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Capital Southwest (CSWC) Competitors

Capital Southwest logo
$23.26 -0.35 (-1.48%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$23.14 -0.13 (-0.54%)
As of 02/21/2025 07:39 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, VRTS, OCSL, SLRC, TCPC, FDUS, 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), Virtus Investment Partners (VRTS), Oaktree Specialty Lending (OCSL), SLR Investment (SLRC), BlackRock TCP Capital (TCPC), Fidus Investment (FDUS), 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 superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, community ranking, earnings, risk, institutional ownership, profitability and dividends.

Capital Southwest received 2 more outperform votes than Cohen & Steers when rated by MarketBeat users. Likewise, 61.38% 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
61.38%
Underperform Votes
151
38.62%

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 large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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 a beta of 1.56, indicating that its stock price is 56% more volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.24, indicating that its stock price is 24% more volatile than the S&P 500.

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$517.42M8.43$151.26M$2.9729.04
Capital Southwest$178.13M6.60$83.39M$1.4116.50

Cohen & Steers pays an annual dividend of $2.36 per share and has a dividend yield of 2.7%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Cohen & Steers pays out 79.5% 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 15 consecutive years.

In the previous week, Capital Southwest had 1 more articles in the media than Cohen & Steers. MarketBeat recorded 9 mentions for Capital Southwest and 8 mentions for Cohen & Steers. Capital Southwest's average media sentiment score of 0.85 beat Cohen & Steers' score of 0.76 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
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Capital Southwest
4 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cohen & Steers presently has a consensus price target of $106.50, indicating a potential upside of 23.47%. Capital Southwest has a consensus price target of $25.25, indicating a potential upside of 8.56%. Given Cohen & Steers' stronger consensus rating and higher probable upside, research 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

Summary

Cohen & Steers beats Capital Southwest on 15 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$1.18B$1.20B$11.61B$8.98B
Dividend Yield9.82%13.49%5.38%3.85%
P/E Ratio16.5014.2024.1318.82
Price / Sales6.6013.4226.1880.61
Price / Cash9.3114.7218.1537.47
Price / Book1.421.032.594.64
Net Income$83.39M$96.63M$1.03B$245.69M
7 Day Performance-0.85%-0.71%-1.40%-2.66%
1 Month Performance3.65%10.03%0.68%-2.15%
1 Year Performance-1.32%2.60%14.94%12.90%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
2.1911 of 5 stars
$23.26
-1.5%
$25.25
+8.6%
-0.6%$1.19B$178.13M16.5020
CNS
Cohen & Steers
3.6333 of 5 stars
$85.18
+0.9%
$106.50
+25.0%
+21.2%$4.31B$517.42M28.68390Dividend Increase
Short Interest ↓
Gap Up
GBDC
Golub Capital BDC
1.9764 of 5 stars
$15.93
+0.1%
$16.38
+2.8%
-0.6%$4.23B$724.68M11.54N/APositive News
PSEC
Prospect Capital
1.2667 of 5 stars
$4.37
+0.2%
$4.50
+3.0%
-23.8%$1.91B$861.66M-16.812,019Positive News
VRTS
Virtus Investment Partners
3.7698 of 5 stars
$186.65
+1.4%
$225.75
+21.0%
-21.7%$1.31B$906.95M11.04770
OCSL
Oaktree Specialty Lending
1.2951 of 5 stars
$15.78
+0.6%
$16.75
+6.1%
-19.7%$1.30B$381.67M23.55N/APositive News
SLRC
SLR Investment
1.1281 of 5 stars
$17.60
+1.2%
$15.25
-13.4%
+18.3%$960.26M$229.31M9.94N/A
TCPC
BlackRock TCP Capital
1.6387 of 5 stars
$9.41
+1.3%
$9.00
-4.4%
-15.6%$805.40M$209.33M-18.8219,800Upcoming Earnings
News Coverage
FDUS
Fidus Investment
1.7149 of 5 stars
$23.37
+1.2%
N/A+16.8%$792.71M$130.11M8.35N/ADividend Announcement
GLAD
Gladstone Capital
2.0989 of 5 stars
$29.22
+2.9%
$23.00
-21.3%
+41.5%$652.48M$96.62M7.6970Positive News
GAIN
Gladstone Investment
1.0415 of 5 stars
$13.97
+0.9%
$13.75
-1.6%
-6.9%$512.56M$87.31M13.1870Positive News

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This page (NASDAQ:CSWC) was last updated on 2/22/2025 by MarketBeat.com Staff
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