Capital Southwest (FRA:SFW) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
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.

FRA:SFW Capital Southwest Corp FRA:SFW
56 GF Score
Price €21.14
GF Value €22.42
Valuation Fairly Valued
! 9 Warning Signs
View Full Analysis

What is Capital Southwest ROC (Joel Greenblatt) %?

Capital Southwest FRA:SFW +1.54% 56 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates FRA:SFW with a GF Score™ of 56/100 and a GF Value™ of €22.42 (Fairly Valued). The stock has 9 warning signs investors should review. Among 627 Asset Management companies, Capital Southwest ranks worse than 159489.47% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

FRA:SFW
56GF Score
Capital Southwest Corp FRA:SFW
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
Capital Southwest (FRA:SFW) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Capital Southwest and its competitors. According to the industry distribution chart, Capital Southwest ranks #999999 out of 627 companies in the Asset Management industry.
Is Capital Southwest's ROC (Joel Greenblatt) % too high?
Capital Southwest's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Capital Southwest ranks #999999 out of 627 companies in the Asset Management industry, which is in the bottom quartile relative to peers. 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 ROC (Joel Greenblatt) % compare to BTT and QQQX?
According to the Asset Management industry distribution chart, Capital Southwest ranks #999999 out of 627 companies for ROC (Joel Greenblatt) %. This places Capital Southwest in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.97. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.97, based on 627 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current ROC (Joel Greenblatt) % is %. 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 (FRA:SFW) is currently considered Fairly Valued. The stock's GF Value™ is €22.42, compared to a current price of €21.14 — trading 5.7% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. Capital Southwest's overall GF Score™ is 56/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Capital Southwest (FRA:SFW), the current ROC (Joel Greenblatt) % is % as of Mar. 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 (FRA:SFW) Overvalued in 2026?

Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued. The current stock price of €21.14 is trading 5.7% below its estimated GF Value™ of €22.42. GuruFocus considers Capital Southwest to be Fairly Valued.

Key valuation signals for FRA:SFW:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: €22.42 vs. price of €21.14 (5.7% below fair value)
  • GF Score™: 56/100 with 9 warning signs

No single metric tells the full story. See the FRA:SFW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Capital Southwest Business Description

Other Exchanges CSWC:USA
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.
56GF Score

Get the complete analysis for FRA:SFW

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€21.14
Price
€22.42
GF Value