CSWC Factor Report

Data as of market close on: 10/3/2023.

Fundamental analysis of CSWC using the major investing factors, including value, quality, momentum, and low volatility.
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Latest Close: $21.67 Market Cap ($ mil): $866 Sector: Financial Industry: Misc. Financial Services 52 Week High: $23.35 52 Week Low: $16.28 Relative Strength: 81 Twelve Minus One Return: 30.1% Standard Deviation: 25.6% Insider Ownership: 5.02%
PE Ratio: 13.7 Price/Sales: 6.3 Price/Book: 1.3 Price/Cash Flow: 15.1 EV/EBITDA: 17.99 Dividend Yield: 10.34% Shareholder Yield: -9.49% Piotroski F Score: 3 Mohanram G Score: 5 Institutional Ownership: 22.33%
Return on Equity: 10.0% Return on Assets: 4.6% Return on Tangible Capital: N/A Return on Invested Capital: 7.0% WACC: 6.8% Debt/Equity: 1.06 LT EPS Growth: -3.1% LT Sales Growth: 25.0% Beta: 1.25 Profit Margin: 39.67%
Capital Southwest Corporation is an internally managed business development company. The Company is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses with $5 million to $35 million investments across the capital structure, including first lien, second lien and non-control equity co-investments. It specializes in providing customized debt and equity financing to lower middle market (LMM) companies and debt capital to upper middle market (UMM) companies in a range of investment segments located primarily in the United States. Its investment objective is to produce attractive risk-adjusted returns by generating current income from the Company's debt investments and realizing capital appreciation from its equity and equity-related investments. It invests primarily in debt securities, including senior debt and second lien, and also invest in preferred stock and common stock alongside its debt investments or through warrants.

Factor Profile

CSWC's exposure to the major factors (100 is highest).

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