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Growth Metrics

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

Capital Southwest (CSWC) has 8 years of Tax Rate data on record, last reported at 14.2% in Q4 2025.

  • For Q4 2025, Tax Rate fell 1650.0% year-over-year to 14.2%; the TTM value through Dec 2025 reached 1.73%, down 113.0%, while the annual FY2025 figure was 3.46%, 207.0% up from the prior year.
  • Tax Rate reached 14.2% in Q4 2025 per CSWC's latest filing, down from 11.3% in the prior quarter.
  • Across five years, Tax Rate topped out at 12.88% in Q2 2024 and bottomed at 14.2% in Q4 2025.
  • Average Tax Rate over 5 years is 1.58%, with a median of 2.8% recorded in 2022.
  • The widest YoY moves for Tax Rate: up 1790bps in 2025, down -1650bps in 2025.
  • A 5-year view of Tax Rate shows it stood at 0.86% in 2021, then crashed by -704bps to 6.94% in 2022, then skyrocketed by 171bps to 4.96% in 2023, then crashed by -54bps to 2.3% in 2024, then plummeted by -718bps to 14.2% in 2025.
  • Per Business Quant database, its latest 3 readings for Tax Rate were 14.2% in Q4 2025, 11.3% in Q3 2025, and 4.74% in Q2 2025.