Capital Southwest (CSWC) Liabilities and Shareholders Equity (2011 - 2026)
Capital Southwest (CSWC) posted Liabilities and Shareholders Equity of $2.32 billion for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 23.0% from $1.88 billion a year earlier and up 6.3% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Liabilities and Shareholders Equity (2011 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Capital Southwest's Liabilities and Shareholders Equity came in at $2.18 billion, up 15.7% from FY2025.
- Annual Liabilities and Shareholders Equity has increased for four consecutive fiscal years, with a four-year compound annual growth rate of 22.3% (FY2022 to FY2026).
- In prior fiscal years, Capital Southwest's Liabilities and Shareholders Equity was $1.88 billion in FY2025 (+20.9%), $1.56 billion in FY2024 (+23.8%), $1.26 billion in FY2023 (+29.1%) and $973.96 million in FY2022.
- The fiscal Q1 2027 figure stands as the highest quarterly Liabilities and Shareholders Equity in data going back to fiscal Q4 2011.
- On a year-over-year basis, Liabilities and Shareholders Equity has increased in each of the last 12 quarters, with growth averaging 20.5% over the last eight quarters.
- Over the past five years, the year-over-year growth in Liabilities and Shareholders Equity ranged from 13.2% (fiscal Q2 2025) to 29.1% (fiscal Q4 2023).
- According to Business Quant data, Liabilities and Shareholders Equity for the three prior fiscal quarters was $2.18 billion (Q4 2026), $2.12 billion (Q3 2026) and $2.02 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Liabilities and Shareholders Equity (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 60.98 Bn |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 114.54 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 19.82 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 4,332.34 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 15.79 Bn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 121.93 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 9.45 Bn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 143.74 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 30.50 Bn |
| 10 | Capital Southwest | 1.47 Bn | 1.26 Bn | - | 2.32 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.32 Bn |
| Mar 31, 2026 | 2.18 Bn |
| Dec 31, 2025 | 2.12 Bn |
| Sep 30, 2025 | 2.02 Bn |
| Jun 30, 2025 | 1.88 Bn |
| Mar 31, 2025 | 1.88 Bn |
| Dec 31, 2024 | 1.79 Bn |
| Sep 30, 2024 | 1.60 Bn |
| Jun 30, 2024 | 1.54 Bn |
| Mar 31, 2024 | 1.56 Bn |
| Dec 31, 2023 | 1.43 Bn |
| Sep 30, 2023 | 1.42 Bn |
| Jun 30, 2023 | 1.34 Bn |
| Mar 31, 2023 | 1.26 Bn |
| Dec 31, 2022 | 1.20 Bn |
| Sep 30, 2022 | 1.11 Bn |
| Mar 31, 2022 | 973.96 Mn |
| Mar 31, 2013 | 667.67 Mn |
| Dec 31, 2012 | 635.21 Mn |
| Sep 30, 2012 | 606.56 Mn |
API Access
Capital Southwest Liabilities and Shareholders Equity 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=liabilities-and-shareholders-equity&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "liabilities-and-shareholders-equity", "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=liabilities-and-shareholders-equity&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();