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| 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% |