Capital Southwest Corporation logo CSWC - Capital Southwest Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 7
HOLD 3
SELL 0
STRONG
SELL
0
| PRICE TARGET: $23.58 DETAILS
HIGH: $25.00
LOW: $21.50
MEDIAN: $24.00
CONSENSUS: $23.58
UPSIDE: 3.56%
Metric 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Revenue
Revenue 245.9 163.8 152.1 90.3 102.9 72.6 15.6 61.1 58.1 39.4 14.5 66.1 120.4 116.8 99.8 59.5 78.4 14.0 6.8 7.0 4.8 16.7 87.6 (40.0) 4.1 4.0 0.9 1.3 2.0 1.4 2.0
Cost of Revenue 13.9 55.0 43.1 28.9 19.9 0 15.8 12.2 4.9 1.0 0 0 0 0 0 0 0 0 0 0.5 0.4 0.4 0.5 0.5 0.9 1.1 0.5 0.4 0.4 0.6 1.7
Gross Profit 232.0 108.9 109.1 61.5 83.0 72.6 (0.2) 48.9 53.2 38.4 14.5 66.1 120.4 116.8 99.8 59.5 78.4 14.0 6.8 6.5 4.4 16.3 87.1 (40.4) 3.2 2.9 0.4 0.9 1.6 0.7 0.3
Operating Expenses
R&D Expenses 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
SG&A Expenses 23.9 10.9 8.9 7.8 6.6 5.3 5.7 4.8 4.4 4.4 11.4 5.8 2.8 2.7 2.3 1.9 1.4 2.0 1.6 1.4 1.2 1.4 1.3 1.3 0.9 0.9 0.8 1.1 1.2 1.1 1.1
Other Expenses 19.0 18.5 15.5 13.6 29.6 11.7 10.2 10.1 9.4 8.4 9.8 6.7 6.3 5.6 4.4 3.8 2.5 1.6 1.3 0.9 0.7 12.4 83.1 (44.2) (23.5) 9.8 (2.2) (2.1) (2.4) (3.1) (3.7)
Operating Expenses 42.9 29.4 24.5 21.4 36.2 17.0 15.9 14.9 13.8 12.8 21.2 12.4 9.1 8.4 6.7 5.6 3.9 3.7 3.0 2.2 2.0 13.8 84.4 (42.9) (22.6) 10.7 (1.4) (1.0) (1.2) (2.0) (2.6)
Operating Income
Operating Income 189.1 79.4 84.6 40.1 46.8 55.6 (16.1) 33.9 39.4 25.6 (6.7) 53.7 111.3 108.4 93.1 53.8 74.5 10.3 3.8 4.3 2.4 2.5 2.7 2.4 25.8 (7.8) 1.8 1.9 2.8 2.7 2.9
Interest Expense 66.6 55.0 43.1 28.9 19.9 17.9 15.8 12.2 4.9 1.0 0 0 0 0 0 0 0 0 0 0.5 0.4 0.4 0.5 0.5 0.9 1.1 0.5 0.4 0.4 0.6 1.7
Interest Income 219.1 186.9 160.7 105.1 68.5 56.3 47.0 37.3 21.9 12.6 4.9 9.4 12.0 2.1 2.0 1.4 1.0 1.4 2.3 2.3 0.5 1.1 0.8 0.7 0.3 0.5 0.9 1.3 2.0 1.4 2.0
Profitability
EBITDA 193.9 85.3 88.9 42.8 49.1 57.5 (13.7) 35.3 40.3 26.0 (6.6) 53.8 111.3 108.5 93.1 53.8 74.5 10.4 3.9 4.3 2.5 2.5 2.7 2.5 25.9 (7.8) 1.8 1.9 2.9 2.7 3.0
EBIT 186.9 79.4 84.6 40.1 46.8 55.6 (16.1) 33.9 39.4 25.6 (6.7) 53.7 111.3 108.4 93.1 53.8 74.5 10.3 3.8 4.3 2.4 2.5 2.7 2.4 25.8 (7.8) 1.8 1.9 2.8 2.7 2.9
