Capital Southwest Stock Analysis

Capital Stock Analysis Notes

About 28.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.4. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capital Southwest last dividend was issued on the 13th of February 2026. The entity had 2724:1000 split on the 1st of October 2015. Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 24 people. For more info on Capital Southwest please contact CPA CPA at 214-238-5700 or go to https://www.capitalsouthwest.com.

Capital Southwest Investment Alerts

Capital Largest EPS Surprises

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Capital Southwest Environmental, Social, and Governance (ESG) Scores

Capital Stock Institutional Investors

Note, although Capital Southwest's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Capital Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.4 B.

Capital Profitablity

The company has Profit Margin (PM) of 0.45 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.86 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.86.

Management Efficiency

Capital Southwest has return on total asset (ROA) of 0.0622 % which means that it generated a profit of $0.0622 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1129 %, meaning that it created $0.1129 on every $100 dollars invested by stockholders. Capital Southwest's management efficiency ratios could be used to measure how well Capital Southwest manages its routine affairs as well as how well it operates its assets and liabilities. At present, Capital Southwest's Return On Assets are projected to slightly decrease based on the last few years of reporting. At present, Capital Southwest's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 2.2 B, whereas Total Current Assets are forecasted to decline to about 48.8 M.

Technical Drivers

As of the 11th of February 2026, Capital Southwest shows the Risk Adjusted Performance of 0.1791, mean deviation of 0.7823, and Downside Deviation of 1.05. Capital Southwest technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

Capital Southwest Price Movement Analysis

Capital Southwest Insider Trading Activities

Capital Southwest Outstanding Bonds

Capital Southwest Predictive Daily Indicators

Capital Southwest Corporate Filings

Capital Southwest Forecast Models

Capital Southwest's time-series forecasting models are one of many Capital Southwest's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Capital Southwest's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Capital Southwest Bond Ratings

Capital Southwest financial ratings play a critical role in determining how much Capital Southwest have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Capital Southwest's borrowing costs.

Capital Southwest Debt to Cash Allocation

Capital Southwest currently holds 956.07 M in liabilities with Debt to Equity (D/E) ratio of 1.28, which is about average as compared to similar companies. Capital Southwest has a current ratio of 10.37, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about Capital Southwest's use of debt, we should always consider it together with its cash and equity.

Capital Southwest Total Assets Over Time

Capital Southwest Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Capital Southwest uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Capital Southwest Debt Ratio

48.0

It looks as if about 52% of Capital Southwest's assets are financed through equity. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Capital Southwest's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Capital Southwest, which in turn will lower the firm's financial flexibility.

Capital Southwest Corporate Bonds Issued

Capital Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Capital Southwest prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Capital shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Capital Southwest. By using and applying Capital Stock analysis, traders can create a robust methodology for identifying Capital entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Capital analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Capital analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Capital Southwest stock analysis indicators help investors evaluate how Capital Southwest stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Capital Southwest shares will generate the highest return on investment. By understating and applying Capital Southwest stock analysis, traders can identify Capital Southwest position entry and exit signals to maximize returns.

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.