Capital Southwest Stock Market Outlook
| CSWC Stock | USD 23.27 0.08 0.34% |
About 71 percent of all Capital Southwest's shareholders are curious in acquiring. The analysis of overall sentiment of trading Capital Southwest stock suggests that quite a large number of investors are confidant at this time. The current market sentiment, together with Capital Southwest's historical and current headlines, can help investors time the market. In addition, many technical investors use Capital Southwest stock news signals to limit their universe of possible portfolio assets.
Comfort Level 71
Interested
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Capital Southwest's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Capital Southwest.
News SentimentBullish | Hype SentimentNeutral | Insider SentimentAcquiring |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Capital Southwest is 'Strong Buy'. Macroaxis provides Capital Southwest buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CSWC positions.
Execute Capital Southwest Advice
The Capital recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Capital Southwest. Macroaxis does not own or have any residual interests in Capital Southwest or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Capital Southwest's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
For the selected time horizon Capital Southwest has a Risk Adjusted Performance of 0.1672, Jensen Alpha of 0.1822, Total Risk Alpha of 0.1149, Sortino Ratio of 0.137 and Treynor Ratio of 0.3656Our investment recommendation module complements current analysts and expert consensus on Capital Southwest. It analyzes the firm potential to grow using all fundamental, technical, and market related data available at the time. To make sure Capital Southwest is not overpriced, please confirm all Capital Southwest fundamentals, including its price to earning, cash per share, price to earnings to growth, as well as the relationship between the gross profit and book value per share . Given that Capital Southwest has a price to earning of 21.80 X, we suggest you to validate Capital Southwest market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.
Capital Southwest Trading Alerts and Improvement Suggestions
| Capital Southwest currently holds about 18.77 M in cash with (217.26 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.68. | |
| Capital Southwest has a frail financial position based on the latest SEC disclosures | |
| On 30th of January 2026 Capital Southwest paid $ 0.19 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: RXO Q4 2025 Earnings Call Transcript |
Capital Southwest Returns Distribution Density
The distribution of Capital Southwest's historical returns is an attempt to chart the uncertainty of Capital Southwest's future price movements. The chart of the probability distribution of Capital Southwest daily returns describes the distribution of returns around its average expected value. We use Capital Southwest price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Capital Southwest returns is essential to provide solid investment analysis for Capital Southwest.
| Mean Return | 0.24 | Value At Risk | -1.37 | Potential Upside | 2.20 | Standard Deviation | 1.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Capital Southwest historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Capital Stock Institutional Investors
| Shares | Citadel Advisors Llc | 2025-06-30 | 409.2 K | Cetera Investment Advisers | 2025-06-30 | 361.7 K | Envestnet Asset Management Inc | 2025-06-30 | 335.7 K | Legal & General Group Plc | 2025-06-30 | 332.7 K | Blackrock Inc | 2025-06-30 | 320.7 K | Franklin Resources Inc | 20252025-06-12 | 290.8 K | Columbus Macro, Llc | 2025-06-30 | 290.7 K | Epiq Partners, Llc | 2025-06-30 | 266.8 K | First Manhattan Co. Llc | 2025-06-30 | 259 K | Smh Capital Inc. | 2025-06-30 | 1.4 M | Van Eck Associates Corporation | 2025-06-30 | 1.3 M |
Capital Southwest Cash Flow Accounts
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 (projected) | ||
| Change In Cash | (20.2M) | 10.2M | 10.7M | 12.6M | 11.3M | 11.9M | |
| Free Cash Flow | (184.7M) | (227.4M) | (188.5M) | (217.3M) | (195.5M) | (185.8M) | |
| Depreciation | 2.2M | 2.8M | 4.3M | 5.9M | 6.7M | 7.1M | |
| Other Non Cash Items | (225.2M) | (269.1M) | (272.3M) | (288.9M) | (260.0M) | (247.0M) | |
| Dividends Paid | 58.6M | 71.1M | 102.9M | 125.3M | 144.1M | 151.3M | |
| Net Income | 42.8M | 33.1M | 83.4M | 70.5M | 81.1M | 85.2M | |
| End Period Cash Flow | 11.4M | 21.6M | 32.3M | 44.9M | 51.6M | 43.6M | |
| Net Borrowings | 145.4M | 108.1M | 131.9M | 182.6M | 209.9M | 220.4M | |
| Change To Netincome | (23.2M) | (129.0M) | (228.9M) | 3.7M | 3.3M | 3.5M | |
| Investments | (2.0M) | (281K) | (13K) | (1.7M) | (1.5M) | (1.4M) |
Capital Southwest Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Capital Southwest or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Capital Southwest's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Capital stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 1.11 | |
