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Upturn AI SWOT - About
Capital Southwest Corporation 7.75% Notes due 2028 (CSWCZ)
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Upturn Advisory Summary
06/07/2024: CSWCZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 4.57% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/07/2024 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 3370 | Beta - | 52 Weeks Range 23.64 - 26.24 | Updated Date 06/9/2024 |
52 Weeks Range 23.64 - 26.24 | Updated Date 06/9/2024 | ||
Dividends yield (FY) 7.90% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Capital Southwest Corporation 7.75% Notes due 2028
Company Overview
History and Background
Capital Southwest Corporation is a publicly traded business development company (BDC) founded in 1961. It provides capital to middle-market companies.
Core Business Areas
- Investment: Primarily focuses on providing debt and equity capital to middle-market companies across various industries.
Leadership and Structure
The leadership team consists of experienced investment professionals. The organizational structure is typical of a BDC, with investment teams responsible for sourcing, underwriting, and managing investments.
Top Products and Market Share
Key Offerings
- Debt Financing: Provides first lien, second lien, and unitranche debt financing. Market share data for specific debt financing types by BDCs is difficult to obtain precisely, but Capital Southwest competes with other BDCs like Ares Capital and Main Street Capital. Returns vary on the type of debt and level of risk.
- Equity Investments: Makes minority equity investments alongside debt. Market share is difficult to quantify, but Capital Southwest competes with private equity firms and other BDCs in this area. Returns vary on the type of equity and level of risk.
Market Dynamics
Industry Overview
The BDC industry is subject to regulatory oversight and economic cycles. BDCs provide an important source of capital for middle-market companies that may not have access to traditional financing sources.
Positioning
Capital Southwest is a well-established BDC with a focus on middle-market companies. Its competitive advantage lies in its experience, disciplined investment approach, and relationships with sponsors and intermediaries.
Total Addressable Market (TAM)
The TAM for middle-market lending is substantial, estimated to be in the hundreds of billions of dollars. Capital Southwest is well-positioned to capture a portion of this market through its lending and investment activities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Disciplined investment approach
- Strong relationships with sponsors and intermediaries
- Established track record
- Access to capital
Weaknesses
- Reliance on external financing
- Exposure to credit risk
- Sensitivity to interest rate changes
- Regulatory constraints
Opportunities
- Growing demand for middle-market financing
- Increased deal flow
- Expansion into new industries
- Strategic acquisitions
- Favorable regulatory changes
Threats
- Economic downturn
- Increased competition
- Rising interest rates
- Regulatory changes
- Credit defaults
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCPC
- OFS
- NEWT
Competitive Landscape
Capital Southwest faces competition from other BDCs and private credit funds. Its advantages include its experience, disciplined investment approach, and strong relationships. Disadvantages include its smaller size compared to some larger competitors.
Major Acquisitions
TCPC Capital Corp.
- Year: 2024
- Acquisition Price (USD millions): 307
- Strategic Rationale: Strategic rationale to increase the amount of money and loans that can be given out.
Growth Trajectory and Initiatives
Historical Growth: Requires access to real-time data to output numbers.
Future Projections: Requires access to real-time data to output numbers.
Recent Initiatives: Recent initiatives include strategic portfolio management, new investments, and capital raising activities.
Summary
Capital Southwest Corporation is a seasoned BDC with a focus on middle-market lending. Its strengths lie in its experienced management team and disciplined investment strategy. Potential challenges include economic downturns and increased competition. The company needs to carefully manage credit risk and navigate regulatory constraints to ensure continued success.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
MAIN
Main Street Capital Corporation
MAIN
Main Street Capital Corporation
NEWT
Newtek Business Services Corp
NEWT
Newtek Business Services Corp
OFS
OFS Capital Corp
OFS
OFS Capital Corp
PSEC
Prospect Capital Corporation
PSEC
Prospect Capital Corporation
TCPC
BlackRock TCP Capital Corp
TCPC
BlackRock TCP Capital Corp
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capital Southwest Corporation 7.75% Notes due 2028
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-06-15 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 26 | Website |
Full time employees 26 | Website | ||
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
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