Capital Southwest (CSWC) Stock Price
Capital Southwest Price
Revenue has compounded at 21.8% per year over the past 19 years to 204.44 M USD. Earnings per share have declined at 9.5% per year over the last 19 years. Capital Southwest's net margin stands at 34.5%, down from 74.7% several years earlier. Capital Southwest currently offers a dividend yield of about 19.32%. The payout ratio is around 326% of earnings. The dividend has grown at 19.6% per year over the past 19 years. Analysts set a median price target of 24.00 USD, implying 2.6% above the current price. Of 14 analysts, 10 rate the stock a buy — an overall Buy consensus. The stock trades about 18% above its 52-week low.
Capital Southwest stock price
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Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Capital Southwest over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Capital Southwest stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Capital Southwest's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
| Date | Capital Southwest Price |
|---|---|
| 9/21/2026 | 23.40 USD |
| 9/18/2026 | 23.57 USD |
| 9/17/2026 | 24.01 USD |
| 9/16/2026 | 23.83 USD |
| 9/15/2026 | 23.80 USD |
| 9/14/2026 | 24.15 USD |
| 9/13/2026 | 24.16 USD |
| 9/11/2026 | 24.18 USD |
| 9/10/2026 | 24.10 USD |
| 9/9/2026 | 24.18 USD |
| 9/8/2026 | 24.48 USD |
| 9/4/2026 | 24.58 USD |
| 9/3/2026 | 24.55 USD |
| 9/2/2026 | 24.74 USD |
| 9/1/2026 | 24.96 USD |
| 8/31/2026 | 25.57 USD |
| 8/30/2026 | 25.57 USD |
| 8/28/2026 | 25.60 USD |
| 8/27/2026 | 25.46 USD |
| 8/26/2026 | 25.24 USD |
| 8/25/2026 | 25.21 USD |
| 8/24/2026 | 25.05 USD |
| 8/21/2026 | 24.96 USD |
| 8/20/2026 | 24.68 USD |
| 8/19/2026 | 24.64 USD |
| 8/18/2026 | 24.62 USD |
| 8/14/2026 | 24.88 USD |
| 8/13/2026 | 25.25 USD |
| 8/12/2026 | 25.11 USD |
| 8/11/2026 | 25.05 USD |
Capital Southwest Revenue, EBIT, Net Income
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Capital Southwest Income Statement, Balance Sheet, Cash Flow Statement
| REVENUEM USD |
|---|
| REVENUE GROWTH% |
| GROSS MARGIN% |
| GROSS INCOMEM USD |
| EBITM USD |
| EBIT MARGIN% |
| NET INCOMEM USD |
| NET INCOME GROWTH% |
| DIVIDENDDIV.USD |
| DIVIDEND GROWTHDIV. GROWTH% |
| SHARESM |
| 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026e | 2027e | 2028e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 10.00 | 12.00 | 9.00 | 9.00 | 23.00 | 35.00 | 51.00 | 62.00 | 68.00 | 82.00 | 119.00 | 178.00 | 204.00 | 236.00 | 266.00 | 302.00 |
| 11.11 | 20.00 | -25.00 | – | 155.56 | 52.17 | 45.71 | 21.57 | 9.68 | 20.59 | 45.12 | 49.58 | 14.61 | 15.69 | 12.71 | 13.53 |
| 1,490.00 | 1,241.67 | 1,655.56 | 1,655.56 | 95.65 | 85.71 | 76.47 | 74.19 | 73.53 | 75.61 | 75.63 | 75.84 | 73.04 | 73.04 | 73.04 | 73.04 |
| 149.00 | 149.00 | 149.00 | 149.00 | 22.00 | 30.00 | 39.00 | 46.00 | 50.00 | 62.00 | 90.00 | 135.00 | 149.00 | 172.37 | 194.28 | 220.58 |
| 2.00 | 4.00 | -2.00 | -3.00 | 10.00 | 16.00 | 24.00 | 30.00 | 34.00 | 43.00 | 69.00 | 110.00 | 120.00 | 170.00 | 167.00 | 172.00 |
| 20.00 | 33.33 | -22.22 | -33.33 | 43.48 | 45.71 | 47.06 | 48.39 | 50.00 | 52.44 | 57.98 | 61.80 | 58.82 | 72.03 | 62.78 | 56.95 |
| 107.00 | 112.00 | 53.00 | -5.00 | 23.00 | 39.00 | 33.00 | -22.00 | 50.00 | 42.00 | 33.00 | 83.00 | 70.00 | 143.00 | 139.00 | 144.00 |
| 15.05 | 4.67 | -52.68 | -109.43 | -560.00 | 69.57 | -15.38 | -166.67 | -327.27 | -16.00 | -21.43 | 151.52 | -15.66 | 104.29 | -2.80 | 3.60 |
| 0.89 | 0.20 | 0.10 | 0.38 | 0.90 | 1.27 | 1.57 | 1.64 | 1.76 | 1.98 | 2.20 | 2.30 | 4.52 | 4.93 | 5.31 | 5.71 |
| -80.65 | -77.53 | -50.00 | 280.00 | 136.84 | 41.11 | 23.62 | 4.46 | 7.32 | 12.50 | 11.11 | 4.55 | 96.52 | 9.07 | 7.71 | 7.53 |
| 15.20 | 15.40 | 15.60 | 15.60 | 15.90 | 16.10 | 16.70 | 18.00 | 19.10 | 22.80 | 30.00 | 40.73 | 51.19 | 51.19 | 51.19 | 51.19 |
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Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Capital Southwest generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Capital Southwest retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Capital Southwest's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Capital Southwest has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Capital Southwest's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Capital Southwest stock margins
