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Capital Southwest CSWC Southeast — Investments at fair value

Other geography segments

Northeast
$576.28M+22.8%
Southwest
$446.24M+37.7%
West
$358.53M-7.8%
Midwest
$262.88M+8.7%
International
$31.79M-31.6%

Similar metrics at other companies

Main Street Capital logo
MAINSoutheast — Investments at fair value:
$298.91M+93.3%
Golub Capital logo
GBDCSoutheast — Investments, at fair value
$1.64B-0.3%
Oaktree Specialty Lending logo
OCSLSoutheast — Investments at fair value
$401.1M+5.5%
Golub Capital logo
GBDCSoutheast — Fair Value:
19.9%+0.5pp
Trinity Capital logo
TRINSoutheast America — Investment Owned At Fair Value Percentage
7.8%-1.8pp
Trinity Capital logo
TRINSoutheast America — Investment Owned At Fair Value
$194.34M+12.5%

Other financials

Income statement

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Net income$27.5M+56.5%
EPS (diluted)$0.44+25.7%

Balance sheet

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Cash & equivalents$29.4M-34.4%
Total debt$1.1B+18.2%
Total equity$1.0B+14.4%
Total assets$2.2B+15.7%

Cash flow

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Operating cash flow-$59.1M-0.7%
CapEx$49.0K-87.6%
Free cash flow-$59.2M-0.1%

Valuation

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Market cap$1.43B+22.4%
Enterprise value$2.53B+21.7%
P/E12.6×-3.9×

Returns & leverage

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Return on equity11.9%+3.3pp
Debt / equity1.1×0.0×

Where this comes from

Reported directly by Capital Southwest in its filing.

Tagged under the XBRL concept us-gaap:InvestmentOwnedAtFairValue.

The official record: Capital Southwest’s 10-K, filed May 19, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Capital Southwest's southeast — investments at fair value?
Capital Southwest (CSWC) reported southeast — investments at fair value of $421.73M in Q1 2026.
How has Capital Southwest's southeast — investments at fair value changed year-over-year?
Capital Southwest's southeast — investments at fair value increased by 33.9% year-over-year, from $315.03M to $421.73M.
What is the long-term trend for Capital Southwest's southeast — investments at fair value?
Over 2 years (2024 to 2026), Capital Southwest's southeast — investments at fair value has grown at a 24.9% compound annual growth rate (CAGR), from $927.87M to $1.45B.
What does southeast — investments at fair value mean?
Represents the total fair market value of all debt and equity investments held by the company within the Southeast geographic region. This metric reflects the current valuation of the regional portfolio as determined by the company's valuation policy and market conditions. It serves as a key indicator of the company's capital deployment and exposure within this specific market.