Capital Southwest (CSWC) Assets (2011 - 2026)
Capital Southwest's Assets came in at $2.32 billion for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 23.0% from $1.88 billion a year earlier and up 6.3% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Assets (2011 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Capital Southwest's Assets was $2.18 billion, up 15.7% from FY2025.
- Assets has increased in each of the last four fiscal years, with a four-year compound annual growth rate of 22.3% (FY2022 to FY2026).
- Going back by fiscal year, Assets was $1.88 billion in FY2025 (+20.9%), $1.56 billion in FY2024 (+23.8%), $1.26 billion in FY2023 (+29.1%) and $973.96 million in FY2022.
- The fiscal Q1 2027 figure represents the highest quarterly Assets in data going back to fiscal Q4 2011.
- Year-over-year, Assets has increased for 12 consecutive quarters, with growth averaging 20.5% over the last eight quarters.
- Across the past five years, year-over-year growth in Assets ran from 13.2% in fiscal Q2 2025 to 29.1% in fiscal Q4 2023.
- Business Quant data shows CSWC's Assets at $2.18 billion (Q4 2026), $2.12 billion (Q3 2026) and $2.02 billion (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Capital Southwest | 1.47 Bn | 1.26 Bn | - | 2.32 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.32 Bn |
| Mar 31, 2026 | 2.18 Bn |
| Dec 31, 2025 | 2.12 Bn |
| Sep 30, 2025 | 2.02 Bn |
| Jun 30, 2025 | 1.88 Bn |
| Mar 31, 2025 | 1.88 Bn |
| Dec 31, 2024 | 1.79 Bn |
| Sep 30, 2024 | 1.60 Bn |
| Jun 30, 2024 | 1.54 Bn |
| Mar 31, 2024 | 1.56 Bn |
| Dec 31, 2023 | 1.43 Bn |
| Sep 30, 2023 | 1.42 Bn |
| Jun 30, 2023 | 1.34 Bn |
| Mar 31, 2023 | 1.26 Bn |
| Dec 31, 2022 | 1.20 Bn |
| Sep 30, 2022 | 1.11 Bn |
| Mar 31, 2022 | 973.96 Mn |
| Mar 31, 2013 | 667.67 Mn |
| Dec 31, 2012 | 635.21 Mn |
| Sep 30, 2012 | 606.56 Mn |
API Access
Capital Southwest Assets API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=assets&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "assets", "ticker": "CSWC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=assets&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();