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About the company
Capital Southwest Corporation is an internally managed business development company. The Company is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses investments across the capital structure, including first lien, second lien and non-control equity co-investments. The Company specializes in providing customized financing to middle market companies in a range of industry segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from the Company's debt investments and realizing capital appreciation from its equity and equity-related investments. The Company invests primarily in debt securities, including senior debt and second lien, and also invest in preferred stock and common stock alongside its debt investments or through warrants. It offers managerial assistance to its portfolio companies.
- Revenue in USD (TTM)204.44m
- Net income in USD70.96m
- Incorporated1961
- Employees30.00
- LocationCapital Southwest Corp8333 Douglas Ave, Suite 1100DALLAS 75225United StatesUSA
- Phone+1 (214) 238-5700
- Fax+1 (214) 238-5701
- Websitehttps://www.capitalsouthwest.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen Floating Rate Income Fund | -100.00bn | -100.00bn | 1.13bn | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| P10 Inc | 298.00m | 18.20m | 1.13bn | 267.00 | 66.37 | 3.34 | 25.33 | 3.80 | 0.1522 | 0.1522 | 2.49 | 3.03 | 0.3485 | -- | 10.12 | 1,116,105.00 | 2.24 | 2.20 | 2.69 | 2.65 | -- | -- | 6.42 | 7.95 | -- | 3.06 | 0.4883 | 55.92 | 22.63 | 45.86 | 362.16 | 9.39 | 177.09 | -- |
| New Mountain Finance Corp. | 366.77m | 109.45m | 1.14bn | 0.00 | 10.65 | 0.8469 | -- | 3.10 | 0.9898 | 0.9898 | 2.90 | 12.45 | 0.1137 | -- | 8.56 | -- | 3.41 | 3.68 | 3.88 | 3.75 | 39.55 | 41.32 | 29.97 | 37.47 | -- | 4.33 | 0.5726 | 112.59 | -0.8457 | 6.09 | -16.18 | 0.1559 | -- | 0.1466 |
| Neuberger Brmn Nxt Gnratn Cnncty Fnd Inc | 11.27m | 296.78m | 1.14bn | -- | 3.83 | 0.9974 | -- | 100.97 | 3.77 | 3.77 | 0.1431 | 14.49 | 0.0108 | -- | -- | -- | 28.31 | -- | 28.42 | -- | -27.77 | -- | 2,633.00 | -- | -- | -- | 0.00 | -- | 43.42 | -- | 160.93 | -- | -- | -- |
| First Trust Intrmdt Drtn Prfrd & Incm Fd | 117.79m | 276.78m | 1.14bn | -- | 4.11 | 0.9496 | -- | 9.67 | 4.55 | 4.55 | 1.94 | 19.70 | 0.0697 | -- | 5.75 | -- | 16.37 | 1.84 | 17.54 | 1.94 | 56.37 | 69.62 | 234.98 | 29.18 | -- | -- | 0.3273 | 264.54 | 0.5828 | -3.11 | 1,277.26 | 6.95 | -- | 0.1217 |
| Nuveen Municipal High Income Oppty Fund | 109.17m | 258.79m | 1.15bn | -- | 4.43 | 0.9226 | -- | 10.55 | 2.33 | 2.33 | 0.978 | 11.19 | 0.0558 | -- | 3.51 | -- | 13.23 | 0.3427 | 13.37 | 0.3475 | 57.18 | 67.03 | 237.04 | 6.84 | -- | -- | 0.3934 | 1,049.16 | 7.27 | 9.59 | 3,466.73 | 15.44 | -- | -1.83 |
| MidCap Financial Investment Corp | 312.15m | 103.66m | 1.17bn | 0.00 | 10.15 | 0.8371 | -- | 3.74 | 1.23 | 1.23 | 3.67 | 14.93 | 0.1076 | -- | 18.64 | -- | 3.57 | -- | 3.61 | -- | 47.68 | -- | 33.21 | -- | -- | 3.93 | 0.5814 | -- | 9.13 | -- | -16.79 | -- | -- | -- |
