Capital Southwest Stock Performance
| CSWC Stock | USD 20.65 0.23 1.10% |
The firm shows a Beta (market volatility) of 0.25, 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. At this point, Capital Southwest has a negative expected return of -0.0268%. Please make sure to confirm Capital Southwest's accumulation distribution, and the relationship between the value at risk and day typical price , to decide if Capital Southwest performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Capital Southwest has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound basic indicators, Capital Southwest is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| Capital Southwest dividend paid on 31st of March 2025 | 03/31/2025 |
| Begin Period Cash Flow | 32.3 M |
Capital Southwest Relative Risk vs. Return Landscape
If you would invest 2,135 in Capital Southwest on March 18, 2025 and sell it today you would lose (70.00) from holding Capital Southwest or give up 3.28% of portfolio value over 90 days. Capital Southwest is currently does not generate positive expected returns and assumes 2.2978% risk (volatility on return distribution) over the 90 days horizon. In different words, 20% of stocks are less volatile than Capital, and 99% 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 = -0.0117
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSWC |
Estimated Market Risk
| 2.3 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital Southwest is not performing at its full potential. However, 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 Capital Southwest 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 | 0.0861 | ||||
| Return On Asset | 0.0638 | ||||
| Profit Margin | 0.35 % | ||||
| Operating Margin | 0.83 % | ||||
| Current Valuation | 2.03 B | ||||
| Shares Outstanding | 54.82 M | ||||
| Price To Earning | 21.80 X | ||||
| Price To Book | 1.28 X | ||||
| Price To Sales | 5.54 X | ||||
| Revenue | 204.44 M | ||||
| EBITDA | 181.27 M | ||||
| Cash And Equivalents | 18.77 M | ||||
| Cash Per Share | 0.68 X | ||||
| Total Debt | 394.02 M | ||||
| Debt To Equity | 1.28 % | ||||
| Book Value Per Share | 16.70 X | ||||
| Cash Flow From Operations | (217.26 M) | ||||
| Earnings Per Share | 1.47 X | ||||
| Total Asset | 1.88 B | ||||
| Retained Earnings | (88.72 M) | ||||
About Capital Southwest Performance
By analyzing Capital Southwest's fundamental ratios, stakeholders can gain valuable insights into Capital Southwest's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
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.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 generated a negative expected return over the last 90 days | |
| 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. |
- 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.
Complementary 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.
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