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Capital SouthwestCSWC 56 Shiller PE Ratio is 12.61 as of Aug. 01, 2026, which is 81% above its 10-year median of 6.96. GuruFocus rates CSWC with a GF Score™ of 56/100 and a GF Value™ of $26.87 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 777 Asset Management companies, Capital Southwest ranks better than 50.19% on this metric.
The historical rank and industry rank for Capital Southwest's Shiller PE Ratio or its related term are showing as below:
CSWC'
s Shiller PE Ratio Range Over the Past 10 Years
Min: 2.41 Med: 6.96 Max: 15.6
Current: 12.59
During the past years, Capital Southwest's highest Shiller PE Ratio was 15.60. The lowest was 2.41. And the median was 6.96.
CSWC's Shiller PE Ratio is ranked better than 50.19% of 777
companies
in the Asset Management industry
Industry Median: 12.59
vs CSWC: 12.59
E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.
Capital Southwest's adjusted earnings per share data for the three months ended in Mar. 2026 was $0.440. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $1.87 for the trailing ten years ended in Mar. 2026.
Shiller PE for Stocks: The True Measure of Stock Valuation
Capital Southwest (NAS:CSWC) Shiller PE Ratio Explanation
Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.
If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.
Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.
Be Aware
Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.
Capital Southwest Shiller PE Ratio Related Terms
Capital Southwest Shiller PE Ratio Historical Data
* Premium members only.
The historical data trend for Capital Southwest's Shiller PE 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.
CSWC vs QQQX, BTT, ECAT: Shiller PE Ratio Comparison
For the Asset Management subindustry, Capital Southwest's Shiller PE Ratio, along with its competitors' market caps and Shiller PE 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 Shiller PE Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's Shiller PE Ratio distribution charts can be found below:
* The bar in red indicates where Capital Southwest's Shiller PE Ratio falls into.
For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.
The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.
* 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's E10 for the quarter that ended in Mar. 2026 is calculated as:
For example, Capital Southwest's adjusted earnings per share data for the three months ended in Mar. 2026 was:
Add all the adjusted EPS together and divide 10 will get our E10.
Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.
Capital Southwest (CSWC) has a Shiller PE Ratio of 12.61 as of Aug. 01, 2026. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Capital Southwest and its competitors. This is 81% above median its historical median of 6.96. Over the past decade, Capital Southwest's Shiller PE Ratio has ranged from 2.41 to 15.60. According to the industry distribution chart, Capital Southwest ranks #387 out of 777 companies in the Asset Management industry, placing it in the top 49.8%.
Is Capital Southwest's Shiller PE Ratio too high?
Capital Southwest's current Shiller PE Ratio of 12.61 is 81% above median its 10-year median of 6.96. Over the past 10 years, this metric has ranged from a low of 2.41 to a high of 15.60. The Asset Management industry median Shiller PE Ratio is 12.59. Capital Southwest's value of 12.61 is 0.2% above this industry median. Based on the distribution chart, Capital Southwest ranks #387 out of 777 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 Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's Shiller PE Ratio compare to QQQX and BTT?
According to the Asset Management industry distribution chart, Capital Southwest ranks #387 out of 777 companies for Shiller PE Ratio. This puts Capital Southwest in the upper half of its industry. The industry median Shiller PE Ratio is 12.59. Capital Southwest's value of 12.61 is 0.2% above this benchmark. Historically, Capital Southwest's own Shiller PE Ratio has ranged from 2.41 to 15.60 over the past decade. While the company's 10-year median is 6.96 vs. the industry median of 12.59, 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 Shiller PE Ratio for an Asset Management company?
The median Shiller PE Ratio among Asset Management companies is 12.59, based on 777 companies in the industry. Companies in the top quartile (top 25%) have a Shiller PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Shiller PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current Shiller PE Ratio of 12.61 is 0.2% 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 Shiller PE Ratio mean?
A high Shiller PE Ratio can signal that a stock is expensive relative to its fundamentals. Shiller price-earnings ratio is the ratio of share price to a company's inflation-adjusted earnings over a 10-year period. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median Shiller PE Ratio is 12.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current Shiller PE Ratio is 12.61, which is 81% above median its own 10-year median of 6.96. 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 $26.87, compared to a current price of $23.59 — trading 12.2% below its estimated fair value. The current Shiller PE Ratio is 12.61, which is 81% above median its 10-year median of 6.96 and 0.2% above the Asset Management industry median of 12.59. 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 Shiller PE Ratio calculated?
Shiller PE Ratio is calculated from a company's financial statements. For Capital Southwest (CSWC), the current Shiller PE Ratio is 12.61 as of Aug. 01, 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 $23.59 is trading 12.2% below its estimated GF Value™ of $26.87.
GuruFocus considers Capital Southwest to be Modestly Undervalued.
Key valuation signals for CSWC:
Shiller PE Ratio: 12.61 (81% above median its 10-year median of 6.96)
GF Value™: $26.87 vs. price of $23.59 (12.2% below fair value)
Industry Position: 0.2% above the Asset Management median (#387 of 777)
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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