Capital Southwest (CSWC) Invested Capital (2010 - 2026)

Capital Southwest (CSWC) recorded quarterly Invested Capital of $1.0 billion in Q1 2026, up 1.54% quarter-over-quarter from $995.6 million in Q4 2025, and up 14.41% on a YoY basis from $883.6 million in Q1 2025.

Capital Southwest (CSWC) Invested Capital (2010 - 2026) Analysis & Trends

Capital Southwest's Invested Capital history runs 10 years deep, the most recent figure standing at $1.0 billion for Q1 2026.

  • In Q1 2026, Invested Capital rose 14.41% year-over-year to $1.0 billion; the TTM figure through Mar 2026 stood at $1.0 billion (up 14.41% YoY), while the FY2026 annual figure was $1.0 billion, up 14.41% from the prior year.
  • Invested Capital was $1.0 billion for Q1 2026 at Capital Southwest, up from $995.6 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $1.1 billion in Q3 2022 to a low of $453.0 million in Q2 2022.
  • Historically, Invested Capital has averaged $810.5 million across 5 years, with a median of $791.3 million in 2024.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital soared 182.52% in 2022, then sank 39.04% in 2023.
  • A 5-year view of Invested Capital shows it stood at $561.5 million in 2022, then gained by 28.4% to $721.0 million in 2023, then climbed by 15.18% to $830.4 million in 2024, then rose by 19.89% to $995.6 million in 2025, then climbed 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 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 Capital Southwest 1.30 Bn 1.27 Bn - 1.01 Bn

Historic Data

Download Data
DateValue
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 708.10 Mn
Mar 31, 2023 740.41 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