Capital Competitors

Stocks . USA . 
Stock . Capital Southwest
CSWC Stock  USD 23.24  0.14  0.60%   
Capital Southwest competes with Oxford Lane, XAI Octagon, Cornerstone Total, Cornerstone Strategic, and Carlyle Secured; as well as few others. The company conducts business under Capital Markets sector and is part of Financials industry. Analyzing Capital Southwest competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Capital Southwest to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Capital Southwest Correlation with its peers.
For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.

Capital Southwest vs Prospect Capital Correlation

Poor diversification

The correlation between Capital Southwest and PSEC is 0.64 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Capital Southwest and PSEC in the same portfolio, assuming nothing else is changed.

Moving together with Capital Stock

  0.61BFDE Bedford EnergyPairCorr

Moving against Capital Stock

  0.52T ATT Inc Earnings Call This WeekPairCorr
  0.45HPQ HP IncPairCorr
  0.32FSTF First State FinancialPairCorr
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Capital Southwest's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
22.0423.2424.44
Details
Intrinsic
Valuation
LowRealHigh
20.9226.4327.63
Details
Naive
Forecast
LowNextHigh
21.7322.9324.13
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.2822.6423.99
Details

Capital Southwest Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Capital Southwest and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Capital and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Capital Southwest does not affect the price movement of the other competitor.

High positive correlations

CLM
+ 0.96
CRF
ARCC
+ 0.93
CGBD
TSLX
+ 0.89
CGBD
HTGC
+ 0.86
CGBD
ARCC
+ 0.85
HTGC
TRIN
+ 0.82
CRF
  

High negative correlations

TCPC
- 0.21
XFLT
HTGC
- 0.02
XFLT

Risk-Adjusted Indicators

There is a big difference between Capital Stock performing well and Capital Southwest Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Capital Southwest's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
OXLC  1.22 (0.03)(0.02) 0.03  1.70 
(1.15)
 2.51 
(2.69)
 9.59 
XFLT  0.73 (0.08) 0.00 (0.22) 0.00 
 0.00 
 1.36 
(1.30)
 4.15 
CRF  0.42  0.03 (0.01) 0.13  0.47 
(0.47)
 0.79 
(0.90)
 2.58 
CLM  0.43  0.05  0.03  0.17  0.42 
(0.52)
 1.01 
(1.00)
 2.97 
CGBD  0.99 (0.01)(0.02) 0.04  1.30 
(0.98)
 2.23 
(2.09)
 5.52 
TSLX  0.95 (0.02)(0.03) 0.04  1.10 
(1.12)
 2.13 
(2.11)
 5.76 
HTGC  0.80  0.09  0.05  0.28  0.91 
(0.84)
 1.67 
(1.48)
 4.36 
TCPC  1.45 (0.11) 0.00 (0.31) 0.00 
 0.00 
 2.62 
(2.35)
 17.70 
TRIN  0.96  0.22  0.14  0.47  1.08 
(1.11)
 2.45 
(1.55)
 6.36 
ARCC  0.72  0.00 (0.03) 0.06  0.90 
(0.81)
 1.63 
(1.86)
 5.04 

