Capital Southwest Stock Performance
Capital Southwest has a performance score of 17 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0083, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Capital Southwest are expected to decrease at a much lower rate. During the bear market, Capital Southwest is likely to outperform the market. Capital Southwest right now shows a risk of 0.87%. Please confirm Capital Southwest jensen alpha, as well as the relationship between the potential upside and skewness , to decide if Capital Southwest will be following its price patterns.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Capital Southwest are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady basic indicators, Capital Southwest may actually be approaching a critical reversion point that can send shares even higher in September 2025. ...more
| Begin Period Cash Flow | 32.3 M | |
| Total Cashflows From Investing Activities | -1.7 M |
Capital Southwest Relative Risk vs. Return Landscape
If you would invest 1,984 in Capital Southwest on May 27, 2025 and sell it today you would earn a total of 255.00 from holding Capital Southwest or generate 12.85% return on investment over 90 days. Capital Southwest is currently generating 0.1928% in daily expected returns and assumes 0.8654% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of stocks are less volatile than Capital, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 = 0.2228
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Capital Southwest is performing at about 17% 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.
| Return On Equity | 0.0986 | ||||
| Return On Asset | 0.0655 | ||||
| Profit Margin | 0.40 % | ||||
| Operating Margin | 0.86 % | ||||
| Current Valuation | 2.14 B | ||||
| Shares Outstanding | 55.63 M | ||||
| Price To Earning | 21.80 X | ||||
| Price To Book | 1.37 X | ||||
| Price To Sales | 6.00 X | ||||
| Revenue | 157.73 M | ||||
| EBITDA | 140.64 M | ||||
| Cash And Equivalents | 18.77 M | ||||
| Cash Per Share | 0.68 X | ||||
| Total Debt | 961.47 M | ||||
| Debt To Equity | 1.28 % | ||||
| Book Value Per Share | 16.59 X | ||||
| Cash Flow From Operations | (217.26 M) | ||||
| Earnings Per Share | 1.64 X | ||||
| Total Asset | 1.88 B | ||||
| Retained Earnings | (88.72 M) | ||||
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.| Capital Southwest is not yet fully synchronised with the market data | |
| Capital Southwest has some characteristics of a very speculative penny stock | |
| 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 very weak financial position based on the latest SEC disclosures |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Tools for Capital Stock
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.
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