CSWC's total assets expanded from $1.5B in 2025Q1 to $2.5B in 2027Q2 while equity rose from $777.3M to $1.1B, suggesting growth is driven largely by leverage and capital markets funding rather than a deposit franchise.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 2, 2026 | $0.56-1.8% vs $0.57 | $67M+2.4% vs $66M |
Q3 2026 Aug 3, 2026 | $0.58+3.4% vs $0.56 | $61M-0.3% vs $61M |
Q2 2026 May 13, 2026 | $0.57+1.8% vs $0.56 | $58M-6.5% vs $62M |
Q1 2026 Feb 2, 2026 | $0.64+9.0% vs $0.59 | $61M+5.7% vs $58M |
Capital Southwest (CSWC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BDCs trade at a steep discount, but the risks the bears talk about most may not be the ones that matter. One overlooked risk, hidden in loans made years ago, is already hurting several well-known names. Some of the most popular BDCs may be more exposed than their results suggest, and the moment of truth is getting closer.
Capital Southwest (CSWC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ruling out bonds entirely forces every dollar of retirement income to come from equities, and the yield you chase determines whether you need $828,000 or nearly three times that amount to hit the same monthly target.
Benchmark CSWC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Capital Southwest Corporation (CSWC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.26 | $1.45B | 15.94 | 64.73% | 55.86% | 10.22% | 9.62% | |
| $19.13 | $13.74B | 15.74 | -11.83% | 55% | 6.23% | 9.45% | |
| $12.74 | $3.32B | 22.62 | 44.68% | 31.97% | 3.82% | 10.87% | |
| $4.37 | $177.42M | 8.17 | 55.25% | 58.87% | 6.24% | 23.45% | |
| $11.81 | $644.29M | 11.10 | 45.01% | 50.13% | 5.89% | 13.89% | |
| $6.88 | $682.62M | 13.58 | -27.91% | 66.56% | 4.82% | 17.52% |
Capital Southwest Corporation (CSWC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Capital Southwest Corporation (CSWC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 2, 2026·SEC
Oct 15, 2026·SEC
Aug 7, 2026·SEC
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Capital Southwest Corporation (CSWC) stock FAQ — growth, dividends, profitability & financials explained
Capital Southwest Corporation (CSWC) grew revenue by 44.2% over the trailing twelve months, compared with the twelve months before.
Yes. Capital Southwest Corporation (CSWC) earned $106.5M in net income over the trailing twelve months (a 55.9% net margin).
Yes. Capital Southwest Corporation (CSWC) pays a dividend that yields 9.62% at the current price, a high yield.
Capital Southwest Corporation (CSWC) had a return on equity (ROE) of 10.2% over the trailing twelve months. That is in line with the market's typical 10-15%.
Capital Southwest Corporation (CSWC) has a net interest margin (NIM) of 7.0%. This indicates healthy earnings from lending activities.
Capital Southwest Corporation (CSWC) has an efficiency ratio of 23.9%. This is excellent, indicating strong cost control.
