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| 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 | 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 |