Capital Southwest Competitive Analysis

The better you understand Capital Southwest competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Capital Southwest's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Capital Southwest's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CSWC OXLC XFLT CRF CLM CGBD TSLX HTGC TCPC TRIN
 0.60 
 23.24 
Capital
 0.57 
 14.10 
Oxford
 0.65 
 4.56 
XAI
 0.63 
 7.91 
Cornerstone
 0.60 
 8.28 
Cornerstone
 0.64 
 12.38 
Carlyle
 0.67 
 22.12 
Sixth
 0.91 
 18.53 
Hercules
 1.72 
 5.15 
BlackRock
 1.19 
 16.97 
Trinity
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Slightly risky
Very steady
Market Performance
(90 Days Performance)
Solid
Weak
Weakest
Fair
Fair
Weak
Weakest
Fair
Weakest
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
High
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Strong Buy
Not Available
Not Available
Not Available
Hold
Strong Buy
Not Available
Hold
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Hold
Hold
Strong Hold
Buy
Strong Hold
Strong Hold
Buy
Hold
Strong Buy
Current Ratio
10.58
1.24
N/A
0.08
0.03
3.86
0.75
3.65
3.03
0.7
Net Asset
1.88 B
2.84 B
738.6 M
N/A
2 B
1.93 B
3.58 B
3.83 B
1.92 B
1.77 B
Profit Margin
0.4
0.0077
N/A
N/A
N/A
0.3
0.41
0.6
-0.042
0.53
EBITDA
85.28 M
48.46 M
9.88 M
N/A
N/A
91.72 M
193.12 M
263.43 M
(62.61 M)
118.27 M
Operating Margin
0.88
0.73
N/A
6.93
5.98
0.75
0.76
0.84
0.87
0.75
Current Valuation
2.3 B
2.05 B
N/A
775.25 M
1.68 B
2.19 B
3.88 B
5.49 B
1.43 B
2.44 B
Price To Book
1.42
0.73
0.79
0.86
0.85
0.77
1.3
1.54
0.6
1.27
Retained Earnings
(88.72 M)
(674.31 M)
(102.54 M)
(9.51 M)
(12.64 M)
(157.98 M)
97.71 M
88.92 M
(946.02 M)
(6.71 M)
Five Year Return
7.62
18.57
N/A
13.93
13.47
10.71
8.02
9.56
10.56
N/A
One Year Return
N/A
N/A
N/A
19.4
17.7
N/A
N/A
N/A
N/A
N/A
Beta
0.8
0.69
N/A
1.14
1.17
0.73
0.71
0.78
0.92
0.61
Number Of Employees
30
N/A
4
7
7
N/A
N/A
100
N/A
107
Shares Outstanding
57.47 M
97.11 M
76.15 M
62.23 M
117.88 M
72.9 M
94.49 M
181.72 M
84.84 M
75.68 M
Three Year Return
N/A
N/A
N/A
22.99
23.08
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
(217.26 M)
(703.8 M)
42.5 M
N/A
N/A
104.27 M
187.25 M
(118.09 M)
293.12 M
(316.91 M)
Annual Yield
0.14
0.34
0.19
0.17
0.18
0.13
0.0826
0.1
0.19
0.15
Total Debt
956.07 M
486.92 M
201.28 M
N/A
N/A
967.65 M
1.9 B
1.79 B
1.12 B
877.67 M
Return On Equity
0.0995
0.0022
N/A
-10.46
-10.35
0.0705
0.12
0.15
-0.0115
0.16
Return On Asset
0.0645
0.0909
N/A
0.05
0.04
0.0524
0.0635
0.0671
0.0617
0.0634
Number Of Shares Shorted
3.03 M
1.52 M
187.31 K
7.11 M
11.32 M
789.76 K
3.08 M
4.96 M
3.22 M
2.32 M
Book Value Per Share
16.62
19.19
N/A
9.56
9.93
16.36
17.14
12.2
8.71
13.31
Total Asset
1.88 B
2.84 B
738.6 M
22.52 M
123.33 M
1.93 B
3.58 B
3.83 B
1.92 B
1.77 B
Debt To Equity
1.28
0.43
N/A
N/A
N/A
1.17
1.01
1.13
1.29
1.28
Short Ratio
5.94
1.14
0.24
6.49
5.11
2.11
6.47
4.39
3.1
2.3
Target Price
23.92
18.0
8.0
N/A
N/A
13.36
23.75
20.92
6.5
16.7
Last Dividend Paid
2.32
5.4
N/A
2.08
2.17
1.6
2.05
1.6
1.09
2.04
Shares Owned By Institutions
29.37
8.13
19.5
16.49
20.09
38.26
55.81
28.69
25.38
30.35
Market Capitalization
1.34 B
1.37 B
347.26 M
737.29 M
1.49 B
914.2 M
2.1 B
3.4 B
436.93 M
1.27 B
Price To Earning
21.8
4.33
43.62
6.61
6.3
179.5
7.11
5.16
11.0
6.52
Price To Earnings To Growth
12.55
N/A
N/A
N/A
N/A
3.54
1.27
0.52
0.88
5.26
Price To Sales
6.18
2.81
17.88
70.39
71.93
3.71
4.53
6.57
1.99
4.73
Net Income
70.55 M
48.46 M
9.88 M
(69.33 M)
(143.7 M)
88.98 M
186.57 M
31.49 M
(63.14 M)
115.6 M
Earnings Per Share
1.6
0.44
0.16
1.24
1.33
1.16
2.05
1.74
-0.12
2.21
Shares Owned By Insiders
3.9
3.22
1.74
N/A
N/A
0.59
0.43
1.73
0.31
4.47
Revenue
163.81 M
95.77 M
32.48 M
7.25 M
13.78 M
167.76 M
359.74 M
430.9 M
20.76 M
237.44 M
Year To Date Return
N/A
N/A
N/A
0.55
0.75
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
18.77 M
34.67 M
N/A
6
10.26 K
14.77 M
5.73 M
115.31 M
49.43 M
13.23 M
Cash Per Share
0.68
0.24
N/A
N/A
N/A
0.28
0.07
0.92
0.86
0.42
Gross Profit
217.27 M
487.99 M
N/A
6.98 M
13.13 M
245.01 M
464.51 M
516.85 M
219.12 M
268.27 M
Day Typical Price
23.37
14.12
4.57
7.93
8.3
12.45
22.23
18.61
5.21
16.94
Accumulation Distribution
6647.5
6353.08
0.0087
12560.11
19303.14
6131.75
5167.86
15201.62
30552.64
15697.35
Market Facilitation Index
0.0
N/A
0.04
N/A
N/A
0.0
0.0
N/A
N/A
N/A
Daily Balance Of Power
(0.32)
0.5333
(0.75)
(0.56)
(0.56)
(0.36)
(0.38)
(0.61)
(0.47)
