Capital Southwest Performance Comparison

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Stock Range

Today's Range

Low: $22.50 High: $22.77
on August 19, 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 $1.2B
EPS i 1.64
P/E Ratio (TTM) i 13.70
Forward P/E i 9.20
P/B Ratio i 1.35
PEG Ratio i 0.22
Div. Yield i 14.90%
ROE i 9.86%
Beta i 1.029
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 $3.18
Current Dividend Yield i 14.90%
3-Year Average Dividend Yield i 2.52%
3-Year Average Annual Dividend i $2.64
3-Year Total Dividends i $7.93
Ex-Dividend Date i September 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-1.05%-2.00%4.69%-4.53%1.85%-8.74%10.81%50.60%
BlackRock BLK 175.93B Large-cap-2.69%3.24%13.57%14.41%10.92%27.82%66.82%87.75%
Brookfield BN 103.45B Large-cap-1.66%-2.80%8.59%6.53%12.02%31.28%62.15%128.94%
WisdomTree WT 1.97B Small-cap-1.25%3.79%36.24%43.22%32.74%31.18%166.80%246.77%
SRH Total Return STEW 1.73B Small-cap1.52%2.49%1.34%6.47%13.49%16.86%45.18%75.12%
Sprott SII 1.70B Small-cap-5.59%-16.40%10.98%45.27%43.84%46.91%71.91%47.53%

Ownership & Short Interest

Insider Ownership i 4.08%
Institutional Ownership i 33.46%
Shares Short i 3M
Short Ratio i 5.13
Short % of Shares Outstanding i 5.06%
Average 10-Day Volume i 708K
Average 90-Day Volume i 587K

Capital Southwest Recurring Investment / Dollar-Cost Averaging Calculator

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

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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 13.70, and the forward P/E (looking ahead) is 9.20.
Yes, Capital Southwest is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 14.90%, and the company has paid an average of $2.64 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
175.93BFinancial ServicesAsset Management27.82%66.82%
Brookfield
BN
103.45BFinancial ServicesAsset Management31.28%62.15%
WisdomTree
WT
1.97BFinancial ServicesAsset Management31.18%166.80%
SRH Total Return
STEW
1.73BFinancial ServicesAsset Management16.86%45.18%
Sprott
SII
1.70BFinancial ServicesAsset Management46.91%71.91%

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 33.46%.

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.