Capital Southwest Stock Market Value
| CSWC Stock | USD 23.15 0.29 1.24% |
| Symbol | Capital |
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 (0.08) | Dividend Share 2.32 | Earnings Share 1.6 | Revenue Per Share | Quarterly Revenue Growth 0.169 |
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.
Capital Southwest 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Capital Southwest's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Capital Southwest.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Capital Southwest on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Capital Southwest or generate 0.0% return on investment in Capital Southwest over 90 days. Capital Southwest is related to or competes with Oxford Lane, XAI Octagon, Cornerstone Total, Cornerstone Strategic, Carlyle Secured, Sixth Street, and Hercules Capital. Capital Southwest Corporation is a business development company specializing in credit and private equity and venture ca... More
Capital Southwest Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Capital Southwest's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Capital Southwest upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.19 | |||
| Information Ratio | 0.1262 | |||
| Maximum Drawdown | 6.18 | |||
| Value At Risk | (2.02) | |||
| Potential Upside | 2.2 |
Capital Southwest Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Southwest's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Capital Southwest's standard deviation. In reality, there are many statistical measures that can use Capital Southwest historical prices to predict the future Capital Southwest's volatility.| Risk Adjusted Performance | 0.1298 | |||
| Jensen Alpha | 0.1673 | |||
| Total Risk Alpha | 0.1239 | |||
| Sortino Ratio | 0.1296 | |||
| Treynor Ratio | 0.2774 |
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.
Capital Southwest February 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1298 | |||
| Market Risk Adjusted Performance | 0.2874 | |||
| Mean Deviation | 0.8792 | |||
| Semi Deviation | 0.8965 | |||
| Downside Deviation | 1.19 | |||
| Coefficient Of Variation | 582.59 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.5 | |||
| Information Ratio | 0.1262 | |||
| Jensen Alpha | 0.1673 | |||
| Total Risk Alpha | 0.1239 | |||
| Sortino Ratio | 0.1296 | |||
| Treynor Ratio | 0.2774 | |||
| Maximum Drawdown | 6.18 | |||
| Value At Risk | (2.02) | |||
| Potential Upside | 2.2 | |||
| Downside Variance | 1.42 | |||
| Semi Variance | 0.8037 | |||
| Expected Short fall | (0.95) | |||
| Skewness | 0.1357 | |||
| Kurtosis | 1.02 |
Capital Southwest Backtested Returns
Capital Southwest appears to be very steady, given 3 months investment horizon. Capital Southwest secures Sharpe Ratio (or Efficiency) of 0.25, which signifies that the company had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Capital Southwest, which you can use to evaluate the volatility of the firm. Please makes use of Capital Southwest's Downside Deviation of 1.19, mean deviation of 0.8792, and Risk Adjusted Performance of 0.1298 to double-check if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Capital Southwest holds a performance score of 19. The firm shows a Beta (market volatility) of 0.72, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Capital Southwest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital Southwest is expected to be smaller as well. Please check Capital Southwest's sortino ratio, skewness, period momentum indicator, as well as the relationship between the potential upside and rate of daily change , to make a quick decision on whether Capital Southwest's price patterns will revert.
Auto-correlation | 0.83 |
Very good predictability
Capital Southwest has very good predictability. Overlapping area represents the amount of predictability between Capital Southwest time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Capital Southwest price movement. The serial correlation of 0.83 indicates that around 83.0% of current Capital Southwest price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.83 | |
| Spearman Rank Test | 0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 0.55 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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:Check out Capital Southwest Correlation, Capital Southwest Volatility and Capital Southwest Performance module to complement your research on Capital Southwest. For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.You can also try the Stocks Directory module to find actively traded stocks across global markets.
Capital Southwest technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.