Income Before Tax 120.3 79.4 84.6 40.1 46.8 55.6 (16.1) 33.9 39.4 25.6 (6.7) 53.7 111.3 108.4 93.1 53.8 74.5 10.3 3.8 4.3 2.4 2.5 2.7 2.4 25.8 (7.8) 1.8 1.9 2.8 2.7 2.9
Income Tax Expense 7.3 8.9 1.2 7.0 4.0 4.7 6.2 0.9 0.1 2.1 (1.3) 0.3 (0.7) 0.6 0.1 0.1 0.9 0.1 0.1 (0.1) 0.1 0.1 (4.3) 0.1 0.2 0.2 0.1 0.1 (0.1) (0.1) 0.1
Net Income 113.0 70.5 83.4 33.1 42.8 50.9 (22.4) 33.1 39.3 23.5 (5.4) 53.4 112.0 107.8 93.0 53.7 73.5 (138.3) (139.0) 166.9 96.2 14.2 85.5 (41.7) 25.7 (8.0) (17.1) (38.5) 78.6 32.2 52.8
Per Share Data
EPS (Basic) 1.98 1.47 2.05 1.10 1.87 2.67 -1.24 1.98 2.45 1.48 -0.35 3.45 7.36 6.94 6.02 3.58 4.91 -9.24 -8.94 7.52 6.23 0.92 5.54 -2.72 1.68 -0.52 -1.12 -2.52 5.19 2.14 3.50
EPS (Diluted) 1.90 1.47 2.05 1.10 1.87 2.67 -1.24 1.98 2.44 1.48 -0.34 3.44 7.32 6.94 6.02 3.58 4.91 -9.24 -8.94 7.52 6.23 0.92 5.54 -2.72 1.68 -0.52 -1.12 -2.52 5.19 2.14 3.50
Shares Outstanding 56.5 47.4 40.7 30.0 22.8 19.1 18.0 16.7 16.1 15.8 15.6 15.5 15.2 15.2 15.2 15.0 15.0 15.0 15.6 15.5 15.4 15.4 15.4 15.3 15.3 15.3 15.3 15.3 15.2 15.1 15.1
Metric 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2009 2008 2004 2003 2002 2001 2000 1999 1998 1997 1996
Current Assets
Cash & Cash Equivalents 29.4 43.2 32.3 21.6 11.4 31.6 13.7 9.9 7.9 22.4 96.0 14.7 31.3 10.2 4.7 2.0 1.1 64.0 6.1 117.0 14.0 67.0
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 35.2 32.3 30.2 19.1 14.3 10.7 10.4 10.5 5.7 3.8 2.0 0.5 0.2 0.1 0.3 1.8 0.3 0.2 0.3 0.3 0.3 0.3
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Current Assets 64.6 75.5 62.5 40.7 25.8 42.3 24.2 20.4 13.6 26.1 97.9 15.2 31.5 10.2 4.9 3.7 1.4 64.2 6.4 117.4 14.3 67.3
Non-Current Assets
Property, Plant & Equipment 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Goodwill 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Intangible Assets 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Long-Term Investments 2,097.4 0 0 0 0 0 0 0 0 0 0 396.6 547.6 406.9 574.1 347.5 315.9 0 0 0 0 0
Other Non-Current Assets 15.4 1,807.3 1,494.3 1,217.0 948.2 693.3 559.4 529.6 401.9 297.6 184.2 (396.6) 7.6 (406.9) (280.6) (347.5) (315.9) 328.4 354.4 404.9 296.5 259.6
Total Non-Current Assets 2,112.9 1,807.3 1,494.3 1,217.0 948.2 693.3 560.8 531.4 403.9 299.6 186.6 396.6 555.2 406.9 293.5 347.5 315.9 328.4 354.4 404.9 296.5 259.6
