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Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.
The historical rank and industry rank for Capital Southwest's Peter Lynch Fair Value or its related term are showing as below:
During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Capital Southwest was 0.81. The lowest was 0.15. And the median was 0.41.
Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.
The historical data trend for Capital Southwest's Peter Lynch Fair Value can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Capital Southwest's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
For the Asset Management industry and Financial Services sector, Capital Southwest's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:
* The bar in red indicates where Capital Southwest's Price-to-Peter-Lynch-Fair-Value falls into.
Capital Southwest's Peter Lynch Fair Value for today is calculated as
Peter Lynch Fair Value | = | PEG Ratio | * | 5-Year TTM Book Value Growth Rate** | * | EPS without NRI (TTM) |
= | 1 | * | N/A | * | 1.1 | |
= | N/A |
Capital Southwest's EPS without NRI for the trailing twelve months (TTM) uses the latest annual data, which was $1.10.
* Note that for companies that do not have enough quarterly data to calculate the 5-Year TTM EBITDA Growth Rate, we use the annual data for the calculation.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
** Please be aware that the 5-Year TTM Book Value Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data is the latest quarter data. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.
If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.
If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.
Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.
Capital Southwest (NAS:CSWC) Peter Lynch Fair Value Explanation
Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.
Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.
Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of Book Value per share over the past 5 years, which is 0 instead of 15 in this case.
Capital Southwest's Price to Peter Lynch Fair Value Ratio for today is calculated as
Price to Peter Lynch Fair Value | = | Share Price | / | Peter Lynch Fair Value |
= | 24.79 | / | N/A | |
= | N/A |
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Thank you for viewing the detailed overview of Capital Southwest's Peter Lynch Fair Value provided by GuruFocus.com. Please click on the following links to see related term pages.
Ramona Lynn Rogers-windsor | director | 280 PARK AVENUE, 10TH FLOOR, NEW YORK NY 10017 |
Christine Battist | director | 601 CARLSON PARKWAY, SUITE 250, MINNETONKA MN 55305 |
David R Brooks | director | 1600 REDBUD BOULEVARD, SUITE 400, MCKINNEY TX 75069 |
Michael Scott Sarner | officer: Chief Financial Officer | 5400 LYNDON B. JOHNSON FREEWAY, SUITE 1300, DALLAS TX 75240 |
Thomas William R Iii | director | 12900 PRESTON ROAD, SUITE 700, DALLAS TX 75230 |
Thomas Duane Morgan | director | 9800 RICHMOND AVE, SUITE 305, HOUSTON TX 77042 |
Joshua S. Weinstein | officer: Senior Managing Director | C/O CAPITAL SOUTHWEST CORPORATION, 5400 LYNDON B JOHNSON FREEWAY, SUITE 130, DALLAS TX 75240 |
Bowen S Diehl | director, officer: President and CEO | 12900 PRESTON ROAD, SUITE 700, DALLAS TX 75230 |
Jack D Furst | director | 2591 LAKESIDE PARKWAY, SUITE 100, FLOWER MOUND TX 75022 |
John H Wilson | director | 12900 PRESTON RD, STE 700, DALLAS TX 75230 |
Douglas M. Kelley | officer: Sr. VP & Managing Director | 5400 LBJ FREEWAY, SUITE 1300, DALLAS TX 75240 |
Moab Partners Lp | 10 percent owner | PO BOX 352, SHORT HILLS NJ 07078 |
Moab Capital Partners Llc | 10 percent owner | PO BOX 352, SHORT HILLS NJ 07078 |
Joseph B Armes | director, officer: President | 5420 LYNDON B, JOHNSON FREEWAY, SUITE 500, DALLAS TX 75240 |
Moab Gp Llc | 10 percent owner | 15 EAST 62ND STREET, NEW YORK NY 10021 |
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