Capital Southwest Performance Comparison

Loading chart data...

Stock Range

Today's Range

Low: $21.79 High: $22.18
on October 3, 2025

52 Week Range

Low: $17.46 High: $25.90
on April 9, 2025
on October 21, 2024

All-Time High: $28.41 on October 25, 2021

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $1.3B
EPS i 1.59
P/E Ratio (TTM) i 13.64
Forward P/E i 8.89
P/B Ratio i 1.31
PEG Ratio i 0.22
Div. Yield i 16.59%
ROE i 9.86%
Beta i 1.011
Debt to Equity i 101.59

Financial Highlights

Profitability

Gross Margin i N/A
Operating Margin i 85.76%
Profit Margin i 39.95%

Returns and Earnings

Return on Assets (TTM) i 6.55%
Return on Equity (TTM) i 9.86%
EBITDA i $185.9M
Net Income (TTM) i $82.5M

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i $3.95
Quarterly Revenue Growth (YoY) i 8.90%
Quarterly Earnings Growth (YoY) i 92.40%

Dividend Information

Last 12-Month Dividend i $3.81
Current Dividend Yield i 16.59%
3-Year Average Dividend Yield i 2.23%
3-Year Average Annual Dividend i $2.85
3-Year Total Dividends i $8.56
Ex-Dividend Date i December 15, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Capital Southwest CSWC 1.25B Small-cap-2.19%-4.33%-4.17%0.37%-1.35%-14.35%30.60%52.37%
BlackRock BLK 179.74B Large-cap0.37%5.57%7.26%30.76%14.08%22.28%110.88%89.79%
Brookfield BN 103.45B Large-cap0.42%5.16%6.86%36.46%19.39%29.40%110.25%141.60%
WisdomTree WT 2.00B Small-cap-2.16%0.67%8.97%59.44%34.52%37.51%184.52%242.57%
SRH Total Return STEW 1.76B Small-cap-0.82%-1.79%1.46%8.32%13.55%15.21%63.36%77.97%
Acadian Asset AAMI 1.75B Small-cap-5.52%-7.87%23.04%90.68%79.29%95.19%173.77%210.34%

Ownership & Short Interest

Insider Ownership i 4.08%
Institutional Ownership i 33.44%
Shares Short i 3M
Short Ratio i 5.54
Short % of Shares Outstanding i 5.30%
Average 10-Day Volume i 598K
Average 90-Day Volume i 557K

Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in would have performed over time.

$
If not specified, the latest available data will be used

Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

In the last 52 weeks, Capital Southwest reached a high of $25.90 (on October 21, 2024) and a low of $17.46 (on April 9, 2025).
Curious about Capital Southwest's size and valuation? Its market capitalization stands at 1.25B. When it comes to valuation, the P/E ratio (trailing twelve months) is 13.64, and the forward P/E (looking ahead) is 8.89.
Yes, Capital Southwest is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 16.59%, and the company has paid an average of $2.85 per share annually over the past 3 years.

When looking at Capital Southwest, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
BlackRock
BLK
179.74BFinancial ServicesAsset Management22.28%110.88%
Brookfield
BN
103.45BFinancial ServicesAsset Management29.40%110.25%
WisdomTree
WT
2.00BFinancial ServicesAsset Management37.51%184.52%
SRH Total Return
STEW
1.76BFinancial ServicesAsset Management15.21%63.36%
Acadian Asset
AAMI
1.75BFinancial ServicesAsset Management95.19%173.77%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

To get a sense of Capital Southwest's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 9.86%, the Debt to Equity ratio from the most recent quarter is 101.59, and its Gross Profit Margin stands at N/A.
Looking at Capital Southwest's growth, its revenue over the trailing twelve months (TTM) was $209M. Compared to the same quarter last year (YoY), quarterly revenue grew by 8.90%, and quarterly earnings saw a YoY growth of 92.40%.
Wondering who owns Capital Southwest stock? Company insiders (like executives and directors) hold about 4.08% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 33.44%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.