Capital SouthwestCSWC +0.85%57 PB Ratio is 1.39 as of Jun. 25, 2026, which is 19% above its 10-year median of 1.17. GuruFocus rates CSWC with a GF Score™ of 57/100 and a GF Value™ of $25.51 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,607 Asset Management companies, Capital Southwest ranks worse than 78.22% on this metric.
The historical rank and industry rank for Capital Southwest's PB Ratio or its related term are showing as below:
CSWC'
s PB Ratio Range Over the Past 10 Years
Min: 0.56 Med: 1.17 Max: 1.73
Current: 1.39
During the past 13 years, Capital Southwest's highest PB Ratio was 1.73. The lowest was 0.56. And the median was 1.17.
CSWC's PB Ratio is ranked worse than 78.22% of 1607
companies
in the Asset Management industry
Industry Median: 0.95
vs CSWC: 1.39
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.
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.
The PB Ratio works the best for the businesses that earn most of their profit from their assets, e.g. banks and insurance companies.
Be Aware
Some businesses have very light assets, such as software companies or insurance agencies. The PB Ratio does not work well for these companies. Some companies even have negative equity, so the PB Ratio cannot be applied to them.
Capital Southwest PB Ratio Related Terms
Capital Southwest PB Ratio Historical Data
* Premium members only.
The historical data trend for Capital Southwest's PB Ratio 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 PB Ratio, along with its competitors' market caps and PB Ratio 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 PB Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's PB Ratio distribution charts can be found below:
* The bar in red indicates where Capital Southwest's PB Ratio falls into.
The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. It is a ratio widely used to value stocks.
* 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.
It can also be calculated from the numbers for the whole company:
A closely related ratio is called Price-to-Tangible-Book. The difference between Price-to-Tangible-Book and PB Ratio is that book value other than intangibles are used in the calculation.
Capital Southwest (CSWC) has a PB Ratio of 1.39 as of Jun. 25, 2026. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Capital Southwest and its competitors. This is 19% above median its historical median of 1.17. Over the past decade, Capital Southwest's PB Ratio has ranged from 0.56 to 1.73. According to the industry distribution chart, Capital Southwest ranks #1257 out of 1607 companies in the Asset Management industry, placing it in the top 78.2%.
Is Capital Southwest's PB Ratio too high?
Capital Southwest's current PB Ratio of 1.39 is 19% above median its 10-year median of 1.17. Over the past 10 years, this metric has ranged from a low of 0.56 to a high of 1.73. The Asset Management industry median PB Ratio is 0.95. Capital Southwest's value of 1.39 is 46.3% above this industry median. Based on the distribution chart, Capital Southwest ranks #1257 out of 1607 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 PB Ratio compare to BTT and HYT?
According to the Asset Management industry distribution chart, Capital Southwest ranks #1257 out of 1607 companies for PB Ratio. This places Capital Southwest in the lower half of its industry. The industry median PB Ratio is 0.95. Capital Southwest's value of 1.39 is 46.3% above this benchmark. Historically, Capital Southwest's own PB Ratio has ranged from 0.56 to 1.73 over the past decade. While the company's 10-year median is 1.17 vs. the industry median of 0.95, Capital Southwest has consistently been above 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 PB Ratio for an Asset Management company?
The median PB Ratio among Asset Management companies is 0.95, based on 1,607 companies in the industry. Companies in the top quartile (top 25%) have a PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current PB Ratio of 1.39 is 46.3% above 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 PB Ratio mean?
A high PB Ratio can signal that a stock is expensive relative to its fundamentals. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median PB Ratio is 0.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current PB Ratio is 1.39, which is 19% above median its own 10-year median of 1.17. 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 $25.51, compared to a current price of $23.14 — trading 9.3% below its estimated fair value. The current PB Ratio is 1.39, which is 19% above median its 10-year median of 1.17 and 46.3% above the Asset Management industry median of 0.95. Capital Southwest's overall GF Score™ is 57/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PB Ratio calculated?
PB Ratio is calculated from a company's financial statements. For Capital Southwest (CSWC), the current PB Ratio is 1.39 as of Jun. 25, 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 $23.14 is trading 9.3% below its estimated GF Value™ of $25.51.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
PB Ratio: 1.39 (19% above median its 10-year median of 1.17)
GF Value™: $25.51 vs. price of $23.14 (9.3% below fair value)
Industry Position: 46.3% above the Asset Management median (#1257 of 1607)
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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