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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$22.28 -0.10 (-0.42%)
As of 12:36 PM Eastern
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CSWC vs. CNS, GBDC, PSEC, OCSL, VRTS, SLRC, FDUS, TCPC, GLAD, and GAIN

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), Virtus Investment Partners (VRTS), SLR Investment (SLRC), Fidus Investment (FDUS), BlackRock TCP Capital (TCPC), Gladstone Capital (GLAD), and Gladstone Investment (GAIN). These companies are all part of the "asset management & custody banks" industry.

Capital Southwest vs.

Cohen & Steers (NYSE:CNS) and Capital Southwest (NASDAQ:CSWC) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, community ranking, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

Capital Southwest has a net margin of 33.49% compared to Cohen & Steers' net margin of 29.24%. Cohen & Steers' return on equity of 33.13% beat Capital Southwest's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers29.24% 33.13% 20.43%
Capital Southwest 33.49%15.18%7.37%

Cohen & Steers has higher revenue and earnings than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Cohen & Steers, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers$536.76M7.52$151.26M$2.9726.66
Capital Southwest$98.09M11.50$83.39M$1.4115.82

51.5% of Cohen & Steers shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 47.6% of Cohen & Steers shares are owned by insiders. Comparatively, 4.2% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Cohen & Steers has a beta of 1.55, suggesting that its share price is 55% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.21, suggesting that its share price is 21% more volatile than the S&P 500.

Cohen & Steers pays an annual dividend of $2.48 per share and has a dividend yield of 3.1%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.4%. Cohen & Steers pays out 83.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 164.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cohen & Steers has increased its dividend for 16 consecutive years.

Cohen & Steers presently has a consensus target price of $106.50, indicating a potential upside of 34.48%. Capital Southwest has a consensus target price of $24.50, indicating a potential upside of 9.84%. Given Cohen & Steers' stronger consensus rating and higher probable upside, analysts plainly believe Cohen & Steers is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50
Capital Southwest
0 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Capital Southwest had 1 more articles in the media than Cohen & Steers. MarketBeat recorded 11 mentions for Capital Southwest and 10 mentions for Cohen & Steers. Capital Southwest's average media sentiment score of 1.08 beat Cohen & Steers' score of 1.02 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers
5 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Capital Southwest
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Capital Southwest received 2 more outperform votes than Cohen & Steers when rated by MarketBeat users. Likewise, 60.91% of users gave Capital Southwest an outperform vote while only 54.71% of users gave Cohen & Steers an outperform vote.

CompanyUnderperformOutperform
Cohen & SteersOutperform Votes
238
54.71%
Underperform Votes
197
45.29%
Capital SouthwestOutperform Votes
240
60.91%
Underperform Votes
154
39.09%

Summary

Cohen & Steers beats Capital Southwest on 14 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSWC vs. The Competition

MetricCapital SouthwestInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$1.13B$1.14B$11.25B$7.68B
Dividend Yield10.32%10.65%5.39%4.02%
P/E Ratio15.8413.5822.6018.55
Price / Sales11.5011.5625.5088.66
Price / Cash9.3014.7017.6234.64
Price / Book1.360.952.614.11
Net Income$83.39M$100.49M$1.04B$247.18M
7 Day Performance0.22%-0.86%-1.06%-4.05%
1 Month Performance-4.21%-6.00%495.19%-6.41%
1 Year Performance-10.62%-5.60%536.07%-2.08%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
1.4348 of 5 stars
$22.28
-0.4%
$24.50
+10.0%
-10.4%$1.13B$98.09M15.8020Positive News
CNS
Cohen & Steers
3.8805 of 5 stars
$80.92
+2.5%
$106.50
+31.6%
+2.3%$4.12B$536.76M27.25390Positive News
GBDC
Golub Capital BDC
1.5899 of 5 stars
$15.18
+0.4%
$16.38
+7.9%
-8.3%$4.03B$309.01M11.00N/APositive News
PSEC
Prospect Capital
1.1198 of 5 stars
$4.24
+0.5%
$4.50
+6.1%
-25.5%$1.89B$101.04M-21.202,019Positive News
OCSL
Oaktree Specialty Lending
1.0538 of 5 stars
$15.63
+0.1%
$16.75
+7.2%
-21.2%$1.29B$48.88M23.33N/AShort Interest ↑
Positive News
VRTS
Virtus Investment Partners
3.9101 of 5 stars
$178.86
+1.9%
$225.75
+26.2%
-30.2%$1.25B$902.82M10.58770Positive News
SLRC
SLR Investment
1.3456 of 5 stars
$17.01
+0.7%
$15.85
-6.8%
+11.7%$928.07M$104.99M9.61N/AShort Interest ↑
News Coverage
Positive News
FDUS
Fidus Investment
3.232 of 5 stars
$20.75
+1.1%
N/A+4.2%$703.74M$91.39M7.41N/AShort Interest ↓
Positive News
TCPC
BlackRock TCP Capital
1.2231 of 5 stars
$7.86
+1.7%
$8.67
+10.3%
-23.4%$668.71M$-45,395,366.00-15.7219,800Short Interest ↑
GLAD
Gladstone Capital
1.8357 of 5 stars
$27.50
+0.6%
$23.00
-16.4%
+28.6%$614.08M$105.41M6.7270Positive News
GAIN
Gladstone Investment
0.6133 of 5 stars
$13.48
+0.6%
$13.75
+2.0%
-4.4%$496.56M$66.70M7.0270News Coverage
Positive News
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This page (NASDAQ:CSWC) was last updated on 3/31/2025 by MarketBeat.com Staff
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