Bowen Diehl - Capital Southwest CEO President
| CSWC Stock | USD 25.80 0.11 0.43% |
CEO
Mr. Bowen S. Diehl is a President, Chief Executive Officer, Director of the CompanyDiehl has served as President and Chief Executive Officer and as a director of Capital Southwest since October 2015. Mr. Diehl joined Capital Southwest in March 2014 and served as its Chief Investment Officer from March 2014 to October 2015. Prior to joining Capital Southwest, Mr. Diehl was employed by American Capital, Ltd., a publicly traded private equity firm and global asset manager. From 2007 to 2014, he served as CoHead of American Capitals Sponsor Finance Group, the group responsible for the majority of American Capitals middle market lending business. From 2001 to 2007, he served as a senior investment professional in the Dallas Office of American Capital. Mr. Diehl has sourced, structured and managed investments that have included senior and subordinated debt, as well as preferred and common equity in both control and noncontrol structures. Mr. Diehls investment experience relates to a variety of industries including healthcare, business services, industrial manufacturing and consumer finance. Prior to American Capital, Mr. Diehl was a Vice President in Investment Banking at Merrill Lynch, where he gained experience working with companies in the exploration and production, oilfield services, natural gas pipeline, natural gas gathering and processing, homebuilding and semiconductor sectors. Prior to joining Merrill Lynch, Mr. Diehl was a Vice President in the Global Oil and Gas Group at Chase Securities Inc., completing numerous transactions in the upstream and midstream oil and gas sectors since 2015.
| Age | 55 |
| Tenure | 9 years |
| Address | 8333 Douglas Avenue, Dallas, TX, United States, 75225 |
| Phone | 214-238-5700 |
| Web | https://www.capitalsouthwest.com |
Capital Southwest Management Efficiency
The company has return on total asset (ROA) of 0.0686 % which means that it generated a profit of $0.0686 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1374 %, meaning that it created $0.1374 on every $100 dollars invested by stockholders. Capital Southwest's management efficiency ratios could be used to measure how well Capital Southwest manages its routine affairs as well as how well it operates its assets and liabilities. At present, Capital Southwest's Return On Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.07, whereas Return On Capital Employed is forecasted to decline to 0.04. At present, Capital Southwest's Total Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 1.5 B, whereas Other Assets are forecasted to decline to about 25.4 M.Similar Executives
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Management Performance
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0686 |
Capital Southwest Leadership Team
Elected by the shareholders, the Capital Southwest's board of directors comprises two types of representatives: Capital Southwest inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Capital. The board's role is to monitor Capital Southwest's management team and ensure that shareholders' interests are well served. Capital Southwest's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Capital Southwest's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Chris Rehberger, VP Treasurer | ||
| William Thomas, Director | ||
| Jack Furst, Director | ||
| Michael Sarner, CFO, Chief Compliance Officer and Secretary | ||
| Joshua CFA, Managing Director | ||
| Joseph Armes, Chairman of the Board and Presidentident, CEO | ||
| Thomas Morgan, Independent Director | ||
| Grant Eason, Principal | ||
| Spencer Klein, Principal | ||
| Will Riley, Vice President | ||
| Douglas Kelley, Managing Director and Sr. VP | ||
| James Stafford, Accounting Manager | ||
| T Morgan, Independent Director | ||
| Rachel CFA, VP | ||
| John Wilson, Independent Director | ||
| Laura Zengilowski, Principal | ||
| Matthew Golden, Vice President | ||
| William Ashbaugh, Managing Director and Sr. VP | ||
| Ryan Kelly, Managing Director | ||
| Bowen Diehl, CEO President | ||
| Amy Baker, Controller | ||
| David Brooks, Director |
Capital Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Capital Southwest a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0686 | ||||
| Profit Margin | 0.52 % | ||||
| Operating Margin | 0.85 % | ||||
| Current Valuation | 1.76 B | ||||
| Shares Outstanding | 42.98 M | ||||
| Shares Owned By Insiders | 4.46 % | ||||
| Shares Owned By Institutions | 25.32 % | ||||
| Number Of Shares Shorted | 646.79 K | ||||
| Price To Earning | 21.80 X |
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
| 0.6 | PJT | PJT Partners Earnings Call This Week | 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.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Southwest. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in housing. For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
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.