Capital Total Assets from 2010 to 2024

CSWC Stock  USD 24.70  0.25  1.02%   
Capital Southwest's Total Assets are increasing over the years with slightly volatile fluctuation. Overall, Total Assets are expected to go to about 1.5 B this year. Total Assets is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. View All Fundamentals
 
Total Assets  
First Reported
1995-12-31
Previous Quarter
1.4 B
Current Value
1.4 B
Quarterly Volatility
248.2 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Capital Southwest financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Capital main balance sheet or income statement drivers, such as Depreciation And Amortization of 110.3 K, Interest Expense of 34.9 M or Selling General Administrative of 9.4 M, as well as many exotic indicators such as Price Earnings Ratio of 15.24, Price To Sales Ratio of 9.49 or Dividend Yield of 0.0606. Capital financial statements analysis is a perfect complement when working with Capital Southwest Valuation or Volatility modules.
  
This module can also supplement Capital Southwest's financial leverage analysis and stock options assessment as well as various Capital Southwest Technical models . Check out the analysis of Capital Southwest Correlation against competitors.
For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.

Latest Capital Southwest's Total Assets Growth Pattern

Below is the plot of the Total Assets of Capital Southwest over the last few years. Total assets refers to the total amount of Capital Southwest assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Capital Southwest books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. Capital Southwest's Total Assets historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Capital Southwest's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 1.26 B10 Years Trend
Slightly volatile
   Total Assets   
       Timeline  

Capital Total Assets Regression Statistics

Arithmetic Mean751,996,765
Geometric Mean662,237,257
Coefficient Of Variation52.21
Mean Deviation298,695,525
Median667,672,000
Standard Deviation392,653,841
Sample Variance154177T
Range1.2B
R-Value0.72
Mean Square Error80394.3T
R-Squared0.52
Significance0
Slope63,057,584
Total Sum of Squares2158478.5T

Capital Total Assets History

20241.5 B
20231.4 B
20221.3 B
2021974 M
2020735.6 M
2019585 M
2018551.8 M

About Capital Southwest Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Capital Southwest income statement, its balance sheet, and the statement of cash flows. Capital Southwest investors use historical funamental indicators, such as Capital Southwest's Total Assets, to determine how well the company is positioned to perform in the future. Although Capital Southwest investors may use each financial statement separately, they are all related. The changes in Capital Southwest's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Capital Southwest's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Capital Southwest Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Capital Southwest. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Total Assets1.4 B1.5 B
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Capital Southwest in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Capital Southwest's short interest history, or implied volatility extrapolated from Capital Southwest options trading.

Pair Trading with Capital Southwest

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Capital Southwest position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Capital Southwest will appreciate offsetting losses from the drop in the long position's value.

Moving against Capital Stock

  0.61BX Blackstone Group Fiscal Quarter End 31st of March 2024 PairCorr
The ability to find closely correlated positions to Capital Southwest could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Capital Southwest when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Capital Southwest - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Capital Southwest to buy it.
The correlation of Capital Southwest is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Capital Southwest moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Capital Southwest moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Capital Southwest can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Capital Southwest offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Capital Southwest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Capital Southwest Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Capital Southwest Stock:
Check out the analysis of Capital Southwest Correlation against competitors.
For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.
You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for Capital Stock analysis

When running Capital Southwest's price analysis, check to measure Capital Southwest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital Southwest is operating at the current time. Most of Capital Southwest's value examination focuses on studying past and present price action to predict the probability of Capital Southwest's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital Southwest's price. Additionally, you may evaluate how the addition of Capital Southwest to your portfolios can decrease your overall portfolio volatility.
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Is Capital Southwest's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Capital Southwest. If investors know Capital will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Capital Southwest listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
5.02
Dividend Share
2.2
Earnings Share
2.34
Revenue Per Share
4.387
Quarterly Revenue Growth
0.482
The market value of Capital Southwest is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Southwest's value that differs from its market value or its book value, called intrinsic value, which is Capital Southwest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Southwest's market value can be influenced by many factors that don't directly affect Capital Southwest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Southwest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Southwest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Southwest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.