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Capital Southwest Corporation

CSWC | US

22.05

USD

0.22

1.01%

CSWC | US

About Capital Southwest Corporation

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

19/03/2026

Close

22.05

Open

21.81

High

22.13

Low

21.72

Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies mezzanine later stage mature late venture emerging growth buyouts recapitalizations and growth capital investments. It does not invest in startups publicly traded companies real estate developments project finance opportunities oil and gas exploration businesses troubled companies turnarounds and companies in which significant senior management is departing. In lower middle market the firm typically invests in growth financing bolt-on acquisitions new platform acquisitions refinancing dividend recapitalizations sponsor-led buyouts and management buyouts situations. The investment structures are Unitranche debt subordinated debt senior debt first and second lien debt and preferred and common equity. The firm makes equity co-investments alongside debt investments up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services value-added distribution healthcare products and services business services specialty chemicals food and beverage tech-enabled services and SaaS models. The firm seeks to invest in energy services and products industrial technologies and specialty chemicals and products. Within energy services and products the firm seeks to invest in each segment of the industry including upstream midstream and downstream excluding exploration and production with a focus on differentiated products and services equipment and tool rental consumable products and drilling and completion chemicals. Within industrial technologies it seeks to invest in automation and process controls handling and packaging equipment industrial filtration and fluid handling measurement monitoring and testing professional tools and sensors and instrumentation. Within and specialty chemicals and products the firm seeks to invest in businesses that develop and manuf

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CSWC | US

Risk
23.2
Sharpe
0.31
Luna's Score
58/100
Recommendation
Hold

Luna says (CSWC | US)

What's Working

Low 6-Month Volatility (<30%)

Value Stock (Price to Book < 3)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

Smallcap (300M - 2B USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

High Debt to Asset (> 0.45)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

17.8%

1 month

23.2%

3 months

20.7%

6 months

21.0%

Returns

Fundamental Ratios

PE

14.82

Fwd. PE

10.57

Price to book

1.55

Debt to equity

0.95

Debt to assets

0.48

Ent. to EBITDA

-

Ent. to rev.

18.88

PEG

12.55

Other Fundamentals

EBITDA

167.89M

MarketCap

1.03B

MarketCap(USD)

1.03B

Div. yield

9.98

Op. margin

85.16

Erngs. growth

-51.50

Rev. growth

27.20

Ret. on equity

10.42

Short ratio

2.75

Short perc.

1.37

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

1.78

Range1M

1.98

Range3M

2.67

Volumes: Market Activity

Rel. volume

0.86

Price X volume

12.06M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
S.M.R.E. SpASMRSpecialty Industrial Machinery11.991.14B-0.33%n/a0.00%
PureCycle Technologies Inc. Common stockPCTPollution & Treatment Controls6.11.06B11.31%n/a116.51%
Graham CorporationGHMSpecialty Industrial Machinery82.68900.49M2.54%71.166.89%
Myers Industries IncMYERubber & Plastics20.65768.64M0.73%12.46149.45%
RSVRRSVREntertainment9.43613.69M-0.11%n/a93.63%
Energy Recovery IncERIIPollution & Treatment Controls9.73561.66M-1.82%53.915.64%
LVOLVOEntertainment5.48542.29M-1.62%n/a-217.69%
ITM Power plcITMPFSpecialty Industrial Machinery0.87536.70M-1.14%n/a4.73%
Nano Nuclear Energy Inc. Common StockNNESpecialty Industrial Machinery21.01473.03M-1.08%n/a15.16%
374Water Inc. Common StockSCWOPollution & Treatment Controls2.89383.58M5.86%n/a0.00%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Janus International Group Inc.JBIBuilding Products & Equipment5.37780.38M-1.65%11.62116.21%
HUYA IncHUYAMedia - Diversified3.29744.76M-4.91%n/a0.00%
Latham Group Inc.SWIMBuilding Products & Equipment5.51636.83M-4.34%65.1877.00%
AHGAHGMedical Distribution2.42576.39M-0.82%n/a1.45%
Ennis IncEBFBuilding Products & Equipment20.45531.78M0.05%13.282.28%
The Marcus CorporationMCSMedia - Diversified16.02515.42M1.39%n/a83.32%
AMC Entertainment Holdings IncAMCMedia - Diversified1.03372.20M0.00%n/a-511.14%
AMC Networks IncAMCXMedia - Diversified6.64292.81M-1.48%6.32236.34%
ACCO Brands CorporationACCOBuilding Products & Equipment3.02289.31M-1.31%n/a174.23%
CPI Card Group IncPMTSBuilding Products & Equipment13.96155.76M0.22%15.61-621.78%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA---
Ent. to Revenue18.88-Par
PE Ratio14.8220.20Cheaper
Price to Book1.552.63Cheaper
Dividend Yield9.98-Leader
Std. Deviation (3M)20.66-Par
Debt to Equity0.9550.50Cheaper
Debt to Assets0.4844.08Cheaper
Market Cap1.03B-Emerging
  • 1

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