KPIs & Operating Metrics(New)
Growth Metrics

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

Capital Southwest has reported Tax Rate over the past 9 years, most recently at 14.2% for 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 for Q4 2025 was 14.2% at Capital Southwest, down from 11.3% in the prior quarter.
  • Over five years, Tax Rate peaked at 12.88% in Q2 2024 and troughed at 14.2% in Q4 2025.
  • A 5-year average of 1.68% and a median of 2.65% in 2022 define the central range for Tax Rate.
  • On a YoY basis, Tax Rate climbed as much as 1790bps in 2025 and fell as far as -1650bps in 2025.
  • Year by year, Tax Rate stood at 1.39% in 2021, then tumbled by -399bps to 6.94% in 2022, then soared by 171bps to 4.96% in 2023, then tumbled by -54bps to 2.3% in 2024, then crashed by -718bps to 14.2% in 2025.
  • Business Quant data shows Tax Rate for CSWC at 14.2% in Q4 2025, 11.3% in Q3 2025, and 4.74% in Q2 2025.