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Capital Southwest Corporation

CSWCFinancial ServicesNASDAQ

Asset Management

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Financials · Annual
Revenue
$151.3M
+39.0% YoY
Net Income
$113.0M
+60.2% YoY
Free Cash Flow
$98.0M

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About Capital Southwest Corporation

Capital Southwest Corporation is a business development company. At a $1.47B market cap, Capital Southwest Corporation ranks as a small-cap company within financial services. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.

Key stats
Market Cap$1.47B
P/E (TTM)12.42
Fwd P/E10.64
EPS$1.90
Beta0.75
52W Change+13.5%
Dividend Yield10.85%
ROE11.9%
Analysis

On the balance sheet, CSWC has $15.0M in cash with $331.5M in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company generates $98.0M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 11.9%, which is decent for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. An ROA of 6.3% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $61.5M (2023) to $151.3M (2026), reflecting a 146% increase over the period.

Capital Southwest Corporation carries a heavier debt load relative to its cash position, which introduces financial risk that investors should weigh. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Capital Southwest Corporation and its sector.

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CSWC — Capital Southwest Corporation Technical Analysis | Scanance