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

Capital Southwest's (CSWC) 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 (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.

  • On a quarterly basis, Assets Average rose 16.93% year-over-year to $2.1 billion in Q1 2026; TTM through Mar 2026 was $2.1 billion, a 16.93% increase from a year earlier, with the FY2026 full-year figure at $2.0 billion, up 18.05% from the prior year.
  • Assets Average rose to $2.1 billion in Q1 2026 per CSWC's latest filing, from $2.1 billion in the prior quarter.
  • Across five years, Assets Average topped out at $2.1 billion in Q1 2026 and bottomed 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.
  • Across the five-year window, Assets Average grew 14.33% in 2024 and grew 23.99% in 2025, its largest moves.
  • Year by year, Assets Average 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.
  • Per Business Quant, the three latest CSWC Assets Average figures stand at $2.1 billion (Q1 2026), $2.1 billion (Q4 2025), and $2.0 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn -
2 BlackRock 161.01 Bn 148.08 Bn - 170.12 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 48.02 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 464.24 Bn
5 State Street 51.30 Bn 51.30 Bn - 379.11 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - 175.85 Bn
8 Raymond James Financial 32.59 Bn 17.67 Bn - 90.35 Bn
9 Price T Rowe 24.70 Bn 21.13 Bn - 14.37 Bn
10 Capital Southwest 1.42 Bn 1.39 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 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
Dec 31, 2011 531.68 Mn