Capital Net Interest Income vs Income Before Tax Analysis
CSWC Stock | USD 25.89 0.10 0.39% |
Capital Southwest financial indicator trend analysis is way more than just evaluating Capital Southwest prevailing accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Capital Southwest is a good investment. Please check the relationship between Capital Southwest Net Interest Income and its Income Before Tax accounts. 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.
Net Interest Income vs Income Before Tax
Net Interest Income vs Income Before Tax Correlation Analysis
The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Capital Southwest Net Interest Income account and Income Before Tax. At this time, the significance of the direction appears to have no relationship.
The correlation between Capital Southwest's Net Interest Income and Income Before Tax is 0.03. Overlapping area represents the amount of variation of Net Interest Income that can explain the historical movement of Income Before Tax in the same time period over historical financial statements of Capital Southwest, assuming nothing else is changed. The correlation between historical values of Capital Southwest's Net Interest Income and Income Before Tax is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Net Interest Income of Capital Southwest are associated (or correlated) with its Income Before Tax. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Income Before Tax has no effect on the direction of Net Interest Income i.e., Capital Southwest's Net Interest Income and Income Before Tax go up and down completely randomly.
Correlation Coefficient | 0.03 |
Relationship Direction | Positive |
Relationship Strength | Insignificant |
Net Interest Income
The difference between the revenue generated from a bank's interest-bearing assets and the expenses associated with paying its interest-bearing liabilities.Income Before Tax
Income Before Tax which can also be referred as pre-tax income is reported on Capital Southwest income statement and is an important metric when analyzing Capital Southwest profitability. Accounting techniques because taxes can be complex, and not perfectly consistent from one company to company, an analyst may use pre-tax income as a more stable measure of profitability.Most indicators from Capital Southwest's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Capital Southwest current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. 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.At present, Capital Southwest's Tax Provision is projected to increase significantly based on the last few years of reporting. The current year's Issuance Of Capital Stock is expected to grow to about 245.1 M, whereas Sales General And Administrative To Revenue is forecasted to decline to 0.14.
Capital Southwest fundamental ratios Correlations
Click cells to compare fundamentals
Capital Southwest Account Relationship Matchups
High Positive Relationship
High Negative Relationship
Capital Southwest fundamental ratios Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Total Assets | 585.0M | 735.6M | 974.0M | 1.3B | 1.4B | 1.5B | |
Short Long Term Debt Total | 303.3M | 381.3M | 528.6M | 637.6M | 733.3M | 770.0M | |
Other Current Liab | (15.7M) | (17.2M) | (15.4M) | (23.7M) | (21.3M) | (20.2M) | |
Total Current Liabilities | 513K | 50K | 1.2M | 156K | 140.4K | 133.4K | |
Total Stockholder Equity | 272.2M | 336.3M | 420.9M | 590.4M | 679.0M | 434.0M | |
Net Debt | 289.6M | 349.7M | 517.2M | 616.1M | 708.5M | 743.9M | |
Retained Earnings | (19.8M) | (2.1M) | (10.3M) | (41.8M) | (37.7M) | (35.8M) | |
Cash | 13.7M | 31.6M | 11.4M | 21.6M | 24.8M | 43.7M | |
Other Assets | 7.7M | 4.8M | 11.6M | 29.7M | 26.7M | 25.4M | |
Cash And Short Term Investments | 13.7M | 31.6M | 11.4M | 21.6M | 24.8M | 43.7M | |
Net Receivables | 10.4M | 10.7M | 14.3M | 19.1M | 21.9M | 23.0M | |
Common Stock Total Equity | 5.0M | 5.1M | 5.8M | 9.6M | 11.0M | 11.6M | |
Common Stock Shares Outstanding | 18.0M | 19.1M | 22.8M | 30.0M | 34.5M | 18.1M | |
Liabilities And Stockholders Equity | 585.0M | 735.6M | 974.0M | 1.3B | 1.4B | 1.5B | |
Non Current Liabilities Total | 303.3M | 381.3M | 553.1M | 667.1M | 767.2M | 805.5M | |
Other Stockholder Equity | 286.9M | 332.5M | 424.3M | 622.6M | 716.0M | 751.8M | |
Total Liab | 303.3M | 381.3M | 553.1M | 667.3M | 767.4M | 805.7M | |
Total Current Assets | 24.2M | 42.3M | 25.8M | 21.6M | 24.8M | 45.8M | |
Common Stock | 5.1M | 5.8M | 6.8M | 9.6M | 11.0M | 11.6M | |
Other Liab | 8.4M | 17.7M | 18.8M | 26.7M | 30.7M | 32.2M | |
Long Term Debt | 95.3M | 216.1M | 303.3M | 116.3M | 133.8M | 140.5M | |
Non Current Assets Total | 553.1M | 688.4M | 936.6M | 1.2B | 1.4B | 1.5B | |
Non Currrent Assets Other | (1.4M) | (3.3M) | (5.7M) | (1.2B) | (1.4B) | (1.3B) | |
Inventory | 26.0M | 43.6M | 27.3M | 22.3M | 25.7M | 18.7M | |
Deferred Long Term Liab | 3.0M | 2.2M | 4.0M | 12.1M | 13.9M | 14.6M | |
Net Tangible Assets | 272.2M | 336.3M | 420.9M | 590.4M | 531.4M | 348.0M | |
Long Term Investments | 553.1M | 688.4M | 936.6M | 1.2B | 1.4B | 1.5B | |
Capital Surpluse | 260.7M | 281.2M | 310.8M | 646.6M | 743.6M | 780.8M | |
Other Current Assets | (26.0M) | (43.6M) | (27.3M) | (41.4M) | (37.3M) | (35.4M) | |
Long Term Debt Total | 95.3M | 216.1M | 303.3M | 116.3M | 133.8M | 166.3M | |
Net Invested Capital | 575.5M | 717.6M | 949.5M | 1.2B | 1.4B | 809.6M | |
Capital Stock | 5.1M | 5.8M | 6.8M | 9.6M | 11.0M | 7.1M |
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 together with Capital Stock
0.61 | DIST | Distoken Acquisition | PairCorr |
0.67 | BK | Bank of New York Financial Report 16th of July 2024 | PairCorr |
Moving against Capital Stock
0.76 | CDAQW | Compass Digital Acqu | PairCorr |
0.67 | PFTAU | Portage Fintech Acqu | PairCorr |
0.64 | TETEW | Technology Telecommunicatio | PairCorr |
0.58 | PFTAW | Portage Fintech Acqu | 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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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.