Capital Southwest Corporation

Capital Southwest Corporationverified

CSWC

Price:

$21.38

Market Cap:

$1.02B

Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations...[Read more]

Industry

Asset Management

IPO Date

1980-03-17

Stock Exchange

NASDAQ

Ticker

CSWC

The ROE as of December 2024 (TTM) for Capital Southwest Corporation (CSWC) is 9.68%

According to Capital Southwest Corporation’s latest financial reports and current stock price. The company's current ROE is 9.68%. This represents a change of 298.56% compared to the average of 2.43% of the last 4 quarters.

Capital Southwest Corporation (CSWC) Historical ROE (quarterly & annually)

How has CSWC ROE performed in the past?

The mean historical ROE of Capital Southwest Corporation over the last ten years is 6.98%. The current 9.68% ROE has changed 38.55% with respect to the historical average. Over the past ten years (40 quarters), CSWC's ROE was at its highest in in the September 2020 quarter at 5.73%. The ROE was at its lowest in in the March 2020 quarter at -9.17%.

Quarterly (TTM)
Annual

Average

6.98%

Median

9.19%

Minimum

-8.21%

Maximum

15.13%

Capital Southwest Corporation (CSWC) ROE by Quarter and Year

Discovering the peaks and valleys of Capital Southwest Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 96.87%

Maximum Annual ROE = 15.13%

Minimum Annual Increase = -515.74%

Minimum Annual ROE = -8.21%

Quarterly (TTM)
Annual
YearROEChange
202411.04%96.87%
20235.61%-44.90%
202210.17%-32.77%
202115.13%-284.30%
2020-8.21%-180.96%
201910.14%-20.46%
201812.75%54.84%
20178.23%-515.74%
2016-1.98%-128.44%
20156.96%-52.10%

Capital Southwest Corporation (CSWC) Average ROE

How has CSWC ROE performed in the past?

The current ROE of Capital Southwest Corporation (CSWC) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

8.94%

5-year avg

6.75%

10-year avg

6.98%

Capital Southwest Corporation (CSWC) ROE vs. Peers

How is CSWC’s ROE compared to its peers?

Capital Southwest Corporation’s ROE is less than Oxford Lane Capital Corp. (20.42%), less than XAI Octagon Floating Rate & Alternative Income Term Trust (16.71%), less than Cornerstone Total Return Fund, Inc. (20.06%), less than Cornerstone Strategic Value Fund, Inc. (20.74%), less than Carlyle Secured Lending, Inc. (10.65%), less than Sixth Street Specialty Lending, Inc. (11.90%), less than Hercules Capital, Inc. (17.36%), greater than BlackRock TCP Capital Corp. (-4.49%), less than Trinity Capital Inc. (13.08%), less than Ares Capital Corporation (13.09%), less than TriplePoint Venture Growth BDC Corp. (2.97%), less than Main Street Capital Corporation (18.43%), less than Golub Capital BDC, Inc. (8.28%), less than New Mountain Finance Corporation (8.35%), less than Gladstone Investment Corporation (8.07%), less than PennantPark Floating Rate Capital Ltd. (11.96%), less than Prospect Capital Corporation (0.27%),

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