Capital Southwest (CSWC) Invested Capital (2022 - 2026)
Capital Southwest's Invested Capital came in at $1.45 billion for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 18.2% from $1.23 billion a year earlier and up 7.0% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Invested Capital (2022 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Capital Southwest's Invested Capital was $1.36 billion, up 10.5% from FY2025.
- Invested Capital has increased in each of the last four fiscal years, with a four-year compound annual growth rate of 21.3% (FY2022 to FY2026).
- Going back by fiscal year, Invested Capital was $1.23 billion in FY2025 (+20.2%), $1.02 billion in FY2024 (+23.7%), $825.41 million in FY2023 (+31.9%) and $625.87 million in FY2022.
- The fiscal Q1 2027 figure represents the highest quarterly Invested Capital in data going back to fiscal Q4 2022.
- Year-over-year, Invested Capital has increased for three consecutive quarters, with growth averaging 15.5% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in fiscal Q4 2023 (growth of 31.9%), and the weakest in fiscal Q2 2026 (a decline of 4.2%).
- Business Quant data shows CSWC's Invested Capital at $1.36 billion (Q4 2026), $1.31 billion (Q3 2026) and $1.02 billion (Q2 2026) in the three fiscal quarters before Q1 2027.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 44.95 Bn | 30.63 Bn | - | 40.19 Bn |
| 2 | Orix | 41.97 Bn | 42.47 Bn | - | 69.63 Bn |
| 3 | Royalty Pharma | 33.14 Bn | 33.05 Bn | - | 18.75 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.99 Bn | 24.99 Bn | - | - |
| 5 | Affirm Holdings | 23.75 Bn | 17.44 Bn | - | 8.82 Bn |
| 6 | Synchrony Financial | 23.25 Bn | -44.72 Bn | - | 24.41 Bn |
| 7 | Royal Gold | 19.67 Bn | 18.90 Bn | 390.45 Mn | 8.03 Bn |
| 8 | Annaly Capital Management | 14.04 Bn | 5.13 Bn | - | 51.34 Bn |
| 9 | Ares Capital | 13.76 Bn | 11.19 Bn | - | - |
| 10 | Capital Southwest | 1.49 Bn | 1.27 Bn | - | 1.45 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.45 Bn |
| Mar 31, 2026 | 1.36 Bn |
| Dec 31, 2025 | 1.31 Bn |
| Sep 30, 2025 | 1.02 Bn |
| Jun 30, 2025 | 1.23 Bn |
| Mar 31, 2025 | 1.23 Bn |
| Dec 31, 2024 | 1.14 Bn |
| Sep 30, 2024 | 1.07 Bn |
| Jun 30, 2024 | 1.01 Bn |
| Mar 31, 2024 | 1.02 Bn |
| Dec 31, 2023 | 915.97 Mn |
| Sep 30, 2023 | 907.77 Mn |
| Jun 30, 2023 | 831.20 Mn |
| Mar 31, 2023 | 825.41 Mn |
| Dec 31, 2022 | 786.49 Mn |
| Mar 31, 2022 | 625.87 Mn |
API Access
Capital Southwest Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "CSWC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();