Capital Southwest Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
FY Revenue (est.)
$265.7Mnext fiscal year
FY EPS (est.)
$2.24next fiscal year
Monitoring Framework
Key Performance Indicators
Net Asset Value (NAV) Per Share Quarterly16.7Target: Maintain stability near $16.70
Non-Accrual Rate (as % of Portfolio Fair Value) Quarterly110.0%Target: Below 1.5%
Operating Expense Ratio (LTM of Assets) Annually143.0%Target: Below 1.50%
Total Investment Income Growth (YoY) Annually1,350.0%Target: Double-digit annual growth
Watch Items
- Federal Reserve Interest Rate PolicyTrigger: Cumulative rate cuts exceeding 100 basis pointsAction: Assess impact on floating-rate debt portfolio yields and evaluate hedging or asset-mix adjustments.
- At-The-Market (ATM) Equity Program DilutionTrigger: Issuance of shares below Net Asset Value (NAV)Action: Review capital deployment efficiency and ensure newly raised equity is accretive to Net Investment Income.
Research as of 20 Jun 2026