CSWC
Capital Southwest CorpPrice & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| 1st Lien Senior Secured Debt | 99% | Q4 FY2026 | — |
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| LTM Operating Leverage | 1.4% | Q4 FY2026 | — |
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| New committed credit investments | 155.3M | Q4 FY2026 | — |
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| New equity co-investments | 2.4M | Q4 FY2026 | — |
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| Non-accruals as % of total investment portfolio | 1.1% | Q4 FY2026 | — |
| Proceeds from portfolio company prepayments and exits | 252.6M | Fiscal Year 2026 | — |
| Total new commitments originated | 762.3M | Fiscal Year 2026 | — |
| Weighted average IRR on prepayments and exits | 14.2% | Q4 FY2026 | — |
| Weighted Average Yield on Debt Investments | 10.8% | Q4 FY2026 | — |
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| Credit Portfolio | $1.8B | Third Quarter Fiscal Year 2026 | — |
| Equity Portfolio | $182.7M | Third Quarter Fiscal Year 2026 | — |
| Non-accruals (fair value) | $29.2M | Third Quarter Fiscal Year 2026 | — |
| Total Dividends per share | $0.64 | the quarter ended December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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CSWC
this stock
Capital Southwest Corp
|
$1.47B | +9.8% | +23.9% | 12.5 | 7.9% |
|
BLK
BlackRock, Inc.
|
$335.96B | -3.1% | +16.2% | 26.0 | 0.6% |
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BN
BROOKFIELD Corp /ON/
|
$97.52B | -5.2% | — | — | 0.7% |
|
BX
Blackstone Inc.
|
$92.53B | -19.9% | +9.2% | 31.9 | 3.1% |
|
KKR
KKR & Co. Inc.
|
$87.28B | -23.8% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CSWC | -0.6% | +1.0% | +1.9% | -0.5% | +9.9% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | -0.3% | -0.6% | -6.4% | -0.8% | 0.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.