Capital Stock Analysis

CSWC -  USA Stock  

USD 25.47  0.38  1.47%

The current bullish price patterns experienced by current Capital Southwest shareholders could raise concerns from investors as the firm it trading at a share price of 25.47 on 112,968 in volume. The company executives have been very successful in rebalancing the firm assets at opportune times to take advantage of market volatility in May. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.34. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Continue to Trending Equities.

Search Stock Analysis 

 
Refresh
The Capital Southwest stock analysis report makes it easy to digest most publicly released information about Capital Southwest and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Capital stock analysis module also helps to analyze the Capital Southwest price relationship with some important fundamental indicators such as market cap and management efficiency.

Capital Stock Analysis Notes

About 32.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.76. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capital Southwest next dividend is scheduled to be issued on the 12th of March 2021. The entity had 4:1 split on the 16th of August 2013. Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. For more info on Capital Southwest please contact Joseph Armes at 214 238-5700 or go to www.capitalsouthwest.com.

Capital Southwest Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Capital Southwest's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital Southwest or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Capital Southwest was previously known as Capital Southwest Corp and was traded on NASDAQ Exchange under the symbol CSWCL.
Capital Southwest currently holds about 31.61 M in cash with (69.48 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.5.
Capital Southwest has a frail financial position based on the latest SEC disclosures
Latest headline from www.equities.com: Capital Southwest Corp. gains 0.1810 percent for June 11 - Equities.com

Capital Southwest Upcoming and Recent Events

Earnings reports are used by Capital Southwest to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Capital Southwest previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report2nd of August 2021
Next Earnings Report29th of October 2021
Next Fiscal Quarter End30th of June 2021
Next Fiscal Year End24th of May 2022
Last Quarter Report31st of March 2021
Last Earning Announcement30th of June 2020

Capital Largest EPS Surprises

Earnings surprises can significantly impact Capital Southwest's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2021-02-01
2020-12-310.40830.450.041710 
2019-11-04
2019-09-300.42330.38-0.043310 
2020-10-30
2020-09-300.38750.450.062516 
View All Earnings Estimates

Capital Southwest SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Capital Southwest prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Capital Southwest investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Capital Southwest specific information freely available to individual and institutional investors to make a timely investment decision.
26th of May 2021
Financial Statements and Exhibits. Entry into a Material Definitive Agreement
View
25th of May 2021
Financial Statements and Exhibits. Regulation FD Disclosure. Results of Operations and Financial Condition
View
26th of April 2021
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
20th of April 2021
Financial Statements and Exhibits. Other Events
View
1st of April 2021
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
12th of March 2021
Financial Statements and Exhibits. Entry into a Material Definitive Agreement
View
25th of February 2021
Financial Statements and Exhibits. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Entry into a Material Definitive Agreement
View
16th of February 2021
Unclassified Corporate Event
View

Capital Market Capitalization

The company currently falls under 'Small-Cap' category with current market capitalization of 549.34 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Capital Southwest's market, we take the total number of its shares issued and multiply it by Capital Southwest's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Capital Profitablity

Capital Southwest's profitability indicators refer to fundamental financial ratios that showcase Capital Southwest's ability to generate income relative to its revenue or operating costs. If, let's say, Capital Southwest is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Capital Southwest's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Capital Southwest's profitability requires more research than a typical breakdown of Capital Southwest's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 74.76 %, which can signify that it executes well on its competitive strategies and has good control over its expenditures. This is very large. Similarly, it shows Operating Margin (OM) of 76.48 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.76.
Last ReportedProjected for 2021
Return on Average Assets 0.07  0.08 
Return on Average Equity 0.17  0.18 
Return on Invested Capital 0.05  0.07 
Return on Sales 0.82  0.84 

