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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$20.49 +0.35 (+1.76%)
As of 03:26 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

CSWC vs. CNS, GBDC, PSEC, OCSL, VRTS, SLRC, FDUS, TCPC, GLAD, and GAIN

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Virtus Investment Partners (VRTS), SLR Investment (SLRC), Fidus Investment (FDUS), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), and Gladstone Investment (GAIN). These companies are all part of the "asset management & custody banks" industry.

Capital Southwest vs.

Capital Southwest (NASDAQ:CSWC) and Cohen & Steers (NYSE:CNS) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, risk, dividends, community ranking, analyst recommendations, earnings and valuation.

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 11.3%. Cohen & Steers pays an annual dividend of $2.48 per share and has a dividend yield of 3.2%. Capital Southwest pays out 164.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cohen & Steers pays out 81.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cohen & Steers has increased its dividend for 16 consecutive years.

Capital Southwest received 1 more outperform votes than Cohen & Steers when rated by MarketBeat users. Likewise, 60.30% of users gave Capital Southwest an outperform vote while only 54.82% of users gave Cohen & Steers an outperform vote.

CompanyUnderperformOutperform
Capital SouthwestOutperform Votes
240
60.30%
Underperform Votes
158
39.70%
Cohen & SteersOutperform Votes
239
54.82%
Underperform Votes
197
45.18%

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 51.5% of Cohen & Steers shares are owned by institutional investors. 4.2% of Capital Southwest shares are owned by company insiders. Comparatively, 47.6% of Cohen & Steers shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Cohen & Steers had 3 more articles in the media than Capital Southwest. MarketBeat recorded 14 mentions for Cohen & Steers and 11 mentions for Capital Southwest. Capital Southwest's average media sentiment score of 1.50 beat Cohen & Steers' score of 0.82 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
8 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cohen & Steers
7 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cohen & Steers has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Cohen & Steers, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Capital Southwest$98.09M10.57$83.39M$1.4114.53
Cohen & Steers$553.52M7.23$151.26M$3.0625.66

Capital Southwest currently has a consensus price target of $22.50, suggesting a potential upside of 9.79%. Cohen & Steers has a consensus price target of $90.00, suggesting a potential upside of 14.64%. Given Cohen & Steers' stronger consensus rating and higher possible upside, analysts clearly believe Cohen & Steers is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Cohen & Steers
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50

Capital Southwest has a net margin of 33.49% compared to Cohen & Steers' net margin of 29.24%. Cohen & Steers' return on equity of 33.13% beat Capital Southwest's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest33.49% 15.18% 7.37%
Cohen & Steers 29.24%33.13%20.43%

Capital Southwest has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500. Comparatively, Cohen & Steers has a beta of 1.46, indicating that its share price is 46% more volatile than the S&P 500.

Summary

Cohen & Steers beats Capital Southwest on 15 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$1.03B$1.02B$11.10B$7.93B
Dividend Yield11.30%12.33%5.77%4.22%
P/E Ratio14.2812.6322.1018.54
Price / Sales10.3910.6326.31103.30
Price / Cash9.3014.7017.6034.62
Price / Book1.230.922.674.25
Net Income$83.39M$96.63M$1.03B$248.18M
7 Day Performance-0.49%-0.81%0.72%1.03%
1 Month Performance-8.70%-7.07%-0.58%2.70%
1 Year Performance-21.91%-11.45%537.58%4.05%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
2.2919 of 5 stars
$20.49
+1.8%
$22.50
+9.8%
-23.1%$1.04B$98.09M14.5220Dividend Announcement
Positive News
CNS
Cohen & Steers
3.5282 of 5 stars
$76.20
flat
$90.00
+18.1%
+10.2%$3.88B$553.52M25.66390Dividend Announcement
GBDC
Golub Capital BDC
1.9869 of 5 stars
$14.53
+0.6%
$15.50
+6.7%
-17.2%$3.86B$309.01M10.53N/AUpcoming Earnings
News Coverage
Positive News
PSEC
Prospect Capital
1.009 of 5 stars
$3.69
+1.1%
$3.50
-5.1%
-32.6%$1.64B$101.04M-18.452,019Upcoming Earnings
OCSL
Oaktree Specialty Lending
1.8311 of 5 stars
$14.89
+1.4%
$16.00
+7.5%
-31.9%$1.22B$48.88M22.22N/AEarnings Report
News Coverage
VRTS
Virtus Investment Partners
3.2144 of 5 stars
$154.42
+0.7%
$179.25
+16.1%
-29.4%$1.07B$902.82M9.14770Earnings Report
SLRC
SLR Investment
1.5934 of 5 stars
$15.77
+0.5%
$15.65
-0.8%
-1.2%$860.41M$104.99M8.91N/AUpcoming Earnings
Short Interest ↓
News Coverage
FDUS
Fidus Investment
1.4381 of 5 stars
$19.29
+0.3%
$20.00
+3.7%
-8.9%$669.98M$91.39M6.89N/AUpcoming Earnings
Positive News
TCPC
BlackRock TCP Capital
1.3644 of 5 stars
$7.10
+1.1%
$8.00
+12.7%
-35.2%$604.05M$-45,395,366.00-14.2019,800Upcoming Earnings
News Coverage
Positive News
GLAD
Gladstone Capital
2.0395 of 5 stars
$25.59
+0.7%
$23.00
-10.1%
+14.3%$571.43M$105.41M6.2670Upcoming Earnings
GAIN
Gladstone Investment
0.7018 of 5 stars
$13.95
-0.1%
$13.75
-1.4%
-4.4%$513.88M$66.70M7.2770Upcoming Earnings
News Coverage
Positive News

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This page (NASDAQ:CSWC) was last updated on 5/2/2025 by MarketBeat.com Staff
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