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Capital Southwest Stock Revenue, EBIT, Earnings per Share
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Capital Southwest business model & stock analysis
Capital Southwest SWOT Analysis
Strengths
Capital Southwest Corp has a solid financial standing, supported by robust revenue growth and healthy profitability. This enables the company to make strategic investments and pursue growth opportunities.
The company boasts a diverse investment portfolio across various sectors, reducing its risk exposure to any single industry. This diversification allows Capital Southwest Corp to capitalize on different market opportunities and ensure more stable returns.
Weaknesses
Capital Southwest Corp's performance is highly influenced by market conditions, making it vulnerable to economic downturns and fluctuations. This dependence exposes the company to potential financial risks and challenges during challenging market periods.
The company's operations are mainly focused within the United States, limiting its exposure to international markets. This lack of global presence could hinder potential growth opportunities in emerging markets and diversification of investments.
Opportunities
Capital Southwest Corp can explore strategic partnerships with other companies to enhance its market reach, expand its network, and access new investment opportunities. Collaborations can provide synergistic benefits and strengthen the company's competitive position.
Embracing technological advancements can enable Capital Southwest Corp to streamline its operations, improve internal efficiencies, and enhance its investment decision-making processes. Adopting innovative technologies can also help the company identify emerging trends and stay ahead of competitors.
Threats
Capital Southwest Corp operates in a highly competitive investment landscape, and the presence of numerous players can potentially limit the availability of attractive investment opportunities. To maintain its market share, the company must stay vigilant and continuously seek unique investment avenues.
Unforeseen economic events, such as recessions or financial crises, pose a significant threat to Capital Southwest Corp's operations and profitability. These uncertainties can disrupt the financial markets, hamper investment returns, and negatively impact the company's overall performance.
Capital Southwest Employees
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Capital Southwest Eulerpool Fair Value
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Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Capital Southwest historical P/E ratio, EBIT multiple, and P/S ratio
Capital Southwest annual returns
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Annual Return
ⓘWhat This Chart Shows
This chart breaks down Capital Southwest's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in Capital Southwest's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare Capital Southwest's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Capital Southwest shares outstanding
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Capital Southwest stock splits
Since 2013, a total of 4 shares have been converted from one Capital Southwest share.
Capital Southwest Dividend History
37 years of dividend payments
Capital Southwest dividend history and estimates
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Capital Southwest dividend payout ratio
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Current Capital Southwest forecasts and price targets in September 2026
Analyst Price Targets 2026Capital Southwest Analyst Rating Actions
| Date | Firm | Action | Rating | Reliability |
|---|---|---|---|---|
| 8/5/2026 | Maintained | Market Outperform | – | |
| 8/5/2026 | Maintained | Buy | – | |
| 5/15/2026 | Maintained | Buy | – | |
| 10/14/2025 | Maintained | Neutral | 49 | |
| 8/8/2025 | Maintained | Outperform | 63 | |
| 8/8/2025 | Maintained | Buy | – | |
| 7/16/2025 | Maintained | Neutral | 49 | |
| 6/24/2025 | Upgrade | Market PerformMarket Outperform | 74 | |
| 5/16/2025 | Maintained | Outperform | 63 | |
| 4/17/2025 | Maintained | Neutral | 49 |
Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.
