Capital Southwest Corp

Capital Southwest Corp (CSWC) Stock Analysis

$23.080

-0.432 (-1.87%)At close

Loading chart…
High
23.600
Open
23.540
VWAP
23.24
Volume
460.22K
Mkt Cap
1.19B
Low
23.050
Amount
10.70M
EV/EBITDA, TTM
7.07

Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies.

AI analysis of Capital Southwest Corp (CSWC)

Hold

Capital Southwest Corp is currently priced at $23.08, which is below the average analyst price target of $24.50. However, the RSI is at 29.626, indicating the stock is oversold, and the forward P/E ratio is 11.44, suggesting it is reasonably valued compared to its earnings potential. The main risk is the recent 5-day price change of -1.95%, indicating a downward trend in the short term.

Analyst Ratings (3)

-4.12% Downside
Buy
2 Buy
1 Hold
0 Sell
Current: 23.08
Low
21.00
Average
22.13
High
24.00

UBS

2026-10-09

Price Target

$24

Neutral

B. Riley

2026-08-05

Price Target

—

Buy

Citizens

2026-08-05

Price Target

$26

Outperform

B. Riley

2026-05-15

Price Target

$24

Buy

Clear Street

2026-02-04

Price Target

$24

Buy

Valuation Metrics

The current forward P/E ratio for Capital Southwest Corp (CSWC) is 11.44, compared to its 5-year average forward P/E of 9.58.

Forward P/E

Overvalued
5Y Average P/E
9.58
Current P/E
11.44
Overvalued
11.24
Undervalued
7.92

Forward EV/EBITDA

Overvalued
5Y Average EV/EBITDA
1.63
Current EV/EBITDA
7.07
Overvalued
5.43
Undervalued
-2.17

Forward P/S

Fair
5Y Average P/S
5.10
Current P/S
4.95
Overvalued
5.93
Undervalued
4.28

Alphio AI Price Scenarios for CSWC

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%CSWC

$25.28

Scenario price

B

Base

Base · 50%CSWC

$21.73

Scenario price

B

Bear

Bear · 25%CSWC

$19.21

Scenario price

Whales holding CSWC

E

Empirical Finance, LLC

+ HoldingCSWC

+4.24%

3M Return

Events Timeline

2026-10-15 (ET)

17:00:00

Capital Southwest Sees Q2 NAV per Share $16.62-$16.67

2026-09-17 (ET)

16:30:00

Capital Southwest Approved by SBA to Increase Leverage Commitment to $250M

2026-09-01 (ET)

17:00:00

Capital Southwest Shareholders Approve Increase of Authorized Shares to 135 Million

2026-07-16 (ET)

16:30:00

Capital Southwest Sees Q1 NAV per Share $16.55-$16.65

2026-04-16 (ET)

16:10:00

Capital Southwest Estimates Net Asset Value Per Share at $16.67 to $16.72

News

CSWC FAQ — answered by Alphio AI

Capital Southwest Corporation is an internally managed business development company. The Company is a market lending firm focused on supporting the acquisition and growth of middle market businesses with investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies in a broad range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity-related investments. It invests primarily in first-lien debt securities, secured by security interests in portfolio company assets. It also invests in equity interests in its portfolio companies alongside its debt securities. It also offers managerial assistance to its portfolio companies. It operates in the Financials sector.

Capital Southwest Corp is currently priced at $23.08, which is below the average analyst price target of $24.50. However, the RSI is at 29.626, indicating the stock is oversold, and the forward P/E ratio is 11.44, suggesting it is reasonably valued compared to its earnings potential. The main risk is the recent 5-day price change of -1.95%, indicating a downward trend in the short term.

3 analysts cover CSWC: 2 rate it Buy, 1 Hold and 0 Sell. The average price target is 22.13.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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