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NASDAQ:CSWC

Capital Southwest Stock Forecast, Price & News

$13.85
0.00 (0.00 %)
(As of 09/23/2020 12:00 AM ET)
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Compare
Today's Range
$13.77
Now: $13.85
$14.09
50-Day Range
$13.71
MA: $14.57
$15.06
52-Week Range
$7.39
Now: $13.85
$22.56
Volume91,075 shs
Average Volume145,259 shs
Market Capitalization$257.44 million
P/E RatioN/A
Dividend Yield11.84%
Beta0.85
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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Capital Southwest logo

Beat the Market (BTM) Rank

Analyst Opinion: 3.4Community Rank: 2.4Dividend Strength: 1.7Insider Behavior: 0.0Valuation: 1.3 5 -4 -3 -2 -1 -

Overall Beat the Market Rank

1.74 out of 5 stars


Industry, Sector and Symbol

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

Debt

Price-To-Earnings

Sales & Book Value

Annual Sales$62.04 million
Cash Flow$1.52 per share
Book Value$14.61 per share

Profitability

Net Income$-22,350,000.00

Miscellaneous

Employees21
Market Cap$257.44 million
Next Earnings Date11/2/2020 (Estimated)
OptionableOptionable
$13.85
0.00 (0.00 %)
(As of 09/23/2020 12:00 AM ET)
30 days | 90 days | 365 days | Advanced Chart

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Capital Southwest (NASDAQ:CSWC) Frequently Asked Questions

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

Capital Southwest's stock was trading at $15.42 on March 11th, 2020 when COVID-19 reached pandemic status according to the World Health Organization (WHO). Since then, CSWC shares have decreased by 10.2% and is now trading at $13.85.
View which stocks have been most impacted by COVID-19
.

Do Wall Street analysts recommend investors buy shares of Capital Southwest?

5 Wall Street 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, resulting in a consensus recommendation of "Buy."
View analyst ratings for Capital Southwest
.

When is Capital Southwest's next earnings date?

Capital Southwest is scheduled to release its next quarterly earnings announcement on Monday, November 2nd 2020.
View our earnings forecast for Capital Southwest
.

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) released its earnings results on Monday, August, 3rd. The asset manager reported $0.38 earnings per share for the quarter, hitting analysts' consensus estimates of $0.38. The asset manager earned $15.16 million during the quarter, compared to the consensus estimate of $15.10 million. Capital Southwest had a positive return on equity of 9.31% and a negative net margin of 32.88%.
View Capital Southwest's earnings history
.

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

Capital Southwest announced a quarterly dividend on Wednesday, June 3rd. Shareholders of record on Tuesday, September 15th will be paid a dividend of $0.41 per share on Wednesday, September 30th. This represents a $1.64 dividend on an annualized basis and a yield of 11.84%. The ex-dividend date is Monday, September 14th.
View Capital Southwest's dividend history
.

What price target have analysts set for CSWC?

5 Wall Street analysts have issued 12 month price targets for Capital Southwest's shares. Their forecasts range from $16.00 to $23.50. On average, they anticipate Capital Southwest's share price to reach $20.30 in the next twelve months. This suggests a possible upside of 46.6% from the stock's current price.
View analysts' price targets for Capital Southwest
.

Are investors shorting Capital Southwest?

Capital Southwest saw a increase in short interest in August. As of August 31st, there was short interest totaling 75,000 shares, an increase of 108.3% from the August 15th total of 36,000 shares. Based on an average trading volume of 84,700 shares, the days-to-cover ratio is presently 0.9 days. Approximately 0.4% of the shares of the company are short sold.
View Capital Southwest's Short Interest
.

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 AT&T (T), Ares Capital (ARCC), ARBOR RLTY TR I/SH (ABR), AGNC Investment (AGNC), Verizon Communications (VZ), AbbVie (ABBV), Hercules Capital (HTGC), Main Street Capital (MAIN), NVIDIA (NVDA) and Energy Transfer LP Unit (ET).

Who are Capital Southwest's key executives?

Capital Southwest's management team includes the following people:
  • Mr. Bowen S. Diehl, Pres, CEO & Director (Age 50)
  • Mr. Michael Scott Sarner, Treasurer, Sec., Chief Compliance Officer & CFO (Age 46)
  • Mr. Douglas M. Kelley, Managing Director
  • Mr. Joshua S. Weinstein CFA, Managing Director
  • Mr. Matthew Darrah, Principal

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 many different institutional and retail investors. Top institutional investors include Sanders Morris Harris LLC (4.90%), Advisors Asset Management Inc. (0.78%), Two Sigma Advisers LP (0.65%), Advisory Research Inc. (0.38%), Confluence Investment Management LLC (0.36%) and UBS Group AG (0.31%). Company insiders that own Capital Southwest stock include Bowen S Diehl, Christine Battist, David R Brooks, Jack D Furst 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 Virtus ETF Advisers LLC, Confluence Investment Management LLC, UBS Group AG, Weather Gauge Advisory LLC, Two Sigma Advisers LP, and National Asset Management Inc..
View insider buying and selling activity for Capital Southwest
.

Which institutional investors are buying Capital Southwest stock?

CSWC stock was acquired by a variety of institutional investors in the last quarter, including Sanders Morris Harris LLC, Virtu Financial LLC, Advisors Asset Management Inc., Aigen Investment Management LP, California Public Employees Retirement System, Centric Wealth Management, Advisor Group Holdings Inc., and Trexquant Investment LP. Company insiders that have bought Capital Southwest stock in the last two years include Bowen S Diehl, Christine Battist, David R Brooks, Jack D Furst, and Michael Scott Sarner.
View insider buying and selling activity for Capital Southwest
.

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 Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.

What is Capital Southwest's stock price today?

One share of CSWC stock can currently be purchased for approximately $13.85.

How big of a company is Capital Southwest?

Capital Southwest has a market capitalization of $257.44 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. 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.

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 9/23/2020 by MarketBeat.com Staff

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