ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Capital Southwest Corp ?
1
Strong Long Term Fundamental Strength with a 173.70% CAGR growth in Operating Profits
2
Positive results in Jun 25
- DIVIDEND PER SHARE(HY) Highest at USD 5.94
- INTEREST COVERAGE RATIO(Q) Highest at 310.65
- RAW MATERIAL COST(Y) Fallen by -0.31% (YoY)
3
With ROE of 7.94%, it has a very attractive valuation with a 1.34 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -7.66%, its profits have fallen by -16.2%
4
High Institutional Holdings at 36.27%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 2.95% over the previous quarter.
5
Below par performance in long term as well as near term
- Along with generating -7.66% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Capital Southwest Corp should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Capital Southwest Corp for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Capital Southwest Corp
-6.86%
-0.74
24.47%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
13.64%
EBIT Growth (5y)
173.70%
EBIT to Interest (avg)
3.23
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
11.16%
Dividend Payout Ratio
157.40%
Pledged Shares
0
Institutional Holding
36.27%
ROCE (avg)
18.17%
ROE (avg)
10.85%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
1.34
EV to EBIT
8.43
EV to EBITDA
8.07
EV to Capital Employed
1.35
EV to Sales
7.20
PEG Ratio
NA
Dividend Yield
33.43%
ROCE (Latest)
16.07%
ROE (Latest)
7.94%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend18What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 5.94
INTEREST COVERAGE RATIO(Q)
Highest at 310.65
RAW MATERIAL COST(Y)
Fallen by -0.31% (YoY
CASH AND EQV(HY)
Highest at USD 93.41 MM
NET SALES(Q)
Highest at USD 77.88 MM
PRE-TAX PROFIT(Q)
Highest at USD 30.47 MM
NET PROFIT(Q)
Highest at USD 26.67 MM
-2What is not working for the Company
INTEREST(9M)
At USD 45.19 MM has Grown at 27.75%
Here's what is working for Capital Southwest Corp
Net Sales
At USD 77.88 MM has Grown at 97.5%
over average net sales of the previous four periods of USD 39.43 MMMOJO Watch
Near term sales trend is extremely positive
Net Sales (USD MM)
Interest Coverage Ratio
Highest at 310.65
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Dividend per share
Highest at USD 5.94 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 77.88 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 30.47 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 30.47 MM has Grown at 52.73%
over average net sales of the previous four periods of USD 19.95 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 26.67 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Profit
At USD 26.67 MM has Grown at 52.02%
over average net sales of the previous four periods of USD 17.54 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Cash and Eqv
Highest at USD 93.41 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Raw Material Cost
Fallen by -0.31% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at USD 1.68 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
Here's what is not working for Capital Southwest Corp
Interest
At USD 45.19 MM has Grown at 27.75%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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