Financial Services [ 3/13 ] | Asset Management [ 32/164 ]
NASDAQ | Common Stock
Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments.
It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing.
In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations.
The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity.
The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments.
It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models.
The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products.
Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals.
Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation.
Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manuf
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| May 14, 24 | 0.66 Increased by +1.54% | 0.66 |
| Jan 29, 24 | 0.70 Increased by +12.90% | 0.66 Increased by +6.06% |
| Oct 30, 23 | 0.69 Increased by +32.69% | 0.65 Increased by +6.15% |
| Aug 7, 23 | 0.65 Increased by +32.65% | 0.64 Increased by +1.56% |
| May 22, 23 | 0.65 Increased by +30.00% | 0.62 Increased by +4.84% |
| Jan 30, 23 | 0.62 Increased by +21.57% | 0.56 Increased by +10.71% |
| Oct 31, 22 | 0.52 Increased by +20.93% | 0.52 |
| Aug 1, 22 | 0.49 Increased by +13.95% | 0.48 Increased by +2.08% |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Dec 31, 23 | 48.57 M Increased by +308.63% | 23.48 M Increased by +696.34% | Increased by +48.35% Increased by +94.88% |
| Sep 30, 23 | 42.78 M Increased by +157.71% | 22.62 M Increased by +139.20% | Increased by +52.89% Decreased by -7.18% |
| Jun 30, 23 | 30.28 M Increased by +258.05% | 23.81 M Increased by +848.69% | Increased by +78.65% Increased by +164.96% |
| Mar 31, 23 | 24.51 M Decreased by -2.11% | 18.18 M Decreased by -7.59% | Increased by +74.15% Decreased by -5.60% |
| Dec 31, 22 | 11.88 M Decreased by -37.71% | 2.95 M Decreased by -76.52% | Increased by +24.81% Decreased by -62.31% |
| Sep 30, 22 | 16.60 M Decreased by -11.34% | 9.46 M Increased by +307.59% | Increased by +56.98% Increased by +334.16% |
| Jun 30, 22 | 8.46 M Decreased by -58.05% | 2.51 M Decreased by -83.42% | Increased by +29.68% Decreased by -60.48% |
| Mar 31, 22 | 25.04 M Increased by +67.45% | 19.67 M Increased by +92.51% | Increased by +78.55% Increased by +14.96% |