Capital Southwest (CSWC) Assets Average (2011 - 2026)
Capital Southwest's 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 has reported Assets Average for 8 years, with the latest figure at $2.1 billion in Q1 2026.
- For the quarter ending Q1 2026, Assets Average rose 16.93% year-over-year to $2.1 billion; the trailing twelve-month figure through Mar 2026 stood at $2.1 billion (up 16.93% YoY), and the FY2026 full-year result was $2.0 billion, up 18.05% from the prior year.
- Assets Average for Q1 2026 stood at $2.1 billion, up from $2.1 billion in the prior quarter.
- The five-year high for Assets Average was $2.1 billion in Q1 2026, with the low at $1.2 billion in Q4 2022.
- Average Assets Average over 5 years is $1.6 billion, with a median of $1.6 billion recorded in 2024.
- Year-over-year, Assets Average grew 14.33% in 2024 and grew 23.99% in 2025.
- Tracing CSWC's Assets Average over 5 years: stood at $1.2 billion in 2022, then increased by 22.94% to $1.4 billion in 2023, then increased by 19.22% to $1.7 billion in 2024, then increased by 21.91% to $2.1 billion in 2025, then increased 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 | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Capital Southwest | 1.32 Bn | 1.29 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 |
| Sep 30, 2011 | 518.91 Mn |
| Jun 30, 2011 | 535.40 Mn |