Capital Southwest (CSWC) Equity Average (2010 - 2026)

Capital Southwest (CSWC) recorded quarterly Equity Average of $1.0 billion in Q1 2026, up 3.29% quarter-over-quarter from $971.3 million in Q4 2025, and up 17.07% on a YoY basis from $857.0 million in Q1 2025.

Capital Southwest (CSWC) Equity Average (2010 - 2026) Analysis & Trends

Capital Southwest's Equity Average history runs 10 years deep, the most recent figure standing at $1.0 billion for Q1 2026.

  • In Q1 2026, Equity Average rose 17.07% year-over-year to $1.0 billion; the TTM figure through Mar 2026 stood at $1.0 billion (up 17.07% YoY), while the FY2026 annual figure was $947.3 million, up 15.57% from the prior year.
  • Equity Average was $1.0 billion for Q1 2026 at Capital Southwest, up from $971.3 million in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $1.0 billion in Q1 2026 to a low of $404.1 million in Q1 2022.
  • Historically, Equity Average has averaged $712.5 million across 5 years, with a median of $738.3 million in 2024.
  • The sharpest annual moves came in 2022 and 2023: Equity Average retreated 11.52% in 2022, then soared 42.53% in 2023.
  • A 5-year view of Equity Average shows it stood at $518.6 million in 2022, then surged by 32.93% to $689.4 million in 2023, then gained by 17.62% to $810.8 million in 2024, then climbed by 19.79% to $971.3 million in 2025, then gained by 3.29% to $1.0 billion in 2026.
  • The last three Equity Average figures came in at $1.0 billion (Q1 2026), $971.3 million (Q4 2025), and $931.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 56.51 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 14.44 Bn
3 Kkr 86.45 Bn 133.96 Bn - 54.71 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 41.02 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 6.38 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.97 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 6.29 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 6.32 Bn
10 Capital Southwest 1.30 Bn 1.27 Bn - 1.00 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 1.00 Bn
Dec 31, 2025 971.32 Mn
Sep 30, 2025 931.74 Mn
Jun 30, 2025 900.05 Mn
Mar 31, 2025 857.04 Mn
Dec 31, 2024 810.85 Mn
Sep 30, 2024 784.29 Mn
Jun 30, 2024 766.50 Mn
Mar 31, 2024 738.32 Mn
Dec 31, 2023 689.37 Mn
Sep 30, 2023 646.99 Mn
Jun 30, 2023 613.30 Mn
Mar 31, 2023 575.95 Mn
Dec 31, 2022 518.61 Mn
Sep 30, 2022 464.35 Mn
Jun 30, 2022 436.93 Mn
Mar 31, 2022 404.10 Mn
Dec 31, 2021 384.64 Mn
Sep 30, 2021 524.81 Mn
Mar 31, 2013 19.79 Mn