0.8
Period Momentum Indicator
(0.14)
0.08
(0.03)
(0.05)
(0.05)
(0.08)
(0.15)
(0.17)
(0.09)
0.2
Rate Of Daily Change
0.99
1.01
0.99
0.99
0.99
0.99
0.99
0.99
0.98
1.01
Day Median Price
23.43
14.13
4.58
7.95
8.32
12.49
22.28
18.65
5.25
16.93
Price Action Indicator
(0.26)
0.015
(0.04)
(0.06)
(0.06)
(0.15)
(0.23)
(0.20)
(0.14)
0.14
Relative Strength Index
64.1
49.26
45.71
53.21
55.94
48.08
51.36
52.04
41.5
70.85
Coefficient Of Variation
423.0
4886.78
(1,901)
824.81
632.74
3073.45
3050.93
791.13
(2,752)
485.03
Mean Deviation
0.8445
1.22
0.7314
0.4243
0.4306
0.9905
0.95
0.7957
1.45
0.9598
Jensen Alpha
0.2296
(0.03)
(0.08)
0.0291
0.0502
(0.01)
(0.02)
0.0898
(0.11)
0.2203
Total Risk Alpha
0.1681
(0.12)
(0.14)
0.008
0.0298
(0.08)
(0.08)
0.0284
(0.29)
0.142
Sortino Ratio
0.1794
(0.02)
N/A
(0.01)
0.0255
(0.02)
(0.03)
0.0505
N/A
0.1433
Downside Variance
1.36
3.03
N/A
0.3745
0.3607
1.86
1.38
1.07
N/A
1.78
Standard Deviation
1.2
1.68
0.9283
0.5448
0.5706
1.27
1.25
1.01
2.25
1.29
Kurtosis
1.4
1.83
0.6445
0.1875
0.5923
(0.06)
0.6075
0.1543
15.92
3.51
Potential Upside
2.2
2.51
1.36
0.7895
1.01
2.23
2.13
1.67
2.62
2.45
Treynor Ratio
0.3985
0.0273
(0.22)
0.1349
0.1734
0.0444
0.038
0.2777
(0.31)
0.4677
Maximum Drawdown
6.18
9.59
4.15
2.58
2.97
5.52
5.76
4.36
17.7
6.36
Variance
1.45
2.84
0.8617
0.2968
0.3256
1.62
1.56
1.01
5.06
1.66
Market Risk Adjusted Performance
0.4085
0.0373
(0.21)
0.1449
0.1834
0.0544
0.048
0.2877
(0.30)
0.4777
Risk Adjusted Performance
0.1777
0.0207
(0.04)
0.0857
0.1133
0.0281
0.0282
0.0956
(0.02)
0.1559
Skewness
0.1144
0.4051
0.4912
(0.16)
(0.19)
(0.09)
0.0271
(0.10)
(2.74)
(0.75)
Semi Deviation
0.778
1.7
N/A
0.4679
0.4213
1.3
1.1
0.9053
N/A
1.08
Information Ratio
0.1741
(0.02)
(0.13)
(0.02)
0.0268
(0.03)
(0.03)
0.0519
(0.07)
0.1481
Value At Risk
(1.37)
(2.69)
(1.30)
(0.90)
(1.00)
(2.09)
(2.11)
(1.48)
(2.35)
(1.55)
Expected Short fall
(0.94)
(1.15)
N/A
(0.47)
(0.52)
(0.98)
(1.12)
(0.84)
N/A
(1.11)
Downside Deviation
1.17
1.74
N/A
0.612
0.6006
1.36
1.17
1.03
N/A
1.33
Semi Variance
0.6052
2.89
N/A
0.2189
0.1775
1.69
1.22
0.8196
N/A
1.16

Capital Southwest Competition Performance Charts

Five steps to successful analysis of Capital Southwest Competition

Capital Southwest's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Capital Southwest in relation to its competition. Capital Southwest's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Capital Southwest in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Capital Southwest's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Capital Southwest, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Capital Southwest position

In addition to having Capital Southwest in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Preferred Stock ETFs Thematic Idea Now

Preferred Stock ETFs
Preferred Stock ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Preferred Stock ETFs theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Preferred Stock ETFs Theme or any other thematic opportunities.
View All  Next Launch
When determining whether Capital Southwest offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Capital Southwest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Capital Southwest Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Capital Southwest Stock:
How To Invest In Capital
Details
Is Capital Stock a good investment?
Details
What is Capital Southwest's Net Worth?
Details
Top Sectors
View
Check out Capital Southwest Correlation with its peers.
For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Will Stock sector continue expanding? Could Capital diversify its offerings? Factors like these will boost the valuation of Capital Southwest. Projected growth potential of Capital fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Capital Southwest data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Investors evaluate Capital Southwest using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Capital Southwest's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Capital Southwest's market price to deviate significantly from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
It's important to distinguish between Capital Southwest's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Capital Southwest should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Capital Southwest's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY