KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Equity Ratio (2011 - 2026)

Capital Southwest's quarterly Equity Ratio came in at 0.46 in Q1 2026, down 1.07% year-on-year from 0.47 in Q1 2025, and down 1.33% quarter-over-quarter from 0.47 in Q4 2025.

Capital Southwest has reported Equity Ratio for 8 years, with the latest figure at 0.46 in Q1 2026.

  • For the quarter ending Q1 2026, Equity Ratio fell 1.07% year-over-year to 0.46; the trailing twelve-month figure through Mar 2026 stood at 0.46 (down 1.07% YoY), and the FY2026 full-year result was 0.46, down 1.07% from the prior year.
  • Equity Ratio for Q1 2026 stood at 0.46, down from 0.47 in the prior quarter.
  • The five-year high for Equity Ratio was 0.5 in Q4 2023, with the low at 0.43 in Q3 2022.
  • Average Equity Ratio over 5 years is 0.47, with a median of 0.47 recorded in 2023.
  • Year-over-year, Equity Ratio increased 8.64% in 2023 and declined 7.97% in 2024.
  • Tracing CSWC's Equity Ratio over 5 years: stood at 0.47 in 2022, then climbed by 7.98% to 0.5 in 2023, then decreased by 7.97% to 0.46 in 2024, then rose by 1.37% to 0.47 in 2025, then slipped by 1.33% to 0.46 in 2026.
  • The last three Equity Ratio figures came in at 0.46 (Q1 2026), 0.47 (Q4 2025), and 0.47 (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Capital Southwest 1.32 Bn 1.29 Bn - 0.46

Historic Data

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DateValue
Mar 31, 2026 0.46
Dec 31, 2025 0.47
Sep 30, 2025 0.47
Jun 30, 2025 0.49
Mar 31, 2025 0.47
Dec 31, 2024 0.46
Sep 30, 2024 0.49
Jun 30, 2024 0.50
Mar 31, 2024 0.49
Dec 31, 2023 0.50
Sep 30, 2023 0.46
Jun 30, 2023 0.48
Mar 31, 2023 0.47
Dec 31, 2022 0.47
Sep 30, 2022 0.43
Mar 31, 2022 0.43
Mar 31, 2013 1.01
Dec 31, 2012 -0.99
Sep 30, 2012 -0.99
Jun 30, 2012 0.98
Mar 31, 2012 1.01
Dec 31, 2011 -0.99
Sep 30, 2011 -0.99
Jun 30, 2011 0.99
Mar 31, 2011 -1.17