Capital Southwest (HAM:SFW) Beta: N/A (As of Jul. 09, 2026)


HAM:SFW Capital Southwest Corp HAM:SFW
56 GF Score
Price €20.66
GF Value €22.42
Valuation Fairly Valued
! 6 Warning Signs
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What is Capital Southwest Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-07-09), Capital Southwest's Beta is Not available.

Capital Southwest  (HAM:SFW) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Capital Southwest Beta Related Terms

Capital Southwest Beta Historical Data

* Premium members only.

The historical data trend for Capital Southwest's Beta 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.

Capital Southwest Beta Chart

Capital Southwest Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

Capital Southwest Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00
HAM:SFW
56GF Score
Capital Southwest Corp HAM:SFW
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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Capital Southwest Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Is Capital Southwest (HAM:SFW) Overvalued in 2026?

Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued. The current stock price of €20.66 is trading 7.9% below its estimated GF Value™ of €22.42. GuruFocus considers Capital Southwest to be Fairly Valued.

Key valuation signals for HAM:SFW:

  • Beta: N/A
  • GF Value™: €22.42 vs. price of €20.66 (7.9% below fair value)
  • GF Score™: 56/100 with 6 warning signs

No single metric tells the full story. See the HAM:SFW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Capital Southwest Business Description

Other Exchanges CSWC:USASFW:Germany
Address 8333 Douglas Avenue, Suite 1100, Dallas, TX, USA, 75225
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is 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 partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
56GF Score

Get the complete analysis for HAM:SFW

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€20.66
Price
€22.42
GF Value