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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$20.59 -0.13 (-0.63%)
Closing price 04:00 PM Eastern
Extended Trading
$20.65 +0.06 (+0.30%)
As of 08:00 PM Eastern
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CSWC vs. GBDC, PSEC, OCSL, VRTS, SLRC, FDUS, TCPC, GLAD, GAIN, and PNNT

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include 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), Gladstone Investment (GAIN), and PennantPark Investment (PNNT). These companies are all part of the "asset management & custody banks" industry.

Capital Southwest vs.

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

Golub Capital BDC has a net margin of 39.63% compared to Capital Southwest's net margin of 33.49%. Capital Southwest's return on equity of 15.18% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC39.63% 11.18% 5.11%
Capital Southwest 33.49%15.18%7.37%

Golub Capital BDC received 64 more outperform votes than Capital Southwest when rated by MarketBeat users. However, 60.40% of users gave Capital Southwest an outperform vote while only 55.15% of users gave Golub Capital BDC an outperform vote.

CompanyUnderperformOutperform
Golub Capital BDCOutperform Votes
305
55.15%
Underperform Votes
248
44.85%
Capital SouthwestOutperform Votes
241
60.40%
Underperform Votes
158
39.60%

Golub Capital BDC pays an annual dividend of $1.56 per share and has a dividend yield of 10.5%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 11.3%. Golub Capital BDC pays out 138.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 156.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years. Capital Southwest is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Golub Capital BDC had 2 more articles in the media than Capital Southwest. MarketBeat recorded 8 mentions for Golub Capital BDC and 6 mentions for Capital Southwest. Golub Capital BDC's average media sentiment score of 1.52 beat Capital Southwest's score of 0.53 indicating that Golub Capital BDC is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Golub Capital BDC
7 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Capital Southwest
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

42.4% of Golub Capital BDC shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 3.6% of Golub Capital BDC shares are owned by insiders. Comparatively, 4.2% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Golub Capital BDC$300.65M13.19$273.79M$1.1313.18
Capital Southwest$108.85M9.57$83.39M$1.4813.91

Golub Capital BDC has a beta of 0.55, suggesting that its share price is 45% less volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 0.95, suggesting that its share price is 5% less volatile than the S&P 500.

Golub Capital BDC currently has a consensus target price of $15.50, indicating a potential upside of 4.10%. Capital Southwest has a consensus target price of $22.67, indicating a potential upside of 10.09%. Given Capital Southwest's higher possible upside, analysts plainly believe Capital Southwest is more favorable than Golub Capital BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Golub Capital BDC
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.75
Capital Southwest
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Golub Capital BDC beats Capital Southwest on 11 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$1.04B$1.08B$11.47B$8.39B
Dividend Yield10.77%11.97%5.45%4.11%
P/E Ratio14.6012.9922.4219.71
Price / Sales9.5711.2027.62120.55
Price / Cash9.3014.7017.6234.62
Price / Book1.251.032.774.50
Net Income$83.39M$96.63M$1.03B$248.22M
7 Day Performance-1.29%-0.54%-0.23%0.56%
1 Month Performance5.70%11.23%6.11%13.17%
1 Year Performance-20.07%-4.74%536.61%7.30%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
2.7546 of 5 stars
$20.59
-0.6%
$22.67
+10.1%
-21.6%$1.04B$108.85M14.6020
GBDC
Golub Capital BDC
1.9538 of 5 stars
$14.78
+2.2%
$15.50
+4.9%
-8.9%$3.94B$300.65M10.71N/APositive News
PSEC
Prospect Capital
0.8711 of 5 stars
$3.69
+4.2%
$3.00
-18.7%
-39.0%$1.64B$101.04M-18.452,019High Trading Volume
OCSL
Oaktree Specialty Lending
2.7674 of 5 stars
$14.02
+1.7%
$16.00
+14.1%
-26.5%$1.23B$-1,542,000.0020.93N/APositive News
Insider Trade
VRTS
Virtus Investment Partners
2.3328 of 5 stars
$173.07
+4.7%
$167.75
-3.1%
-27.8%$1.20B$898.60M10.24770Positive News
Dividend Announcement
Analyst Upgrade
SLRC
SLR Investment
2.6777 of 5 stars
$16.13
+2.1%
$15.79
-2.1%
+0.1%$880.05M$104.99M9.11N/AHigh Trading Volume
FDUS
Fidus Investment
2.7113 of 5 stars
$19.67
+0.1%
$20.00
+1.7%
+0.9%$683.18M$91.39M7.03N/APositive News
TCPC
BlackRock TCP Capital
0.9845 of 5 stars
$7.43
+3.2%
$7.00
-5.8%
-29.9%$632.12M$-45,395,366.00-14.8619,800Positive News
Analyst Upgrade
GLAD
Gladstone Capital
1.1766 of 5 stars
$25.87
+2.9%
$23.00
-11.1%
+17.1%$577.68M$105.41M6.3370Dividend Announcement
GAIN
Gladstone Investment
0.8241 of 5 stars
$14.04
+2.1%
$13.50
-3.8%
+4.3%$517.19M$66.70M7.3170Dividend Announcement
PNNT
PennantPark Investment
0.912 of 5 stars
$6.65
+1.9%
$6.00
-9.7%
-11.6%$433.89M$64.78M25.56N/AAnalyst Forecast

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This page (NASDAQ:CSWC) was last updated on 5/22/2025 by MarketBeat.com Staff
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