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| 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 |