| Virtus Dividend Intrst & Prem Strtg Fd | -100.00bn | -100.00bn | 1.17bn | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Eaton Vance Ltd Duration Income Fund | 140.44m | 82.61m | 1.18bn | 0.00 | 14.33 | 0.9804 | -- | 8.43 | 0.7109 | 0.7109 | 1.21 | 12.25 | 0.0671 | -- | 1,135.36 | -- | 4.77 | 4.73 | 5.14 | 5.09 | 65.93 | 71.28 | 71.10 | 86.23 | -- | -- | 0.2797 | 109.15 | 5.42 | 1.26 | -32.19 | -- | -- | -1.65 |
| Oaktree Specialty Lending Corp | 353.87m | 9.02m | 1.19bn | 0.00 | 105.49 | 0.8097 | -- | 3.38 | 0.1285 | 0.1285 | 4.26 | 16.75 | 0.111 | -- | 10.75 | -- | 0.283 | 3.85 | 0.294 | 3.98 | 79.61 | 74.07 | 2.55 | 34.95 | -- | 1.03 | 0.4955 | 130.07 | 0.6272 | 20.91 | -50.65 | -14.42 | -- | 14.05 |
| Capital Southwest Corp | 204.44m | 70.96m | 1.20bn | 30.00 | 15.62 | 1.31 | 15.61 | 5.86 | 1.40 | 1.39 | 3.99 | 16.70 | 0.1189 | -- | 43.99 | 6,814,634.00 | 4.13 | 5.20 | 4.14 | 5.23 | 73.12 | 74.73 | 34.71 | 45.95 | -- | 2.55 | 0.5197 | 132.76 | 14.77 | 26.93 | -15.28 | -- | -- | 8.36 |
| Bridge Investment Group Holdings Inc | 440.81m | -17.76m | 1.25bn | 2.25k | -- | 17.07 | 35.53 | 2.83 | -0.619 | -0.619 | 7.66 | 0.591 | 0.3662 | -- | 11.23 | 195,913.30 | 1.32 | 17.35 | 2.39 | 34.75 | -- | -- | 3.61 | 34.39 | -- | 7.60 | 0.5038 | 17.94 | 61.60 | 4.67 | 135.61 | -50.35 | -40.86 | -- |
| Acadian Asset Management Inc | 519.80m | 90.50m | 1.26bn | 383.00 | 14.64 | 59.57 | 11.17 | 2.43 | 2.41 | 2.41 | 13.78 | 0.5919 | 0.8506 | -- | 4.14 | 1,357,180.00 | 15.53 | 14.71 | 22.29 | 21.41 | -- | -- | 18.26 | 26.56 | -- | 14.99 | 0.802 | 3.06 | 18.52 | -3.19 | 29.18 | -14.54 | -21.82 | -36.90 |
| Virtus Investment Partners Inc | 902.84m | 120.54m | 1.27bn | 805.00 | 10.87 | 1.42 | 6.04 | 1.40 | 16.86 | 16.86 | 126.14 | 129.32 | 0.2496 | -- | 7.88 | 1,121,539.00 | 3.94 | 4.20 | 4.34 | 4.74 | -- | -- | 15.80 | 18.56 | -- | -- | 0.6906 | 34.17 | 7.30 | 10.00 | -6.79 | 6.88 | -5.88 | 27.74 |
| Eaton Vance Enhanced Equity Incme Fnd II | 6.62m | 277.44m | 1.27bn | 0.00 | 4.53 | 1.03 | -- | 192.22 | 5.30 | 5.30 | 0.1264 | 23.30 | 0.0059 | -- | 16.08 | -- | 24.51 | 12.70 | 24.64 | 12.80 | -80.43 | -37.13 | 4,190.31 | 1,725.57 | -- | -- | 0.00 | 38.16 | -12.85 | -2.41 | -0.7538 | 7.55 | -- | 7.68 |
Data as of Jun 30 2025. Currency figures normalised to Capital Southwest Corp's reporting currency: US Dollar USD
15.57%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Sanders Morris Harris LLC (Investment Management)as of 31 Mar 2025 | 1.43m | 2.83% |
| Van Eck Associates Corp.as of 31 Mar 2025 | 1.17m | 2.31% |
| Two Sigma Advisers LPas of 31 Mar 2025 | 1.01m | 2.01% |
| Balyasny Asset Management LPas of 31 Mar 2025 | 803.14k | 1.59% |
| Two Sigma Investments LPas of 31 Mar 2025 | 798.50k | 1.58% |
| Punch & Associates Investment Management, Inc.as of 31 Mar 2025 | 686.51k | 1.36% |
| Sound Income Strategies LLCas of 31 Mar 2025 | 616.02k | 1.22% |
| Millennium Management LLCas of 31 Mar 2025 | 488.99k | 0.97% |
| Tectonic Advisors LLCas of 31 Mar 2025 | 440.47k | 0.87% |
| Zuckerman Investment Group LLCas of 31 Mar 2025 | 427.02k | 0.84% |
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
