Capital SouthwestCSWC +0.78%57 PEG Ratio is 20.28 as of Jun. 25, 2026, which is 36% above its 10-year median of 14.86. 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 497 Asset Management companies, Capital Southwest ranks worse than 92.15% on this metric.
PE Ratio without NRI / 5-Year Book Value Growth Rate*
* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Capital Southwest's PEG Ratio or its related term are showing as below:
CSWC'
s PEG Ratio Range Over the Past 10 Years
Min: 7.19 Med: 14.86 Max: 173.33
Current: 20.28
During the past 13 years, Capital Southwest's highest PEG Ratio was 173.33. The lowest was 7.19. And the median was 14.86.
CSWC's PEG Ratio is ranked worse than 92.15% of 497
companies
in the Asset Management industry
Industry Median: 1.72
vs CSWC: 20.28
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Capital Southwest (NAS:CSWC) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Capital Southwest PEG Ratio Related Terms
Capital Southwest PEG Ratio Historical Data
* Premium members only.
The historical data trend for Capital Southwest's PEG 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 PEG Ratio, along with its competitors' market caps and PEG 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 PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Capital Southwest's PEG Ratio falls into.
* 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.
* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Capital Southwest (CSWC) has a PEG Ratio of 20.28 as of Jun. 25, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Capital Southwest and its competitors. This is 36% above median its historical median of 14.86. Over the past decade, Capital Southwest's PEG Ratio has ranged from 7.19 to 173.33. According to the industry distribution chart, Capital Southwest ranks #458 out of 497 companies in the Asset Management industry, placing it in the top 92.2%.
Is Capital Southwest's PEG Ratio too high?
Capital Southwest's current PEG Ratio of 20.28 is 36% above median its 10-year median of 14.86. Over the past 10 years, this metric has ranged from a low of 7.19 to a high of 173.33. The Asset Management industry median PEG Ratio is 1.72. Capital Southwest's value of 20.28 is 1079.1% above this industry median. Based on the distribution chart, Capital Southwest ranks #458 out of 497 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 PEG Ratio compare to BTT and HYT?
According to the Asset Management industry distribution chart, Capital Southwest ranks #458 out of 497 companies for PEG Ratio. This places Capital Southwest in the lower half of its industry. The industry median PEG Ratio is 1.72. Capital Southwest's value of 20.28 is 1079.1% above this benchmark. Historically, Capital Southwest's own PEG Ratio has ranged from 7.19 to 173.33 over the past decade. While the company's 10-year median is 14.86 vs. the industry median of 1.72, 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 497 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current PEG Ratio of 20.28 is 1079.1% 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current PEG Ratio is 20.28, which is 36% above median its own 10-year median of 14.86. 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 $23.12 — trading 9.4% below its estimated fair value. The current PEG Ratio is 20.28, which is 36% above median its 10-year median of 14.86 and 1079.1% above the Asset Management industry median of 1.72. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Capital Southwest (CSWC), the current PEG Ratio is 20.28 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 $23.12 is trading 9.4% below its estimated GF Value™ of $25.51.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
PEG Ratio: 20.28 (36% above median its 10-year median of 14.86)
GF Value™: $25.51 vs. price of $23.12 (9.4% below fair value)
Industry Position: 1079.1% above the Asset Management median (#458 of 497)
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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