Your browser is no longer supported. Please, upgrade your browser.
CSWC [NASD]
Capital Southwest Corporation
Index- P/E28.03 EPS (ttm)0.86 Insider Own0.80% Shs Outstand19.14M Perf Week-0.94%
Market Cap480.30M Forward P/E13.32 EPS next Y1.81 Insider Trans1.60% Shs Float18.42M Perf Month1.17%
Income16.30M PEG- EPS next Q0.43 Inst Own33.20% Short Float1.12% Perf Quarter18.21%
Sales65.90M P/S7.29 EPS this Y-162.90% Inst Trans6.92% Short Ratio1.27 Perf Half Y59.54%
Book/sh16.34 P/B1.48 EPS next Y6.71% ROA2.40% Target Price20.86 Perf Year93.36%
Cash/sh2.20 P/C10.99 EPS next 5Y- ROE5.50% 52W Range11.29 - 24.90 Perf YTD36.72%
Dividend1.68 P/FCF- EPS past 5Y-18.80% ROI4.90% 52W High-2.97% Beta1.28
Dividend %6.95% Quick Ratio- Sales past 5Y44.20% Gross Margin73.60% 52W Low113.92% ATR0.45
Employees22 Current Ratio- Sales Q/Q18.80% Oper. Margin49.40% RSI (14)59.16 Volatility2.12% 1.76%
OptionableYes Debt/Eq1.22 EPS Q/Q316.80% Profit Margin23.80% Rel Volume0.57 Prev Close24.28
ShortableYes LT Debt/Eq1.22 EarningsFeb 01 AMC Payout147.80% Avg Volume163.49K Price24.16
Recom2.00 SMA200.62% SMA505.43% SMA20036.17% Volume93,759 Change-0.49%
Mar-05-21Initiated Hovde Group Outperform $24
Nov-05-20Resumed JMP Securities Mkt Outperform $17
Mar-17-20Upgrade National Securities Neutral → Buy
Mar-03-20Downgrade National Securities Buy → Neutral
Dec-12-19Initiated Raymond James Outperform $23.50
Oct-10-19Initiated Jefferies Buy $24
Sep-23-19Initiated National Securities Buy $23
Jan-25-19Initiated B. Riley FBR Neutral $23
Nov-30-17Initiated Ladenburg Thalmann Buy $19
Aug-30-17Initiated Robert W. Baird Outperform $19
Jun-30-17Initiated Janney Neutral
Jun-27-17Initiated National Securities Buy $22
May-09-21 04:35AM  
Apr-20-21 05:28PM  
Apr-01-21 04:01PM  
Mar-01-21 07:41AM  
Feb-22-21 06:16PM  
Feb-04-21 11:13PM  
12:53AM  
Feb-03-21 04:01PM  
Feb-02-21 08:00PM  
09:15AM  
Feb-01-21 05:15PM  
04:01PM  
Jan-29-21 08:46AM  
Jan-25-21 12:30PM  
Jan-21-21 01:28PM  
Jan-19-21 08:30AM  
Dec-29-20 04:01PM  
Dec-22-20 04:01PM  
Dec-17-20 09:28AM  
Dec-09-20 04:01PM  
Dec-04-20 08:33AM  
Nov-30-20 12:47AM  
Nov-13-20 02:11PM  
Nov-02-20 11:32PM  
Oct-30-20 05:15PM  
04:01PM  
Oct-29-20 10:14AM  
Oct-28-20 04:01PM  
Oct-23-20 12:30PM  
Oct-14-20 04:27PM  
Sep-01-20 09:52AM  
Aug-13-20 04:01PM  
Aug-12-20 04:46PM  
Aug-05-20 04:01PM  
Aug-04-20 10:31PM  
Aug-03-20 06:25PM  
04:55PM  
04:01PM  
Jul-30-20 04:01PM  
Jul-27-20 12:31PM  
Jul-21-20 11:43PM  
Jul-16-20 04:01PM  
Jul-10-20 01:15PM  
Jun-22-20 04:01PM  
Jun-14-20 08:57PM  
Jun-11-20 05:09PM  
Jun-02-20 08:00PM  
04:01PM  
Jun-01-20 05:55PM  
04:01PM  
May-25-20 12:30PM  
May-13-20 04:01PM  
Apr-22-20 04:34PM  
Mar-26-20 04:01PM  
Mar-19-20 04:01PM  
Feb-11-20 09:26AM  
Feb-05-20 05:27PM  
Feb-03-20 06:05PM  
04:45PM  
Jan-30-20 10:33AM  
Jan-27-20 12:30PM  
Jan-15-20 04:01PM  
Jan-14-20 04:01PM  
Jan-13-20 04:01PM  
Jan-09-20 10:02AM  
Dec-19-19 04:33PM  
Nov-26-19 04:01PM  
Nov-25-19 04:20PM  
04:10PM  
Nov-20-19 04:01PM  
Nov-15-19 02:13PM  
Nov-11-19 04:01PM  
Nov-06-19 02:44PM  
Nov-04-19 07:45PM  
04:59PM  
Oct-28-19 10:31AM  
Oct-22-19 04:01PM  
Sep-24-19 08:35PM  
Aug-13-19 12:28AM  
Aug-06-19 10:24PM  
Aug-05-19 05:45PM  
04:01PM  
Aug-01-19 05:38PM  
Jul-29-19 10:34AM  
Jul-15-19 04:01PM  
Jul-08-19 04:01PM  
Jun-07-19 07:25PM  
Jun-03-19 05:35PM  
04:01PM  
07:40AM  
May-27-19 10:30AM  
May-23-19 04:01PM  
May-01-19 04:01PM  
Feb-28-19 04:01PM  
Feb-11-19 04:01PM  
Feb-06-19 05:11PM  
Feb-05-19 07:11PM  
Feb-04-19 05:25PM  
04:16PM  
04:01PM  
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, sponsor-led buyouts, and management buyouts situations. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments up to $5 million and debt investments between $5 million and $20 million and co-invest in transaction size upto $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. . Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
BATTIST CHRISTINEDirectorMar 19Buy21.451,00021,4506,191Mar 19 04:29 PM
Brooks David RDirectorFeb 11Buy20.571,50030,85130,000Feb 11 05:57 PM