KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Tax Rate (2021 - 2025)

Capital Southwest has reported Tax Rate over the past 9 years, most recently at 14.2% for Q4 2025.

  • Quarterly results put Tax Rate at 14.2% for Q4 2025, down 1650.0% from a year ago — trailing twelve months through Dec 2025 was 1.73% (down 113.0% YoY), and the annual figure for FY2025 was 3.46%, up 207.0%.
  • Tax Rate for Q4 2025 was 14.2% at Capital Southwest, down from 11.3% in the prior quarter.
  • Over the last five years, Tax Rate for CSWC hit a ceiling of 12.88% in Q2 2024 and a floor of 14.2% in Q4 2025.
  • Median Tax Rate over the past 5 years was 2.65% (2022), compared with a mean of 1.68%.
  • Peak annual rise in Tax Rate hit 1790bps in 2025, while the deepest fall reached -1650bps in 2025.
  • Capital Southwest's Tax Rate stood at 1.39% in 2021, then plummeted by -399bps to 6.94% in 2022, then surged by 171bps to 4.96% in 2023, then plummeted by -54bps to 2.3% in 2024, then tumbled by -718bps to 14.2% in 2025.
  • The last three reported values for Tax Rate were 14.2% (Q4 2025), 11.3% (Q3 2025), and 4.74% (Q2 2025) per Business Quant data.