CSWC CS

CSWC Capital Southwest Corporation

Financial Services · Asset Management

7 · Discreto A rischio

23.73

-1.29%

Informazioni sull'azienda

Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. The firm 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 buyout 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 percent of total check and only makes non-control investments. The firm is industry agnostic, but 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 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 and North America. The firm seeks to make investments ranging from $5 million to $25 million in securities. Its typical financing size is between $5 million and $75 million, target hold size is between $5 million and $45 million, and the firm is willing to backstop up to $55 million with an active network of co-investors. It seeks to invest in firms with minimum EBITDA between $3 million and $25 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. It prefers to take a majority or minority stake. The firm has the flexibility to hold investments for very long periods 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.

10.79% 134.74% 2.56 1.5B 12.49 1.90 22.39
52w 19.37 24.43
Rendimento Crescita Sicurezza Valore Salute

Storico prezzi

28.2 20.8 13.3 Ora 50g 200g 2020 2021 2022 2023 2024 2025 2026

Chiusura mensile ·

Profilo del dividendo

Frequenza Trimestrale Crescita (TTM) +0.2% CAGR 3a -25.3% -15.2% 0 anni

(5 anni)

Ora 10.8% 2.0% media 4.5% 5.9%

Calendario dei pagamenti

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Valutazione e strategia

-4.50
Sotto la soglia
8.95 USD
Il prezzo è circa il 62.3% sopra il valore equo.
Sottovalutata
Rendimento 10.79% vs 5 anni 2.04%–5.90%
Prezzo equo implicito
56.64 USD

Stime da dati pubblici — non sono consigli.

Storico dei dividendi

CAGR 3a -25.3% CAGR 5a -15.2%
14 15 16 17 18 19 20 21 22 23 24 25

Dividendo per azione per anno

Debito e leva finanziaria

Debito / patrimonio 119.3%
Indice di liquidità corrente 47.85
Indice di liquidità immediata 47.10
Debito vs liquidità
Debito Liquidità
119.31%
47.85
47.10
Debito totale
331.5M USD
Liquidità totale
15.0M USD
210.2M USD

Ultimi dati di bilancio pubblicati.

Detenuta da 1 investitore

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Informazioni, non consulenza finanziaria.

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