Free Trial

Capital Southwest (CSWC) Competitors

Capital Southwest logo
$21.05 +0.20 (+0.96%)
(As of 12/20/2024 05:40 PM ET)

CSWC vs. GBDC, PSEC, VRTS, OCSL, SLRC, TCPC, FDUS, GLAD, GAIN, and PNNT

Should you be buying Capital Southwest stock or one of its competitors? The main competitors of Capital Southwest include 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), Gladstone Investment (GAIN), and PennantPark Investment (PNNT). These companies are all part of the "asset management & custody banks" industry.

Capital Southwest vs.

Golub Capital BDC (NASDAQ:GBDC) and Capital Southwest (NASDAQ:CSWC) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, dividends, community ranking, institutional ownership, risk, valuation, media sentiment, earnings and analyst recommendations.

42.4% of Golub Capital BDC shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 2.7% of Golub Capital BDC shares are owned by company insiders. Comparatively, 4.2% of Capital Southwest shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Golub Capital BDC has a net margin of 37.78% compared to Capital Southwest's net margin of 37.77%. Capital Southwest's return on equity of 15.54% beat Golub Capital BDC's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC37.78% 11.86% 5.44%
Capital Southwest 37.77%15.54%7.71%

Golub Capital BDC received 63 more outperform votes than Capital Southwest when rated by MarketBeat users. However, 61.70% of users gave Capital Southwest an outperform vote while only 55.60% of users gave Golub Capital BDC an outperform vote.

CompanyUnderperformOutperform
Golub Capital BDCOutperform Votes
303
55.60%
Underperform Votes
242
44.40%
Capital SouthwestOutperform Votes
240
61.70%
Underperform Votes
149
38.30%

Golub Capital BDC presently has a consensus price target of $16.40, suggesting a potential upside of 8.75%. Capital Southwest has a consensus price target of $25.67, suggesting a potential upside of 21.93%. Given Capital Southwest's higher possible upside, analysts clearly believe Capital Southwest is more favorable than Golub Capital BDC.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
Capital Southwest
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Golub Capital BDC$272.57M14.62$273.79M$1.4110.70
Capital Southwest$103.24M9.72$83.39M$1.6412.84

Golub Capital BDC pays an annual dividend of $1.56 per share and has a dividend yield of 10.3%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 11.0%. Golub Capital BDC pays out 110.6% 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 141.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Golub Capital BDC has a beta of 0.54, meaning that its share price is 46% less volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500.

In the previous week, Capital Southwest had 8 more articles in the media than Golub Capital BDC. MarketBeat recorded 12 mentions for Capital Southwest and 4 mentions for Golub Capital BDC. Golub Capital BDC's average media sentiment score of 1.06 beat Capital Southwest's score of 0.06 indicating that Golub Capital BDC is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Golub Capital BDC
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Capital Southwest
4 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

Summary

Golub Capital BDC and Capital Southwest tied by winning 10 of the 20 factors compared between the two stocks.

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.
Skip Chart

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.
Skip Chart

CSWC vs. The Competition

MetricCapital SouthwestInvestors IndustryFinance SectorNASDAQ Exchange
Market Cap$1.00B$1.07B$11.24B$9.08B
Dividend Yield10.92%15.75%9.83%4.23%
P/E Ratio12.8411.4626.7417.18
Price / Sales9.7211.0036.41116.95
Price / Cash8.9814.2118.6037.86
Price / Book1.200.852.764.78
Net Income$83.39M$113.88M$1.04B$225.60M
7 Day Performance-3.13%-4.63%-2.89%-1.23%
1 Month Performance-8.54%-0.47%-2.89%3.36%
1 Year Performance-9.62%-5.93%11.56%16.60%

Capital Southwest Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSWC
Capital Southwest
2.2381 of 5 stars
$21.05
+1.0%
$25.67
+21.9%
-9.2%$1.00B$103.24M12.8427High Trading Volume
GBDC
Golub Capital BDC
2.5063 of 5 stars
$15.05
flat
$16.40
+9.0%
+0.7%$3.98B$272.57M10.67N/APositive News
PSEC
Prospect Capital
0.6607 of 5 stars
$4.40
-2.2%
$4.50
+2.3%
-31.3%$1.92B$861.66M-17.312,019
VRTS
Virtus Investment Partners
3.5141 of 5 stars
$239.48
-0.1%
$244.25
+2.0%
-6.3%$1.68B$884.28M14.57770Analyst Forecast
News Coverage
OCSL
Oaktree Specialty Lending
3.4241 of 5 stars
$15.40
-0.6%
$16.75
+8.8%
-24.9%$1.27B$57.61M22.28N/AAnalyst Upgrade
SLRC
SLR Investment
1.3419 of 5 stars
$16.16
-1.8%
$15.25
-5.6%
+6.2%$881.61M$106.47M9.29N/ANews Coverage
Positive News
TCPC
BlackRock TCP Capital
0.6185 of 5 stars
$9.20
-3.3%
$9.00
-2.2%
-26.0%$787.43M$209.33M-19.0219,800Ex-Dividend
FDUS
Fidus Investment
2.0328 of 5 stars
$21.18
-0.9%
$22.00
+3.9%
+5.0%$718.32M$99.67M7.64N/AEx-Dividend
News Coverage
GLAD
Gladstone Capital
1.7002 of 5 stars
$27.55
-1.3%
$23.00
-16.5%
+31.4%$615.19M$98.55M7.3370News Coverage
GAIN
Gladstone Investment
0.6466 of 5 stars
$13.33
-1.6%
$13.75
+3.2%
-4.5%$489.06M$35.81M12.7870News Coverage
PNNT
PennantPark Investment
0.9876 of 5 stars
$6.83
-0.6%
$6.00
-12.2%
+5.8%$446.00M$143.82M40.88N/A

Related Companies and Tools


This page (NASDAQ:CSWC) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners