Capital Southwest Stock Buy Hold or Sell Recommendation
| CSWCZ Stock | 25.69 0.02 0.08% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Capital Southwest is 'Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Capital Southwest given historical horizon and risk tolerance towards Capital Southwest. When Macroaxis issues a 'buy' or 'sell' recommendation for Capital Southwest, the advice is generated through an automated system that utilizes algorithms and statistical models.
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 more information on how to buy Capital Stock please use our How to Invest in Capital Southwest guide. In addition, we conduct extensive research on individual companies such as Capital and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Capital Southwest. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Capital |
Execute Capital Southwest Buy or Sell Advice
The Capital recommendation should be used to complement the buy-or-sell 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
 |  |
Buy
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Capital Southwest Trading Alerts and Improvement Suggestions
| Capital Southwest has a poor financial position based on the latest SEC disclosures | |
| On 1st of November 2024 Capital Southwest paid 0.4844 per share dividend to its current shareholders |
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 advice for Capital Southwest.
| Mean Return | 0.02 | Value At Risk | -0.47 | Potential Upside | 0.60 | Standard Deviation | 0.35 |
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 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 | 0.02 | |
β | Beta against Dow Jones | -0.1 | |
σ | Overall volatility | 0.35 | |
Ir | Information ratio | -0.25 |
Capital Southwest Volatility Alert
Capital Southwest exhibits very low volatility with skewness of 0.25 and kurtosis of 0.26. 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 |
| Number Of Shares Shorted | 3.1 K | 4.71 M |
| Number Of Employees | 26 | 18.84 K |
| Annual Yield | 0.03 % | |
| Last Dividend Paid | 2.03 |
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.
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?
Run Healthcare Funds Thematic Idea Now
Healthcare Funds
Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. The Healthcare Funds theme has 33 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 Healthcare Funds Theme or any other thematic opportunities.
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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.