Capital Southwest (CSWC) Assets Average (2011 - 2026)

Capital Southwest (CSWC) recorded quarterly Assets Average of $2.1 billion in Q1 2026, up 3.78% quarter-over-quarter from $2.1 billion in Q4 2025, and up 16.93% on a YoY basis from $1.8 billion in Q1 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.

  • In Q1 2026, Assets Average rose 16.93% year-over-year to $2.1 billion; the TTM figure through Mar 2026 stood at $2.1 billion (up 16.93% YoY), while the FY2026 annual figure was $2.0 billion, up 18.05% from the prior year.
  • Assets Average was $2.1 billion for Q1 2026 at Capital Southwest, up from $2.1 billion in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $2.1 billion in Q1 2026 to a low of $1.2 billion in Q4 2022.
  • Historically, Assets Average has averaged $1.6 billion across 5 years, with a median of $1.6 billion in 2024.
  • The sharpest annual moves came in 2024 and 2025: Assets Average advanced 14.33% in 2024, then advanced 23.99% in 2025.
  • A 5-year view of Assets Average shows it 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.
  • The last three Assets Average figures came in at $2.1 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 Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 Capital Southwest 1.30 Bn 1.27 Bn - 2.15 Bn

Historic Data

Download Data
DateValue
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 647.49 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