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Capital SouthwestCSWC +1.54%57 3-Year Book Growth Rate is 0.70% as of Jun. 2026, which is 63% below its 10-year median of 1.90. GuruFocus rates CSWC with a GF Score™ of 57/100 and a GF Value™ of $26.98 (Fairly Valued). The stock has 11 warning signs investors should review. Among 1,539 Asset Management companies, Capital Southwest ranks worse than 57.05% on this metric.
During the past 12 months, Capital Southwest's average Book Value per Share Growth Rate was 0.10% per year.
During the past 3 years, the average Book Value per Share Growth Rate was 0.70% per year.
During the past 5 years, the average Book Value per Share Growth Rate was 0.60% per year.
During the past 10 years, the average Book Value per Share Growth Rate was -0.90% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of Capital Southwest was 35.30% per year. The lowest was -29.10% per year. And the median was 1.90% per year.
Capital Southwest (NAS:CSWC) 3-Year Book Growth Rate Explanation
Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.
Capital Southwest 3-Year Book Growth Rate Related Terms
CSWC vs QQQX, BTT, ECAT: 3-Year Book Growth Rate Comparison
For the Asset Management subindustry, Capital Southwest's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate 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 3-Year Book Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's 3-Year Book Growth Rate distribution charts can be found below:
* The bar in red indicates where Capital Southwest's 3-Year Book Growth Rate falls into.
Capital Southwest 3-Year Book Growth Rate Calculation
This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
What does a 3-Year Book Growth Rate of 0.70% mean?
Capital Southwest (CSWC) has a 3-Year Book Growth Rate of 0.70% as of Jun. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Capital Southwest and its competitors. This is 63% below median its historical median of 1.90. According to the industry distribution chart, Capital Southwest ranks #878 out of 1539 companies in the Asset Management industry, placing it in the top 57.1%.
Is Capital Southwest's 3-Year Book Growth Rate too high?
Capital Southwest's current 3-Year Book Growth Rate of 0.70% is 63% below median its 10-year median of 1.90. The Asset Management industry median 3-Year Book Growth Rate is 2.10. Capital Southwest's value of 0.70% is 66.7% below this industry median. Based on the distribution chart, Capital Southwest ranks #878 out of 1539 companies in the Asset Management industry, which is below the industry midpoint. Overall, Capital Southwest has a GF Score™ of 57/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's 3-Year Book Growth Rate compare to QQQX and BTT?
According to the Asset Management industry distribution chart, Capital Southwest ranks #878 out of 1539 companies for 3-Year Book Growth Rate. This places Capital Southwest in the lower half of its industry. The industry median 3-Year Book Growth Rate is 2.10. Capital Southwest's value of 0.70% is 66.7% below this benchmark. While the company's 10-year median is 1.90 vs. the industry median of 2.10, Capital Southwest has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.10, based on 1,539 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current 3-Year Book Growth Rate of 0.70% is 66.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Capital Southwest and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current 3-Year Book Growth Rate is 0.70%, which is 63% below median its own 10-year median of 1.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Southwest stock overvalued right now?
Based on GuruFocus' analysis, Capital Southwest (CSWC) is currently considered Fairly Valued. The stock's GF Value™ is $26.98, compared to a current price of $25.13 — trading 6.9% below its estimated fair value. The current 3-Year Book Growth Rate is 0.70%, which is 63% below median its 10-year median of 1.90 and 66.7% below the Asset Management industry median of 2.10. Capital Southwest's overall GF Score™ is 57/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For Capital Southwest (CSWC), the current 3-Year Book Growth Rate is 0.70% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Capital Southwest (CSWC) Overvalued in 2026?
Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued.
The current stock price of $25.13 is trading 6.9% below its estimated GF Value™ of $26.98.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
3-Year Book Growth Rate: 0.70% (63% below median its 10-year median of 1.90)
GF Value™: $26.98 vs. price of $25.13 (6.9% below fair value)
Industry Position: 66.7% below the Asset Management median (#878 of 1539)
No single metric tells the full story. See the CSWC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
57GF Score
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