CAPITAL SOUTHWEST CORP CSWC

Latest FY: 2026 Financial Services Asset Management
Market Price $24.55
Market Cap $1.53B
P/E Ratio 12.92
Quick Peer Compare (Financial Services):
Revenue (FY 2026) ↑39.0% YoY
$151.34M
3-Yr CAGR: 35.0%
Net Income ↑60.0% YoY
$111.78M
Net Margin: 73.9%
Free Cash Flow ↑11.5% YoY
-$193.79M
FCF Yield: -12.70%
EPS (Diluted) ↑29.3% YoY
$1.90
Basic: $1.98
Return on Equity Efficiency
11.1%
ROA: 5.1%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (CSWC)

All monetary values in millions ($M)
⚠️ YoY Data Quality Alert
  • FY 2024: Revenue YoY (+77.5%) is identical to Gross Profit YoY (+77.5%). Verify the underlying Revenue and Gross Profit values for FY 2024 and FY 2023.
  • FY 2025: Revenue YoY (-0.2%) is identical to Gross Profit YoY (-0.2%). Verify the underlying Revenue and Gross Profit values for FY 2025 and FY 2024.
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Div / Sh Div Yield Op. Cash Flow Free Cash Flow FCF YoY
FY 2010 $-6.8M $-6.8M
FY 2011 $9.3M $1.8M $68.2M $68.2M +1,100.5%
FY 2012 $10.8M +16.1% $2.5M $23.5M $23.5M -65.5%
FY 2013 $94.3M $94.3M +300.6%
FY 2021 $68.1M $34.1M $50.9M $2.67 $2.10 8.29% $-68.3M $-68.3M -172.3%
FY 2022 $82.2M +20.8% $43.3M $42.8M -15.9% $1.87 -30.0% $2.57 15.01% $-182.7M $-182.7M -167.6%
FY 2023 $61.5M -25.3% $61.5M $33.1M -22.7% $2.29 +22.5% $2.37 10.00% $-227.1M $-227.4M -24.5%
FY 2024 $109.1M +77.5% $109.1M $83.4M +152.0% $2.70 +17.9% $2.53 11.58% $-188.5M $-188.5M +17.1%
FY 2025 $108.9M -0.2% $108.9M $69.9M -16.2% $1.47 -45.6% $2.45 11.05% $-217.3M $-218.9M -16.1%
FY 2026 $151.3M +39.0% $136.6M $111.8M +60.0% $1.90 +29.3% $2.24 9.11% $-193.5M $-193.8M +11.5%
$

Valuation

Market Price $24.55
Market Cap $1.53B
Enterprise Value $2.63B
P/E Ratio 12.92
P/B Ratio 1.51
FCF Yield -12.70%
Dividend Yield 9.11%
Shares Outstanding 62,140,700
%

Profitability & Margins

Gross Margin 90.25%
Operating Margin 90.25%
Net Margin 73.86%
Return on Equity (ROE) 11.06%
Return on Assets (ROA) 5.13%
Asset Turnover 0.07x
Revenue 3-Yr CAGR 35.04%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity 1.119
Debt / Assets 0.520
Cash & Equivalents $29.05M
Total Debt $1.13B
Book Value / Share $16.27
💧

Cash Flow Efficiency

Operating Cash Flow -$193.50M
Capital Expenditures (CapEx) $286.00K
Free Cash Flow -$193.79M
OCF / Revenue -127.86%
FCF / Revenue -128.05%
FCF 3-Yr CAGR N/A
🏷️

Per Share Metrics

EPS (Diluted) $1.90
EPS (Basic) $1.98
Dividends / Share $2.24
Book Value / Share $16.27
EPS YoY Growth 29.25%
🏛️

Balance Sheet (FY 2026)

Total Assets $2.18B
Total Liabilities $1.17B
Stockholders' Equity $1.01B
Current Assets N/A
Current Liabilities N/A