SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Capital Southwest Corporation (CSWC) trades at a trailing P/E of 12.7, forward P/E of 9.9. Trailing earnings yield is 7.88%, forward earnings yield 10.06%. PEG 0.63 (Peter Lynch undervalued ≤1.0). Graham Number is $26.41.
Criteria proven by this page:
- VALUE (67/100, Pass) — P/E is below market average (12.7); PEG ≤ 1.0 — Peter Lynch undervalued (0.63); earnings yield beats bond yields (7.88%).
- Forward P/E 9.9 (down from trailing 12.7) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.63 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 7.88% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 10.06% as earnings recover.
- Analyst consensus target $22.17 (-6.5% downside) — slight downside risk — the market may be ahead of analyst expectations.
Overall SharesGrow Score: 76/100 with 5/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
67/100
Price-to-Earnings & upside
Proven by this page
✗
HEALTH
33/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — CSWC
Valuation Multiples
P/E (TTM)12.7
Forward P/E9.9
PEG Ratio0.63
Forward PEG3.31
P/B Ratio1.31
P/S Ratio6.39
EV/EBITDA14.3
Per Share Data
EPS (TTM)$1.79
Forward EPS (Est.)$2.39
Book Value / Share$17.31
Revenue / Share$3.72
FCF / Share$-1.19
Yields & Fair Value
Earnings Yield7.88%
Forward Earnings Yield10.06%
Dividend Yield11.27%
Graham Number$26.41
SharesGrow IV$34.31 (+44.6%)
Analyst Target$22.17 (-6.5%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
-40.2 |
0.36 |
0.80 |
14.91 |
6.71% |
| 2017 |
11.4 |
-0.02 |
0.94 |
6.79 |
2.24% |
| 2018 |
7.0 |
0.11 |
0.89 |
4.71 |
6.79% |
| 2019 |
10.9 |
-0.57 |
1.11 |
5.92 |
11.76% |
| 2020 |
-9.2 |
0.06 |
0.76 |
13.18 |
24.49% |
| 2021 |
8.3 |
-0.03 |
1.26 |
5.82 |
13.88% |
| 2022 |
12.7 |
-0.42 |
1.29 |
5.27 |
10.82% |
| 2023 |
16.1 |
-0.39 |
0.90 |
5.91 |
13.32% |
| 2024 |
12.1 |
0.14 |
1.33 |
6.61 |
10.23% |
| 2025 |
15.0 |
-0.53 |
1.20 |
6.46 |
11.83% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$-0.34 |
$14.55M |
$-5.4M |
-37.1% |
| 2017 |
$1.48 |
$38.39M |
$23.47M |
61.1% |
| 2018 |
$2.44 |
$53.19M |
$39.31M |
73.9% |
| 2019 |
$1.98 |
$48.87M |
$33.06M |
67.6% |
| 2020 |
$-1.24 |
$62.04M |
$-22.35M |
-36% |
| 2021 |
$2.67 |
$72.58M |
$50.88M |
70.1% |
| 2022 |
$1.87 |
$83M |
$42.82M |
51.6% |
| 2023 |
$1.10 |
$90.33M |
$33.09M |
36.6% |
| 2024 |
$2.05 |
$138.53M |
$83.39M |
60.2% |
| 2025 |
$2.46 |
$204.44M |
$118.18M |
57.8% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$2.39 |
$2.31 – $2.40 |
$236M |
$235.62M – $236.61M |
4 |
| 2027 |
$2.31 |
$2.20 – $2.46 |
$260.79M |
$258.22M – $263.67M |
5 |
| 2028 |
$2.53 |
$2.45 – $2.61 |
$309.82M |
$302.56M – $317.15M |
1 |
