Last 48 quarters of trend data · Financial Services · BDCs & Private Credit
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '27 | Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 15.94 | 17.52 | 15.24 | 12.57 | 10.25 | 12.42 | 11.48 | 16.91 | 18.18 | 13.17 | 21.04 | 20.80 | 10.39 | 10.04 | 7.83 | 8.89 | 45.48 | 12.46 | 46.80 | 7.51 | 11.70 |
| — | +41.1% | +32.7% | -25.7% | -43.6% | -5.7% | -45.4% | -18.7% | +74.9% | +31.1% | +168.9% | +134.0% | -77.1% | -19.4% | -83.3% | +18.4% | +288.6% | — | +472.1% | -25.4% | +111.0% | |
| P/S Ratio | 7.58 | 8.46 | 9.76 | 6.40 | 8.43 | 9.74 | 9.00 | 9.27 | 11.09 | 10.81 | 12.51 | 10.33 | 8.90 | 9.55 | 6.12 | 6.54 | 11.29 | 7.14 | 13.89 | 5.91 | 7.76 |
| — | -13.1% | +8.4% | -31.0% | -24.0% | -9.9% | -28.1% | -10.3% | +24.6% | +13.3% | +104.4% | +58.0% | -21.1% | +33.7% | -55.9% | +10.6% | +45.4% | -5.8% | +127.5% | -11.6% | +104.5% | |
| P/B Ratio | 1.51 | 1.53 | 1.58 | 1.37 | 1.49 | 1.50 | 1.51 | 1.38 | 1.49 | 1.51 | 1.53 | 1.46 | 1.36 | 1.38 | 1.17 | 1.09 | 0.96 | 1.00 | 1.04 | 1.41 | 1.53 |
| — | +2.0% | +4.9% | -0.7% | -0.4% | -0.9% | -1.5% | -5.5% | +9.4% | +9.3% | +31.5% | +34.0% | +42.8% | +38.7% | +12.3% | -22.8% | -37.5% | -32.9% | -22.5% | +14.8% | +40.8% | |
| P/FCF | — | — | — | — | 10.93 | — | 11.40 | — | — | — | 9.58 | — | 13.66 | — | — | — | — | 4.53 | — | 25.14 | 6.15 |
| — | — | — | — | — | — | +19.0% | — | — | — | — | — | — | — | — | — | — | -60.8% | — | +171.1% | -92.1% | |
| EV / EBITDA | 14.67 | 16.08 | 11.57 | 13.37 | 13.33 | 13.81 | 13.46 | 21.35 | 22.59 | 21.15 | 27.10 | 21.68 | 17.96 | 23.21 | 13.74 | 16.00 | 43.94 | 21.67 | 55.00 | 12.95 | 19.50 |
| — | +16.4% | -14.1% | -37.4% | -41.0% | -34.7% | -50.3% | -1.5% | +25.7% | -8.9% | +97.2% | +35.5% | -59.1% | +7.1% | -75.0% | +23.6% | +125.3% | — | +290.8% | -19.6% | +108.0% | |
| EV / EBIT | 13.47 | 17.27 | 12.05 | 13.90 | 14.05 | 14.63 | 14.21 | 22.96 | 24.42 | 22.45 | 29.25 | 23.44 | 19.06 | 25.04 | 14.18 | 16.64 | 49.11 | 22.95 | 63.89 | 13.32 | 20.30 |
| — | +18.0% | -15.2% | -39.5% | -42.5% | -34.8% | -51.4% | -2.0% | +28.1% | -10.4% | +106.3% | +40.9% | -61.2% | +9.1% | -77.8% | +24.9% | +141.9% | — | +340.1% | -20.7% | +110.2% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '27 | Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 129.4% | 142.0% | 134.7% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| — | +42.0% | +34.7% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -0.0% | -0.0% | 0.0% | -0.0% | |
| Operating Margin | 105.4% | 90.6% | 101.5% | 82.7% | 75.1% | 81.0% | 79.3% | 71.6% | 73.8% | 77.9% | 68.0% | 73.8% | 77.9% | 68.0% | 81.2% | 77.1% | 48.3% | 68.7% | 47.6% | 83.1% | 69.5% |
| — | +11.8% | +28.1% | +15.5% | +1.8% | +4.0% | +16.6% | -3.0% | -5.2% | +14.6% | -16.3% | -4.2% | +61.4% | -1.1% | +70.6% | -7.3% | -30.6% | +500.2% | -39.9% | +13.0% | -11.5% | |
| Net Margin | 63.0% | 42.9% | 57.6% | 50.9% | 75.0% | 70.4% | 70.2% | 57.0% | 61.1% | 82.1% | 59.0% | 61.1% | 82.1% | 59.0% | 78.6% | 74.1% | 24.8% | 57.0% | 29.7% | 78.5% | 65.8% |