Capital Southwest Earnings Calls
Capital Southwest Earnings Estimates & Surprises
| Date | EPS estimate | EPS Actual | Revenue Estimate | Price reaction | Quarterly report |
|---|---|---|---|---|---|
| 11/2/2026 | 0.56USD | - | 65.61 MUSD | - | 2026 Q3 |
| 8/3/2026 | 0.56USD | 0.58USD | 61.22 MUSD | - | 2026 Q2 |
| 5/13/2026 | 0.56USD | 0.57USD | 61.78 MUSD | - | 2026 Q1 |
| 2/2/2026 | 0.59USD | 0.64USD | 58.12 MUSD | - | 2025 Q4 |
| 11/3/2025 | 0.58USD | 0.57USD | 57.35 MUSD | - | 2025 Q3 |
| 8/6/2025 | 0.59USD | 0.59USD | 54.32 MUSD | - | 2025 Q2 |
| 2/3/2025 | 0.62USD | 0.63USD | 52.66 MUSD | - | 2024 Q4 |
| 10/28/2024 | 0.66USD | 0.66USD | 49.31 MUSD | - | 2024 Q3 |
| 8/5/2024 | 0.66USD | 0.63USD | 49.13 MUSD | - | 2024 Q2 |
| 5/14/2024 | 0.66USD | 0.66USD | 47.38 MUSD | - | 2024 Q1 |
Capital Southwest shareholder structure
| % | Name |
|---|---|
3.90566% | |
1.87427% | |
1.84703% | |
1.50154% | |
1.41977% | |
1.02909% |
Capital Southwest Beneficial Ownership Filings (SEC 13D/G)
| Stake | Holder | Filing |
|---|---|---|
31.80% | SEC ↗ | |
11.00% | SEC ↗ | |
9.60% | SEC ↗ | |
9.60% | SEC ↗ | |
9.60% | SEC ↗ | |
9.60% | SEC ↗ | |
7.11% | SEC ↗ | |
7.00% | SEC ↗ | |
6.63% | SEC ↗ | |
5.90% | SEC ↗ |
Capital Southwest Executives and Management Board
8 members · avg. age 56 · 25 % women
Mr. Michael Sarner (52)
President, Chief Executive Officer, Director · since 2015
3.42 M USD
Management
Mr. Joshua Weinstein (47)
Chief Investment Officer, Senior Managing Director · since 2024
Mr. Chris Rehberger (41)
Chief Financial Officer, Treasurer, Secretary
Board of Directors
Mr. David Brooks (66)
Independent Chairman of the Board
Ms. Christine Battist (56)
Independent Director
Ms. Ramona Rogers-Windsor (65)
Independent Director
Mr. Jack Furst (66)
Independent Director
Mr. William Thomas (54)
Independent Director · since 2008
Capital Southwest Supply Chain
Capital Southwest Supply Chain
Correlation: how closely stock prices move together
| # | Name | Trend | |||
|---|---|---|---|---|---|
| 1 | Foundation Building Materials, Inc. | -0.58 | — | — |
Frequently asked questions about Capital Southwest
Capital Southwest Corp is a publicly traded company specializing in providing capital to middle-market businesses. Its business model primarily revolves around becoming a long-term partner for companies by offering flexible financing solutions. Capital Southwest Corp aims to support their growth and expansion efforts through debt and equity investments. The company focuses on strategic investments in industries such as healthcare, industrial, software, and business services. By leveraging its extensive expertise and network, Capital Southwest Corp aims to generate attractive returns for its shareholders while fostering the growth and success of the businesses it invests in.
Capital Southwest Corp is primarily active in the industries of energy, industrial, consumer products, software, and healthcare.
The main competitors of Capital Southwest Corp in the market include companies such as Main Street Capital Corporation, Hercules Capital, Inc., and Triangle Capital Corporation.
Capital Southwest Corp, also known as Capital Southwest, is a publicly traded investment company based in Texas, United States. It was founded in 1961 and has a rich history of providing growth capital and operational support to middle-market companies. With over six decades of experience, Capital Southwest has built a strong reputation as a trusted partner for companies seeking flexible financing solutions. The company focuses on long-term value creation and strives to help businesses achieve their full potential. As a leading player in the investment industry, Capital Southwest has a track record of success and continues to drive growth and innovation across various sectors.
Capital Southwest Corp has achieved several significant milestones throughout its history. Firstly, in 1961, the company was founded as a venture capital firm. Over the years, it has successfully transformed into a diversified investment firm with a focus on supporting middle-market companies. In 2015, Capital Southwest became an internally managed BDC (Business Development Company), allowing it to enhance its operational efficiency and flexibility. In 2019, the firm completed the acquisition of Red River, a leading provider of mission-critical IT hardware maintenance services. These milestones demonstrate Capital Southwest Corp's commitment to innovation, growth, and providing value to its shareholders and portfolio companies.
