Capital Southwest (CSWC) Assets Average (2011 - 2026)
Capital Southwest's (CSWC) quarterly Assets Average came in at $2.1 billion in Q1 2026, up 16.93% year-on-year from $1.8 billion in Q1 2025, and up 3.78% quarter-over-quarter from $2.1 billion in Q4 2025.
Capital Southwest (CSWC) Assets Average (2011 - 2026) Analysis & Trends
Capital Southwest's Assets Average history runs 8 years deep, the most recent figure standing at $2.1 billion for Q1 2026.
- On a quarterly basis, Assets Average rose 16.93% year-over-year to $2.1 billion in Q1 2026; TTM through Mar 2026 was $2.1 billion, a 16.93% increase from a year earlier, with the FY2026 full-year figure at $2.0 billion, up 18.05% from the prior year.
- Assets Average rose to $2.1 billion in Q1 2026 per CSWC's latest filing, from $2.1 billion in the prior quarter.
- Across five years, Assets Average topped out at $2.1 billion in Q1 2026 and bottomed at $1.2 billion in Q4 2022.
- The 5-year median for Assets Average is $1.6 billion (2024), against an average of $1.6 billion.
- Across the five-year window, Assets Average grew 14.33% in 2024 and grew 23.99% in 2025, its largest moves.
- Year by year, Assets Average stood at $1.2 billion in 2022, then grew by 22.94% to $1.4 billion in 2023, then grew by 19.22% to $1.7 billion in 2024, then grew by 21.91% to $2.1 billion in 2025, then grew by 3.78% to $2.1 billion in 2026.
- Per Business Quant, the three latest CSWC Assets Average figures stand at $2.1 billion (Q1 2026), $2.1 billion (Q4 2025), and $2.0 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | - |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 170.12 Bn |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 48.02 Bn |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 464.24 Bn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 379.11 Bn |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 187.68 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 175.85 Bn |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 90.35 Bn |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 14.37 Bn |
| 10 | Capital Southwest | 1.42 Bn | 1.39 Bn | - | 2.15 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 2.15 Bn |
| Dec 31, 2025 | 2.07 Bn |
| Sep 30, 2025 | 1.95 Bn |
| Jun 30, 2025 | 1.88 Bn |
| Mar 31, 2025 | 1.84 Bn |
| Dec 31, 2024 | 1.70 Bn |
| Sep 30, 2024 | 1.57 Bn |
| Jun 30, 2024 | 1.55 Bn |
| Mar 31, 2024 | 1.49 Bn |
| Dec 31, 2023 | 1.42 Bn |
| Sep 30, 2023 | 1.38 Bn |
| Jun 30, 2023 | 1.30 Bn |
| Mar 31, 2023 | 1.23 Bn |
| Dec 31, 2022 | 1.16 Bn |
| Mar 31, 2013 | 651.44 Mn |
| Dec 31, 2012 | 620.89 Mn |
| Sep 30, 2012 | 584.35 Mn |
| Jun 30, 2012 | 595.42 Mn |
| Mar 31, 2012 | 592.91 Mn |
| Dec 31, 2011 | 531.68 Mn |