# Capital Southwest Corporation (CSWC) fundamentals

Data as of 2026-11-04. NASDAQ, United States. Sector: Financial Services / Capital Markets. Price $23.25, market value $1.5 billion.

## Valuation
- **P/E (trailing): 13.6×** (5-yr avg 9.4×, 3-yr avg 11.2×). Capital Southwest Corporation trades at 13.6× trailing earnings, well above its own five-year average of 9.4×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 9.6×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.33**. A PEG of 0.33 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 136.8×**. Each dollar of revenue is priced at 136.8×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 1.4×**. The shares trade at 1.4× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: -28.8%** (5-yr avg -35.5%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 7.4%**. The inverse of the P/E: 7.4% of the price is earned each year.

## Profitability
- **Return on equity: 11.2%**. 11.2% on shareholders' equity is solid.

## Growth
- **EPS growth (1 yr): 29.3%** (3-yr -6.0%/yr, 5-yr 2.7%/yr). Earnings per share rose 29.3%.

## Financial health
- **Piotroski F-score: 2/9**. 2 of 9 checks pass: weak or deteriorating financials.
- **Cash and short-term investments: $29 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 12.98%** ($3.04 per share, trailing). Capital Southwest Corporation yields 12.98%, high enough to check carefully: yields this high often precede a cut.
- **Payout ratio: 130%**. The dividend exceeds earnings (130% payout), which is rarely sustainable outside REITs and one-off years.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): 4.6%/yr** (1-yr 1.1%). The dividend has grown 4.6% a year over five years.

## Analyst view
- **Analyst consensus: buy** (6 analysts). 6 analysts cover Capital Southwest Corporation; the consensus is buy, with an average price target of $25.08 (+8% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 25.4%** (YTD 12.7%, 3-mo -2.1%). The shares are up 25.4% over twelve months including dividends.
- **From 52-week high: -9.7%** (16.8% above the low). Trading 10% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 55**. An RSI of 55 is neutral.
- **Beta (1 yr): 0.67** (volatility 18%). Beta of 0.67 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=CSWC · Page: https://foliofundamentals.com/stocks/cswc

Not investment advice.