Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CSWC
STRONG BUYFLAGCapital Southwest Corporation · Financial Services · United States · $1.5B · Avg Vol: $16M/d
Capital Southwest has quality Q65 and momentum M65, but value at V49 is below the calibrated floor, and the insider signal is a wash (0.01% bought against 0.01% sold), so there is no corroboration.
COMPANY DESCRIPTION
Capital Southwest Corporation is a business development company (BDC) focused on providing customized debt and equity financing to upper-middle market businesses across various industries. The company's competitive edge lies in its strong origination platform and expertise in structuring flexible capital solutions, addressing the financing needs of companies often underserved by traditional lenders.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 61.5M | 109.1M | 108.9M | 151.3M | 35.0% | 232.1M | 165.4M | 183.3M | 10.1% |
| EPS | 1.87 | 1.10 | 2.05 | 1.47 | 1.85 | -0.3% | 1.87 | 1.72 | 1.72 | -3.4% |
| Shares | — | 36.1M | 45.1M | 52.9M | 60.6M | +67.9% | 62.1M | — | — | — |
| Debt | — | 637.6M | 770.9M | 956.1M | 1.1B | 21.1% | 331.5M | — | — | — |
| Equity | — | 590.4M | 755.7M | 883.6M | 1.0B | 19.6% | — | — | — | — |
| Op CF | — | -227.1M | -188.5M | -217.3M | -193.5M | — | -193.5M | — | — | — |
| Inv CF | — | -0.3M | -13.0K | -1.7M | -0.3M | — | — | — | — | — |
| Fin CF | — | 237.5M | 199.2M | 231.5M | 178.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of CSWC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CSWC | Capital Southwest Corporation(you) | $1.5B | 81 | STRONG BUY |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $1.4B | 80 | BUY |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $1.7B | 77 | BUY |
| BDJ | BlackRock Enhanced Equity Dividend Trust | $1.7B | 76 | BUY |
| TRIN | Trinity Capital Inc. | $1.6B | 74 | BUY |
| APAM | Artisan Partners Asset Management Inc. | $2.8B | 81 | STRONG BUY |
| TY | Tri-Continental Corporation | $1.9B | 72 | BUY |
| HTD | John Hancock Tax-Advantaged Dividend Income Fund | $924M | 86 | STRONG BUY |
| AAMI | Acadian Asset Management Inc. | $2.6B | 77 | BUY |
| GAIN | Gladstone Investment Corporation | $635M | 80 | BUY |
Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%