Total Assets 2,177.5 1,882.8 1,556.8 1,257.7 974.0 735.6 585.0 551.8 417.5 325.8 284.5 417.5 586.7 424.0 298.5 357.2 322.7 392.6 360.8 522.3 310.8 327.0
Current Liabilities
Account Payables 0 0 0 0 0 0 0 0 4.5 7.2 0.6 0 0 0 1.9 2.0 2.1 0 0 0 0 0
Short-Term Debt 0 0 0 0 0 0 0 0 0 0 0 0 0 15.5 15.5 0 0 0 0 0 0 0
Deferred Revenue 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 (2.7) 0 (2.0) (2.1) 0 0 0 0 0
Total Current Liabilities 0 0 0 0 0 0 0 0 4.5 7.2 0.6 0 0 15.5 19.2 101.7 91.1 2.2 2.3 0 0 0
Non-Current Liabilities
Long-Term Debt 1,131.2 956.1 770.9 637.6 528.6 381.3 303.3 216.1 95.3 25 0 0 0 0 23 14 16 70 5 105 5 61
Deferred Tax Liabilities 12.5 0 0 0 0 0 0 0 0 0 0 1.1 1.8 108.3 67.2 0 0 83.5 97.2 119.3 81.9 69.2
Other Non-Current Liabilities 22.8 43.1 30.2 29.6 24.5 18.0 9.4 9.8 9.4 8.5 11.2 (1.1) 1.2 (108.3) (17.4) (14) (16) 0 0 2.0 4.9 7.7
Total Non-Current Liabilities 1,166.5 999.2 801.1 667.3 553.1 399.3 312.7 225.9 104.7 33.5 11.2 2.3 3.0 108.3 72.8 5 5 153.5 102.2 226.3 91.8 137.9
Total Liabilities 1,166.5 999.2 801.1 667.3 553.1 399.3 312.7 225.9 109.2 40.7 11.9 2.3 3.0 133.4 92.0 106.7 96.1 155.7 104.6 226.3 91.8 137.9
Stockholders' Equity
Common Stock 15.1 13.2 11.3 9.6 6.8 5.8 5.1 5.0 4.6 4.6 4.5 4.3 4.3 4.3 4.3 4.3 4.3 4.3 4.3 4.2 4.2 4.2
Retained Earnings (79.0) (88.7) (52.5) (41.8) (10.3) (2.1) (19.8) 63.7 66.9 (1.5) (0.3) 0.0 (2.9) 0 3.3 3.3 3.6 77.7 72.3 71.9 64.9 57.8
Accumulated Other Comprehensive Income 0 0 0 0 0 0 0 0 0 0 0 310.3 473.6 83.0 74.5 243.0 219.4 155.5 180.2 221.5 152.1 129.3
Total Stockholders' Equity 1,011.0 883.6 755.7 590.4 420.9 336.3 272.2 326.0 308.3 285.1 272.6 415.3 583.7 290.6 206.5 250.5 226.6 236.9 256.2 296.0 219.0 189.0
Total Liabilities & Equity 2,177.5 1,882.8 1,556.8 1,257.7 974.0 735.6 585.0 551.8 417.5 325.8 284.5 417.5 586.7 424.0 298.5 357.2 322.7 392.6 360.8 522.3 310.8 327.0
Debt Metrics
Total Debt 1,131.2 956.1 770.9 637.6 528.6 381.3 303.3 216.1 95.3 25 0 0 0 15.5 38.5 14 16 70 5 105 5 61
Net Debt 1,101.8 912.8 738.6 616.1 517.2 349.7 289.6 206.2 87.4 2.6 (96.0) (14.7) (31.3) 5.3 33.8 12.0 14.9 6.0 (1.1) (12.0) (9.0) (6.0)
Metric 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Operating Activities
