Capital Southwest's net investment income grew 10.6% YoY to $38.8M in Q1 FY2027, driven by portfolio expansion, but net interest margin compressed to 1.7% from 2.2% a year earlier. The company's efficiency ratio improved to 23.2%, reflecting operating leverage...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 3, 2025 | $0.57-1.7% vs $0.58 | $57M+2.6% vs $55M |
State Street (NYSE: STT - Get Free Report) and Capital Southwest (NASDAQ: CSWC - Get Free Report) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, valuation, earnings, dividends, risk, analyst recommendations and institutional ownership. Insider and Institutional Ownership 87.4% of State Street
Generating $15,500 a month from a portfolio sounds like a fixed number, but the actual capital required swings by millions depending on one decision most investors get wrong before they ever buy a single share.
We take a look at the action in business development companies through the second week of September and highlight some of the key themes we are watching. BDCs declined amid rising yields, Fed rate hike expectations, and geopolitical tensions. Recent bond issuances by ARCC, CSWC, OCSL, and OTF highlight sector-wide net income headwinds from refinancing at higher rates.
DALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced that the U.S. Small Business Administration (the “SBA”) has approved Capital Southwest SBIC II, LP's (“SBIC II”) request to increase its leverage commitment from $175 million to $250 million pursuant to recent legislation.
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 |
|---|---|---|---|---|---|---|---|
| $23.15 | $1.44B | 12.18 | 64.73% | 45.95% | 11.93% | 9.66% | |
| $19.15 | $13.75B | 10.30 | -11.83% | 45.18% | 6.78% | — | |
| $12.45 | $3.24B | 8.77 | 44.68% | 20.51% | 3.82% | — | |
| $4.92 | $199.75M | 4.03 | 55.25% | 45.97% | 10.97% | — | |
| $11.77 | $642.11M | 6.92 | 45.01% | 41.33% | 7.45% | — | |
| $7.02 | $696.51M | 9.75 | -27.91% | 21.46% | 4.82% | — |
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)
Aug 7, 2026·SEC
Aug 3, 2026·SEC
Jul 22, 2026·SEC
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Capital Southwest Corporation (CSWC) stock FAQ — growth, dividends, profitability & financials explained
Capital Southwest Corporation (CSWC) grew revenue by 64.7% over the past year. This is strong growth.
Yes, Capital Southwest Corporation (CSWC) is profitable, generating $110.7M in net income for fiscal year 2026 (45.9% net margin).
Yes, Capital Southwest Corporation (CSWC) pays a dividend with a yield of 9.66%. This makes it attractive for income-focused investors.
Capital Southwest Corporation (CSWC) has a return on equity (ROE) of 11.9%. This is reasonable for most industries.
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 17.5%. This is excellent, indicating strong cost control.
