Capital Southwest (Capital Southwest) 5-Year Yield-on-Cost %

: 19.92 (As of Today)

View and export this data going back to 1990. Start your Free Trial

Capital Southwest's yield on cost for the quarter that ended in Dec. 2023 was 19.92.

The historical rank and industry rank for Capital Southwest's 5-Year Yield-on-Cost % or its related term are showing as below:

CSWC' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.34 Med: 12.74 Max: 35.17
Current: 19.92

During the past 13 years, Capital Southwest's highest Yield on Cost was 35.17. The lowest was 1.34. And the median was 12.74.

CSWC's 5-Year Yield-on-Cost % is ranked better than
95.32% of 1219 companies
in the Asset Management industry
Industry Median: 6.04 vs CSWC: 19.92

Competitive Comparison

For the Asset Management subindustry, Capital Southwest's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.

Capital Southwest 5-Year Yield-on-Cost % Distribution

For the Asset Management industry and Financial Services sector, Capital Southwest's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Capital Southwest's 5-Year Yield-on-Cost % falls into.

Capital Southwest 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Capital Southwest is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

Capital Southwest (NAS:CSWC) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

Capital Southwest 5-Year Yield-on-Cost % Related Terms

Thank you for viewing the detailed overview of Capital Southwest's 5-Year Yield-on-Cost % provided by GuruFocus.com. Please click on the following links to see related term pages.

Capital Southwest (Capital Southwest) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Capital Southwest Corp (NAS:CSWC) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

SFW:Germany

Address

8333 Douglas Avenue, Suite 1100, Dallas, TX, USA, 75225

Website

https://www.capitalsouthwest.com

Capital Southwest Corp is an us-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnership with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien and subordinated debt, preferred stock and common stock and warrants. The primary source company's revenue comprises interest income and dividend income from investments made as well as management fees.

Executives

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