Capital Southwest Corp is primarily present in the United States.
Capital Southwest Corp represents values of integrity, excellence, and long-term commitment to its stakeholders. Rooted in a strong corporate philosophy, the company focuses on providing growth capital solutions to middle-market companies. With a proven track record spanning over six decades, Capital Southwest Corp has built a reputation as a trusted partner among businesses seeking financial support. The company maintains a disciplined investment approach, emphasizing strong management teams, sustainable competitive advantages, and attractive growth prospects. Capital Southwest Corp's dedication to fostering mutually beneficial relationships and generating value for its investors demonstrates its commitment towards achieving consistent and sustainable success.
Analysts currently set an average price target of 23.58 USD for the Capital Southwest stock (median: 24.00 USD), implying +0.1 % versus the latest price. The consensus is based on 14 analyst ratings.
14 analysts currently rate the Capital Southwest stock: 10 recommend buying, 4 holding and 0 selling. For 2026, analysts expect Capital Southwest to generate revenue of 236.11 M USD and earnings per share of 2.80 USD.
Converted at the current exchange rate, the Capital Southwest share trades at 20.38 EUR (23.40 USD).
The Capital Southwest share (CSWC) is listed on 4 stock exchanges, including: NASDAQ (CSWC), Frankfurt (SFW.F), München (SFW.MU), Düsseldorf (SFW.DU).
Capital Southwest Corp is a US investment company based in Dallas, Texas. It was founded in 1961 and has since become a leading investment company with an estimated portfolio of over one billion dollars. The company's business model is to make investments in various industries and companies in order to achieve long-term returns. The main focuses are on venture capital, middle market finance, and private equity. The venture capital division focuses on startups and younger, rapidly growing companies, primarily in technology, life sciences, and alternative energy investments. The middle market finance division invests in more established companies with revenues ranging from 10 to 500 million dollars, particularly those operating in strong growth markets or offering innovative products or services. The private equity division invests in companies across various industries and sectors, typically taking a significant position within the company. The overall goal is to optimize the companies for faster and more efficient growth and achieve maximum return. Capital Southwest Corp offers a wide range of products and services, including equity, convertible loans, mezzanine financing, convertible bonds, and project finance. An expert team supports the companies with development strategy and liquidity management. The company is publicly traded, allowing interested investors to participate in its success. Shareholders benefit from the company's generated profits and dividend payments. It is also part of the Russell 2000 Index, providing additional investment opportunities as small-cap companies often grow faster than large companies. The business model of Capital Southwest Corp aims to invest in a wide range of companies and industries to achieve a diversified and robust portfolio solution. The main objectives are to increase investment diversification in energy-efficient products and increase the company's value.
The expected revenue of Capital Southwest is 236.11 M USD. This figure is based on current financial data and reflects the company's business performance.
The expected profit of Capital Southwest is 143.52 M USD. The net profit reflects the company's profitability after deducting all expenses.
The price-to-earnings ratio (P/E) of Capital Southwest is currently 8.34. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Capital Southwest stock.
The price-to-sales ratio (P/S) of Capital Southwest is currently 5.07. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Capital Southwest stock.
The Eulerpool Quality Score for Capital Southwest is 5/10.
The ISIN of Capital Southwest is US1405011073. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The WKN of Capital Southwest is 923189. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.
The ticker of Capital Southwest is CSWC. The ticker symbol is used to trade Capital Southwest shares on the stock exchange.
Over the past 12 months, Capital Southwest paid a dividend of 4.52 USD . This corresponds to a dividend yield of about 19.32 %. For the coming 12 months, Capital Southwest is expected to pay a dividend of 5.31 USD.
The current dividend yield of Capital Southwest is 19.32 %.
Capital Southwest pays a dividend, distributed in the months of September, October, November, December.
Capital Southwest paid dividends every year for the past 36 years.
For the upcoming 12 months, dividends amounting to 5.31 USD are expected. This corresponds to a dividend yield of 22.52 %.
Capital Southwest is assigned to the 'Finance' sector.
To receive the latest dividend of Capital Southwest from 12/31/2026 amounting to 0.25 USD, you needed to have the stock in your portfolio before the ex-date on 12/15/2026.
The last dividend was paid out on 12/31/2026.
In the year 2025, Capital Southwest distributed 4.52 USD as dividends.
The dividends of Capital Southwest are distributed in USD.
Capital Southwest stock
Capital Southwest Peer Group
Capital Southwest Ticker
Capital Southwest FIGI
All fundamentals and in-depth analysis of Capital Southwest
Our stock analysis for Capital Southwest stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Capital Southwest. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.