Capital Southwest (CSWC) Enterprise Value (2021 - 2026)
Capital Southwest (CSWC) posted Enterprise Value of $1.46 billion for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 24.5% from $1.17 billion a year earlier and up 11.1% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Enterprise Value (2021 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Enterprise Value at Capital Southwest was $1.3 billion, up 24.3% year-over-year; for FY2026 (ended Mar 31, 2026), it was $1.31 billion, up 15.2% from FY2025.
- Annual Enterprise Value has increased for three consecutive fiscal years, with a five-year compound annual growth rate of 23.0% (FY2021 to FY2026).
- In prior fiscal years, Capital Southwest's Enterprise Value was $1.14 billion in FY2025 (+4.2%), $1.09 billion in FY2024 (+113.3%), $512.1 million in FY2023 (-11.8%) and $580.83 million in FY2022 (+24.8%).
- The fiscal Q1 2027 figure stands as the highest quarterly Enterprise Value in data going back to fiscal Q2 2022.
- On a year-over-year basis, Enterprise Value has increased in each of the last three quarters, with growth averaging 12.4% over the last eight quarters.
- The strongest year-over-year quarter for Enterprise Value in the past five years was fiscal Q4 2024, with growth of 113.3%; the weakest was fiscal Q2 2023, with a decline of 22.2%.
- According to Business Quant data, Enterprise Value for the three prior fiscal quarters was $1.31 billion (Q4 2026), $1.27 billion (Q3 2026) and $1.16 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - |
| 10 | Capital Southwest | 1.47 Bn | 1.26 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.46 Bn |
| Mar 31, 2026 | 1.31 Bn |
| Dec 31, 2025 | 1.27 Bn |
| Sep 30, 2025 | 1.16 Bn |
| Jun 30, 2025 | 1.17 Bn |
| Mar 31, 2025 | 1.14 Bn |
| Dec 31, 2024 | 1.06 Bn |
| Sep 30, 2024 | 1.16 Bn |
| Jun 30, 2024 | 1.19 Bn |
| Mar 31, 2024 | 1.09 Bn |
| Dec 31, 2023 | 995.05 Mn |
| Sep 30, 2023 | 891.86 Mn |
| Jun 30, 2023 | 744.65 Mn |
| Mar 31, 2023 | 512.10 Mn |
| Dec 31, 2022 | 569.27 Mn |
| Sep 30, 2022 | 457.33 Mn |
| Jun 30, 2022 | 504.54 Mn |
| Mar 31, 2022 | 580.83 Mn |
| Dec 31, 2021 | 604.85 Mn |
| Sep 30, 2021 | 587.73 Mn |
API Access
Capital Southwest Enterprise Value API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=enterprise-value&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "ticker": "CSWC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=enterprise-value&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();