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| 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 | 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 |