KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Assets (2011 - 2026)

Capital Southwest's quarterly Assets came in at $2.2 billion in Q1 2026, up 15.65% year-on-year from $1.9 billion in Q1 2025, and up 2.91% quarter-over-quarter from $2.1 billion in Q4 2025.

Capital Southwest has reported Assets for 8 years, with the latest figure at $2.2 billion in Q1 2026.

  • For the quarter ending Q1 2026, Assets rose 15.65% year-over-year to $2.2 billion; the trailing twelve-month figure through Mar 2026 stood at $2.2 billion (up 15.65% YoY), and the FY2026 full-year result was $2.2 billion, up 15.65% from the prior year.
  • Assets for Q1 2026 stood at $2.2 billion, up from $2.1 billion in the prior quarter.
  • The five-year high for Assets was $2.2 billion in Q1 2026, with the low at $974.0 million in Q1 2022.
  • Average Assets over 5 years is $1.6 billion, with a median of $1.6 billion recorded in 2024.
  • Year-over-year, Assets increased 29.13% in 2023 and climbed 13.24% in 2024.
  • Tracing CSWC's Assets over 5 years: stood at $1.2 billion in 2022, then rose by 18.91% to $1.4 billion in 2023, then grew by 25.15% to $1.8 billion in 2024, then increased by 18.27% to $2.1 billion in 2025, then gained by 2.91% to $2.2 billion in 2026.
  • The last three Assets figures came in at $2.2 billion (Q1 2026), $2.1 billion (Q4 2025), and $2.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 170.24 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 48.33 Bn
3 Kkr 84.94 Bn 132.45 Bn - 412.08 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 17.94 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 467.53 Bn
6 State Street 44.42 Bn 18.75 Bn - 392.17 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 184.45 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 174.57 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 28.39 Bn
10 Capital Southwest 1.32 Bn 1.29 Bn - 2.18 Bn

Historic Data

Download Data 🔒
DateValue
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 659.78 Mn
Dec 31, 2012 635.21 Mn
Sep 30, 2012 606.56 Mn
Jun 30, 2012 562.14 Mn
Mar 31, 2012 628.71 Mn
Dec 31, 2011 557.12 Mn
Sep 30, 2011 506.25 Mn
Jun 30, 2011 531.57 Mn
Mar 31, 2011 539.23 Mn