Ir | Information ratio | 0.13 |
Capital Southwest Volatility Alert
Capital Southwest has relatively low volatility with skewness of 0.17 and kurtosis of 1.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Capital Southwest's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Capital Southwest's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Capital Southwest Fundamentals Vs Peers
Comparing Capital Southwest's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Capital Southwest's direct or indirect competition across all of the common fundamentals between Capital Southwest and the related equities. This way, we can detect undervalued stocks with similar characteristics as Capital Southwest or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Capital Southwest's fundamental indicators could also be used in its relative valuation, which is a method of valuing Capital Southwest by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Capital Southwest to competition |
| Fundamentals | Capital Southwest | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0622 | -0.14 |
| Profit Margin | 0.45 % | (1.27) % |
| Operating Margin | 0.86 % | (5.51) % |
| Current Valuation | 2.43 B | 16.62 B |
| Shares Outstanding | 60.16 M | 571.82 M |
| Shares Owned By Insiders | 3.77 % | 10.09 % |
| Shares Owned By Institutions | 28.09 % | 39.21 % |
| Number Of Shares Shorted | 3.05 M | 4.71 M |
| Price To Earning | 21.80 X | 28.72 X |
| Price To Book | 1.40 X | 9.51 X |
| Price To Sales | 6.15 X | 11.42 X |
| Revenue | 163.81 M | 9.43 B |
| Gross Profit | 226.74 M | 27.38 B |
| EBITDA | 85.28 M | 3.9 B |
| Net Income | 70.55 M | 570.98 M |
| Cash And Equivalents | 18.77 M | 2.7 B |
| Cash Per Share | 0.68 X | 5.01 X |
| Total Debt | 956.07 M | 5.32 B |
| Debt To Equity | 1.28 % | 48.70 % |
| Current Ratio | 10.58 X | 2.16 X |
| Book Value Per Share | 16.75 X | 1.93 K |
| Cash Flow From Operations | (217.26 M) | 971.22 M |
| Short Ratio | 5.56 X | 4.00 X |
| Earnings Per Share | 1.81 X | 3.12 X |
| Price To Earnings To Growth | 12.55 X | 4.89 X |
| Target Price | 24.25 | |
| Number Of Employees | 30 | 18.84 K |
| Beta | 0.78 | -0.15 |
| Market Capitalization | 1.4 B | 19.03 B |
| Total Asset | 1.88 B | 29.47 B |
| Retained Earnings | (88.72 M) | 9.33 B |
| Annual Yield | 0.14 % |
Note: Acquisition by Furst Jack D of 2090 shares of Capital Southwest subject to Rule 16b-3 [view details]
Capital Southwest Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Capital . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 7018.46 | |||
| Daily Balance Of Power | 0.3077 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 23.14 | |||
| Day Typical Price | 23.18 | |||
| Price Action Indicator | 0.17 | |||
| Period Momentum Indicator | 0.08 |
Capital Southwest Target Price Consensus
Capital target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Capital Southwest's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 7 | Buy |
Most Capital analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Capital stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Capital Southwest, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationCapital Southwest Target Price Projection
Capital Southwest's current and average target prices are 23.27 and 24.25, respectively. The current price of Capital Southwest is the price at which Capital Southwest is currently trading. On the other hand, Capital Southwest's target price is what analysts think the stock is worth. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Capital Southwest Market Quote on 9th of February 2026
Target Price
Analyst Consensus On Capital Southwest Target Price
Capital Southwest Analyst Ratings
Capital Southwest's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Capital Southwest stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Capital Southwest's financials, market performance, and future outlook by experienced professionals. Capital Southwest's historical ratings below, therefore, can serve as a valuable tool for investors.Analyst Consensus Breakdown
Average Consensus Estimates
About Capital Southwest Buy or Sell Advice
When is the right time to buy or sell Capital Southwest? Buying financial instruments such as Capital Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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?
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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 Climate Change Theme or any other thematic opportunities.
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Check out Capital Southwest Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Will Asset Management & Custody Banks 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.
Quarterly Earnings Growth 0.594 | Dividend Share 2.32 | Earnings Share 1.81 | Revenue Per Share | Quarterly Revenue Growth 0.182 |
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.
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.