Capital Southwest Stock Performance
| CSWCZ Stock | 25.67 0.13 0.50% |
Capital Southwest has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0831, which signifies not very significant fluctuations relative to the market. 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. Capital Southwest right now shows a risk of 0.37%. Please confirm Capital Southwest maximum drawdown, as well as the relationship between the skewness and day typical price , to decide if Capital Southwest will be following its price patterns.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Southwest are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong fundamental indicators, Capital Southwest is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Capital Southwest dividend paid on 1st of November 2024 | 11/01/2024 |
Capital |
Capital Southwest Relative Risk vs. Return Landscape
If you would invest 2,540 in Capital Southwest on August 24, 2024 and sell it today you would earn a total of 27.00 from holding Capital Southwest or generate 1.06% return on investment over 90 days. Capital Southwest is currently producing 0.0172% returns and takes up 0.3658% volatility of returns over 90 trading days. Put another way, 3% of traded stocks are less volatile than Capital, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Capital Southwest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital Southwest's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Capital Southwest, and traders can use it to determine the average amount a Capital Southwest's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.047
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| Negative Returns | CSWCZ |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Capital Southwest is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Capital Southwest by adding it to a well-diversified portfolio.
Capital Southwest Fundamentals Growth
Capital Stock prices reflect investors' perceptions of the future prospects and financial health of Capital Southwest, and Capital Southwest fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Stock performance.
About Capital Southwest Performance
Evaluating Capital Southwest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Capital Southwest has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital Southwest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Capital Southwest performance evaluation
Checking the ongoing alerts about Capital Southwest for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Capital Southwest help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 1st of November 2024 Capital Southwest paid 0.4844 per share dividend to its current shareholders |
- Analyzing Capital Southwest's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital Southwest's stock is overvalued or undervalued compared to its peers.
- Examining Capital Southwest's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital Southwest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital Southwest's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Capital Southwest's stock. These opinions can provide insight into Capital Southwest's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Capital Stock Analysis
When running Capital Southwest's price analysis, check to measure Capital Southwest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital Southwest is operating at the current time. Most of Capital Southwest's value examination focuses on studying past and present price action to predict the probability of Capital Southwest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital Southwest's price. Additionally, you may evaluate how the addition of Capital Southwest to your portfolios can decrease your overall portfolio volatility.