Capital Southwest Corporation

Ticker

CSWC

ISIN

US140501107

Price

USD 26.20

Change Today

+0.21 / 0.808 %

Price 1 year ago

15.96 / 64.151 %

Market Capitalization

475,222,784.00

52 Week Low

16.10

52 Week High

27.20

200 Day Moving Average

22.67

50-day Moving Average

25.16


Price evolution

Yearly Returns


Peers


Peers

Company information

Summary

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 ranging from $5 million to $50 million and debt investments between $5 million and $20 million and co-invest in transaction size up to $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.

Sector

Financial Services

Industry

Asset Management

Country

United States

Exchange

NMS

Earnings Per Share

0.839

P/E Ratio

24.266985

Debt/Equity Ratio

126.648

Beta

1.196253

City

Dallas

Address

8333 Douglas Avenue

Zip

75225

Ebitda

65,456,000.00

Ebitda Margins

0.80

Enterprise to Ebitda

15.59

Enterprise Value

1,020,258,240.00

Target Price

25.64

Estimated Price

-

Book Value

15.74

Expected Growth

-

Balance sheet

Income statement

Sustainability

Correlation

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AMTD AMTD IDEA Group -0.57
QLT.L QUILTER PLC ORD 8 1/6P -0.52
2799.HK CHINA HUARONG -0.46
601108.SS CAITONG SECURITIES CO. LTD -0.45
TRIG.L THE RENEWABLES INFRASTRUCTURE G -0.30
AMP.AX AMP FPO -0.29
BLU.L BLUE STAR CAPITAL PLC -0.25
600120.SS ZHEJIANG ORIENT FINANCIAL HOLDI -0.18
BPH.AX BPH ENERGY FPO -0.18
600318.SS ANHUI XINLI FINANCE CO LTD -0.10
600643.SS SHANGHAI AJ GROUP CO LTD 0.03
ABDN.L ABRDN PLC 0.23
GSDHO.IS GSD HOLDING 0.30
BAM.BK BANGKOK COMMERCIAL ASSET MANAGE 0.33
UKW.L GREENCOAT UK WIND PLC 0.40
LGEN.L LEGAL & GENERAL GROUP PLC 0.44
ILUS ILUSTRATO PICTURES INTL INC 0.55
FNOR11.SA FINOR CI * 0.65
EMG.L MAN GROUP PLC ORD USD0.03428571 0.69
MNG.L M&G PLC ORD 5 0.69
SRTG.JK Saratoga Investama Sedaya Tbk. 0.74
600816.SS ANXIN TRUST CO LTD 0.75
NORTEGRAN.SN NORTE GRANDE SA 0.78
IDFC.NS IDFC LIMITED 0.80

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Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.