Net Income 113.0 70.5 83.4 33.1 42.8 42.8 (22.4) 33.1 39.3 23.5 (5.4) 14.2 85.5 (41.7) 25.7 (8.0) (17.1) (38.5) 78.6 32.2 52.8
Depreciation & Amortization 0 5.9 4.3 4.3 5.9 2.2 2.4 1.4 0.9 0.5 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Stock-Based Compensation 0 0 0 3.7 3.6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Change in Working Capital (5.1) (4.7) (3.9) (2.6) (3.7) (2.5) (5.6) 0.3 1.0 (7.8) 1.5 (0.0) 0.2 1.3 (1.8) (0.3) 0.1 0.0 (0.1) 0.0 (0.0)
Other Non-Cash Items (301.4) (288.9) (272.3) (265.6) (231.3) (225.2) 50.4 (129.4) (105.1) (105.7) (107.7) (9.4) (76.4) 36.2 (24.1) 9.2 18.3 39.8 (76.1) (30.0) (50.1)
Operating Cash Flow (193.5) (217.3) (188.5) (227.1) (182.7) (182.7) 24.9 (94.7) (63.9) (89.6) (111.5) 4.8 9.3 (4.0) (0.0) 1.2 1.5 1.5 2.5 2.3 2.8
Investing Activities
Capital Expenditure (0.3) (1.7) (0.0) (0.3) (2.0) (2.0) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Acquisitions 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments (683.2) (620.5) 0 0 0 0 (196.6) 0 0 0 0 0 0 (11.9) (3.5) (15.9) (21.9) (13.2) (9.7) (6.0) (19.4)
Sales/Maturities of Investments 379.4 294.9 0 0 0 0 123.8 0 0 0 0 0 0 4.6 8.2 8.2 19.7 2.3 18.4 15.2 27.0
Other Investing Activities 303.9 323.9 0 0 0 0 0 0 0 0 0 0 0 7.3 0 0 (4.1) (0.3) (6.6) (6.3) 0
Investing Cash Flow (0.3) (1.7) (0.0) (0.3) (2.0) (2.0) (72.9) 0 0 0 0 0 0 0 4.6 (7.7) (6.3) (11.2) 2.1 2.9 7.6
Financing Activities
Net Debt Issuance 168.9 182.6 131.9 108.1 145.4 145.4 85.8 120.5 70.8 25 0 (7.5) 0 9 (2) (54) 60 (100) 100 (56) 50
Stock Repurchased 0 0 0 (1.0) (1.4) 0 (9.2) (0.2) (0.6) 0 0 0 0 0 0 0 0 0 0 0 0
Dividends Paid (147.2) (125.3) (102.9) (71.1) (58.6) (58.6) (50.3) (42.5) (18.6) (6.0) (14.5) 0 0 (2.3) (2.3) (2.3) (2.3) (2.3) (2.3) (2.3) (2.3)
Other Financing Activities (1.1) (4.3) (11.2) 201.6 79.1 (20.5) (0.4) 0.0 (2.2) (3.0) (3.8) (2.3) (3.8) 0 0 0 5 0 0 0 0
Financing Cash Flow 178.4 231.5 199.2 237.5 164.5 164.5 51.8 96.7 49.4 16.0 (18.3) (9.8) (3.8) 6.7 (3.8) (56.3) 62.7 (101.3) 98.5 (58.3) 48.3
Cash Position
Net Change in Cash (15.4) 12.6 10.7 10.2 (20.2) (20.2) 3.8 2.0 (14.5) (73.6) (129.8) (5.0) 5.5 2.7 0.8 (62.8) 57.9 (111.0) 103.0 (53.0) 58.7
