` Comparison: CSWC vs NY1 - Alpha Spread

CSWC
vs
N
NY1

Over the past 12 months, CSWC has underperformed NY1, delivering a return of +0% compared to the NY1's +56% growth.

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CSWC
NY1
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Valuation Comparison

CSWC Intrinsic Value
26.48 USD
Undervaluation 15%
Intrinsic Value
Price
N
NY1 Intrinsic Value
3 099.56 Zac
Overvaluation 42%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Capital Southwest Corp
NASDAQ:CSWC
22.4 USD
N
Ninety One Ltd
JSE:NY1
5 343 Zac
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
CSWC, NY1

CSWC
NY1
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Capital Southwest Corp
Revenue
N
Ninety One Ltd
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
CSWC, NY1

CSWC
NY1
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Capital Southwest Corp
NASDAQ:CSWC
N
Ninety One Ltd
JSE:NY1
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What is Free Cash Flow?

Gross Margin

CSWC
71.5%
NY1
85.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

Operating Margin

CSWC
57.3%
NY1
26.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

Net Margin

CSWC
45.5%
NY1
22.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

FCF Margin

CSWC
-85.4%
NY1
29.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

ROE

CSWC
11.3%
NY1
45.4%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

ROA

CSWC
5.3%
NY1
1.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

ROIC

CSWC
6.7%
NY1
76.9%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

ROCE

CSWC
6.7%
NY1
37.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Capital Southwest Corp
N
Ninety One Ltd

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
CSWC, NY1

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Performance Gap
CSWC, NY1

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CSWC
NY1
Difference
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Performance By Year
CSWC, NY1

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CSWC
NY1
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Compare CSWC to other stocks
BLK
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vs CSWC
BX
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Cheaper
vs CSWC
BN
Brookfield Corp
Cheaper
vs CSWC
KKR
KKR & Co Inc
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vs CSWC
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett