Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.116
Neutral
RSI(14)
58.361
Neutral
STOCH(KDJ)(9,3,3)
46.107
Buy
ATR(14)
0.293
Low Volatility
CCI(14)
-8.946
Neutral
Williams %R
49.452
Neutral
TRIX(12,20)
0.132
Sell
StochRSI(14)
100.000
Buy
Capital Southwest Corp
CSWC21.930USD
+0.230+1.06%
Close 12/26, 16:00（ET）Quotes delayed by 15 min
1.25BMarket Cap
13.20P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Capital Southwest Corp
Currency: USD Updated: 2025-12-26Key Insights
Capital Southwest Corp's fundamentals are relatively very healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 65/116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 23.36.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Capital Southwest Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
8
analysts
Buy
Current Rating
23.357
Target Price
+5.74%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Capital Southwest Corp Highlights
StrengthsRisks
Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 87.87% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 157.21M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 176.54%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 176.54%.
Fairly Valued
The company’s latest PB is 1.32, at a medium 3-year percentile range.
Institutional Buying
The latest institutional holdings are 17.70M shares, increasing 0.11% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 36.79K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-26The current financial score of Capital Southwest Corp is 6.23, ranking 83/116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 50.58M, representing a year-over-year increase of 25.75%, while its net profit experienced a year-over-year increase of 12.94%.
Score
Financials
9.16
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
2.84
Operational Efficiency
3.13
Growth Potential
10.00
Shareholder Returns
6.04
Capital Southwest Corp's Company Valuation
Currency: USD Updated: 2025-12-26The current valuation score of Capital Southwest Corp is 7.52, ranking 50/116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 13.20, which is 37.36% below the recent high of 18.13 and 24.49% above the recent low of 9.97.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 65/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-26The current earnings forecast score of Capital Southwest Corp is 7.50, ranking 40/116 in the Investment Banking & Investment Services industry. The average price target for Capital Southwest Corp is 23.00, with a high of 27.00 and a low of 21.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
23.357
Target Price
+5.74%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
Capital Southwest Corp
CSWC
8
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-26The current price momentum score of Capital Southwest Corp is 6.98, ranking 80/116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 22.56 and the support level at 21.26, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
21.646
Buy
MA10
21.748
Buy
MA20
21.813
Buy
MA50
21.119
Buy
MA100
21.689
Buy
MA200
21.534
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-26The current institutional shareholding score of Capital Southwest Corp is 3.00, ranking 73/116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 35.54%, representing a quarter-over-quarter decrease of 1.52%. The largest institutional shareholder is Invesco, holding a total of 36.79K shares, representing 0.06% of shares outstanding, with 21.44% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Risk Assessment
Currency: USD Updated: 2025-12-26The current risk assessment score of Capital Southwest Corp is 9.31, ranking 15/116 in the Investment Banking & Investment Services industry. The company's beta value is 0.80. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.80
VaR
+2.11%
240-Day Maximum Drawdown
+24.44%
240-Day Volatility
+24.71%
Return
Best Daily Return
60 days
+3.44%
120 days
+3.44%
5 years
+9.67%
Worst Daily Return
60 days
-3.58%
120 days
-3.58%
5 years
-9.14%
Sharpe Ratio
60 days
+0.17
120 days
-0.31
5 years
+0.55
Risk Assessment
Maximum Drawdown
240 days
+24.44%
3 years
+33.86%
5 years
+39.38%
Return-to-Drawdown Ratio
240 days
+0.04
3 years
+0.13
5 years
+0.03
Skewness
240 days
-0.19
3 years
-0.51
5 years
-0.35
Volatility
Realised Volatility
240 days
+24.71%
5 years
+24.69%
Standardised True Range
240 days
+1.94%
5 years
+2.10%
Downside Risk-Adjusted Return
120 days
-46.60%
240 days
-46.60%
Maximum Daily Upside Volatility
60 days
+12.32%
Maximum Daily Downside Volatility
60 days
+15.51%
Liquidity
Average Turnover Rate
60 days
+1.12%
120 days
+1.11%
5 years
--
Turnover Deviation
20 days
+28.66%
60 days
+23.72%
120 days
+23.51%
Peer Comparison
Investment Banking & Investment Services
Capital Southwest Corp
CSWC
6.81 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.82 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.18 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Capital Southwest Corp?
The TradingKey Stock Score provides a comprehensive assessment of Capital Southwest Corp based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Capital Southwest Corp’s performance and outlook.
How do we generate the financial health score of Capital Southwest Corp?
To generate the financial health score of Capital Southwest Corp, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Capital Southwest Corp's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Capital Southwest Corp.
How do we generate the company valuation score of Capital Southwest Corp?
To generate the company valuation score of Capital Southwest Corp, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Capital Southwest Corp’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Capital Southwest Corp’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Capital Southwest Corp.
How do we generate the earnings forecast score of Capital Southwest Corp?
To calculate the earnings forecast score of Capital Southwest Corp, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Capital Southwest Corp’s future.
How do we generate the price momentum score of Capital Southwest Corp?
When generating the price momentum score for Capital Southwest Corp, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Capital Southwest Corp’s prices. A higher score indicates a more stable short-term price trend for Capital Southwest Corp.
How do we generate the institutional confidence score of Capital Southwest Corp?
To generate the institutional confidence score of Capital Southwest Corp, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Capital Southwest Corp’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Capital Southwest Corp.
How do we generate the risk management score of Capital Southwest Corp?
To assess the risk management score of Capital Southwest Corp, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Capital Southwest Corp’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Capital Southwest Corp.
