Capital Southwest (CSWC) Tax Rate (2010 - 2026)
Capital Southwest (CSWC) posted quarterly Tax Rate of 6.8% for Q1 2026, up 384.0% year-over-year from 1.4% in Q1 2025, and up 154.69% quarter-over-quarter from 12.43% in Q4 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 6.8% for Q1 2026.
- In Q1 2026, Tax Rate rose 384.0% year-over-year to 6.8%; the TTM figure through Mar 2026 stood at 1.85% (down 131.0% YoY), while the FY2026 annual figure was 1.63%, down 195.0% from the prior year.
- Tax Rate for Q1 2026 stood at 6.8%, up from 12.43% in the prior quarter.
- The five-year high for Tax Rate was 14.79% in Q2 2024, with the low at 12.43% in Q4 2025.
- The 5-year median for Tax Rate is 2.96% (2025), against an average of 2.43%.
- Peak annual rise in Tax Rate reached 1893 bps in 2025, while the deepest fall reached 1479 bps in 2025.
- Capital Southwest's Tax Rate stood at 6.49% in 2022, then surged by 180 bps to 5.22% in 2023, then tumbled by 55 bps to 2.35% in 2024, then slumped by 628 bps to 12.43% in 2025, then jumped by 155 bps to 6.8% in 2026.
- Business Quant data shows CSWC's Tax Rate at 6.8% in Q1 2026, 12.43% in Q4 2025, and 12.73% in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.60 Bn | 165.73 Bn | - | 24.90% |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 16.11% |
| 3 | Kkr | 97.32 Bn | -179.75 Bn | - | 17.91% |
| 4 | Brookfield | 93.16 Bn | 45.75 Bn | - | - |
| 5 | Brookfield Asset Management | 83.35 Bn | 81.84 Bn | - | 12.14% |
| 6 | Apollo Global Management | 78.49 Bn | 53.12 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 51.55 Bn | 51.55 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 51.18 Bn | 40.14 Bn | 4.72 Bn | 22.82% |
| 9 | Raymond James Financial | 34.04 Bn | 20.79 Bn | - | 20.67% |
| 10 | Capital Southwest | 1.53 Bn | 1.47 Bn | - | -4.32% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 3.89% |
| Jun 30, 2026 | 3.89% |
| Jun 30, 2026 | 3.89% |
| Mar 31, 2026 | 6.80% |
| Mar 31, 2026 | 6.80% |
| Mar 31, 2026 | 6.80% |
| Dec 31, 2025 | -12.43% |
| Dec 31, 2025 | -12.43% |
| Dec 31, 2025 | -12.43% |
| Sep 30, 2025 | 12.73% |
| Sep 30, 2025 | 12.73% |
| Sep 30, 2025 | 12.73% |
| Jun 30, 2025 | 4.98% |
| Jun 30, 2025 | 4.98% |
| Jun 30, 2025 | 4.98% |
| Mar 31, 2025 | 2.96% |
| Mar 31, 2025 | 2.96% |
| Mar 31, 2025 | 2.96% |
| Dec 31, 2024 | 2.35% |
| Dec 31, 2024 | 2.35% |