KPIs & Operating Metrics(New)
Growth Metrics

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

Capital Southwest's quarterly Equity Average came in at $1.0 billion in Q1 2026, up 17.07% year-on-year from $857.0 million in Q1 2025, and up 3.29% quarter-over-quarter from $971.3 million in Q4 2025.

Capital Southwest has reported Equity Average for 10 years, with the latest figure at $1.0 billion in Q1 2026.

  • For the quarter ending Q1 2026, Equity Average rose 17.07% year-over-year to $1.0 billion; the trailing twelve-month figure through Mar 2026 stood at $1.0 billion (up 17.07% YoY), and the FY2026 full-year result was $947.3 million, up 15.57% from the prior year.
  • Equity Average for Q1 2026 stood at $1.0 billion, up from $971.3 million in the prior quarter.
  • The five-year high for Equity Average was $1.0 billion in Q1 2026, with the low at $404.1 million in Q1 2022.
  • Average Equity Average over 5 years is $712.5 million, with a median of $738.3 million recorded in 2024.
  • Year-over-year, Equity Average slipped 11.52% in 2022 and surged 42.53% in 2023.
  • Tracing CSWC's Equity Average over 5 years: stood at $518.6 million in 2022, then soared by 32.93% to $689.4 million in 2023, then advanced by 17.62% to $810.8 million in 2024, then grew by 19.79% to $971.3 million in 2025, then advanced 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 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Capital Southwest 1.32 Bn 1.29 Bn - 1.00 Bn

Historic Data

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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
Dec 31, 2012 -615.17 Mn
Sep 30, 2012 -25.10 Mn
Jun 30, 2012 592.51 Mn
Mar 31, 2012 40.62 Mn
Dec 31, 2011 -526.96 Mn
Sep 30, 2011 12.67 Mn
Jun 30, 2011 -50.59 Mn
Mar 31, 2011 -57.42 Mn
Dec 31, 2010 517.01 Mn
Sep 30, 2010 508.02 Mn