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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$19.68 +0.21 (+1.08%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$19.82 +0.15 (+0.74%)
As of 04/17/2025 05:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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.

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

Capital Southwest received 1 more outperform votes than Cohen & Steers when rated by MarketBeat users. Likewise, 60.45% of users gave Capital Southwest an outperform vote while only 54.82% of users gave Cohen & Steers an outperform vote.

CompanyUnderperformOutperform
Capital SouthwestOutperform Votes
240
60.45%
Underperform Votes
157
39.55%
Cohen & SteersOutperform Votes
239
54.82%
Underperform Votes
197
45.18%

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
Capital Southwest33.49% 15.18% 7.37%
Cohen & Steers 29.24%33.13%20.43%

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 51.5% of Cohen & Steers shares are held by institutional investors. 4.2% of Capital Southwest shares are held by company insiders. Comparatively, 45.6% of Cohen & Steers shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Capital Southwest presently has a consensus target price of $22.50, suggesting a potential upside of 14.33%. Cohen & Steers has a consensus target price of $90.00, suggesting a potential upside of 20.98%. 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
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Cohen & Steers
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50

In the previous week, Cohen & Steers had 1 more articles in the media than Capital Southwest. MarketBeat recorded 16 mentions for Cohen & Steers and 15 mentions for Capital Southwest. Cohen & Steers' average media sentiment score of 0.74 beat Capital Southwest's score of 0.20 indicating that Cohen & Steers is being referred to more favorably in the news media.

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

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
Capital Southwest$98.09M10.15$83.39M$1.4113.96
Cohen & Steers$536.76M7.06$151.26M$2.9725.05

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 11.8%. Cohen & Steers pays an annual dividend of $2.48 per share and has a dividend yield of 3.3%. 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 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. Cohen & Steers has increased its dividend for 16 consecutive years.

Capital Southwest has a beta of 0.99, meaning that its share price is 1% less volatile than the S&P 500. Comparatively, Cohen & Steers has a beta of 1.46, meaning that its share price is 46% more volatile than the S&P 500.

Summary

Cohen & Steers beats Capital Southwest on 16 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$995.45M$1.01B$10.83B$7.34B
Dividend Yield12.19%12.76%5.98%4.30%
P/E Ratio13.9612.5821.6717.78
Price / Sales10.1510.5425.4397.74
Price / Cash9.3014.7017.6134.64
Price / Book1.200.872.563.97
Net Income$83.39M$96.63M$1.03B$247.65M
7 Day Performance3.42%2.61%1.86%1.80%
1 Month Performance-10.55%-9.04%-3.72%-6.98%
1 Year Performance-20.58%-12.80%535.22%1.34%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
1.683 of 5 stars
$19.68
+1.1%
$22.50
+14.3%
-20.6%$995.45M$98.09M13.9620Analyst Forecast
Short Interest ↑
CNS
Cohen & Steers
2.9015 of 5 stars
$74.55
+1.3%
$90.00
+20.7%
+11.3%$3.80B$536.76M25.10390Earnings Report
News Coverage
Gap Down
GBDC
Golub Capital BDC
2.6445 of 5 stars
$13.71
+0.2%
$15.83
+15.5%
-15.0%$3.64B$309.01M9.93N/AShort Interest ↑
Positive News
PSEC
Prospect Capital
2.1235 of 5 stars
$3.58
+0.6%
$4.50
+25.7%
-34.3%$1.60B$101.04M-17.902,019Short Interest ↑
News Coverage
OCSL
Oaktree Specialty Lending
2.1787 of 5 stars
$13.85
+2.1%
$16.42
+18.5%
-26.1%$1.14B$48.88M20.67N/AShort Interest ↓
VRTS
Virtus Investment Partners
2.8979 of 5 stars
$152.66
+0.9%
$193.00
+26.4%
-31.8%$1.06B$902.82M9.03770Upcoming Earnings
Analyst Forecast
Positive News
Gap Down
SLRC
SLR Investment
1.3962 of 5 stars
$14.85
+1.4%
$15.85
+6.7%
+4.0%$810.22M$104.99M8.39N/APositive News
FDUS
Fidus Investment
1.8919 of 5 stars
$18.18
+2.2%
$20.00
+10.0%
-5.7%$616.58M$91.39M6.49N/AShort Interest ↓
Positive News
TCPC
BlackRock TCP Capital
1.981 of 5 stars
$6.55
-0.3%
$8.33
+27.2%
-33.0%$557.25M$-45,395,366.00-13.1019,800Gap Down
GLAD
Gladstone Capital
1.5152 of 5 stars
$24.52
+1.5%
$23.00
-6.2%
+20.9%$547.53M$105.41M6.0070
GAIN
Gladstone Investment
0.783 of 5 stars
$13.46
+1.6%
$13.75
+2.2%
-0.4%$495.83M$66.70M7.0170

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This page (NASDAQ:CSWC) was last updated on 4/18/2025 by MarketBeat.com Staff
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