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Capital Southwest (CSWC)

(Real Time Quote from BATS)

$25.86 USD

25.86
102,397

+0.17 (0.66%)

Updated Apr 24, 2024 03:26 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

F Value F Growth D Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 21% (54 out of 252)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for CSWC

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Capital Southwest Corporation falls in the month of March.

All items in Millions except Per Share data.

3/31/2024 3/31/2023 3/31/2022 3/31/2021 3/31/2020
Assets          
Cash & Equivalents -99,999 22 11 32 14
Receivables NA 20 16 12 12
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 1
Total Current Assets NA 41 27 44 27
Net Property & Equipment NA 0 0 0 0
Investments & Advances NA 1,206 937 688 553
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 4 4 2 3
Intangibles NA 0 0 0 0
Deposits & Other Assets NA 6 6 1 2
Total Assets NA 1,258 974 736 585
Liabilities & Shareholders Equity 3/31/2024 3/31/2023 3/31/2022 3/31/2021 3/31/2020
Notes Payable NA 286 285 261 149
Accounts Payable NA 0 0 0 0
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 1 0 0 3
Income Taxes Payable NA 0 1 0 1
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 287 286 261 153
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 12 6 3 1
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 351 243 120 154
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 17 18 15 5
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 667 553 399 313
Shareholders Equity 3/31/2024 3/31/2023 3/31/2022 3/31/2021 3/31/2020
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 10 7 6 5
Capital Surplus NA 647 448 356 311
Retained Earnings NA -42 -10 -2 -20
Other Equity NA 0 0 0 0
Treasury Stock NA 24 24 24 24
Total Shareholder's Equity NA 590 421 336 272
Total Liabilities & Shareholder's Equity NA 1,258 974 736 585
Total Common Equity 0 590 421 336 272
Shares Outstanding 42.90 34.50 23.90 19.80 18.60
Book Value Per Share 0.00 17.11 17.61 16.98 14.64

Fiscal Year End for Capital Southwest Corporation falls in the month of March.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 24 23 21 22
Receivables NA 25 25 21 20
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 0 0 0 0
Total Current Assets NA 49 48 42 41
Net Property & Equipment NA 0 0 0 0
Investments & Advances NA 1,365 1,354 1,285 1,206
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 10 10 3 4
Intangibles NA 0 0 0 0
Deposits & Other Assets NA 6 5 6 6
Total Assets NA 1,429 1,417 1,337 1,258
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 357 356 356 286
Accounts Payable NA 0 0 0 0
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 0 0 0 1
Income Taxes Payable NA 1 0 1 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities NA 358 357 357 287
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 11 10 12 12
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 321 376 316 351
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 16 16 17
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 709 759 701 667
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 11 10 10 10
Capital Surplus NA 751 691 667 647
Retained Earnings NA -41 -43 -41 -42
Other Equity NA 0 0 0 0
Treasury Stock NA 0 0 0 24
Total Shareholder's Equity NA 721 658 636 590
Total Liabilities & Shareholder's Equity NA 1,429 1,417 1,337 1,258
Total Common Equity 0 721 658 636 590
Shares Outstanding 42.90 42.90 39.90 38.10 34.50
Book Value Per Share 0.00 16.81 16.49 16.70 17.11