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CSWC Stock Analysis - CAPITAL SOUTHWEST CORP AI Rating

CSWC Nasdaq TX CIK: 0000017313
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
SELL
75% Confidence

📊 CSWC Key Takeaways

Revenue: $10.8M
Net Margin: 789.3%
Free Cash Flow: $-134.6M
Current Ratio: N/A
Debt/Equity: 1.08x
EPS: $1.46
AI Rating: SELL with 75% confidence

Investment Thesis

Capital Southwest Corporation exhibits severe operational distress with massively negative free cash flow (-134.6M) and an unsustainably high net margin (789.3%) driven by non-operating gains rather than core business profitability. The company's high leverage (1.08x debt-to-equity) combined with minimal operating cash generation and declining cash position presents significant financial stress, despite modest revenue growth.

CSWC Strengths

  • + Revenue growth of 16.1% YoY demonstrates top-line expansion
  • + Moderate gross profit generation provides some operational foundation
  • + Substantial asset base ($2.1B) provides collateral and operational capacity

CSWC Risks

  • ! Severely negative operating cash flow (-134.4M) indicates inability to generate cash from core operations
  • ! Artificially inflated net margin (789.3%) suggests income driven by investment gains rather than sustainable operations
  • ! High financial leverage (1.08x debt-to-equity) with deteriorating liquidity position threatens financial stability
  • ! Negative free cash flow of -134.6M consuming capital at unsustainable rate
  • ! Minimal cash reserves (42.6M) relative to debt obligations and cash burn rate

Key Metrics to Watch

CSWC Financial Metrics

Revenue
$10.8M
Net Income
$85.5M
EPS (Diluted)
$1.46
Free Cash Flow
$-134.6M
Total Assets
$2.1B
Cash Position
$42.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CSWC Profitability Ratios

Gross Margin 10.8%
Operating Margin N/A
Net Margin 789.3%
ROE 8.6%
ROA 4.0%
FCF Margin -1,242.3%

CSWC vs Default Sector

How CAPITAL SOUTHWEST CORP compares to Default sector averages

Net Margin
CSWC 789.3%
vs
Sector Avg 12.0%
CSWC Sector
ROE
CSWC 8.6%
vs
Sector Avg 15.0%
CSWC Sector
Current Ratio
CSWC 0.0x
vs
Sector Avg 1.8x
CSWC Sector
Debt/Equity
CSWC 1.1x
vs
Sector Avg 0.7x
CSWC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

CSWC Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.08x
Debt/Assets
52.9%
Interest Coverage
N/A
Long-term Debt
$1.1B

CSWC 5-Year Financial Trend

CSWC 5-year financial data: Year 2011: Revenue $9.3M, Net Income N/A, EPS N/A. Year 2012: Revenue $10.8M, Net Income N/A, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: CAPITAL SOUTHWEST CORP's revenue has grown significantly by 16% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.87 reflects profitable operations.

CSWC Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1,242.3%
Free cash flow / Revenue

CSWC Quarterly Performance

Quarterly financial performance data for CAPITAL SOUTHWEST CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2012 $5.6M N/A N/A
Q2 2012 $1.3M N/A N/A
Q1 2012 $1.2M N/A N/A
Q3 2011 $2.4M N/A N/A
Q2 2011 $1.2M N/A N/A
Q1 2011 $1.2M N/A N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

CSWC Capital Allocation

Operating Cash Flow
-$134.4M
Cash generated from operations
Capital Expenditures
$237.0K
Investment in assets
Dividends Paid
$108.7M
Returned to shareholders

CSWC SEC Filings

Access official SEC EDGAR filings for CAPITAL SOUTHWEST CORP (CIK: 0000017313)

📋 Recent SEC Filings

Date Form Document Action
Mar 2, 2026 4 xslF345X05/wk-form4_1772485602.xml View →
Feb 25, 2026 8-K cswc-20260225.htm View →
Feb 9, 2026 4 xslF345X05/wk-form4_1770675293.xml View →
Feb 2, 2026 10-Q cswc-20251231.htm View →
Feb 2, 2026 8-K cswc-20260202.htm View →

Frequently Asked Questions about CSWC

What is the AI rating for CSWC?

CAPITAL SOUTHWEST CORP (CSWC) has an AI rating of SELL with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CSWC's key strengths?

Revenue growth of 16.1% YoY demonstrates top-line expansion. Moderate gross profit generation provides some operational foundation.

What are the risks of investing in CSWC?

Severely negative operating cash flow (-134.4M) indicates inability to generate cash from core operations. Artificially inflated net margin (789.3%) suggests income driven by investment gains rather than sustainable operations.

What is CSWC's revenue and growth?

CAPITAL SOUTHWEST CORP reported revenue of $10.8M.

Does CSWC pay dividends?

CAPITAL SOUTHWEST CORP pays dividends, with $108.7M distributed to shareholders in the trailing twelve months.

Where can I find CSWC SEC filings?

Official SEC filings for CAPITAL SOUTHWEST CORP (CIK: 0000017313) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CSWC's EPS?

CAPITAL SOUTHWEST CORP has a diluted EPS of $1.46.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI