Capital Southwest (CSWC) Tax Rate (2010 - 2026)

Capital Southwest (CSWC) recorded quarterly Tax Rate of 3.43% in Q1 2026, up 124.14% quarter-over-quarter from 14.2% in Q4 2025, and down 126.0% on a YoY basis from 13.18% in Q1 2025.

Capital Southwest (CSWC) Tax Rate (2010 - 2026) Analysis & Trends

Capital Southwest's Tax Rate history runs 10 years deep, the most recent figure standing at 3.43% for Q1 2026.

  • In Q1 2026, Tax Rate fell 126.0% year-over-year to 3.43%; the TTM figure through Mar 2026 stood at 1.6% (down 186.0% YoY), while the FY2026 annual figure was 1.6%, down 186.0% from the prior year.
  • Tax Rate was 3.43% for Q1 2026 at Capital Southwest, up from 14.2% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 12.88% in Q2 2024 to a low of 14.2% in Q4 2025.
  • Historically, Tax Rate has averaged 1.63% across 5 years, with a median of 2.69% in 2022.
  • Biggest YoY gain for Tax Rate was 1790 bps in 2025; the steepest drop was 1650 bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 6.94% in 2022, then jumped by 171 bps to 4.96% in 2023, then slumped by 54 bps to 2.3% in 2024, then sank by 718 bps to 14.2% in 2025, then jumped by 124 bps to 3.43% in 2026.
  • The last three Tax Rate figures came in at 3.43% (Q1 2026), 14.2% (Q4 2025), and 11.3% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 18.16
2 Blackstone 96.85 Bn 95.80 Bn - 13.55
3 Kkr 86.45 Bn 133.96 Bn - 40.05
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 598.59
5 State Street 46.95 Bn 21.27 Bn - 21.16
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 20.02
7 Northern Trust 31.92 Bn 31.92 Bn - 24.99
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 19.13
10 Capital Southwest 1.30 Bn 1.27 Bn - 3.43

Historic Data

Download Data
DateValue
Mar 31, 2026 3.43%
Mar 31, 2026 3.43%
Dec 31, 2025 -14.20%
Dec 31, 2025 -14.20%
Sep 30, 2025 11.30%
Sep 30, 2025 11.30%
Jun 30, 2025 4.74%
Jun 30, 2025 4.74%
Mar 31, 2025 4.69%
Mar 31, 2025 4.69%
Dec 31, 2024 2.30%
Dec 31, 2024 2.30%
Sep 30, 2024 -6.60%
Sep 30, 2024 -6.60%
Jun 30, 2024 12.88%
Jun 30, 2024 12.88%
Mar 31, 2024 2.04%
Mar 31, 2024 2.04%
Dec 31, 2023 4.96%
Dec 31, 2023 4.96%