Capital Southwest Stock Buy Hold or Sell Recommendation
| CSWC Stock | USD 25.80 0.11 0.43% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Capital Southwest is 'Strong Hold'. Macroaxis provides Capital Southwest buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CSWC positions. The advice algorithm takes into account all of Capital Southwest's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Capital Southwest's buy or sell advice are summarized below:
Real Value 23.87 | Target Price 22.69 | Hype Value 25.83 | Market Value 25.8 | Naive Value 25.97 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Capital Southwest given historical horizon and risk tolerance towards Capital Southwest. When Macroaxis issues a 'buy' or 'sell' recommendation for Capital Southwest, the advice is generated through an automated system that utilizes algorithms and statistical models.
Capital |
Execute Capital Southwest Buy or Sell Advice
The Capital recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Capital Southwest. Macroaxis does not own or have any residual interests in Capital Southwest or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Capital Southwest's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Capital Southwest Trading Alerts and Improvement Suggestions
| Capital Southwest currently holds about 18.77 M in cash with (227.1 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.68. | |
| On 28th of March 2024 Capital Southwest paid $ 0.63 per share dividend to its current shareholders | |
| Latest headline from foxbusiness.com: New California bill would restrict line-skipping service Clear at airports in name of equity |
Capital Southwest Returns Distribution Density
The distribution of Capital Southwest's historical returns is an attempt to chart the uncertainty of Capital Southwest's future price movements. The chart of the probability distribution of Capital Southwest daily returns describes the distribution of returns around its average expected value. We use Capital Southwest price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Capital Southwest returns is essential to provide solid investment advice for Capital Southwest.
| Mean Return | 0.08 | Value At Risk | -2.1 | Potential Upside | 1.40 | Standard Deviation | 1.18 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Capital Southwest historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Capital Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Capital Southwest is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Capital Southwest backward and forwards among themselves. Capital Southwest's institutional investor refers to the entity that pools money to purchase Capital Southwest's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Hennion & Walsh Asset Management Inc | 2023-12-31 | 247.3 K | Tectonic Advisors Llc | 2023-12-31 | 241.9 K | Blackrock Inc | 2023-12-31 | 191.1 K | Grace & White Inc | 2023-12-31 | 176.6 K | Advisors Asset Management | 2023-12-31 | 163.2 K | Ameriprise Financial Inc | 2023-12-31 | 159 K | Lpl Financial Corp | 2023-12-31 | 145.4 K | Goldman Sachs Group Inc | 2023-12-31 | 137.4 K | Hudson Bay Capital Management Lp | 2023-12-31 | 130.7 K | Punch & Associates Inv Mgmt Inc | 2023-12-31 | 782 K | Van Eck Associates Corporation | 2023-12-31 | 731.5 K |
Capital Southwest Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 3.8M | 17.9M | (20.2M) | 10.2M | 9.1M | 9.6M | |
| Free Cash Flow | (47.9M) | (68.3M) | (184.7M) | (227.4M) | (204.6M) | (194.4M) | |
| Depreciation | 2.4M | 2.0M | 2.2M | 2.8M | 3.2M | 3.3M | |
| Other Non Cash Items | (22.4M) | (127.7M) | (225.2M) | (269.1M) | (242.2M) | (230.1M) | |
| Dividends Paid | 50.3M | 39.9M | 58.6M | 71.1M | 81.8M | 85.9M | |
| Net Income | (22.4M) | 50.9M | 42.8M | 33.1M | 38.1M | 31.6M | |
| End Period Cash Flow | 13.7M | 31.6M | 11.4M | 21.6M | 24.8M | 43.7M | |
| Net Borrowings | 86.5M | 76.4M | 145.4M | 108.1M | 124.3M | 77.8M | |
| Change To Netincome | (23.2M) | (129.0M) | (228.9M) | 3.7M | 3.3M | 3.5M |
Capital Southwest Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Capital Southwest or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Capital Southwest's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Capital stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.0058 | |
β | Beta against NYSE Composite | 0.93 | |
σ | Overall volatility | 1.20 | |
Ir | Information ratio | -0.0094 |
Capital Southwest Volatility Alert
Capital Southwest has relatively low volatility with skewness of -1.16 and kurtosis of 1.72. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Capital Southwest's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Capital Southwest's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Capital Southwest Fundamentals Vs Peers
Comparing Capital Southwest's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Capital Southwest's direct or indirect competition across all of the common fundamentals between Capital Southwest and the related equities. This way, we can detect undervalued stocks with similar characteristics as Capital Southwest or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Capital Southwest's fundamental indicators could also be used in its relative valuation, which is a method of valuing Capital Southwest by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Capital Southwest to competition |
| Fundamentals | Capital Southwest | Peer Average |
| Return On Equity | 0.14 | -0.31 |
| Return On Asset | 0.0686 | -0.14 |
| Profit Margin | 0.52 % | (1.27) % |
| Operating Margin | 0.85 % | (5.51) % |
| Current Valuation | 1.77 B | 16.62 B |
| Shares Outstanding | 42.98 M | 571.82 M |
| Shares Owned By Insiders | 4.46 % | 10.09 % |
| Shares Owned By Institutions | 25.38 % | 39.21 % |
| Number Of Shares Shorted | 713.06 K | 4.71 M |
| Price To Earning | 21.80 X | 28.72 X |
| Price To Book | 1.46 X | 9.51 X |
| Price To Sales | 6.24 X | 11.42 X |
| Revenue | 61.45 M | 9.43 B |
| Gross Profit | 82.22 M | 27.38 B |
| EBITDA | 69.04 M | 3.9 B |
| Net Income | 33.09 M | 570.98 M |
| Cash And Equivalents | 18.77 M | 2.7 B |
| Cash Per Share | 0.68 X | 5.01 X |
| Total Debt | 637.64 M | 5.32 B |
| Debt To Equity | 1.28 % | 48.70 % |
| Current Ratio | 10.58 X | 2.16 X |
| Book Value Per Share | 16.77 X | 1.93 K |
| Cash Flow From Operations | (227.1 M) | 971.22 M |
| Short Ratio | 2.95 X | 4.00 X |
| Earnings Per Share | 2.34 X | 3.12 X |
| Price To Earnings To Growth | 12.55 X | 4.89 X |
| Target Price | 25.13 | |
| Number Of Employees | 26 | 18.84 K |
| Beta | 1.25 | -0.15 |
| Market Capitalization | 1.11 B | 19.03 B |
| Total Asset | 1.26 B | 29.47 B |
| Retained Earnings | (41.84 M) | 9.33 B |
| Annual Yield | 0.1 % |
Note: Payment of 1131 shares by Weinstein Joshua S of Capital Southwest subject to Rule 16b-3 [view details]
Capital Southwest Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Capital . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Capital Southwest Buy or Sell Advice
When is the right time to buy or sell Capital Southwest? Buying financial instruments such as Capital Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 528.6M | 637.6M | 733.3M | 770.0M | Total Assets | 974.0M | 1.3B | 1.4B | 1.5B |
Use Investing Ideas to Build Portfolios
In addition to having Capital Southwest in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Banks - Regional Thematic Idea Now
Banks - Regional
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banks - Regional theme has 18 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banks - Regional Theme or any other thematic opportunities.
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Check out Capital Southwest Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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.