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Capital Southwest stock downgraded on valuation concerns

EditorAhmed Abdulazez Abdulkadir
Published 05/16/2024, 05:16 AM
CSWC
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On Thursday, Capital Southwest Corp (NASDAQ:CSWC) received a downgrade to Market Perform from Market Outperform by JMP Securities, following the company's recent earnings report. The investment firm cited valuation concerns, suggesting that the stock was priced to perfection after Capital Southwest disclosed its quarterly results on Wednesday.

The company reported a strong quarter, with net investment income (NII) per share at $0.67, which was a penny higher than both JMP Securities' estimate and the consensus of $0.66. Capital Southwest's investment income reached $46.4 million, aligning closely with the anticipated $46.6 million. Total expenses came in at $16.7 million, which was $0.6 million lower than expected, contributing to a pretax NII that exceeded forecasts by $0.4 million ($29.8 million versus the estimated $29.3 million).

Despite the robust NII exceeding dividend payments, the company's net asset value (NAV) remained unchanged quarter over quarter at $16.77. This was attributed to a balance of strong NII and a $0.36 per share in net unrealized and realized losses. Additionally, Capital Southwest's investment portfolio showed an 8% sequential increase, growing to $1.48 billion.

InvestingPro Insights

Capital Southwest Corp (NASDAQ:CSWC) has recently displayed a notable financial performance, and insights from InvestingPro can provide a deeper understanding of the company's current market position. According to InvestingPro data, CSWC boasts a market capitalization of approximately $1.13 billion, a P/E ratio of 13.28, and a remarkable revenue growth of 63.76% in the last twelve months as of Q3 2024. This suggests that the company's growth trajectory is robust, which may interest investors looking for expanding operations.

InvestingPro Tips highlight several key aspects of CSWC that could influence investor decisions. The company pays a significant dividend with a yield of 9.36%, providing an attractive return for income-focused investors. Additionally, CSWC has maintained dividend payments for an impressive 42 consecutive years, demonstrating a commitment to shareholder returns. On the growth front, the stock has experienced a large price uptick over the last six months, with a total price return of 26.54% during that period. This could indicate a strong market confidence in the company's future prospects.

For investors seeking more detailed analysis and additional InvestingPro Tips, there are currently 9 more tips available on the InvestingPro platform. Moreover, users can take advantage of an exclusive offer by using the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, further enriching their investment strategy with comprehensive data and insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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