Weak across most dimensions. This doesn't mean avoid, but the burden of proof is on the bull case.
Broad-market heuristics · Not a buy/sell signal
Valuation and growth
Valuation
Growth
Under 20x, reasonable relative to earnings
Negative FCF, no valuation support
Above 10% CAGR, strong compounder
FCF negative, burning cash after capex
Business Quality & Capital Allocation
Positive debt with no FCF to service it
Capital Southwest (CSWC) quality: score, margins and returns
Capital Southwest (CSWC) scores 24/100 on Intrinsiqq's quality score (a lower-quality business), a weighted blend of 4 metrics each scored 0 to 100. Every metric is computed from SEC filings; this is analysis, not investment advice.
Frequently asked
Is Capital Southwest (CSWC) a high-quality business?+
Capital Southwest scores 24 out of 100 on Intrinsiqq's quality score, a weighted blend of 4 metrics each scored 0 to 100, which rates it a lower-quality business on these measures. Quality and price are separate questions: even a great business can be a poor investment if you overpay, so read this score alongside the valuation. The metric-by-metric breakdown is on this scorecard.
What does Capital Southwest's quality score measure?+
Intrinsiqq's quality score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, change in share count, and balance-sheet strength, each computed from CSWC's SEC filings rather than opinion or sentiment. A higher score means a more durable, capital-efficient business; it is not a buy or sell signal. Open each metric on this page to see exactly where Capital Southwest scores well and where it falls behind.
SourceQuality score computed from the 10-Q filed 29 Oct 2026, covering the period ending 30 Sept 2026, as reported to the SEC. Data last refreshed 3 Nov 2026. How this is calculated.
Fiscal year ends Mar. Sector medians are approximate S&P 500 benchmarks and update periodically. Checks use broad-market heuristics, so sector norms may differ, and the valuation checks are more cyclical than the quality checks.
Held by ETFs
CSWC is in 8 US ETFs. The largest of them, with CSWC's weight in each:
VanEck BDC Income ETFBIZD1.83%of the fund
- ORMilitia Long/Short Equity ETFORR3.61%of the fund
Invesco Global Listed Private Equity ETFPSP0.24%of the fund
- FXSound Enhanced Fixed Income ETFFXED0.63%of the fund
- VPVirtus Private Credit Strategy ETFVPC1.26%of the fund
ProShares Global Listed Private Equity ETFPEX2.46%of the fund
Spot a number that looks wrong? Check it in CSWC's SEC filings or
Download this analysis as a PDF (Pro)
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Keep analysing CSWC
Create a free account and get 14 days of Premium: every stock and every tool.
- Unlimited stocks
- Stock screener
- Portfolio tracker
- Editable DCF
- Compare side by side
- Unlimited alerts
No card. Moves to Free after, unless you upgrade.
Already have an account?
Or come back tomorrow. Stocks on your watchlist are always free to view.