| — | -39.0% | -18.0% | -10.7% | +22.6% | -14.2% | +19.2% | -6.8% | -25.6% | +39.3% | -25.0% | -17.6% | +230.9% | +3.5% | +165.0% | -5.6% | -62.3% | +334.1% | -60.5% | +18.5% | -4.4% |
| Metric | TTM | Q2 '27 | Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 11.9% | 2.0% | 2.4% | 2.7% | 3.4% | 2.7% | 3.1% | 2.2% | 2.1% | 2.9% | 1.8% | 2.2% | 3.3% | 2.2% | 3.9% | 3.2% | 0.6% | 2.0% | 0.6% | 4.9% | 3.3% |
| — | -28.0% | -22.7% | +26.5% | +64.7% | -4.9% | +68.8% | -1.7% | -37.5% | +33.3% | -52.8% | -30.2% | +478.7% | +6.5% | +575.8% | -35.2% | -82.6% | +267.7% | -86.6% | +54.6% | -36.5% | |
| ROA | 5.6% | 0.9% | 1.1% | 1.3% | 1.6% | 1.3% | 1.5% | 1.0% | 1.0% | 1.4% | 0.9% | 1.1% | 1.6% | 1.0% | 1.8% | 1.5% | 0.3% | 0.9% | 0.2% | 2.1% | 1.4% |
| — | -32.5% | -25.2% | +23.7% | +56.8% | -8.9% | +62.5% | -5.0% | -36.4% | +41.4% | -50.7% | -26.3% | +525.8% | +16.8% | +641.6% | -29.1% | -82.0% | +263.1% | -87.2% | +47.4% | -37.1% | |
| ROIC | 7.1% | 1.7% | 1.8% | 1.9% | 1.8% | 1.7% | 1.5% | 1.0% | 0.9% | 1.0% | 0.8% | 1.0% | 1.2% | 0.9% | 1.5% | 1.2% | 0.4% | 0.8% | 0.3% | 1.7% | 1.1% |
| — | +0.9% | +18.9% | +89.6% | +92.2% | +59.5% | +87.1% | -1.0% | -19.1% | +16.4% | -45.1% | -14.8% | +202.4% | +10.7% | +376.5% | -30.5% | -66.6% | +380.7% | -80.4% | +41.1% | -41.5% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '27 | Q1 '27 | Q4 '26 | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 1.12 | 1.25 | 0.46 | 1.12 | 0.42 | 0.42 | 0.43 | 1.11 | 0.99 | 0.99 | 0.95 | 1.02 | 0.94 | 1.12 | 1.06 | 1.08 | 1.09 | 1.27 | 1.28 | 1.26 | 1.30 |
| — | +200.2% | +6.2% | +1.0% | -58.0% | -58.0% | -54.5% | +8.2% | +5.1% | -11.3% | -10.8% | -5.2% | -13.3% | -11.8% | -16.8% | -14.0% | -16.1% | +3.6% | +4.0% | +10.8% | +6.0% | |
| Debt / EBITDA | 5.77 | 29.42 | 10.66 | 24.37 | 11.94 | 12.64 | 12.27 | 38.77 | 36.96 | 34.37 | 42.11 | 36.44 | 29.80 | 42.11 | 26.60 | 32.46 | 95.43 | 49.93 | 123.55 | 24.67 | 36.44 |
| — | +132.7% | -13.2% | -37.1% | -67.7% | -63.2% | -70.9% | +6.4% | +24.0% | -18.4% | +58.3% | +12.3% | -68.8% | -15.7% | -78.5% | +31.5% | +161.9% | — | +350.8% | -23.5% | +72.3% | |
| Current Ratio | — | 4.55 | 0.26 | — | 0.36 | 0.54 | 0.35 | — | — | — | — | 223.59 | 60.90 | 55.24 | 48.41 | — | — | — | — | — | — |
| — | +739.1% | -26.1% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Quick Ratio | — | 4.55 | 0.26 | — | 0.36 | 0.54 | 0.35 | — | — | — | — | 223.59 | 60.90 | 55.24 | 48.41 | — | — | — | — | — | — |
| — | +739.1% | -26.1% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Interest Coverage | 2.81 | 2.09 | 2.36 | 2.58 | 1.83 | 1.84 | 2.00 | 1.45 | 1.33 | 1.71 | 1.30 | 1.33 | 1.71 | 1.30 | 2.54 | 2.14 | 0.72 | 1.72 | 0.73 | 4.24 | 2.85 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying CSWC stock.
Capital Southwest Corporation's current P/E is 15.9x. The average P/E over the last 4 quarters is 13.9x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Capital Southwest Corporation's current operating margin is 105.4%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Capital Southwest Corporation's business trajectory between earnings reports.