CSWC (Capital Southwest) Momentum Rank: 5 (As of Jul. 28, 2026) — 29% Below Median

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CSWC Capital Southwest Corp CSWC
54 GF Score
Price $23.82
GF Value $26.72
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Capital Southwest Momentum Rank?

Capital Southwest CSWC +1.15% 54 Momentum Rank is 5 as of Jul. 28, 2026, which is 29% below its 10-year median of 7.00. GuruFocus rates CSWC with a GF Score™ of 54/100 and a GF Value™ of $26.72 (Modestly Undervalued). The stock has 9 warning signs investors should review.

Capital Southwest has the Momentum Rank of 5.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Capital Southwest Momentum Rank Related Terms

CSWC vs QQQX, BTT, ECAT: Momentum Rank Comparison

For the Asset Management subindustry, Capital Southwest's Momentum Rank, along with its competitors' market caps and Momentum Rank 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 Momentum Rank vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Capital Southwest's Momentum Rank distribution charts can be found below:

* The bar in red indicates where Capital Southwest's Momentum Rank falls into.


CSWC
54GF Score
Capital Southwest Corp CSWC
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 5 mean?
Capital Southwest (CSWC) has a Momentum Rank of 5 as of Jul. 28, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Capital Southwest and its competitors. This is 29% below median its historical median of 7.00. Over the past decade, Capital Southwest's Momentum Rank has ranged from 1.00 to 10.00.
Is Capital Southwest's Momentum Rank too high?
Capital Southwest's current Momentum Rank of 5 is 29% below median its 10-year median of 7.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 10.00. Overall, Capital Southwest has a GF Score™ of 54/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's Momentum Rank compare to QQQX and BTT?
Capital Southwest's Momentum Rank of 5 can be compared against companies in the Asset Management industry. Historically, Capital Southwest's own Momentum Rank has ranged from 1.00 to 10.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Momentum Rank for an Asset Management company?
A good Momentum Rank depends on the Asset Management industry context. However, Momentum Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Capital Southwest and its competitors. Capital Southwest's current Momentum Rank is 5, which is 29% below median its own 10-year median of 7.00. 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 Modestly Undervalued. The stock's GF Value™ is $26.72, compared to a current price of $23.82 — trading 10.9% below its estimated fair value. The current Momentum Rank is 5, which is 29% below median its 10-year median of 7.00. Capital Southwest's overall GF Score™ is 54/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For Capital Southwest (CSWC), the current Momentum Rank is 5 as of Jul. 28, 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 $23.82 is trading 10.9% below its estimated GF Value™ of $26.72. GuruFocus considers Capital Southwest to be Modestly Undervalued.

Key valuation signals for CSWC:

  • Momentum Rank: 5 (29% below median its 10-year median of 7.00)
  • GF Value™: $26.72 vs. price of $23.82 (10.9% below fair value)
  • GF Score™: 54/100 with 9 warning signs

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 Business Description

Other Exchanges SFW: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.
54GF Score

Get the complete analysis for CSWC

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

$23.82
Price
$26.72
GF Value