Capital Southwest Corporation
NASDAQ:CSWC · NASDAQ Global Select
+$0.06 today
Vol 0.81M · Avg 0.66M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
11.2%
avg 7.5%
ROIC
8.2%
avg 4.5%
ROA
5.2%
avg 4.1%
Analysis
ROE is currently the strongest return metric at 11.2% versus its period average of 7.5%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Michael Scott Sarner | President, Board Member & CEO | $2.08M | — | 53 | $587,684.34 | 0.95% |
Joshua S. Weinstein | Senior MD & Chief Investment Officer | $1.67M | — | 48 | $380,585.00 | 0.61% |
Chris Rehberger | Chief Financial Officer, Treasurer & Secretary | $1.21M | — | 42 | $215,971.00 | 0.35% |
David R. Brooks | Board chairman & Director | $172,000.00 | — | 67 | $40,944.00 | 0.07% |
Grant Eason | Managing Director | — | — | — | — | — |
Ryan Mullins | Managing Director | — | — | — | — | — |
James Stafford | Assistant Controller | — | — | — | $2,500.00 | <0.01% |
Ally Benson | Assistant Controller | — | — | — | — | — |
Ryan Kelly | Managing Director | — | — | — | $47,000.00 | 0.08% |
Garrett Hancock | Vice President | — | — | — | — | — |
Tanner Wojciechowski | Analyst | — | — | — | — | — |
Amy Baker | Executive Vice President of Accounting | — | — | — | — | — |
Tabitha Geiger | Chief Compliance Officer | — | — | — | — | — |
Will Riley | Principal | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
7
$229,827.09
Sells
1
$108,568.67
Net Sentiment
+$121,258.41
Net buying
Most Active
Rogers-Windsor Ramona Lynn
3 transactions
Analysis
Insiders reported 7 buys worth $229,827.09 and 1 sells worth $108,568.67 over the last 12 months. That adds up to net buying of $121,258.41. Rogers-Windsor Ramona Lynn was the most active insider with 3 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A4 analysts |
| Revenue | N/A | N/A | -50.1% | +27.9% (12yr)4 analysts |
| Net Income | N/A | N/A | N/A | N/A4 analysts |
| EBIT | N/A | N/A | N/A | N/A4 analysts |
Analysis
Recent growth has been strongest in Revenue at -50.1% over three years. Forward estimates point to Revenue at +27.9% (12yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages CSWC?
Capital Southwest Corporation (CSWC) lists 14 active executives. The top listed executive is Grant Eason, Managing Director.
Are CSWC insiders buying or selling?
Recent insider activity shows net selling of $5.21M.
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