Cash at Beginning 44.9 32.3 21.6 11.4 31.6 31.6 9.9 7.9 22.4 96.0 225.8 10.2 4.7 2.0 1.1 64.0 6.1 117.0 14.0 67.0 8.4
Cash at End 29.4 44.9 32.3 21.6 11.4 11.4 13.7 9.9 7.9 22.4 96.0 5.1 10.2 4.7 2.0 1.1 64.0 6.1 117.0 14.0 67.0
Free Cash Flow (193.5) (218.9) (188.5) (227.4) (184.7) (184.7) 24.9 (94.7) (63.9) (89.6) (111.5) 4.8 9.3 (4.0) (0.0) 1.2 1.5 1.5 2.5 2.3 2.8
Key Metrics 2026 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Income Statement
Revenue 245.9 163.8 152.1 90.3 102.9 72.6 15.6 61.1 58.1 39.4 14.5 66.1 120.4 116.8 99.8 59.5 78.4 14.0 6.8 7.0 4.8 16.7 87.6 (40.0) 4.1 4.0 0.9 1.3 2.0 1.4 2.0
Gross Profit 232.0 108.9 109.1 61.5 83.0 72.6 (0.2) 48.9 53.2 38.4 14.5 66.1 120.4 116.8 99.8 59.5 78.4 14.0 6.8 6.5 4.4 16.3 87.1 (40.4) 3.2 2.9 0.4 0.9 1.6 0.7 0.3
Operating Income 189.1 79.4 84.6 40.1 46.8 55.6 (16.1) 33.9 39.4 25.6 (6.7) 53.7 111.3 108.4 93.1 53.8 74.5 10.3 3.8 4.3 2.4 2.5 2.7 2.4 25.8 (7.8) 1.8 1.9 2.8 2.7 2.9
Net Income 113.0 70.5 83.4 33.1 42.8 50.9 (22.4) 33.1 39.3 23.5 (5.4) 53.4 112.0 107.8 93.0 53.7 73.5 (138.3) (139.0) 166.9 96.2 14.2 85.5 (41.7) 25.7 (8.0) (17.1) (38.5) 78.6 32.2 52.8
EPS (Diluted) 1.90 1.47 2.05 1.10 1.87 2.67 -1.24 1.98 2.44 1.48 -0.34 3.44 7.32 6.94 6.02 3.58 4.91 -9.24 -8.94 7.52 6.23 0.92 5.54 -2.72 1.68 -0.52 -1.12 -2.52 5.19 2.14 3.50
Balance Sheet
Cash & Equivalents 29.4 43.2 32.3 21.6 11.4 31.6 13.7 9.9 7.9 22.4 96.0 14.7 31.3 10.2 4.7 2.0 1.1 64.0 6.1 117.0 14.0 67.0
Total Assets 2,177.5 1,882.8 1,556.8 1,257.7 974.0 735.6 585.0 551.8 417.5 325.8 284.5 417.5 586.7 424.0 298.5 357.2 322.7 392.6 360.8 522.3 310.8 327.0
Total Debt 1,131.2 956.1 770.9 637.6 528.6 381.3 303.3 216.1 95.3 25 0 0 0 15.5 38.5 14 16 70 5 105 5 61
Stockholders' Equity 1,011.0 883.6 755.7 590.4 420.9 336.3 272.2 326.0 308.3 285.1 272.6 415.3 583.7 290.6 206.5 250.5 226.6 236.9 256.2 296.0 219.0 189.0
Cash Flow
Operating Cash Flow (193.5) (217.3) (188.5) (227.1) (182.7) (182.7) 24.9 (94.7) (63.9) (89.6) (111.5) 4.8 9.3 (4.0) (0.0) 1.2 1.5 1.5 2.5 2.3 2.8
Capital Expenditure (0.3) (1.7) (0.0) (0.3) (2.0) (2.0) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Free Cash Flow (193.5) (218.9) (188.5) (227.4) (184.7) (184.7) 24.9 (94.7) (63.9) (89.6) (111.5) 4.8 9.3 (4.0) (0.0) 1.2 1.5 1.5 2.5 2.3 2.8