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
Download Data| Date | Value |
|---|---|
| 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 |