Capital Southwest (CSWC) Assets Average (2011 - 2026)
Capital Southwest (CSWC) posted quarterly Assets Average of $2.1 billion for Q1 2026, up 16.93% year-over-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.
- 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 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.
- The 5-year median for Assets Average is $1.6 billion (2024), against an average of $1.6 billion.
- The sharpest annual moves came in 2024 and 2025: Assets Average gained 14.33% in 2024, then gained 23.99% in 2025.
- Capital Southwest's Assets Average stood at $1.2 billion in 2022, then climbed by 22.94% to $1.4 billion in 2023, then climbed by 19.22% to $1.7 billion in 2024, then climbed by 21.91% to $2.1 billion in 2025, then climbed by 3.78% to $2.1 billion in 2026.
- Business Quant data shows CSWC's Assets Average at $2.1 billion in Q1 2026, $2.1 billion in Q4 2025, and $2.0 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 173.06 Bn |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 49.11 Bn |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | - |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 19.01 Bn |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 480.79 Bn |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 405.27 Bn |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 191.16 Bn |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 176.94 Bn |
| 10 | Capital Southwest | 1.51 Bn | 1.45 Bn | - | 2.25 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 2.25 Bn |
| 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 |