Capital Southwest Corporation

$23.89 ▲ 2.01%

2026-04-21 06:16:00

Explore Capital Southwest Corporation stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap

$1.44 B

Current Price

$23.89

52W High / Low

$24.42 / $19.07

Stock P/E

13.97

Book Value

$16.75

Dividend Yield

9.55%

ROCE

—

ROE

11.29%

Face Value

—

EPS

$1.81

Exp Qtr EPS

—

Sector

Financial Services

Industry

Asset Management

Employees

30

Beta

0.77

Debt / Equity

119.31

Current Ratio

37.6

Quick Ratio

—

Forward P/E

10.09

Price / Sales

6.06

Enterprise Value

$1.69 B

EV / EBITDA

8.4

EV / Revenue

7.45

Rating

None

Target Price

$24.4

EPS Forecast (FY)

—

ABOUT

In essence, capital Southwest Corporation is a business development This organization. In essence, 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. In essence, the firm 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 essence, 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 buyout situations. In essence, the investment structures are unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. In essence, the firm makes equity co-investments alongside debt investments, up to 20 percent of total check and only makes non-control investments. In essence, the firm is industry agnostic, but 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. In essence, the firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. In essence, 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. In essence, 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. In essence, within 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. In essence, it may also invest in exceptional opportunities in building products. In essence, the firm seeks to invest in the United States and North America. In essence, the firm seeks to make investments ranging from $5 million to $25 million in securities. In essence, its typical financing size is between $5 million and $75 million, target hold size is between $5 million and $45 million, and the firm is willing to backstop up to $55 million with an active network of co-investors. In essence, it seeks to invest in firms with minimum EBITDA between $3 million and $25 million. In essence, in addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. In essence, it prefers to take a majority or minority stake. In essence, the firm has the flexibility to hold investments for very long periods in its portfolio companies. It may also invest through warrants. In essence, the firm prefers to take board participation in its portfolio companies. In essence, capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. ROE at 8.61% based on the latest available annual data. Debt to equity stands at 1.08x. Operating margin is 75.82% on trailing numbers. Trailing twelve month sales are available in the dataset.

Pros

Strong operating margin profile.
Net margin remains healthy.
Valuation is not stretched on P/E basis.
Meaningful dividend yield is available.

Cons

Some data points may be missing or delayed because the source is not an official exchange feed.

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5.	Gladstone Investment Corporation	$15.89	5.25	$630.78 M	6.04%	—	22.16%	$16 / $13.11	$14.95
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Quarterly Results

Figures shown in M / B

	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024
Sales	43.89 M	36.38 M	38.44 M	30.81 M	26.61 M	—
Operating Profit	—	—	—	—	—	—
Net Profit	32.9 M	25.62 M	27 M	17.56 M	16.27 M	—
EPS in Rs	0.55	0.43	0.45	0.29	0.27	0.48

Profit & Loss

Figures shown in M / B

	2025	2024	2023	2022
Sales	108.85 M	109.06 M	61.45 M	83 M
Operating Profit	—	—	—	—
Net Profit	70.55 M	83.39 M	33.09 M	42.81 M
EPS in Rs	1.17	1.39	0.55	0.71

Balance Sheet

Figures shown in M / B

	2025	2024	2023	2022
Total Assets	1.88 B	1.56 B	1.26 B	973.96 M
Total Liabilities	999.21 M	801.08 M	667.28 M	553.09 M
Equity	883.63 M	755.68 M	590.41 M	420.87 M
Current Assets	—	—	—	—
Current Liabilities	—	—	—	—

Cash Flow

Last available yearly cash flow history

	2025	2024	2023	2022
Operating CF	-217.26 M	-188.5 M	-227.1 M	-182.68 M
Investing CF	-1.67 M	-0.01 M	-0.28 M	-2 M
Financing CF	231.52 M	199.2 M	237.53 M	164.49 M
Free CF	-218.92 M	-188.51 M	-227.38 M	-184.67 M
Capex	-1.67 M	-0.01 M	-0.28 M	-2 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

	2025	2024	2023	2022
Revenue Growth %	-0.19%	77.47%	-25.96%	—
Earnings Growth %	-15.4%	151.98%	-22.71%	—
Profit Margin %	64.81%	76.46%	53.85%	51.58%
Operating Margin %	—	—	—	—
Gross Margin %	—	—	—	—
EBITDA Margin %	—	—	—	—

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex Date	Dividend
2026-03-13	$0.253
2026-02-13	$0.193
2026-01-15	$0.193
2025-12-15	$0.253
2025-11-14	$0.193
2025-10-15	$0.193
2025-09-15	$0.253
2025-08-15	$0.193
2025-07-15	$0.193
2025-06-13	$0.64
2025-03-14	$0.64
2024-12-13	$0.63
2024-09-13	$0.64
2024-06-14	$0.63
2024-03-14	$0.63
2023-12-14	$0.63
2023-09-14	$0.62
2023-06-14	$0.59
2023-03-14	$0.58
2022-12-14	$0.57

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name	Type	Shares	Value	% Out	Report Date
VanEck ETF Trust-VanEck BDC Income ETF	Mutual Fund	1.08 M	$24.23 M	0.02%	2026-02-28
ProShares Trust-ProShares Global Listed Private Equity ETF	Mutual Fund	0.01 M	$0.23 M	0%	2026-02-28
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund	Mutual Fund	0.01 M	$0.25 M	0%	2026-02-28
Putnam ETF Trust-Putnam BDC Income ETF	Mutual Fund	0.27 M	$5.98 M	0%	2026-01-31
Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF	Mutual Fund	0.04 M	$0.83 M	0%	2026-01-31
ETFis Series Trust I-Virtus Private Credit Strategy ETF	Mutual Fund	0.03 M	$0.75 M	0%	2026-01-31
Van Eck Associates Corporation	Institutional	1.38 M	$30.88 M	0.02%	2025-12-31
Two Sigma Advisers, LP	Institutional	1.06 M	$23.78 M	0.02%	2025-12-31
Two Sigma Investments, LP	Institutional	1.05 M	$23.47 M	0.02%	2025-12-31
Sound Income Strategies, LLC	Institutional	0.89 M	$19.82 M	0.01%	2025-12-31
UBS Group AG	Institutional	0.82 M	$18.28 M	0.01%	2025-12-31
Melia Wealth LLC	Institutional	0.5 M	$11.25 M	0.01%	2025-12-31
Muzinich & Co., Inc.	Institutional	0.43 M	$9.51 M	0.01%	2025-12-31
Cetera Investment Advisers	Institutional	0.42 M	$9.5 M	0.01%	2025-12-31
Blackrock Inc.	Institutional	0.42 M	$9.45 M	0.01%	2025-12-31