KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Enterprise Value (2010 - 2026)

Capital Southwest's quarterly Enterprise Value came in at -$29.0 million in Q1 2026, up 32.8% year-on-year from -$21.9 million in Q1 2025, and up 31.75% quarter-over-quarter from -$42.6 million in Q4 2025.

Capital Southwest has reported Enterprise Value for 9 years, with the latest figure at -$29.0 million in Q1 2026.

  • For the quarter ending Q1 2026, Enterprise Value rose 32.8% year-over-year to -$29.0 million; the trailing twelve-month figure through Mar 2026 stood at -$29.0 million (up 32.8% YoY), and the FY2026 full-year result was -$29.0 million, up 32.8% from the prior year.
  • Enterprise Value for Q1 2026 stood at -$29.0 million, up from -$42.6 million in the prior quarter.
  • The five-year high for Enterprise Value was -$11.4 million in Q1 2022, with the low at -$87.4 million in Q3 2025.
  • Average Enterprise Value over 5 years is -$34.4 million, with a median of -$31.3 million recorded in 2022.
  • Year-over-year, Enterprise Value plunged 105.2% in 2024 and surged 32.8% in 2026.
  • Tracing CSWC's Enterprise Value over 5 years: stood at -$21.7 million in 2022, then fell by 8.85% to -$23.6 million in 2023, then slumped by 52.57% to -$36.0 million in 2024, then fell by 18.18% to -$42.6 million in 2025, then surged by 31.75% to -$29.0 million in 2026.
  • The last three Enterprise Value figures came in at -$29.0 million (Q1 2026), -$42.6 million (Q4 2025), and -$87.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -9.62 Bn
2 Blackstone 92.68 Bn 91.63 Bn - -1.05 Bn
3 Kkr 84.94 Bn 132.45 Bn - 47.51 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 339.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 18.73 Bn
6 State Street 44.42 Bn 18.75 Bn - -8.49 Bn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -128.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - 3.37 Bn
10 Capital Southwest 1.32 Bn 1.29 Bn - -29.05 Mn

Historic Data

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DateValue
Mar 31, 2026 -29.05 Mn
Dec 31, 2025 -42.56 Mn
Sep 30, 2025 -87.43 Mn
Jun 30, 2025 -46.89 Mn
Mar 31, 2025 -43.22 Mn
Dec 31, 2024 -36.01 Mn
Sep 30, 2024 -47.24 Mn
Jun 30, 2024 -33.30 Mn
Mar 31, 2024 -32.27 Mn
Dec 31, 2023 -23.61 Mn
Sep 30, 2023 -23.02 Mn
Jun 30, 2023 -21.28 Mn
Mar 31, 2023 -21.59 Mn
Dec 31, 2022 -21.69 Mn
Sep 30, 2022 -30.24 Mn
Mar 31, 2022 -11.43 Mn
Mar 31, 2013 -81.77 Mn
Dec 31, 2012 -67.62 Mn
Sep 30, 2012 -59.69 Mn
Jun 30, 2012 -65.74 Mn
Mar 31, 2012 -64.90 Mn
Dec 31, 2011 -63.22 Mn
Sep 30, 2011 -53.32 Mn
Jun 30, 2011 -34.68 Mn
Mar 31, 2011 -45.50 Mn
Dec 31, 2010 -73.55 Mn
Sep 30, 2010 -77.06 Mn
Jun 30, 2010 -78.00 Mn