Capital SouthwestCSWC +1.64%57 5-Year Yield-on-Cost % is 18.55 as of Jun. 30, 2026, which is 27% above its 10-year median of 14.61. GuruFocus rates CSWC with a GF Score™ of 57/100 and a GF Value™ of $25.55 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,110 Asset Management companies, Capital Southwest ranks better than 92.16% on this metric.
Capital Southwest's yield on cost for the quarter that ended in Mar. 2026 was 18.55.
The historical rank and industry rank for Capital Southwest's 5-Year Yield-on-Cost % or its related term are showing as below:
CSWC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.14 Med: 14.61 Max: 29.99
Current: 18.55
During the past 13 years, Capital Southwest's highest Yield on Cost was 29.99. The lowest was 1.14. And the median was 14.61.
CSWC's 5-Year Yield-on-Cost % is ranked better than 92.16% of 1110
companies
in the Asset Management industry
Industry Median: 6.445
vs CSWC: 18.55
Capital Southwest (NAS:CSWC) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Capital Southwest 5-Year Yield-on-Cost % Related Terms
CSWC vs BTT, QQQX, NFJ: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Capital Southwest's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Southwest's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Capital Southwest's 5-Year Yield-on-Cost % falls into.
Capital Southwest 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Capital Southwest (CSWC) has a 5-Year Yield-on-Cost % of 18.55 as of Jun. 30, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Capital Southwest and its competitors. This is 27% above median its historical median of 14.61. Over the past decade, Capital Southwest's 5-Year Yield-on-Cost % has ranged from 1.14 to 29.99. According to the industry distribution chart, Capital Southwest ranks #87 out of 1110 companies in the Asset Management industry, placing it in the top 7.8%.
Is Capital Southwest's 5-Year Yield-on-Cost % too high?
Capital Southwest's current 5-Year Yield-on-Cost % of 18.55 is 27% above median its 10-year median of 14.61. Over the past 10 years, this metric has ranged from a low of 1.14 to a high of 29.99. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Capital Southwest's value of 18.55 is 187.8% above this industry median. Based on the distribution chart, Capital Southwest ranks #87 out of 1110 companies in the Asset Management industry, which is in the top quartile — a strong position 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 5-Year Yield-on-Cost % compare to BTT and QQQX?
According to the Asset Management industry distribution chart, Capital Southwest ranks #87 out of 1110 companies for 5-Year Yield-on-Cost %. This places Capital Southwest in the top 8% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.45. Capital Southwest's value of 18.55 is 187.8% above this benchmark. Historically, Capital Southwest's own 5-Year Yield-on-Cost % has ranged from 1.14 to 29.99 over the past decade. While the company's 10-year median is 14.61 vs. the industry median of 6.45, 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,110 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current 5-Year Yield-on-Cost % of 18.55 is 187.8% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current 5-Year Yield-on-Cost % is 18.55, which is 27% above median its own 10-year median of 14.61. 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 $25.55, compared to a current price of $23.55 — trading 7.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 18.55, which is 27% above median its 10-year median of 14.61 and 187.8% above the Asset Management industry median of 6.45. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Capital Southwest (CSWC), the current 5-Year Yield-on-Cost % is 18.55 as of Jun. 30, 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 $23.55 is trading 7.8% below its estimated GF Value™ of $25.55.
GuruFocus considers Capital Southwest to be Fairly Valued.
Key valuation signals for CSWC:
5-Year Yield-on-Cost %: 18.55 (27% above median its 10-year median of 14.61)
GF Value™: $25.55 vs. price of $23.55 (7.8% below fair value)
Industry Position: 187.8% above the Asset Management median (#87 of 1110)
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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