026Positive
In This Market, This Sector Is A Retirement Income Standout

Equity markets remain in a prolonged, robust bull run, demanding high selectivity for new opportunities. Infra and utility sectors are heavily dependent on AI, while energy and midstream appear overinflated due to war-related factors. High-duration assets are considered excessively risky in the current environment, favoring cash preservation instruments like high-quality CLOs and T-bills.

Seeking Alpha9/8/2026Neutral
Capital Southwest Increases Corporate Credit Facility to $595 million and Extends Maturity to September 2031

DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced an amendment to its senior secured credit facility (the “Corporate Credit Facility”). The amendment (a) increased commitments under the Corporate Credit Facility from $510 million to $595 million, (b) decreased the applicable margin from 2.15% to 2.00%, (c) removed the SOFR adjustment, (d) increased the uncommitted accordion feature that could increase the maximum commitments from $750 million to $1 billion, (e) reduced the unused commitment fees from a range of (i) 0.50%-1.00% to (ii) 0.50%-0.75% per annum, based on utilization, on the unused lender commitments, and (f) amended certain financial covenants. In addition, the end of the Corporate Credit Facility's revolving period was extended from August 2, 2027 to September 2, 2030, and the final maturity was extended from August 2, 2028 to September 2, 2031.

GlobeNewsWire9/2/2026Neutral
Capital Southwest Announces Shareholder Approval of Proposal to Increase Authorized Shares

DALLAS, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (Nasdaq: CSWC) today announced that, at its reconvened annual meeting of shareholders, shareholders voted to approve the Company's proposal to increase the number of authorized shares of common stock from 75.0 million to 135.0 million. The Company is grateful to its shareholders for their engagement and support throughout the process.

GlobeNewsWire9/1/2026Neutral

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Data last updated: 10/17/2026