3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-09), Capital Southwest's 3-1 Month Momentum % is 3.84%.
The industry rank for Capital Southwest's 3-1 Month Momentum % or its related term are showing as below:
CSWC's 3-1 Month Momentum % is ranked better than 58.57% of 1627
companies
in the Asset Management industry
Industry Median: 0.52
vs CSWC: 3.84
Capital Southwest (NAS:CSWC) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Capital Southwest 3-1 Month Momentum % Related Terms
CSWC vs BTT, QQQX, NFJ: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Capital Southwest's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Capital Southwest's 3-1 Month Momentum % falls into.
Capital Southwest (NAS:CSWC) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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 (CSWC) has a 3-1 Month Momentum % of 3.84% as of Jul. 09, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Capital Southwest and its competitors. According to the industry distribution chart, Capital Southwest ranks #674 out of 1627 companies in the Asset Management industry, placing it in the top 41.4%.
Is Capital Southwest's 3-1 Month Momentum % too high?
Capital Southwest's current 3-1 Month Momentum % is 3.84%. The Asset Management industry median 3-1 Month Momentum % is 0.52. Capital Southwest's value of 3.84% is 638.5% above this industry median. Based on the distribution chart, Capital Southwest ranks #674 out of 1627 companies in the Asset Management industry, which is above the industry midpoint. Overall, Capital Southwest has a GF Score™ of 56/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's 3-1 Month Momentum % compare to BTT and QQQX?
According to the Asset Management industry distribution chart, Capital Southwest ranks #674 out of 1627 companies for 3-1 Month Momentum %. This puts Capital Southwest in the upper half of its industry. The industry median 3-1 Month Momentum % is 0.52. Capital Southwest's value of 3.84% is 638.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.52, based on 1,627 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current 3-1 Month Momentum % of 3.84% is 638.5% 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current 3-1 Month Momentum % is 3.84%. 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 $26.03, compared to a current price of $23.63 — trading 9.2% below its estimated fair value. The current 3-1 Month Momentum % is 3.84% and 638.5% above the Asset Management industry median of 0.52. Capital Southwest's overall GF Score™ is 56/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Capital Southwest (CSWC), the current 3-1 Month Momentum % is 3.84% as of Jul. 09, 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 $23.63 is trading 9.2% below its estimated GF Value™ of $26.03.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
3-1 Month Momentum %: 3.84%
GF Value™: $26.03 vs. price of $23.63 (9.2% below fair value)
Industry Position: 638.5% above the Asset Management median (#674 of 1627)
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.
56GF Score
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