Management Efficiency

The entity has return on total asset (ROA) of 4.93 % which means that it generated profit of $4.93 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 16.73 %, meaning that it created $16.73 on every $100 dollars invested by stockholders. Capital Southwest 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. The current year Return on Average Assets is expected to grow to 0.08. The current year Return on Average Equity is expected to grow to 0.18. Capital Southwest Tax Assets are projected to increase significantly based on the last few years of reporting. The past year's Tax Assets were at 155,000. The current year Net Assets Per Share is expected to grow to 31.62, whereas Total Assets are forecasted to decline to about 628.3 M.
Last ReportedProjected for 2021
Book Value per Share 17.64  21.85 
Enterprise Value over EBIT 14.00  15.11 
Enterprise Value over EBITDA 13.55  14.62 
Price to Book Value 1.31  1.18 
Tangible Assets Book Value per Share 38.59  35.33 
Enterprise Value779.4 M638.2 M
Tangible Asset Value735.6 M628.3 M

Technical Drivers

As of the 17th of June 2021, Capital Southwest shows the Mean Deviation of 1.01, downside deviation of 1.4, and Risk Adjusted Performance of 0.1319. Capital Southwest technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We are able to interpolate and break down nineteen technical drivers for Capital Southwest, which can be compared to its rivals. Please confirm Capital Southwest jensen alpha, as well as the relationship between the potential upside and skewness to decide if Capital Southwest is priced correctly, providing market reflects its regular price of 25.47 per share. Given that Capital Southwest has jensen alpha of 0.1962, we suggest you to validate Capital Southwest's prevailing market performance to make sure the company can sustain itself at a future point.

Capital Southwest Price Movement Analysis

The output start index for this execution was fourty-nine with a total number of output elements of twelve. The Exponential Moving Average is calculated by weighting recent values of Capital Southwest more heavily than older values. View also all equity analysis or get more info about exponential moving average overlap studies indicator.

Capital Southwest Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Capital Southwest insiders, such as employees or executives, is commonly permitted as long as it does not rely on Capital Southwest's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Capital Southwest insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Capital Southwest Predictive Daily Indicators

Capital Southwest intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Capital Southwest stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Capital Southwest Forecast Models

Capital Southwest time-series forecasting models is one of many Capital Southwest's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Capital Southwest's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Capital Southwest Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Capital Southwest stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Capital shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Capital Southwest. By using and applying Capital Stock analysis, traders can create a robust methodology for identifying Capital entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin 0.84  0.87 
Gross Margin 0.90  0.89 
Profit Margin 0.75  0.77 
Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.

Current Capital Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Capital analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Capital analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
25.0Buy6Odds
Capital Southwest current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Capital analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Capital stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Capital Southwest, talking to its executives and customers, or listening to Capital conference calls.
Capital Analyst Advice Details

Capital Stock Analysis Indicators

Capital Southwest stock analysis indicators help investors evaluate how Capital Southwest stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Capital Southwest shares will generate the highest return on investment. By understating and applying Capital Southwest stock analysis, traders can identify Capital Southwest position entry and exit signals to maximize returns.
Quick Ratio849.44
Trailing Annual Dividend Rate1.64
Fifty Two Week Low12.32
Revenue Growth14.20%
Payout Ratio206.39%
Shares Short Prior Month206.99k
Average Daily Volume Last 10 Day219.54k
Average Daily Volume In Three Month139.83k
Shares Percent Shares Out0.77%
Gross Margins100.00%
Short Percent Of Float0.83%
Forward Price Earnings14.55
Float Shares19.35M
Fifty Two Week High28.10
Enterprise Value To Ebitda16.71
Fifty Day Average25.38
Two Hundred Day Average21.41
Enterprise Value To Revenue13.26
Trailing Annual Dividend Yield5.94%
Continue to Trending Equities. Note that the Capital Southwest information on this page should be used as a complementary analysis to other Capital Southwest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for Capital Southwest Stock analysis

When running Capital Southwest stock 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 stock 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 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.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Fund Screener
Find activelly-traded funds from around the world traded on over 30 global exchanges
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
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 stock'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 underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Southwest's stock value and its price as these two are different measures arrived at by different means. Investors typically determine Capital Southwest value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Southwest's stock 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.