Capital Southwest (CSWC) Tax Rate (2010 - 2026)
Capital Southwest's quarterly Tax Rate came in at 3.43% in Q1 2026, down 126.0% year-on-year from 13.18% in Q1 2025, and up 124.14% quarter-over-quarter from 14.2% in Q4 2025.
Capital Southwest has reported Tax Rate for 10 years, with the latest figure at 3.43% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate fell 126.0% year-over-year to 3.43%; the trailing twelve-month figure through Mar 2026 stood at 1.6% (down 186.0% YoY), and the FY2026 full-year result was 1.6%, down 186.0% from the prior year.
- Tax Rate for Q1 2026 stood at 3.43%, up from 14.2% in the prior quarter.
- The five-year high for Tax Rate was 12.88% in Q2 2024, with the low at 14.2% in Q4 2025.
- Average Tax Rate over 5 years is 1.63%, with a median of 2.69% recorded in 2022.
- Peak annual rise in Tax Rate reached 1790 bps in 2025, while the deepest fall reached 1650 bps in 2025.
- Tracing CSWC's Tax Rate over 5 years: stood at 6.94% in 2022, then surged by 171 bps to 4.96% in 2023, then sank by 54 bps to 2.3% in 2024, then plunged by 718 bps to 14.2% in 2025, then surged 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 | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Capital Southwest | 1.32 Bn | 1.29 Bn | - | 3.43 |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Sep 30, 2023 | -4.92 |
| Sep 30, 2023 | -4.92 |
| Jun 30, 2023 | 2.92 |
| Jun 30, 2023 | 2.92 |
| Mar 31, 2023 | 2.51 |
| Mar 31, 2023 | 2.51 |
| Dec 31, 2022 | -6.94 |
| Dec 31, 2022 | -6.94 |
| Sep 30, 2022 | 6.40 |
| Sep 30, 2022 | 6.40 |
| Jun 30, 2022 | 2.80 |
| Jun 30, 2022 | 2.80 |
| Mar 31, 2022 | 0.21 |
| Mar 31, 2022 | 0.21 |
| Dec 31, 2021 | -1.39 |
| Dec 31, 2021 | -1.39 |
| Sep 30, 2021 | 6.47 |
| Sep 30, 2021 | 6.47 |
| Mar 31, 2013 | -52.88 |
| Mar 31, 2013 | -52.88 |
| Dec 31, 2012 | -1.04 |
| Dec 31, 2012 | -1.04 |
| Sep 30, 2012 | -22.50 |
| Sep 30, 2012 | -22.50 |
| Jun 30, 2012 | 77.78 |
| Jun 30, 2012 | 77.78 |
| Mar 31, 2012 | -62.57 |
| Mar 31, 2012 | -62.57 |
| Dec 31, 2011 | 0.62 |
| Dec 31, 2011 | 0.62 |
| Sep 30, 2011 | 126.09 |
| Sep 30, 2011 | 126.09 |
| Jun 30, 2011 | 121.43 |
| Jun 30, 2011 | 121.43 |
| Mar 31, 2011 | -3.54 |
| Mar 31, 2011 | -3.54 |
| Dec 31, 2010 | 2.12 |
| Dec 31, 2010 | 2.12 |