KPIs & Operating Metrics(New)
Growth Metrics

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

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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
Sep 30, 2011 518.91 Mn
Jun 30, 2011 535.40 Mn