Capital Southwest (CSWC) Equity Ratio (2011 - 2026)
Capital Southwest (CSWC) recorded quarterly Equity Ratio of 0.46 in Q1 2026, down 1.33% quarter-over-quarter from 0.47 in Q4 2025, and down 1.07% on a YoY basis from 0.47 in Q1 2025.
Capital Southwest (CSWC) Equity Ratio (2011 - 2026) Analysis & Trends
Capital Southwest's Equity Ratio history runs 8 years deep, the most recent figure standing at 0.46 for Q1 2026.
- In Q1 2026, Equity Ratio fell 1.07% year-over-year to 0.46; the TTM figure through Mar 2026 stood at 0.46 (down 1.07% YoY), while the FY2026 annual figure was 0.46, down 1.07% from the prior year.
- Equity Ratio was 0.46 for Q1 2026 at Capital Southwest, down from 0.47 in the prior quarter.
- In the past five years, Equity Ratio ranged from a high of 0.5 in Q4 2023 to a low of 0.43 in Q3 2022.
- Historically, Equity Ratio has averaged 0.47 across 5 years, with a median of 0.47 in 2023.
- The sharpest annual moves came in 2023 and 2024: Equity Ratio climbed 8.64% in 2023, then slipped 7.97% in 2024.
- A 5-year view of Equity Ratio shows it stood at 0.47 in 2022, then advanced by 7.98% to 0.5 in 2023, then retreated by 7.97% to 0.46 in 2024, then increased by 1.37% to 0.47 in 2025, then decreased 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 | 163.18 Bn | 153.56 Bn | - | 0.33 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 0.17 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 0.07 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 0.08 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 0.03 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 0.07 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 0.14 |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 0.29 |
| 10 | Capital Southwest | 1.30 Bn | 1.27 Bn | - | 0.46 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |