Capital Southwest (CSWC) Invested Capital (2010 - 2026)
Capital Southwest's quarterly Invested Capital came in at $1.0 billion in Q1 2026, up 14.41% year-on-year from $883.6 million in Q1 2025, and up 1.54% quarter-over-quarter from $995.6 million in Q4 2025.
Capital Southwest has reported Invested Capital for 10 years, with the latest figure at $1.0 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 14.41% year-over-year to $1.0 billion; the trailing twelve-month figure through Mar 2026 stood at $1.0 billion (up 14.41% YoY), and the FY2026 full-year result was $1.0 billion, up 14.41% from the prior year.
- Invested Capital for Q1 2026 stood at $1.0 billion, up from $995.6 million in the prior quarter.
- The five-year high for Invested Capital was $1.1 billion in Q3 2022, with the low at $453.0 million in Q2 2022.
- Average Invested Capital over 5 years is $810.5 million, with a median of $791.3 million recorded in 2024.
- Year-over-year, Invested Capital surged 182.52% in 2022 and sank 39.04% in 2023.
- Tracing CSWC's Invested Capital over 5 years: stood at $561.5 million in 2022, then advanced by 28.4% to $721.0 million in 2023, then grew by 15.18% to $830.4 million in 2024, then gained by 19.89% to $995.6 million in 2025, then grew by 1.54% to $1.0 billion in 2026.
- The last three Invested Capital figures came in at $1.0 billion (Q1 2026), $995.6 million (Q4 2025), and $947.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Capital Southwest | 1.32 Bn | 1.29 Bn | - | 1.01 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.01 Bn |
| Dec 31, 2025 | 995.63 Mn |
| Sep 30, 2025 | 947.00 Mn |
| Jun 30, 2025 | 916.47 Mn |
| Mar 31, 2025 | 883.63 Mn |
| Dec 31, 2024 | 830.44 Mn |
| Sep 30, 2024 | 791.26 Mn |
| Jun 30, 2024 | 777.33 Mn |
| Mar 31, 2024 | 755.68 Mn |
| Dec 31, 2023 | 720.97 Mn |
| Sep 30, 2023 | 657.77 Mn |
| Jun 30, 2023 | 645.60 Mn |
| Mar 31, 2023 | 730.41 Mn |
| Dec 31, 2022 | 561.49 Mn |
| Sep 30, 2022 | 1.08 Bn |
| Jun 30, 2022 | 452.99 Mn |
| Mar 31, 2022 | 949.46 Mn |
| Dec 31, 2021 | 387.34 Mn |
| Sep 30, 2021 | 381.95 Mn |
| Mar 31, 2013 | 667.67 Mn |
| Dec 31, 2012 | -628.09 Mn |
| Sep 30, 2012 | -602.24 Mn |
| Jun 30, 2012 | 552.03 Mn |
| Mar 31, 2012 | 632.99 Mn |
| Dec 31, 2011 | -551.75 Mn |
| Sep 30, 2011 | -502.18 Mn |
| Jun 30, 2011 | 527.52 Mn |
| Mar 31, 2011 | -628.71 Mn |
| Dec 31, 2010 | 513.86 Mn |
| Sep 30, 2010 | 520.15 Mn |
| Jun 30, 2010 | 495.89 Mn |