Free Trial

Capital Southwest (CSWC) Competitors

Capital Southwest logo
$22.73 +0.20 (+0.89%)
Closing price 07/3/2025 03:50 PM Eastern
Extended Trading
$22.74 +0.01 (+0.04%)
As of 07/3/2025 04:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

CSWC vs. CNS, GBDC, PSEC, VRTS, OCSL, 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 Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Virtus Investment Partners (VRTS), Oaktree Specialty Lending (OCSL), 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. Its Competitors

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

Cohen & Steers currently has a consensus price target of $82.33, indicating a potential upside of 5.54%. Capital Southwest has a consensus price target of $23.60, indicating a potential upside of 3.83%. Given Cohen & Steers' higher possible upside, equities analysts clearly believe Cohen & Steers is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Capital Southwest
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
3.00

Capital Southwest has a net margin of 34.51% compared to Cohen & Steers' net margin of 29.68%. Cohen & Steers' return on equity of 30.46% beat Capital Southwest's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers29.68% 30.46% 19.37%
Capital Southwest 34.51%14.40%6.93%

In the previous week, Cohen & Steers and Cohen & Steers both had 6 articles in the media. Capital Southwest's average media sentiment score of 0.95 beat Cohen & Steers' score of 0.48 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Capital Southwest
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

51.5% of Cohen & Steers shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 47.6% of Cohen & Steers shares are owned by insiders. Comparatively, 2.8% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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
Cohen & Steers$517.42M7.69$151.26M$3.0625.49
Capital Southwest$204.44M5.97$70.55M$1.4815.36

Cohen & Steers pays an annual dividend of $2.48 per share and has a dividend yield of 3.2%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.2%. 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. 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. Cohen & Steers has raised its dividend for 16 consecutive years and Capital Southwest has raised its dividend for 2 consecutive years.

Cohen & Steers has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 0.95, suggesting that its stock price is 5% less volatile than the S&P 500.

Summary

Cohen & Steers beats Capital Southwest on 13 of the 19 factors compared between the two stocks.

Get Capital Southwest News Delivered to You Automatically

Sign up to receive the latest news and ratings for CSWC and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSWC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

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.
Skip Chart

CSWC vs. The Competition

MetricCapital SouthwestFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$1.22B$13.48B$12.09B$9.04B
Dividend Yield10.18%5.80%5.53%4.01%
P/E Ratio15.3634.0820.0420.25
Price / Sales5.977.0825.66118.17
Price / Cash9.8216.0121.6858.07
Price / Book1.302.762.285.67
Net Income$70.55M$572.21M$1.00B$249.21M
7 Day Performance3.93%2.53%2.25%3.28%
1 Month Performance9.44%7.97%4.63%5.55%
1 Year Performance-15.33%14.04%538.61%21.08%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
2.8898 of 5 stars
$22.73
+0.9%
$23.60
+3.8%
-14.8%$1.22B$204.44M15.3620
CNS
Cohen & Steers
2.6099 of 5 stars
$75.99
+1.5%
$90.00
+18.4%
+8.1%$3.87B$517.42M24.83390
GBDC
Golub Capital BDC
2.4768 of 5 stars
$14.25
-2.5%
$15.50
+8.8%
-6.9%$3.80B$724.68M12.61N/ANews Coverage
Positive News
High Trading Volume
PSEC
Prospect Capital
1.2135 of 5 stars
$3.16
-0.9%
$3.00
-5.1%
-39.8%$1.41B-$182.78M-3.672,019Positive News
VRTS
Virtus Investment Partners
4.0592 of 5 stars
$175.74
+0.4%
$167.75
-4.5%
-12.2%$1.21B$898.60M10.40770News Coverage
Positive News
Analyst Forecast
High Trading Volume
OCSL
Oaktree Specialty Lending
2.3945 of 5 stars
$13.56
-1.1%
$15.83
+16.8%
-25.1%$1.19B-$1.54M104.31N/APositive News
FDUS
Fidus Investment
1.4555 of 5 stars
$19.67
-1.3%
$21.00
+6.8%
+5.0%$683.14M$146.15M8.41N/ANews Coverage
TCPC
Blackrock Tcp Capital
0.8526 of 5 stars
$7.47
-1.3%
$7.00
-6.3%
-28.6%$635.25M$259.44M-12.8821,100Analyst Upgrade
GLAD
Gladstone Capital
1.6009 of 5 stars
$26.40
-0.5%
$23.00
-12.9%
+16.4%$589.51M$96.62M6.7070
GAIN
Gladstone Investment
0.5343 of 5 stars
$13.99
-0.6%
$13.50
-3.5%
+1.1%$515.39M$93.66M7.8670
PNNT
PennantPark Investment
1.1383 of 5 stars
$6.65
-1.8%
$5.88
-11.6%
-9.2%$433.89M$56.93M25.56N/ANews Coverage
Dividend Announcement

Related Companies and Tools


This page (NASDAQ:CSWC) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners