CSWC Capital Southwest Corporation - Common Stock

NASDAQ · Financial Services · View on SEC EDGAR ↗
$23.73
Price · Jul 2, 2026
Fundamentals as of May 19, 2026

CSWC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$23.73
Market Cap
$1.34B
P/E (TTM)
11.6
EPS (TTM)
$1.90
Revenue (TTM)
Div Yield
11.0%
ROE
11.5%
Debt/Equity
52W Range
$19 – $24

CSWC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
4-point trend, +77.4%
2010-03-31 2013-03-31
EPS $1.90
6-point trend, +14.5%
2021-03-31 2026-03-31
Free Cash Flow $-194M
4-point trend, +14.8%
2023-03-31 2026-03-31
Margins

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CSWC
Peer Median
P/E (TTM)
5-point trend, -8.3%
11.6
14.7
P/S (TTM)
4-point trend, +108.9%
87.1
4.8
P/B
4-point trend, +22.0%
1.3
1.9
Price / FCF
4-point trend, -145.1%
-6.9

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CSWC
Peer Median
ROA
4-point trend, +87.5%
5.6%
6.3%
ROE
4-point trend, +100.7%
11.5%
10.7%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CSWC
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CSWC
Peer Median
EPS YoY
5-point trend, +1.6%
29.2%
Net Income YoY
5-point trend, +163.9%
60.2%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CSWC
Peer Median
EPS (Diluted)
5-point trend, +1.6%
$1.90

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CSWC
Peer Median
Payout Ratio
4-point trend, -39.4%
130.3%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
11.0%
Payout Ratio
130.3%
5Y Div CAGR
Ex-dateAmount
June 15, 2026$0.2530
May 15, 2026$0.1930
April 15, 2026$0.1930
March 13, 2026$0.2530
Feb. 13, 2026$0.1930
Jan. 15, 2026$0.1930
Dec. 15, 2025$0.2530
Nov. 14, 2025$0.1930
Oct. 15, 2025$0.1930
Sept. 15, 2025$0.2530
Aug. 15, 2025$0.1930
July 15, 2025$0.1930
June 13, 2025$0.6400
March 14, 2025$0.6400
Dec. 13, 2024$0.6300
Sept. 13, 2024$0.6400
June 14, 2024$0.6300
March 14, 2024$0.6300
Dec. 14, 2023$0.6300
Sept. 14, 2023$0.6200

CSWC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 14 analysts
  • Strong Buy 3 21.4%
  • Buy 7 50.0%
  • Hold 4 28.6%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

5 analysts · 2026-07-02
Median target $25.00 +5.4%
Mean target $24.90 +4.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.01%
Next Report
Aug 04, 2026
Period EPS Actual EPS Est Surprise
March 31, 2026 $0.55 $0.57 -0.02%
Dec. 31, 2025 $0.64 $0.58 0.06%
Sept. 30, 2025 $0.57 $0.58 -0.01%
June 30, 2025 $0.59 $0.60 -0.01%
March 31, 2025 $0.54 $0.62 -0.08%

Peer Comparison Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CSWC $1.34B 11.6 11.5%
AAMI 21.3 11.5% 14.2%
GCMG 27.0 8.5% 8.1% -14449.4%
TSLX $2.06B 12.0 10.6%
TRIN $1.19B 7.5 -46.2% 2767.4% 14.1%
MSDL $1.42B 11.8 6.9%
WLTH $1.30B -11.4 18.2% -11.5% -12.0%
PSEC $1.45B -2.4 -14.6%
GSBD $1.04B 9.0 8.1%
OCSL $1.15B 33.5 2.3%
BLK $165.98B 30.3 18.7% 22.9% 10.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
SG&A Expense 6-point trend, +123.2% $7M · $6M · $5M $5M $4M $3M · · · ·
Interest Expense 4-point trend, +140.2% · · · · $43M $29M $20M $18M · · · ·
Income Tax 6-point trend, -54.1% $1M · $2M · $944.0K $329.0K $615.0K $2M · · · ·
Net Income 6-point trend, +122.1% $113M · $71M · $83M $33M $43M $51M · · · ·
EPS (Basic) 6-point trend, +19.3% $1.98 · $1.47 · $2.05 $2.29 $1.87 $1.66 · · · ·
EPS (Diluted) 6-point trend, +14.5% $1.90 · $1.47 · $2.05 $2.29 $1.87 $1.66 · · · ·
Shares (Basic) 10-point trend, +257.2% 56,529,604 · 47,448,093 · 40,727,133 30,016,000 22,840,000 19,060,000 18,000,000 16,074,000 16,074,000 15,825,000
Shares (Diluted) 10-point trend, +314.6% 65,828,805 · 51,187,714 · 40,727,133 30,016,000 22,840,000 19,060,000 18,000,000 16,139,000 16,139,000 15,877,000
EBITDA 4-point trend, +153.5% $7M · $6M · $4M $3M · · · · · ·
Balance Sheet 12
Annual Balance Sheet data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
Cash & Equivalents 6-point trend, +154.1% $29M · $43M $36M $32M $22M $11M · · · · ·
Total Assets 5-point trend, +123.6% $2.18B · $1.88B · $1.56B $1.26B $974M · · · · ·
Deferred Tax 5-point trend, +117.6% $13M · $17M · $12M $12M $6M · · · · ·
Total Liabilities 5-point trend, +110.9% $1.17B · $999M · $801M $667M $553M · · · · ·
Long-term Debt 5-point trend, +114.0% $1.13B · $956M · $771M $638M $529M · · · · ·
Common Stock 5-point trend, +121.9% $15M · $13M · $11M $10M $7M · · · · ·
Paid-in Capital 5-point trend, +139.8% $1.07B · $959M · $797M $647M $448M · · · · ·
Retained Earnings 5-point trend, -670.3% $-79M · $-89M · $-53M $-42M $-10M · · · · ·
Treasury Stock 3-point trend, -100.0% · · · · $0 $24M $24M · · · · ·
Stockholders' Equity 8-point trend, +271.4% $1.01B · $884M $830M $756M $590M $421M $336M $272M · · ·
Liabilities + Equity 5-point trend, +123.6% $2.18B · $1.88B · $1.56B $1.26B $974M · · · · ·
Shares Outstanding 11-point trend, +278.3% 60,577,181 · 52,912,796 50,051,000 45,051,000 36,076,000 24,959,000 21,005,000 17,998,000 17,503,000 16,162,000 16,011,000
Cash Flow 14
Annual Cash Flow data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
D&A 6-point trend, +254.4% $7M · $6M · $4M $3M $2M $2M · · · ·
Stock-based Comp 6-point trend, +69.1% $5M · $7M · $5M $4M $4M $3M · · · ·
Deferred Tax 6-point trend, -212.9% $-4M · $5M · $-119.0K $6M $2M $4M · · · ·
Other Non-cash 4-point trend, -15.1% $-314M · $-305M · $-281M $-273M · · · · · ·
Operating Cash Flow 6-point trend, -183.5% $-194M · $-217M · $-188M $-227M $-183M $-68M · · · ·
CapEx 6-point trend, +286000.00 $286.0K · $2M · $13.0K $281.0K $2M $0 · · · ·
Investing Cash Flow 6-point trend, -286000.00 $-286.0K · $-2M · $-13.0K $-281.0K $-2M $0 · · · ·
Stock Issued 6-point trend, +213.1% $158M · $178M · $181M $203M $98M $50M · · · ·
Net Stock Activity 4-point trend, -22.2% $158M · $178M · $181M $203M · · · · · ·
Dividends Paid 6-point trend, +268.6% $147M · $125M · $103M $71M $59M $40M · · · ·
Financing Cash Flow 6-point trend, +107.1% $178M · $232M · $199M $238M $164M $86M · · · ·
Net Change in Cash 6-point trend, -186.3% $-15M · $13M · $11M $10M $-20M $18M · · · ·
Taxes Paid 3-point trend, +947.4% $12M · $1M · $1M · · · · · · ·
Free Cash Flow 4-point trend, +14.8% $-194M · $-219M · $-189M $-227M · · · · · ·
Profitability 2
Annual Profitability data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
ROA 4-point trend, +87.5% 5.6% · 4.1% · 5.9% 3.0% · · · · · ·
ROE 4-point trend, +100.7% 11.5% · 8.2% · 11.3% 5.8% · · · · · ·
Per Share 5
Annual Per Share data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
Book Value / Share 4-point trend, +2.0% $16.69 · $16.70 · $16.77 $16.37 · · · · · ·
Cash Flow / Share 4-point trend, +61.1% $-2.94 · $-4.24 · $-4.63 $-7.57 · · · · · ·
Cash / Share 4-point trend, -19.9% $0.48 · $0.82 · $0.72 $0.60 · · · · · ·
Dividend Paid / Share 2-point trend, +1.2% · $3 · $3 · · · · · · · ·
EPS (TTM) 8-point trend, +14.5% $1.90 $1.80 $1.80 $1.80 $2.70 $2.29 $1.87 $1.66 · · · ·
Growth Rates 7
Annual Growth Rates data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
EPS YoY 5-point trend, +131.2% 29.2% · -28.3% · -10.5% 22.5% 12.7% · · · · ·
EPS CAGR 3Y 3-point trend, -182.7% -6.0% · -7.7% · 7.3% · · · · · · ·
EPS CAGR 5Y 2.7% · · · · · · · · · · ·
Net Income YoY 5-point trend, +479.4% 60.2% · -15.4% · 152.0% -22.7% -15.9% · · · · ·
Net Income CAGR 3Y 3-point trend, +182.6% 50.6% · 18.1% · 17.9% · · · · · · ·
Net Income CAGR 5Y 17.3% · · · · · · · · · · ·
Dividend CAGR 5Y 29.8% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for CSWC
Metric Trend 202620252025202420242023202220212020201920182017
Revenue TTM Flat — no change across 12 periods $15M $15M $15M $15M $15M $15M $15M $15M $15M $15M $15M $15M
Net Income TTM 8-point trend, +122.1% $113M $103M $71M $66M $83M $33M $43M $51M · · · ·
Market Cap 4-point trend, +108.9% $1.34B · $1.18B · $1.12B $641M · · · · · ·
P/E 8-point trend, -12.8% 11.6 12.3 12.4 12.1 9.2 7.8 12.7 13.3 · · · ·
P/S 4-point trend, +108.9% 87.1 · 76.7 · 73.1 41.7 · · · · · ·
P/B 4-point trend, +22.0% 1.3 · 1.3 · 1.5 1.1 · · · · · ·
P / Tangible Book 4-point trend, +22.0% 1.3 · 1.3 · 1.5 1.1 · · · · · ·
P / Cash Flow 4-point trend, -145.2% -6.9 · -5.4 · -6.0 -2.8 · · · · · ·
P / FCF 4-point trend, -145.1% -6.9 · -5.4 · -6.0 -2.8 · · · · · ·
Dividend Yield 4-point trend, -0.8% 11.0% · 10.6% · 9.2% 11.1% · · · · · ·
Earnings Yield 8-point trend, +14.7% 8.6% 8.1% 8.1% 8.2% 10.8% 12.9% 7.9% 7.5% · · · ·
Payout Ratio 4-point trend, -39.4% 130.3% · 177.6% · 123.4% 214.9% · · · · · ·
Annual Payout 6-point trend, +268.6% $147M · $125M · $103M $71M $59M $40M · · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2026-03-312025-03-312024-03-312023-03-312022-03-31
Net Income $113M$71M$83M$33M$43M
Diluted EPS $1.90$1.47$2.05$2.29$1.87
Cash Flow
2026-03-312025-03-312024-03-312023-03-312022-03-31
Free Cash Flow $-194M$-219M$-189M$-227M

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