Valuation Capital Southwest Corporation

Stocks

Market Closed - Nasdaq 16:00:00 2026-10-20 EDT			5-day change	1st Jan Change
22.39 ^USD	-0.58%		-4.72%	+1.08%

10-09	UBS Adjusts Price Target on Capital Southwest to $24 From $23.50, Maintains Neutral Rating	MT
09-17	Capital Southwest's SBIC II Wins SBA Approval for $250 Million Leverage	MT

Data adjusted to current consolidation scope

Fiscal Period: March	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	567.8	614.5	1,073	1,129	1,331	1,435	-	-
Change	-	8.23%	74.59%	5.24%	17.87%	7.85%	-	-
Enterprise Value (EV)	567.8	614.5	1,073	1,129	1,331	1,435	1,435	1,435
Change	-	8.23%	74.59%	5.24%	17.87%	7.85%	0%	0%
P/E	12.7x	16.2x	12.2x	15.2x	11.6x	11.6x	9.69x	10.4x
PBR	-	1.09x	1.49x	1.34x	-	1.33x	1.3x	1.28x
PEG	-	-0.4x	0.1x	-0.5x	0.4x	5.3x	0.5x	-1.62x
Capitalization / Revenue	6.91x	5.15x	6.02x	5.52x	5.73x	5.38x	4.74x	-
EV / Revenue	0x	0x	0x	0x	0x	5.38x	4.74x	-
EV / EBITDA	-	-	-	-	-	-	-	-
EV / EBIT	-	-	-	-	-	-	-	-
EV / FCF	-	-	-	-	-	-	-	-
FCF Yield	-	-	-	-	-	-	-	-
Dividend per Share ²	2.52	2.03	2.24	2.31	2.32	2.4	2.368	2.56
Rate of return	10.6%	11.4%	8.97%	10.3%	10.5%	10.7%	10.5%	11.4%
EPS ²	1.87	1.1	2.05	1.47	1.9	1.942	2.323	2.174
Distribution rate	135%	185%	109%	157%	122%	124%	102%	118%
Net sales ¹	82.22	119.3	178.1	204.4	232.1	266.6	302.8	-
EBITDA	-	-	-	-	-	-	-	-
EBIT	-	-	-	-	-	-	-	-
Net income ¹	42.82	33.09	83.39	70.55	113	128.9	169.9	196.5
Net Debt	-	-	-	-	-	-	-	-
Reference price ²	23.73	17.78	24.96	22.32	22.12	22.52	22.52	22.52
Nbr of stocks (in thousands)	23,926	34,559	42,981	50,582	60,162	63,734	-	-
Announcement Date	5/23/22	5/22/23	5/14/24	5/14/25	5/13/26	-	-	-

¹USD in Million²USD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
CAPITAL SOUTHWEST CORPORATION	11.6x	-	-	10.66%	1.44B
BLACKROCK, INC.	21.36x	5.83x	12.58x	2.04%	174B
UBS GROUP AG	13.44x	3.32x	-	2.63%	145B
BANK OF NEW YORK MELLON CORPORATION (THE)	15.26x	7.09x	-	1.62%	95.85B
BLACKSTONE INC.	18.05x	6.43x	11.55x	4.75%	85.66B
KKR & CO. INC.	23.33x	11.34x	20.73x	0.9%	78.09B
BROOKFIELD ASSET MANAGEMENT LTD.	21.36x	11.22x	18.32x	4.43%	72.29B
APOLLO GLOBAL MANAGEMENT, INC.	17.92x	10.25x	7.91x	2.02%	65.52B
STATE STREET CORPORATION	12.3x	4.75x	-	2.12%	45.13B
Average	17.18x	7.53x	14.22x	3.46%	84.75B
Weighted average by Cap.	18.07x	6.97x	13.96x	2.53%