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Capital Southwest Stock Forecast, Price & News

$23.72
+0.24 (+1.02 %)
(As of 05/14/2021 01:58 PM ET)
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Today's Range
$23.58
$23.82
50-Day Range
$21.70
$24.88
52-Week Range
$11.57
$24.90
Volume408 shs
Average Volume162,488 shs
Market Capitalization$471.27 million
P/E RatioN/A
Dividend Yield7.40%
Beta1.12
30 days | 90 days | 365 days | Advanced Chart
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Capital Southwest logo

About Capital Southwest

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 manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments up to $5 million and debt investments between $5 million and $20 million and co-invest in transaction size upto $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. . Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.

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Industry, Sector and Symbol

Industry Investors, not elsewhere classified
Sub-IndustryAsset Management & Custody Banks
SectorFinance
Current SymbolNASDAQ:CSWC
CUSIP14050110
Phone214-238-5700
Employees21
Year FoundedN/A

Sales & Book Value

Annual Sales$62.04 million
Cash Flow$2.00 per share
Book Value$14.61 per share

Profitability

Net Income$-22,350,000.00

Debt

Price-To-Earnings

Miscellaneous

Market Cap$471.27 million
Next Earnings Date6/7/2021 (Estimated)
OptionableOptionable

MarketRank

Overall MarketRank

1.39 out of 5 stars

Finance Sector

747th out of 1,946 stocks

Investors, Not Elsewhere Classified Industry

5th out of 40 stocks

Analyst Opinion: 1.4Community Rank: 2.4Dividend Strength: 1.7Insider Behavior: 0.8Valuation: 0.6 5 -4 -3 -2 -1 -
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Capital Southwest (NASDAQ:CSWC) Frequently Asked Questions

Is Capital Southwest a buy right now?

5 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Capital Southwest in the last year. There are currently 1 hold rating and 4 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "buy" Capital Southwest stock.
View analyst ratings for Capital Southwest
or view top-rated stocks.

What stocks does MarketBeat like better than Capital Southwest?

Wall Street analysts have given Capital Southwest a "Buy" rating, but there may be better buying opportunities in the stock market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new stock ideas, but Capital Southwest wasn't one of them. MarketBeat thinks these five companies may be even better buys.
View MarketBeat's top stock picks here.

Are investors shorting Capital Southwest?

Capital Southwest saw a increase in short interest in the month of April. As of April 15th, there was short interest totaling 207,000 shares, an increase of 122.1% from the March 31st total of 93,200 shares. Based on an average daily volume of 179,000 shares, the days-to-cover ratio is currently 1.2 days. Currently, 1.1% of the company's stock are sold short.
View Capital Southwest's Short Interest
.

When is Capital Southwest's next earnings date?

Capital Southwest is scheduled to release its next quarterly earnings announcement on Monday, June 7th 2021.
View our earnings forecast for Capital Southwest
.

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) announced its earnings results on Tuesday, February, 2nd. The asset manager reported $0.45 EPS for the quarter, topping analysts' consensus estimates of $0.41 by $0.04. The asset manager earned $19.04 million during the quarter, compared to analyst estimates of $16.62 million. Capital Southwest had a positive trailing twelve-month return on equity of 10.17% and a negative net margin of 10.38%.
View Capital Southwest's earnings history
.

How has Capital Southwest's stock price been impacted by Coronavirus (COVID-19)?

Capital Southwest's stock was trading at $15.42 on March 11th, 2020 when Coronavirus (COVID-19) reached pandemic status according to the World Health Organization (WHO). Since then, CSWC stock has increased by 53.8% and is now trading at $23.72.
View which stocks have been most impacted by COVID-19
.

How often does Capital Southwest pay dividends? What is the dividend yield for Capital Southwest?

Capital Southwest declared a quarterly dividend on Wednesday, February 3rd. Investors of record on Monday, March 15th will be paid a dividend of $0.42 per share on Wednesday, March 31st. This represents a $1.68 annualized dividend and a dividend yield of 7.08%. The ex-dividend date of this dividend is Friday, March 12th. This is a positive change from Capital Southwest's previous quarterly dividend of $0.41.
View Capital Southwest's dividend history
.

Is Capital Southwest a good dividend stock?

Capital Southwest pays an annual dividend of $1.68 per share and currently has a dividend yield of 7.40%. CSWC has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. Capital Southwest does not yet have a strock track record of dividend growth. The dividend payout ratio of Capital Southwest is 107.01%. Payout ratios above 75% are not desirable because they may not be sustainable. Based on EPS estimates, Capital Southwest will have a dividend payout ratio of 96.00% in the coming year. This indicates that Capital Southwest may not be able to sustain their current dividend.
View Capital Southwest's dividend history.

