KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Non Operating Investment Income (2010 - 2013)

Capital Southwest's quarterly Non Operating Investment Income came in at $43.2 million in Q1 2013, down 45.32% year-on-year from $79.0 million in Q1 2012, and up 88.28% quarter-over-quarter from $22.9 million in Q4 2012.

Capital Southwest has reported Non Operating Investment Income for 4 years, with the latest figure at $43.2 million in Q1 2013.

  • For the quarter ending Q1 2013, Non Operating Investment Income fell 45.32% year-over-year to $43.2 million; the trailing twelve-month figure through Mar 2013 stood at $104.8 million (up 17.47% YoY), and the FY2013 full-year result was $104.8 million, up 17.47% from the prior year.
  • Non Operating Investment Income for Q1 2013 stood at $43.2 million, up from $22.9 million in the prior quarter.
  • The five-year high for Non Operating Investment Income was $79.0 million in Q1 2012, with the low at -$25.7 million in Q3 2011.
  • Average Non Operating Investment Income over 4 years is $21.4 million, with a median of $24.8 million recorded in 2011.
  • Year-over-year, Non Operating Investment Income soared 767.21% in 2011 and tumbled 50.61% in 2012.
  • Tracing CSWC's Non Operating Investment Income over 4 years: stood at -$7.0 million in 2010, then jumped by 767.21% to $46.4 million in 2011, then plunged by 50.61% to $22.9 million in 2012, then soared by 88.28% to $43.2 million in 2013.
  • The last three Non Operating Investment Income figures came in at $43.2 million (Q1 2013), $22.9 million (Q4 2012), and $50.3 million (Q3 2012), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Non Operating Investment Income (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 72.00 Mn
2 Blackstone 92.68 Bn 91.63 Bn - 1.14 Bn
3 Kkr 84.94 Bn 132.45 Bn - -652.70 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -15.00 Mn
6 State Street 44.42 Bn 18.75 Bn - 1.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -9.78 Mn
10 Capital Southwest 1.32 Bn 1.29 Bn - -

Historic Data

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DateValue
Mar 31, 2013 43.18 Mn
Mar 31, 2013 43.18 Mn
Dec 31, 2012 22.94 Mn
Dec 31, 2012 22.94 Mn
Sep 30, 2012 50.31 Mn
Sep 30, 2012 50.31 Mn
Jun 30, 2012 -11.63 Mn
Jun 30, 2012 -11.63 Mn
Mar 31, 2012 78.97 Mn
Mar 31, 2012 78.97 Mn
Dec 31, 2011 46.44 Mn
Dec 31, 2011 46.44 Mn
Sep 30, 2011 -25.73 Mn
Sep 30, 2011 -25.73 Mn
Jun 30, 2011 -10.47 Mn
Jun 30, 2011 -10.47 Mn
Mar 31, 2011 26.68 Mn
Mar 31, 2011 26.68 Mn
Dec 31, 2010 -6.96 Mn
Dec 31, 2010 -6.96 Mn