Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CSWC
Strong BuyFull HouseFLAGCapital Southwest Corporation · Financial Services · United States · $1.6B · Avg Vol: $15M/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% | 237.2M | 173.8M | 197.4M | 14.2% |
| EPS | 1.87 | 1.10 | 2.05 | 1.47 | 1.85 | -0.3% | 1.81 | 1.74 | 1.82 | -0.8% |
| Shares | — | 36.1M | 45.1M | 52.9M | 60.6M | +67.9% | 63.7M | — | — | — |
| 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 | — | -304.9M | — | — | — |
| 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) | $1.6B | 83 | Strong Buy |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $1.5B | 81 | Strong Buy |
| TRIN | Trinity Capital Inc. | $1.7B | 78 | Buy |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $1.9B | 78 | Buy |
| BBDC | Barings BDC, Inc. | $979M | 81 | Strong Buy |
| BST | BlackRock Science and Technology Trust | $1.6B | 71 | Buy |
| BSTZ | BlackRock Science and Technology Term Trust | $2.2B | 76 | Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 82 | Strong Buy |
| GCMG | GCM Grosvenor Inc. | $839M | 85 | Strong Buy |
| GSBD | Goldman Sachs BDC, Inc. | $1.1B | 73 | Buy |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%