What price target have analysts set for CSWC?

5 brokers have issued 12 month price targets for Capital Southwest's shares. Their forecasts range from $16.00 to $24.00. On average, they anticipate Capital Southwest's stock price to reach $18.60 in the next twelve months. This suggests that the stock has a possible downside of 21.6%.
View analysts' price targets for Capital Southwest
or view top-rated stocks among Wall Street analysts.

Who are Capital Southwest's key executives?

Capital Southwest's management team includes the following people:
  • Mr. Bowen S. Diehl, Pres, CEO & Director (Age 52, Pay $1.26M)
  • Mr. Michael Scott Sarner, CFO, Chief Compliance Officer, Sec. & Treasurer (Age 48, Pay $994.36k)
  • Mr. Joshua S. Weinstein CFA, Sr. Managing Director (Age 43)
  • Mr. Ryan Kelly, Principal
  • Mr. Chris Rehberger, VP of Fin. & Treasurer
  • Ms. Amy Baker, Controller
  • Mr. Spencer Klein, VP
  • Ms. Rachel Bazan CFA, VP
  • Mr. Grant Eason, VP
  • Mr. Alex Kuhlman, Sr. Associate

Who are some of Capital Southwest's key competitors?

What other stocks do shareholders of Capital Southwest own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Capital Southwest investors own include Ares Capital (ARCC), AT&T (T), Arbor Realty Trust (ABR), AGNC Investment (AGNC), Verizon Communications (VZ), AbbVie (ABBV), Hercules Capital (HTGC), Main Street Capital (MAIN), Energy Transfer (ET) and NVIDIA (NVDA).

What is Capital Southwest's stock symbol?

Capital Southwest trades on the NASDAQ under the ticker symbol "CSWC."

Who are Capital Southwest's major shareholders?

Capital Southwest's stock is owned by a number of institutional and retail investors. Top institutional shareholders include Sanders Morris Harris LLC (4.14%), First Manhattan Co. (2.30%), Sound Income Strategies LLC (1.96%), Van ECK Associates Corp (1.76%), Advisors Asset Management Inc. (0.74%) and BlackRock Inc. (0.58%). Company insiders that own Capital Southwest stock include Bowen S Diehl, Christine Battist, David R Brooks and Michael Scott Sarner.
View institutional ownership trends for Capital Southwest
.

Which institutional investors are selling Capital Southwest stock?

CSWC stock was sold by a variety of institutional investors in the last quarter, including Sanders Morris Harris LLC, Confluence Investment Management LLC, Centric Wealth Management, Advisory Research Inc., First Manhattan Co., Envestnet Asset Management Inc., Commonwealth Equity Services LLC, and Cambridge Investment Research Advisors Inc..
View insider buying and selling activity for Capital Southwest
or view top insider-selling stocks.

Which institutional investors are buying Capital Southwest stock?

CSWC stock was purchased by a variety of institutional investors in the last quarter, including Sound Income Strategies LLC, Van ECK Associates Corp, Mcdonald Partners LLC, Monticello Wealth Management LLC, The PNC Financial Services Group Inc., Alliancebernstein L.P., Kestra Advisory Services LLC, and Nisa Investment Advisors LLC. Company insiders that have bought Capital Southwest stock in the last two years include Bowen S Diehl, Christine Battist, David R Brooks, and Michael Scott Sarner.
View insider buying and selling activity for Capital Southwest
or or view top insider-buying stocks.

How do I buy shares of Capital Southwest?

Shares of CSWC can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

What is Capital Southwest's stock price today?

One share of CSWC stock can currently be purchased for approximately $23.72.

How much money does Capital Southwest make?

Capital Southwest has a market capitalization of $471.27 million and generates $62.04 million in revenue each year. The asset manager earns $-22,350,000.00 in net income (profit) each year or $1.57 on an earnings per share basis.

How many employees does Capital Southwest have?

Capital Southwest employs 21 workers across the globe.

What is Capital Southwest's official website?

The official website for Capital Southwest is www.capitalsouthwest.com.

Where are Capital Southwest's headquarters?

Capital Southwest is headquartered at 5400 LYNDON B JOHNSON FREEWAY SUITE 1300, DALLAS TX, 75240.

How can I contact Capital Southwest?

Capital Southwest's mailing address is 5400 LYNDON B JOHNSON FREEWAY SUITE 1300, DALLAS TX, 75240. The asset manager can be reached via phone at 214-238-5700 or via email at [email protected]


This page was last updated on 5/14/2021 by MarketBeat.com Staff
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