Nama's AI scorecard currently rates Capital Southwest Hold (4.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.

What is CSWC's P/E ratio?

Capital Southwest trades at a trailing price-to-earnings ratio of 9.9.

When does CSWC report earnings?

Capital Southwest's next scheduled report is on Feb 1, 2027. Analysts expect EPS of $0.56.

What is the CSWC price target?

The median analyst price target from 6 analysts is $25.25, with a range of $21.00 – $29.00.

Is CSWC Shariah compliant?

Nama's AAOIFI-style screen reads Capital Southwest as Not Shariah Compliant. At least one of the three ratios or the industry test failed.

Does CSWC pay a dividend?

Yes — Capital Southwest's dividend yield is 13.1%.

Nama Insights

Capital Southwest (CSWC)

Financial Services · Asset Management · NASDAQ

Capital Southwest (CSWC) is a Financial Services company in the Asset Management industry. It has a market capitalization of $1.55B, a trailing price-to-earnings ratio of 9.9 and a free-cash-flow yield of -12.6%. Over the most recent reported fiscal year, revenue grew 39.0%. Nama's AI scorecard rates it Hold, 4.8 out of 10. On 12-month momentum it ranks in the rising band of its market.

AI scorecard

Hold · 4.8/10

The sections balance. As of Nov 7, 2026.

Momentum

Rising · +15.3% over 12 months ex. last

Second-best fifth of its market on the past year's move.

Shariah screen

Not Shariah Compliant

At least one of the three ratios or the industry test failed.

Off its high

-17.4%

How far the last close sits under the highest price of the past five years.

Market cap	$1.55B
Trailing P/E	9.9
Price / book	1.4
Price / sales	6.2
FCF yield	-12.6%
Dividend yield	13.1%
Gross margin	100.0%
Operating margin	87.6%
Net margin	46.7%
Revenue growth (YoY)	+39.0%
Revenue growth (3-yr annual)	+35.0%
EPS growth (YoY)	-3.7%
FCF/share growth (YoY)	—
Beta	0.8
Exchange	NASDAQ
Sector	Financial Services
Industry	Asset Management

CSWC earnings

Next report: Feb 1, 2027 (Q3 2027, EPS estimate $0.56). Beat the EPS estimate in 2 of 4 recent quarters.

Quarter	Reported	EPS	Estimate	Surprise	Revenue
Q2 2027	Nov 2, 2026	$0.56	$0.56	+0.0%	$33.25M
Q1 2027	Aug 3, 2026	$0.58	$0.55	+5.5%	$32.69M
Q4 2026	May 13, 2026	$0.57	$0.58	-1.7%	$32.64M
Q3 2026	Feb 2, 2026	$0.64	$0.60	+6.7%	$43.89M

CSWC analyst price target

Median target $25.25 from 6 analysts, ranging $21.00 – $29.00.

Asset Management peers

Ticker	Company	Market cap	P/E
BLK	BlackRock	$182.05B	21.2
BX	Blackstone	$148.61B	20.1
BN	Brookfield	$92.37B	591.1
KKR	KKR	$89.11B	17.4
BAM	Brookfield Asset Management	$84.57B	29.2
APO	Apollo Global Management	$68.96B	13.6
STT	State Street	$45.05B	12.6
ARES	Ares Management	$44.45B	25.6

Explore live CSWC data on Nama Insights →

CSWC FAQ

Is CSWC a buy?: Nama's AI scorecard currently rates Capital Southwest Hold (4.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CSWC's P/E ratio?: Capital Southwest trades at a trailing price-to-earnings ratio of 9.9.
When does CSWC report earnings?: Capital Southwest's next scheduled report is on Feb 1, 2027. Analysts expect EPS of $0.56.
What is the CSWC price target?: The median analyst price target from 6 analysts is $25.25, with a range of $21.00 – $29.00.
Is CSWC Shariah compliant?: Nama's AAOIFI-style screen reads Capital Southwest as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does CSWC pay a dividend?: Yes — Capital Southwest's dividend yield is 13.1%.