KPIs & Operating Metrics(New)
Growth Metrics

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

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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 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